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CIBC Private Wealth Group

CIBC Private Wealth Group Portfolio holdings

AUM $59.2B
1-Year Est. Return 20.62%
This Fund
S&P 500
This Quarter Est. Return
+3.4%
1 Year Est. Return
+20.62%
3 Year Est. Return
+88.19%
5 Year Est. Return
+111.32%
10 Year Est. Return
+389.71%
AUM
$59.2B
AUM Growth
+$748M
Cap. Flow
-$272M
Cap. Flow %
-0.46%
Top 10 Hldgs %
29.49%
Holding
3,569
New
489
Increased
1,184
Reduced
1,076
Closed
172

Top Buys

Rank Stock Value
1
SPY icon
State Street SPDR S&P 500 ETF Trust
SPY
+$282M
2
INTU icon
Intuit
INTU
+$269M
3
SGOV icon
iShares 0-3 Month Treasury Bond ETF
SGOV
+$235M
4
LLY icon
Eli Lilly
LLY
+$200M
5
AMD icon
Advanced Micro Devices
AMD
+$127M

Top Sells

Rank Stock Value
1
WDAY icon
Workday
WDAY
+$296M
2
CVX icon
Chevron
CVX
+$178M
3
FISV
Fiserv Inc
FISV
+$161M
4
RTX icon
RTX Corp
RTX
+$144M
5
AMZN icon
Amazon
AMZN
+$143M

Sector Composition

Rank Sector Weight
1 Technology 26.14%
2 Financials 11.73%
3 Healthcare 11%
4 Industrials 8.84%
5 Consumer Discretionary 8.48%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
ARM icon
1351
Arm
ARM
$278B
$145K ﹤0.01%
1,322
-28
-2% -$4.07K
KHC icon
1352
Kraft Heinz
KHC
$30.4B
$144K ﹤0.01%
5,939
-3,244
-35% -$80.7K
RSPS icon
1353
Invesco S&P 500 Equal Weight Consumer Staples ETF
RSPS
$249M
$143K ﹤0.01%
4,935
– –
COLB icon
1354
Columbia Banking Systems
COLB
$8.81B
$143K ﹤0.01%
5,099
-2,496
-33% -$67.6K
KNF icon
1355
Knife River
KNF
$4.43B
$142K ﹤0.01%
2,021
-814
-29% -$57.2K
IXN icon
1356
iShares Global Tech ETF
IXN
$8.7B
$142K ﹤0.01%
1,354
-95
-7% -$10K
TPH
1357
DELISTED
Tri Pointe Homes
TPH
$142K ﹤0.01%
4,512
+20
+0.4% +$650
SWKS icon
1358
Skyworks Solutions
SWKS
$9.06B
$142K ﹤0.01%
2,235
+51
+2% +$3.56K
JBSS icon
1359
John B. Sanfilippo & Son
JBSS
$949M
$141K ﹤0.01%
2,002
+2
+0.1% +$136
CAVA icon
1360
CAVA Group
CAVA
$7.22B
$141K ﹤0.01%
2,406
-168
-7% -$9.37K
IP icon
1361
International Paper
IP
$22.3B
$141K ﹤0.01%
3,573
-3,066
-46% -$126K
QYLD icon
1362
Global X NASDAQ-100 Covered Call ETF
QYLD
$7.97B
$140K ﹤0.01%
7,913
-5,953
-43% -$104K
TCAF icon
1363
T. Rowe Price Capital Appreciation Equity ETF
TCAF
$7.81B
$140K ﹤0.01%
3,656
+1,397
+62% +$53.5K
RDN icon
1364
Radian Group
RDN
$5.14B
$139K ﹤0.01%
3,852
+62
+2% +$2.17K
IXC icon
1365
iShares Global Energy ETF
IXC
$2.71B
$138K ﹤0.01%
3,302
-21
-0.6% -$882
EFAV icon
1366
iShares MSCI EAFE Min Vol Factor ETF
EFAV
$5.22B
$138K ﹤0.01%
1,596
-69
-4% -$5.9K
CM icon
1367
Canadian Imperial Bank of Commerce
CM
$107B
$138K ﹤0.01%
1,519
– –
BWA icon
1368
BorgWarner
BWA
$13.2B
$137K ﹤0.01%
3,051
-760
-20% -$33.3K
REG icon
1369
Regency Centers
REG
$15B
$137K ﹤0.01%
1,991
-547
-22% -$38.4K
TYG
1370
Tortoise Energy Infrastructure Corp
TYG
$1.14B
$137K ﹤0.01%
3,352
-474
-12% -$20.3K
TRMB icon
1371
Trimble
TRMB
$12.3B
$137K ﹤0.01%
1,745
+730
+72% +$58.2K
MGY icon
1372
Magnolia Oil & Gas
MGY
$5.83B
$136K ﹤0.01%
6,218
+44
+0.7% +$1K
MTG icon
1373
MGIC Investment
MTG
$6.27B
$136K ﹤0.01%
4,647
+991
+27% +$27.8K
SKY icon
1374
Champion Homes
SKY
$4.48B
$136K ﹤0.01%
1,605
-159
-9% -$12.5K
MP icon
1375
MP Materials
MP
$7.35B
$135K ﹤0.01%
2,674
-368
-12% -$23.3K
53 54
55
56 57

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CWM
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VRS
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FAF
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BGIM
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CIM
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CIBC Private Wealth Group's Q4 2025 Portfolio in Review

As of Q4 2025, CIBC Private Wealth Group held 3,569 positions worth $59.2B, up 1.3% from $58.4B the previous quarter. Its ten largest holdings account for 29% of the portfolio.

CIBC Private Wealth Group's Q4 2025 filing shows 489 new, 1,184 increased, 1,076 reduced and 172 closed positions. Its largest new stake was Rice Acquisition Corporation 3: 499,376 shares worth $5.12M. The largest sale was Workday, an estimated $296M.

By sector, the portfolio is most concentrated in Technology at 26% of assets, down from 28% a quarter earlier, followed by Financials and Healthcare.

  • CIBC Private Wealth Group's largest Q4 2025 buy was Rice Acquisition Corporation 3: 499,376 shares worth $5.12M.
  • CIBC Private Wealth Group added most to State Street SPDR S&P 500 ETF Trust in Q4 2025, an estimated $282M increase.
  • CIBC Private Wealth Group's biggest Q4 2025 reduction was Workday, cutting an estimated $296M.
  • CIBC Private Wealth Group fully exited Cheniere Energy in Q4 2025, selling an estimated $7.3M.
  • CIBC Private Wealth Group's ten largest holdings make up 29% of its $59.2B portfolio in Q4 2025.
  • CIBC Private Wealth Group opened 489 new positions and closed 172 in Q4 2025.
  • CIBC Private Wealth Group's portfolio value rose 1.3% quarter-over-quarter to $59.2B.

Based on CIBC Private Wealth Group's 13F filing for Q4 2025, filed 12 Feb 2026.