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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
WEN icon
1376
Wendy's
WEN
$1.33B
$135K ﹤0.01%
16,203
-8,191
-34% -$70.7K
ICLN icon
1377
iShares Global Clean Energy ETF
ICLN
$2.38B
$134K ﹤0.01%
8,161
+1,670
+26% +$27.8K
BIV icon
1378
Vanguard Intermediate-Term Bond ETF
BIV
$28.8B
$133K ﹤0.01%
1,709
+178
+12% +$13.9K
UEC icon
1379
Uranium Energy
UEC
$4.71B
$133K ﹤0.01%
11,357
– –
XLG icon
1380
Invesco S&P 500 Top 50 ETF
XLG
$10.5B
$133K ﹤0.01%
2,236
+141
+7% +$8.29K
ALIT icon
1381
Alight
ALIT
$497M
$132K ﹤0.01%
+3,397
New +$169K
LASR icon
1382
nLIGHT
LASR
$3.95B
$132K ﹤0.01%
+3,531
New +$118K
TSN icon
1383
Tyson Foods
TSN
$20.2B
$132K ﹤0.01%
2,254
+392
+21% +$21.5K
VTES icon
1384
Vanguard Short-Term Tax-Exempt Bond ETF
VTES
$2.08B
$132K ﹤0.01%
1,298
– –
WBS icon
1385
Webster Financial
WBS
$12.3B
$131K ﹤0.01%
2,083
+826
+66% +$49K
BTCO icon
1386
Invesco Galaxy Bitcoin ETF
BTCO
$430M
$131K ﹤0.01%
1,500
– –
PPLT
1387
abrdn Physical Platinum Shares ETF
PPLT
$1.81B
$131K ﹤0.01%
7,000
-3,000
-30% -$46.2K
SIGA icon
1388
SIGA Technologies
SIGA
$223M
$130K ﹤0.01%
21,316
– –
HRMY icon
1389
Harmony Biosciences
HRMY
$2.04B
$130K ﹤0.01%
3,477
-16,756
-83% -$551K
DFE icon
1390
WisdomTree Europe SmallCap Dividend Fund
DFE
$163M
$129K ﹤0.01%
1,800
– –
RIV
1391
RiverNorth Opportunities Fund
RIV
$308M
$129K ﹤0.01%
11,000
-300
-3% -$3.5K
BG icon
1392
Bunge Global
BG
$23.6B
$129K ﹤0.01%
1,448
-687
-32% -$63.3K
EWD icon
1393
iShares MSCI Sweden ETF
EWD
$522M
$129K ﹤0.01%
+2,616
New +$126K
NTST
1394
NETSTREIT Corp
NTST
$2.16B
$129K ﹤0.01%
7,299
– –
FERG icon
1395
Ferguson
FERG
$44.7B
$128K ﹤0.01%
577
-498
-46% -$119K
PEGA icon
1396
Pegasystems
PEGA
$4.41B
$128K ﹤0.01%
2,151
+25
+1% +$1.46K
CGGR icon
1397
Capital Group Growth ETF
CGGR
$23.5B
$128K ﹤0.01%
2,888
+661
+30% +$29.2K
BCO icon
1398
Brink's
BCO
$5.02B
$128K ﹤0.01%
1,094
-504
-32% -$57.6K
BBWI icon
1399
Bath & Body Works
BBWI
$4.01B
$127K ﹤0.01%
6,345
+229
+4% +$5.06K
MWA icon
1400
Mueller Water Products
MWA
$3.92B
$127K ﹤0.01%
5,330
+3,238
+155% +$80.2K
54 55
56
57 58

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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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PPFA
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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.