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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
CPB icon
1401
Campbell Soup
CPB
$6.51B
$127K ﹤0.01%
4,554
+1,236
+37% +$37.2K
ILF icon
1402
iShares Latin America 40 ETF
ILF
$3.77B
$127K ﹤0.01%
4,163
+3,563
+594% +$106K
IOO icon
1403
iShares Global 100 ETF
IOO
$8.56B
$127K ﹤0.01%
1,000
– –
TY icon
1404
TRI-Continental Corp
TY
$1.86B
$127K ﹤0.01%
3,876
– –
ASEA icon
1405
Global X FTSE Southeast Asia ETF
ASEA
$97.8M
$126K ﹤0.01%
+6,900
New +$124K
SLF icon
1406
Sun Life Financial
SLF
$45.6B
$125K ﹤0.01%
2,000
-203
-9% -$12.3K
R icon
1407
Ryder
R
$10.3B
$125K ﹤0.01%
651
+216
+50% +$38.8K
ENOR icon
1408
iShares MSCI Norway ETF
ENOR
$97.8M
$124K ﹤0.01%
+4,325
New +$121K
BKGI icon
1409
BNY Mellon Global Infrastructure Income ETF
BKGI
$1.21B
$124K ﹤0.01%
3,084
+2,584
+517% +$103K
PDD icon
1410
Pinduoduo
PDD
$118B
$124K ﹤0.01%
1,092
– –
RAMP icon
1411
LiveRamp
RAMP
$2.29B
$124K ﹤0.01%
4,207
+15
+0.4% +$431
SOXX icon
1412
iShares Semiconductor ETF
SOXX
$44.2B
$124K ﹤0.01%
410
-183
-31% -$54K
FMC icon
1413
FMC
FMC
$1.42B
$123K ﹤0.01%
8,899
-2,982
-25% -$56.8K
SOUN icon
1414
SoundHound AI
SOUN
$2.68B
$123K ﹤0.01%
12,348
+10,141
+459% +$146K
PFFD icon
1415
Global X US Preferred ETF
PFFD
$2.13B
$123K ﹤0.01%
6,510
– –
SCHR
1416
Schwab Intermediately-Term US Treasury ETF
SCHR
$13.2B
$122K ﹤0.01%
4,881
-6,086
-55% -$153K
BNT
1417
Brookfield Wealth Solutions
BNT
$11.6B
$122K ﹤0.01%
2,658
-2
-0.1% -$91
SNEX icon
1418
StoneX
SNEX
$8.83B
$122K ﹤0.01%
2,880
+25
+0.9% +$1.05K
FDHY icon
1419
Fidelity High Yield Factor ETF
FDHY
$566M
$121K ﹤0.01%
2,461
– –
HAL icon
1420
Halliburton
HAL
$27.9B
$121K ﹤0.01%
4,292
-2,296
-35% -$60.6K
VSEC icon
1421
VSE Corp
VSEC
$5.48B
$121K ﹤0.01%
702
-8
-1% -$1.37K
SPTM icon
1422
State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF
SPTM
$13.5B
$121K ﹤0.01%
1,467
+18
+1% +$1.47K
ALLE icon
1423
Allegion
ALLE
$13B
$121K ﹤0.01%
758
-508
-40% -$84.7K
UTF icon
1424
Cohen & Steers Infrastructure Fund
UTF
$3.14B
$120K ﹤0.01%
4,988
+40
+0.8% +$960
XAR icon
1425
State Street SPDR S&P Aerospace & Defense ETF
XAR
$6.07B
$120K ﹤0.01%
498
-5
-1% -$1.19K
55 56
57
58 59

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Comerica Bank
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CWM
CIBC World Markets New York $20.8B AUM
VRS
Virginia Retirement Systems Richmond, Virginia $16.8B AUM 25.91% 1-Year Est. Return
FAF
Första AP-fonden Stockholm, Sweden $16.8B AUM 29.64% 1-Year Est. Return
BGIM
Brandywine Global Investment Management Philadelphia, Pennsylvania $14.9B AUM 20.41% 1-Year Est. Return
CIM
CCLA Investment Management London, United Kingdom $6.23B AUM 5.02% 1-Year Est. Return
PPFA
Provida Pension Fund Administrator Las Condes, Santiago, Chile $5.78B AUM 21.16% 1-Year Est. Return

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.