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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
IHF icon
1426
iShares US Healthcare Providers ETF
IHF
$1.18B
$120K ﹤0.01%
2,500
– –
SPB icon
1427
Spectrum Brands
SPB
$2.04B
$120K ﹤0.01%
2,028
+19
+0.9% +$1.07K
MGTX icon
1428
MeiraGTx Holdings
MGTX
$1.09B
$119K ﹤0.01%
15,000
– –
EDEN icon
1429
iShares MSCI Denmark ETF
EDEN
$201M
$119K ﹤0.01%
+1,040
New +$116K
EWC icon
1430
iShares MSCI Canada ETF
EWC
$6.04B
$119K ﹤0.01%
2,201
+202
+10% +$10.4K
IBDT icon
1431
iShares iBonds Dec 2028 Term Corporate ETF
IBDT
$4.04B
$118K ﹤0.01%
4,649
+4,223
+991% +$108K
RS icon
1432
Reliance Steel & Aluminium
RS
$20.8B
$118K ﹤0.01%
409
+69
+20% +$19.4K
NAC icon
1433
Nuveen California Quality Municipal Income Fund
NAC
$1.83B
$118K ﹤0.01%
10,000
– –
TFLO icon
1434
iShares Treasury Floating Rate Bond ETF
TFLO
$6.56B
$118K ﹤0.01%
2,336
-186
-7% -$9.39K
PENN icon
1435
PENN Entertainment
PENN
$2.74B
$117K ﹤0.01%
7,933
+31
+0.4% +$484
PINS icon
1436
Pinterest
PINS
$12.4B
$117K ﹤0.01%
4,511
-682,055
-99% -$19.6M
AXS icon
1437
AXIS Capital
AXS
$8.59B
$117K ﹤0.01%
1,090
-652
-37% -$64.8K
BURL icon
1438
Burlington
BURL
$22B
$116K ﹤0.01%
403
-173
-30% -$46.9K
BNS icon
1439
Scotiabank
BNS
$106B
$116K ﹤0.01%
1,578
-300
-16% -$20.4K
NGL icon
1440
NGL Energy Partners
NGL
$1.94B
$116K ﹤0.01%
11,615
– –
BC icon
1441
Brunswick
BC
$5.19B
$116K ﹤0.01%
1,560
+1,455
+1,386% +$98.6K
FAF icon
1442
First American
FAF
$7.67B
$115K ﹤0.01%
1,878
+304
+19% +$19.1K
DJP icon
1443
iPath Bloomberg Commodity Index Total Return ETN due 12 June 2036
DJP
$819M
$114K ﹤0.01%
3,044
+495
+19% +$18.3K
BBCA icon
1444
JPMorgan BetaBuilders Canada ETF
BBCA
$10.7B
$114K ﹤0.01%
1,230
+419
+52% +$37.3K
DBA icon
1445
Invesco DB Agriculture Fund
DBA
$1.26B
$114K ﹤0.01%
4,477
– –
AN icon
1446
AutoNation
AN
$6.97B
$114K ﹤0.01%
550
+31
+6% +$6.45K
TOLZ icon
1447
ProShares DJ Brookfield Global Infrastructure ETF
TOLZ
$196M
$113K ﹤0.01%
2,096
-2,792
-57% -$151K
CNR
1448
Core Natural Resources Inc
CNR
$4.19B
$113K ﹤0.01%
1,281
-132
-9% -$11.3K
EPR icon
1449
EPR Properties
EPR
$4.86B
$113K ﹤0.01%
2,272
-1,007
-31% -$52.4K
DSL
1450
DoubleLine Income Solutions Fund
DSL
$1.21B
$113K ﹤0.01%
10,035
+1
+0% +$12
56 57
58
59 60

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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.