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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
CHKP icon
126
Check Point Software Technologies
CHKP
$13.3B
$103M 0.17%
555,741
+8,933
+2% +$1.73M
QQQ icon
127
Invesco QQQ Trust
QQQ
$459B
$102M 0.17%
165,274
-1,250
-0.8% -$767K
CYBR
128
DELISTED
CyberArk
CYBR
$97.8M 0.17%
219,187
-8,242
-4% -$3.97M
HDB icon
129
HDFC Bank
HDB
$120B
$97.6M 0.17%
2,671,173
+100,049
+4% +$3.6M
ORCL icon
130
Oracle
ORCL
$342B
$95.9M 0.16%
492,124
-5,364
-1% -$1.28M
AMP icon
131
Ameriprise Financial
AMP
$46.7B
$95.8M 0.16%
195,476
-72,255
-27% -$34.3M
SNOW icon
132
Snowflake
SNOW
$93.8B
$95.4M 0.16%
435,095
-12,362
-3% -$3.02M
COST icon
133
Costco
COST
$413B
$94.9M 0.16%
109,995
-37
-0% -$33.5K
BR icon
134
Broadridge
BR
$17.1B
$93.9M 0.16%
420,900
-15,884
-4% -$3.62M
CSGP icon
135
CoStar Group
CSGP
$11.3B
$91.6M 0.15%
1,361,651
-461,455
-25% -$32.7M
SPYG icon
136
State Street SPDR Portfolio S&P 500 Growth ETF
SPYG
$51.2B
$90.4M 0.15%
847,510
+245,944
+41% +$26.1M
CAH icon
137
Cardinal Health
CAH
$53.6B
$88.7M 0.15%
431,769
-10,019
-2% -$1.89M
ARES icon
138
Ares Management
ARES
$28.3B
$88.1M 0.15%
545,278
-462,574
-46% -$72.1M
ACWX icon
139
iShares MSCI ACWI ex US ETF
ACWX
$11.4B
$86.9M 0.15%
1,294,483
+1,281,794
+10,102% +$84.9M
RSP icon
140
Invesco S&P 500 Equal Weight ETF
RSP
$96.3B
$86.7M 0.15%
452,511
+75,442
+20% +$14.3M
PEP icon
141
PepsiCo
PEP
$186B
$86.6M 0.15%
603,191
-43,555
-7% -$6.4M
MCHP icon
142
Microchip Technology
MCHP
$43.1B
$86M 0.15%
1,350,150
-119,909
-8% -$7.4M
COR icon
143
Cencora
COR
$60.2B
$85.1M 0.14%
251,870
-14,133
-5% -$4.82M
PAA icon
144
Plains All American Pipeline
PAA
$17.4B
$84.7M 0.14%
4,713,673
-388,807
-8% -$6.61M
AXP icon
145
American Express
AXP
$221B
$83.2M 0.14%
224,830
-1,813
-0.8% -$649K
LYV icon
146
Live Nation Entertainment
LYV
$41.3B
$80.1M 0.14%
561,905
-23,399
-4% -$3.36M
CL icon
147
Colgate-Palmolive
CL
$72.4B
$80M 0.14%
1,012,699
-6,751
-0.7% -$529K
DKS icon
148
Dick's Sporting Goods
DKS
$18.5B
$79.9M 0.14%
403,796
-11,295
-3% -$2.46M
ALNY icon
149
Alnylam Pharmaceuticals
ALNY
$36.5B
$79.7M 0.13%
200,425
-13,788
-6% -$6.1M
MLPB icon
150
ETRACS Alerian MLP Infrastructure Index ETN Series B due Apr 2 2040
MLPB
$251M
$79.1M 0.13%
3,126,389
+10,976
+0.4% +$273K
4 5
6
7 8

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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.