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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
ETW
1476
Eaton Vance Tax-Managed Global Buy-Write Opportunities Fund
ETW
$1.02B
$108K ﹤0.01%
11,758
+252
+2% +$2.29K
LEN.B icon
1477
Lennar Class B
LEN.B
$20B
$108K ﹤0.01%
1,139
+411
+56% +$46.6K
GQRE icon
1478
FlexShares Global Quality Real Estate Index Fund
GQRE
$432M
$108K ﹤0.01%
1,837
+409
+29% +$24.5K
APA icon
1479
APA Corp
APA
$12.8B
$108K ﹤0.01%
4,418
+953
+28% +$23.1K
NXST icon
1480
Nexstar Media Group
NXST
$5.6B
$108K ﹤0.01%
532
+140
+36% +$27.3K
UDR icon
1481
UDR
UDR
$12.9B
$108K ﹤0.01%
2,944
-1,194
-29% -$42.5K
STWD icon
1482
Starwood Property Trust
STWD
$6.12B
$108K ﹤0.01%
5,993
+50
+0.8% +$920
BKLC icon
1483
BNY Mellon US Large Cap Core Equity ETF
BKLC
$1.79B
$107K ﹤0.01%
+2,451
New +$106K
IEF icon
1484
iShares 7-10 Year Treasury Bond ETF
IEF
$47.1B
$107K ﹤0.01%
1,111
+738
+198% +$71.4K
NMT icon
1485
Nuveen Massachusetts Quality Municipal Income Fund
NMT
$131M
$107K ﹤0.01%
+9,427
New +$109K
ENVX icon
1486
Enovix
ENVX
$862M
$106K ﹤0.01%
14,542
+725
+5% +$7.02K
GMED icon
1487
Globus Medical
GMED
$10.4B
$106K ﹤0.01%
1,217
+323
+36% +$24.5K
GSIE icon
1488
Goldman Sachs ActiveBeta International Equity ETF
GSIE
$5.86B
$106K ﹤0.01%
2,467
– –
OTTR icon
1489
Otter Tail
OTTR
$3.88B
$106K ﹤0.01%
1,310
+10
+0.8% +$810
AIT icon
1490
Applied Industrial Technologies
AIT
$12.8B
$105K ﹤0.01%
410
+61
+17% +$15.6K
PCY icon
1491
Invesco Emerging Markets Sovereign Debt ETF
PCY
$1.38B
$105K ﹤0.01%
4,850
– –
WYNN icon
1492
Wynn Resorts
WYNN
$10.1B
$104K ﹤0.01%
868
-516
-37% -$63.8K
AVEM icon
1493
Avantis Emerging Markets Equity ETF
AVEM
$24.9B
$104K ﹤0.01%
1,356
+140
+12% +$10.7K
CG icon
1494
Carlyle Group
CG
$16.3B
$104K ﹤0.01%
1,759
-495
-22% -$28.1K
OSBC icon
1495
Old Second Bancorp
OSBC
$1.24B
$104K ﹤0.01%
5,320
– –
TAP icon
1496
Molson Coors Class B
TAP
$7.68B
$104K ﹤0.01%
2,222
-322
-13% -$14.9K
FNF icon
1497
Fidelity National Financial
FNF
$13.9B
$104K ﹤0.01%
1,897
-210
-10% -$12K
TWLO icon
1498
Twilio
TWLO
$29.1B
$103K ﹤0.01%
726
+202
+39% +$25K
BFAM icon
1499
Bright Horizons
BFAM
$3.99B
$103K ﹤0.01%
1,018
+108
+12% +$10.9K
HSIC icon
1500
Henry Schein
HSIC
$9.74B
$102K ﹤0.01%
1,353
-1,907
-58% -$134K
58 59
60
61 62

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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
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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.