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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
LCTU icon
1501
iShares U.S. Carbon Transition Readiness Aware Active ETF
LCTU
$1.2B
$102K ﹤0.01%
+1,375
New +$101K
IBN icon
1502
ICICI Bank
IBN
$106B
$102K ﹤0.01%
3,416
-119
-3% -$3.65K
DFIS icon
1503
Dimensional International Small Cap ETF
DFIS
$5.76B
$102K ﹤0.01%
3,087
+2,525
+449% +$80.4K
JMTG
1504
JPMorgan Mortgage-Backed Securities ETF
JMTG
$6.7B
$102K ﹤0.01%
1,990
+261
+15% +$13.4K
HLN icon
1505
Haleon
HLN
$43.1B
$102K ﹤0.01%
10,044
-7,862
-44% -$74.7K
LEA icon
1506
Lear
LEA
$7.19B
$102K ﹤0.01%
886
-419
-32% -$44.8K
NLY icon
1507
Annaly Capital Management
NLY
$16.9B
$101K ﹤0.01%
4,514
+1,655
+58% +$36K
BL icon
1508
BlackLine
BL
$1.69B
$101K ﹤0.01%
1,823
-5
-0.3% -$275
CLOZ icon
1509
Panagram BBB-B CLO ETF
CLOZ
$773M
$100K ﹤0.01%
3,793
+71
+2% +$1.89K
DVAX
1510
DELISTED
Dynavax Technologies
DVAX
$100K ﹤0.01%
6,524
+24
+0.4% +$264
FCF icon
1511
First Commonwealth Financial
FCF
$2.12B
$100K ﹤0.01%
5,933
+24
+0.4% +$393
GPI icon
1512
Group 1 Automotive
GPI
$3.94B
$99.9K ﹤0.01%
254
+11
+5% +$4.51K
CIEN icon
1513
Ciena
CIEN
$55.3B
$99.6K ﹤0.01%
426
+275
+182% +$53.4K
CIGI icon
1514
Colliers International
CIGI
$4.98B
$99.6K ﹤0.01%
677
– –
CRSP icon
1515
CRISPR Therapeutics
CRSP
$4.58B
$99.5K ﹤0.01%
1,898
-183
-9% -$11K
KBWB icon
1516
Invesco KBW Bank ETF
KBWB
$7.08B
$99.4K ﹤0.01%
1,179
+79
+7% +$6.25K
KVUE icon
1517
Kenvue
KVUE
$37B
$99.2K ﹤0.01%
5,751
-637
-10% -$10.4K
CIVI
1518
DELISTED
Civitas Resources
CIVI
$98.9K ﹤0.01%
3,650
-938
-20% -$27.1K
AVNT icon
1519
Avient
AVNT
$3.45B
$98.4K ﹤0.01%
3,150
+168
+6% +$5.2K
SJNK icon
1520
State Street SPDR Bloomberg Short Term High Yield Bond ETF
SJNK
$4.89B
$98.2K ﹤0.01%
3,880
-396
-9% -$10K
USLM icon
1521
United States Lime & Minerals
USLM
$3.18B
$98.2K ﹤0.01%
820
– –
LNTH icon
1522
Lantheus
LNTH
$6.82B
$98.1K ﹤0.01%
1,474
+143
+11% +$8.32K
EWW icon
1523
iShares MSCI Mexico ETF
EWW
$1.89B
$98.1K ﹤0.01%
1,414
+22
+2% +$1.49K
PDT
1524
John Hancock Premium Dividend Fund
PDT
$634M
$97.8K ﹤0.01%
7,699
+7,462
+3,149% +$96.6K
PCN
1525
PIMCO Corporate & Income Strategy Fund
PCN
$870M
$97.7K ﹤0.01%
7,660
– –
59 60
61
62 63

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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.