We are live on ! Find out more
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
EVR icon
1526
Evercore
EVR
$13.1B
$97.7K ﹤0.01%
287
-252
-47% -$81K
OCUL icon
1527
Ocular Therapeutix
OCUL
$1.86B
$97.6K ﹤0.01%
8,040
– –
IDEV icon
1528
iShares Core MSCI International Developed Markets ETF
IDEV
$31B
$97.6K ﹤0.01%
1,183
-3,418
-74% -$278K
JLL icon
1529
Jones Lang LaSalle
JLL
$15.1B
$96.6K ﹤0.01%
287
+59
+26% +$18.5K
FN icon
1530
Fabrinet
FN
$17.1B
$96.1K ﹤0.01%
211
+86
+69% +$37.4K
PETS icon
1531
PetMed Express
PETS
$42.5M
$96K ﹤0.01%
30,000
– –
HEI.A icon
1532
HEICO Corp Class A
HEI.A
$35.4B
$95.9K ﹤0.01%
380
-120
-24% -$29.6K
IYC icon
1533
iShares US Consumer Discretionary ETF
IYC
$1.12B
$95.7K ﹤0.01%
928
– –
CPRX
1534
DELISTED
Catalyst Pharmaceutical
CPRX
$95.5K ﹤0.01%
4,091
-1,437
-26% -$32K
ZBRA icon
1535
Zebra Technologies
ZBRA
$12.4B
$95.2K ﹤0.01%
392
-80
-17% -$21.4K
DCO icon
1536
Ducommun
DCO
$2.68B
$95.1K ﹤0.01%
+1,000
New +$93.1K
MTH icon
1537
Meritage Homes
MTH
$4.87B
$95.1K ﹤0.01%
1,445
+16
+1% +$1.11K
LBRDA icon
1538
Liberty Broadband Class A
LBRDA
$4.14B
$95K ﹤0.01%
1,968
-653
-25% -$33.8K
VNT icon
1539
Vontier
VNT
$4.33B
$94.8K ﹤0.01%
2,550
-1,429
-36% -$54.7K
BUFR icon
1540
FT Vest Fund of Buffer ETFs
BUFR
$10B
$94.6K ﹤0.01%
2,762
-4,708
-63% -$159K
NYT icon
1541
New York Times
NYT
$11.6B
$94.6K ﹤0.01%
1,363
-1,232
-47% -$76.4K
EPAC icon
1542
Enerpac Tool Group
EPAC
$1.77B
$94.5K ﹤0.01%
2,470
+12
+0.5% +$475
EWBC icon
1543
East-West Bancorp
EWBC
$17.9B
$94K ﹤0.01%
836
-542
-39% -$57.5K
QCRH icon
1544
QCR Holdings
QCRH
$1.65B
$93.7K ﹤0.01%
1,125
– –
WMS icon
1545
Advanced Drainage Systems
WMS
$10.9B
$93.7K ﹤0.01%
647
+33
+5% +$4.78K
SMMD icon
1546
iShares Russell 2500 ETF
SMMD
$3.58B
$93.4K ﹤0.01%
1,247
+157
+14% +$11.7K
EEMV icon
1547
iShares MSCI Emerging Markets Min Vol Factor ETF
EEMV
$3.45B
$93.2K ﹤0.01%
1,455
+268
+23% +$17.3K
FNCL icon
1548
Fidelity MSCI Financials Index ETF
FNCL
$2.35B
$93.1K ﹤0.01%
1,197
– –
MGM icon
1549
MGM Resorts International
MGM
$11.7B
$93.1K ﹤0.01%
2,551
+274
+12% +$9.3K
PFGC icon
1550
Performance Food Group
PFGC
$17.5B
$93.1K ﹤0.01%
1,035
-69
-6% -$6.66K
60 61
62
63 64

Similar funds

Two Sigma Advisers
Two Sigma Advisers New York $51.4B AUM 31.07% 1-Year Est. Return
Comerica Bank
Comerica Bank Dallas, Texas $25.1B AUM 24.68% 1-Year Est. Return
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.