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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
VWAV
1551
VisionWave Holdings
VWAV
$81.6M
$93.1K ﹤0.01%
+10,050
New +$105K
CAPL icon
1552
CrossAmerica Partners
CAPL
$830M
$92.7K ﹤0.01%
4,500
– –
PDN icon
1553
Invesco FTSE RAFI Developed Markets ex-US Small-Mid ETF
PDN
$349M
$92.4K ﹤0.01%
2,191
-602
-22% -$24.9K
FLQM icon
1554
Franklin US Mid Cap Multifactor Index ETF
FLQM
$1.56B
$92.3K ﹤0.01%
1,640
– –
ECHO
1555
EchoStar
ECHO
$25.5B
$92K ﹤0.01%
+846
New +$68.9K
ICHR icon
1556
Ichor Holdings
ICHR
$3.02B
$91.7K ﹤0.01%
4,975
+8
+0.2% +$148
IYK icon
1557
iShares US Consumer Staples ETF
IYK
$1.39B
$91.6K ﹤0.01%
1,368
+9
+0.7% +$611
ILCG icon
1558
iShares Morningstar Growth ETF
ILCG
$3.1B
$91.6K ﹤0.01%
880
– –
INFY icon
1559
Infosys
INFY
$45B
$91.5K ﹤0.01%
5,135
– –
DIOD icon
1560
Diodes
DIOD
$4B
$91.4K ﹤0.01%
1,853
+11
+0.6% +$557
VEGN icon
1561
US Vegan Climate ETF
VEGN
$179M
$91.2K ﹤0.01%
1,500
– –
TDS icon
1562
Telephone and Data Systems
TDS
$3.91B
$91.2K ﹤0.01%
+2,224
New +$86.6K
HYGH icon
1563
iShares Interest Rate Hedged High Yield Bond ETF
HYGH
$573M
$91.1K ﹤0.01%
1,057
+13
+1% +$1.12K
AMTM
1564
Amentum Holdings
AMTM
$5.51B
$91K ﹤0.01%
3,139
-2,161
-41% -$55.2K
JAAA icon
1565
Janus Henderson AAA CLO ETF
JAAA
$29.1B
$90.8K ﹤0.01%
1,796
-621
-26% -$31.4K
JPUS
1566
JPMorgan Diversified Return US Equity ETF
JPUS
$455M
$90.6K ﹤0.01%
+731
New +$90.3K
BPRE
1567
Bluerock Private Real Estate Fund
BPRE
$89.8K ﹤0.01%
+5,985
New +$92.4K
BJ icon
1568
BJs Wholesale Club
BJ
$11.9B
$89.6K ﹤0.01%
995
+176
+21% +$16.2K
LION icon
1569
Lionsgate Studios
LION
$3.88B
$89.5K ﹤0.01%
9,800
+4,267
+77% +$30.4K
INDY icon
1570
iShares S&P India Nifty 50 Index Fund
INDY
$545M
$89.4K ﹤0.01%
1,814
– –
UMAC icon
1571
Unusual Machines
UMAC
$925M
$89.2K ﹤0.01%
7,000
– –
MQT
1572
DELISTED
BlackRock MuniYield Quality Fund II
MQT
$89.1K ﹤0.01%
8,861
– –
FHN icon
1573
First Horizon
FHN
$12.1B
$88.6K ﹤0.01%
3,706
-1,716
-32% -$38.3K
BBEU icon
1574
JPMorgan BetaBuilders Europe ETF
BBEU
$9.13B
$88.5K ﹤0.01%
1,208
+610
+102% +$43.4K
IVES
1575
Dan IVES Wedbush AI Revolution ETF
IVES
$991M
$88.5K ﹤0.01%
2,800
+145
+5% +$4.75K
61 62
63
64 65

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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.