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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
HAE icon
1601
Haemonetics
HAE
$3.58B
$82.4K ﹤0.01%
1,028
-66
-6% -$4.43K
Z icon
1602
Zillow
Z
$7.04B
$81.5K ﹤0.01%
1,194
-176
-13% -$12.7K
CGXU icon
1603
Capital Group International Focus Equity ETF
CGXU
$6.12B
$81.4K ﹤0.01%
2,756
+436
+19% +$13.1K
FWONA icon
1604
Liberty Media Series A
FWONA
$22.3B
$81.2K ﹤0.01%
909
-641
-41% -$57.5K
QQEW icon
1605
First Trust Nasdaq-100 Select Equal Weight ETF
QQEW
$1.71B
$81.2K ﹤0.01%
571
– –
ACWV icon
1606
iShares MSCI Global Min Vol Factor ETF
ACWV
$3.26B
$80.9K ﹤0.01%
681
-1,161
-63% -$139K
NXT icon
1607
Nextpower Inc
NXT
$15.2B
$80.6K ﹤0.01%
925
+262
+40% +$23.8K
YEXT icon
1608
Yext
YEXT
$501M
$80.4K ﹤0.01%
9,981
– –
NTNX icon
1609
Nutanix
NTNX
$14.9B
$80.4K ﹤0.01%
1,556
+330
+27% +$20.2K
VOTE icon
1610
TCW Transform 500 ETF
VOTE
$1.09B
$80.2K ﹤0.01%
1,000
– –
IPAC icon
1611
iShares Core MSCI Pacific ETF
IPAC
$2.6B
$80K ﹤0.01%
1,093
-217
-17% -$16.1K
SIBN icon
1612
SI-BONE Inc
SIBN
$737M
$79.9K ﹤0.01%
4,054
-100
-2% -$1.74K
ASH icon
1613
Ashland
ASH
$3.04B
$79.4K ﹤0.01%
1,354
-744
-35% -$39.3K
ARKB icon
1614
ARK 21Shares Bitcoin ETF
ARKB
$2.45B
$79.3K ﹤0.01%
2,732
+2,504
+1,098% +$83.3K
SPAB icon
1615
State Street SPDR Portfolio Aggregate Bond ETF
SPAB
$9.78B
$79K ﹤0.01%
3,067
– –
PCG icon
1616
PG&E
PCG
$47.8B
$78.9K ﹤0.01%
4,911
-4,339
-47% -$69.3K
CF icon
1617
CF Industries
CF
$19.2B
$78.7K ﹤0.01%
1,017
-485
-32% -$39.9K
INSP icon
1618
Inspire Medical Systems
INSP
$1.42B
$78.6K ﹤0.01%
852
+17
+2% +$1.63K
HMC icon
1619
Honda
HMC
$36.5B
$78.4K ﹤0.01%
2,659
-18
-0.7% -$546
EUAD
1620
Select STOXX Europe Aerospace & Defense ETF
EUAD
$1.14B
$77.9K ﹤0.01%
1,850
-4,914
-73% -$212K
AMRZ
1621
Amrize Ltd
AMRZ
$27.3B
$76.8K ﹤0.01%
1,419
+835
+143% +$42.6K
TIGO icon
1622
Millicom
TIGO
$15.8B
$76.7K ﹤0.01%
1,383
+2
+0.1% +$101
CLSK icon
1623
CleanSpark
CLSK
$3.73B
$76.7K ﹤0.01%
7,576
+4,571
+152% +$68.5K
ZM icon
1624
Zoom
ZM
$25.8B
$76.4K ﹤0.01%
885
+275
+45% +$23.1K
AOR icon
1625
iShares Core 60/40 Balanced Allocation ETF
AOR
$3.63B
$75.5K ﹤0.01%
1,161
+2
+0.2% +$130
63 64
65
66 67

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CWM
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VRS
Virginia Retirement Systems Richmond, Virginia $16.8B AUM 25.91% 1-Year Est. Return
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.