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
CMA
1626
DELISTED
Comerica
CMA
$75.2K ﹤0.01%
865
-647
-43% -$52.1K
CVNA icon
1627
Carvana
CVNA
$43.3B
$75.1K ﹤0.01%
890
+530
+147% +$39.4K
MGEE icon
1628
MGE Energy Inc
MGEE
$3.11B
$74.7K ﹤0.01%
952
+12
+1% +$986
KBH icon
1629
KB Home
KBH
$3.48B
$74.3K ﹤0.01%
1,317
-911
-41% -$56K
DB icon
1630
Deutsche Bank
DB
$66.3B
$74.3K ﹤0.01%
1,926
-908
-32% -$32.8K
LW icon
1631
Lamb Weston
LW
$6.82B
$73.9K ﹤0.01%
1,765
-1,510
-46% -$88.9K
FLY
1632
Firefly Aerospace
FLY
$3.23B
$73.8K ﹤0.01%
3,300
+2,400
+267% +$55.5K
STRL icon
1633
Sterling Infrastructure
STRL
$20.3B
$73.5K ﹤0.01%
240
+54
+29% +$18.6K
WTAI icon
1634
WisdomTree Artificial Intelligence and Innovation Fund
WTAI
$584M
$73.5K ﹤0.01%
2,521
+966
+62% +$28.9K
THC icon
1635
Tenet Healthcare
THC
$20.1B
$73.1K ﹤0.01%
368
-145
-28% -$29.3K
VCLT icon
1636
Vanguard Long-Term Corporate Bond ETF
VCLT
$8.83B
$72.8K ﹤0.01%
960
-13
-1% -$1K
NCLH icon
1637
Norwegian Cruise Line
NCLH
$8.89B
$72.4K ﹤0.01%
3,245
-6,262
-66% -$132K
SPXL icon
1638
Direxion Daily S&P 500 Bull 3x ETF
SPXL
$6.58B
$72.4K ﹤0.01%
328
– –
EAGG icon
1639
iShares ESG Aware US Aggregate Bond ETF
EAGG
$4.96B
$71.8K ﹤0.01%
+1,501
New +$72.2K
OMCL icon
1640
Omnicell
OMCL
$1.86B
$71.8K ﹤0.01%
1,585
-285
-15% -$10.4K
TMFC icon
1641
Motley Fool 100 Index ETF
TMFC
$2B
$71.8K ﹤0.01%
1,000
– –
NWG icon
1642
NatWest
NWG
$71.5B
$71.6K ﹤0.01%
4,094
+1,762
+76% +$27.9K
SDRL icon
1643
Seadrill
SDRL
$2.81B
$71.6K ﹤0.01%
2,068
+40
+2% +$1.25K
KYN icon
1644
Kayne Anderson Energy Infrastructure Fund
KYN
$2.52B
$71.5K ﹤0.01%
5,778
+38
+0.7% +$453
ULS icon
1645
UL Solutions
ULS
$17.2B
$71.3K ﹤0.01%
904
+479
+113% +$38.5K
OLLI icon
1646
Ollie's Bargain Outlet
OLLI
$4.01B
$71.2K ﹤0.01%
650
-48
-7% -$5.79K
CZNC icon
1647
Citizens & Northern Corp
CZNC
$436M
$71.2K ﹤0.01%
3,532
– –
ESGD icon
1648
iShares ESG Aware MSCI EAFE ETF
ESGD
$11.7B
$71.2K ﹤0.01%
749
+182
+32% +$17.2K
USA icon
1649
Liberty All-Star Equity Fund
USA
$1.75B
$71.1K ﹤0.01%
11,325
– –
DFAS icon
1650
Dimensional US Small Cap ETF
DFAS
$15.2B
$71K ﹤0.01%
1,019
– –
64 65
66
67 68

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.