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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
TMHC icon
1651
Taylor Morrison
TMHC
$70.6K ﹤0.01%
1,200
+84
+8% +$5.13K
DOC icon
1652
Healthpeak Properties
DOC
$15.4B
$70.1K ﹤0.01%
4,360
-491
-10% -$8.66K
FDN icon
1653
First Trust Dow Jones Internet Index Fund ETF
FDN
$4.86B
$70K ﹤0.01%
260
– –
BHF icon
1654
Brighthouse Financial
BHF
$3.63B
$69.7K ﹤0.01%
1,076
+76
+8% +$4.47K
LECO icon
1655
Lincoln Electric
LECO
$13.8B
$69.5K ﹤0.01%
290
-240
-45% -$56.8K
IYG icon
1656
iShares US Financial Services ETF
IYG
$2.13B
$69.2K ﹤0.01%
+750
New +$66.9K
ARWR icon
1657
Arrowhead Research
ARWR
$12.1B
$68.6K ﹤0.01%
1,033
+33
+3% +$1.62K
SPH icon
1658
Suburban Propane Partners
SPH
$1.23B
$68.6K ﹤0.01%
3,698
– –
GKAT
1659
Scharf Global Opportunity ETF
GKAT
$160M
$68.5K ﹤0.01%
1,674
– –
USXF icon
1660
iShares ESG Advanced MSCI USA ETF
USXF
$1.42B
$68.3K ﹤0.01%
+1,187
New +$68.3K
IBDS icon
1661
iShares iBonds Dec 2027 Term Corporate ETF
IBDS
$3.83B
$67.8K ﹤0.01%
2,791
+337
+14% +$8.19K
SUSC icon
1662
iShares ESG Aware USD Corporate Bond ETF
SUSC
$1.29B
$67.7K ﹤0.01%
2,896
+2,810
+3,267% +$66.1K
FR icon
1663
First Industrial Realty Trust
FR
$8.88B
$67.7K ﹤0.01%
1,182
+24
+2% +$1.34K
CNM icon
1664
Core & Main
CNM
$8.17B
$67.5K ﹤0.01%
1,298
+341
+36% +$17.5K
VIOO icon
1665
Vanguard S&P Small-Cap 600 ETF
VIOO
$4.13B
$67.4K ﹤0.01%
607
– –
FQAL icon
1666
Fidelity Quality Factor ETF
FQAL
$1.41B
$67.3K ﹤0.01%
890
– –
HSBC icon
1667
HSBC
HSBC
$355B
$67.2K ﹤0.01%
854
-2,606
-75% -$186K
AMG icon
1668
Affiliated Managers Group
AMG
$9.46B
$67.2K ﹤0.01%
233
+203
+677% +$52.5K
GLXY
1669
Galaxy Digital Inc
GLXY
$4.34B
$67.2K ﹤0.01%
3,004
-9,996
-77% -$310K
MSGE icon
1670
Madison Square Garden
MSGE
$3.61B
$66.8K ﹤0.01%
1,239
+1,202
+3,249% +$57.8K
SPSB icon
1671
State Street SPDR Portfolio Short Term Corporate Bond ETF
SPSB
$10.4B
$66.5K ﹤0.01%
2,203
+334
+18% +$10.1K
NLR icon
1672
VanEck Uranium + Nuclear Energy ETF
NLR
$3.89B
$66.2K ﹤0.01%
533
+431
+423% +$59.3K
PFLT icon
1673
PennantPark Floating Rate Capital
PFLT
$681M
$66K ﹤0.01%
7,122
– –
HST icon
1674
Host Hotels & Resorts
HST
$16.8B
$66K ﹤0.01%
3,722
-3,595
-49% -$62K
MAGS icon
1675
Listed Funds Trust Roundhill Magnificent Seven ETF
MAGS
$3.91B
$66K ﹤0.01%
1,000
-800
-44% -$52.8K
65 66
67
68 69

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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.