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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
CHY
1676
Calamos Convertible and High Income Fund
CHY
$1.03B
$65.9K ﹤0.01%
5,829
+3,921
+206% +$44.9K
NGD
1677
DELISTED
New Gold Inc
NGD
$65.3K ﹤0.01%
7,500
– –
FHLC icon
1678
Fidelity MSCI Health Care Index ETF
FHLC
$3.27B
$65.3K ﹤0.01%
879
-2
-0.2% -$144
GUNR icon
1679
FlexShares Global Upstream Natural Resources Index Fund
GUNR
$7.19B
$65.1K ﹤0.01%
1,419
-14
-1% -$621
ATMU icon
1680
Atmus Filtration Technologies
ATMU
$4.37B
$65K ﹤0.01%
1,252
+920
+277% +$44.5K
CWST icon
1681
Casella Waste Systems
CWST
$5.69B
$64.8K ﹤0.01%
662
+211
+47% +$19.6K
SM icon
1682
SM Energy
SM
$7.96B
$64.7K ﹤0.01%
3,459
-379
-10% -$7.68K
OSW icon
1683
OneSpaWorld
OSW
$2.67B
$64.5K ﹤0.01%
3,109
-1,000
-24% -$20.9K
IAI icon
1684
iShares US Broker-Dealers & Securities Exchanges ETF
IAI
$1.36B
$64.4K ﹤0.01%
359
– –
KB icon
1685
KB Financial Group
KB
$41.2B
$64.3K ﹤0.01%
747
– –
LIT icon
1686
Global X Lithium & Battery Tech ETF
LIT
$1.49B
$64.2K ﹤0.01%
989
-33
-3% -$2.03K
QLYS icon
1687
Qualys
QLYS
$4.84B
$63.9K ﹤0.01%
481
+172
+56% +$23.7K
XYLD icon
1688
Global X S&P 500 Covered Call ETF
XYLD
$3.2B
$63.9K ﹤0.01%
1,573
-1,983
-56% -$79.4K
FDRR icon
1689
Fidelity Dividend ETF for Rising Rates
FDRR
$732M
$63.8K ﹤0.01%
1,046
– –
OR icon
1690
OR Royalties Inc
OR
$5.47B
$63.7K ﹤0.01%
1,800
– –
FEX icon
1691
First Trust Large Cap Core AlphaDEX Fund
FEX
$1.58B
$63.4K ﹤0.01%
534
+2
+0.4% +$234
PR
1692
Permian Resources
PR
$17.9B
$63.3K ﹤0.01%
4,513
+1,841
+69% +$24.7K
IETC icon
1693
iShares US Tech Independence Focused ETF
IETC
$722M
$63.3K ﹤0.01%
623
– –
PSI icon
1694
Invesco Semiconductors ETF
PSI
$2.44B
$62.7K ﹤0.01%
795
– –
BBOT
1695
BridgeBio Oncology
BBOT
$707M
$62.6K ﹤0.01%
+5,000
New +$60.6K
DXJ icon
1696
WisdomTree Japan Hedged Equity Fund
DXJ
$7.23B
$62.6K ﹤0.01%
434
+28
+7% +$3.84K
ADPT icon
1697
Adaptive Biotechnologies
ADPT
$3.56B
$62.4K ﹤0.01%
3,845
– –
INCY icon
1698
Incyte
INCY
$23.5B
$62.3K ﹤0.01%
631
-95
-13% -$9.19K
GUSE
1699
Goldman Sachs Enhanced U.S. Equity ETF
GUSE
$353M
$62.3K ﹤0.01%
+1,539
New +$62.2K
GRNY
1700
FundStrat Granny Shots US Large Cap ETF
GRNY
$4.3B
$61.9K ﹤0.01%
2,500
– –
66 67
68
69 70

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.