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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
DBP icon
1701
Invesco DB Precious Metals Fund
DBP
$237M
$61.7K ﹤0.01%
600
– –
MHO icon
1702
M/I Homes
MHO
$3.83B
$61.5K ﹤0.01%
481
+6
+1% +$793
RGTI icon
1703
Rigetti Computing
RGTI
$4.7B
$61.4K ﹤0.01%
2,774
+781
+39% +$25.5K
EMBJ
1704
Embraer S.A. ADS
EMBJ
$11.6B
$61.3K ﹤0.01%
952
-3
-0.3% -$188
PTNQ icon
1705
Pacer Trendpilot 100 ETF
PTNQ
$1.2B
$61.1K ﹤0.01%
777
– –
IESC icon
1706
IES Holdings
IESC
$12.5B
$60.7K ﹤0.01%
156
+145
+1,318% +$58.3K
TLH icon
1707
iShares 10-20 Year Treasury Bond ETF
TLH
$11B
$60.5K ﹤0.01%
595
-330
-36% -$34K
AWR icon
1708
American States Water
AWR
$3.39B
$60.3K ﹤0.01%
832
+53
+7% +$3.9K
IBP icon
1709
Installed Building Products
IBP
$6.13B
$60.2K ﹤0.01%
232
+8
+4% +$2.07K
ICVT icon
1710
iShares Convertible Bond ETF
ICVT
$7.23B
$60.1K ﹤0.01%
610
+376
+161% +$37.8K
HEFA icon
1711
iShares Currency Hedged MSCI EAFE ETF
HEFA
$7.44B
$59.8K ﹤0.01%
1,445
+500
+53% +$20.5K
ETHA
1712
iShares Ethereum Trust ETF
ETHA
$5.25B
$59.7K ﹤0.01%
2,663
+44
+2% +$1.15K
CPT icon
1713
Camden Property Trust
CPT
$11.3B
$59.6K ﹤0.01%
541
+65
+14% +$6.76K
GTY
1714
Getty Realty Corp
GTY
$2.1B
$59.4K ﹤0.01%
2,172
+12
+0.6% +$332
JMUB icon
1715
JPMorgan Municipal ETF
JMUB
$8.19B
$59.2K ﹤0.01%
1,173
+1,095
+1,404% +$55.4K
SITE icon
1716
SiteOne Landscape Supply
SITE
$4.43B
$59.2K ﹤0.01%
475
+6
+1% +$760
PLYM
1717
DELISTED
Plymouth Industrial REIT
PLYM
$59.1K ﹤0.01%
2,701
– –
POOL icon
1718
Pool Corp
POOL
$6.7B
$58.8K ﹤0.01%
257
-141
-35% -$36.7K
DT icon
1719
Dynatrace
DT
$12.1B
$58.7K ﹤0.01%
1,354
-437
-24% -$20.4K
ROIV icon
1720
Roivant Sciences
ROIV
$25.2B
$58.6K ﹤0.01%
2,700
+2,665
+7,614% +$52.6K
CHWY icon
1721
Chewy
CHWY
$8.54B
$58.5K ﹤0.01%
1,769
+113
+7% +$3.92K
DOCU
1722
DocuSign
DOCU
$9.63B
$58.4K ﹤0.01%
854
+460
+117% +$31.8K
CHE icon
1723
Chemed
CHE
$6.78B
$58.2K ﹤0.01%
136
-32
-19% -$13.9K
CGMU icon
1724
Capital Group Municipal Income ETF
CGMU
$6.35B
$58K ﹤0.01%
2,120
– –
RLI icon
1725
RLI Corp
RLI
$5.68B
$57.8K ﹤0.01%
904
-54
-6% -$3.39K
67 68
69
70 71

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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.