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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
ROST icon
151
Ross Stores
ROST
$76.5B
$78.8M 0.13%
437,708
-26,818
-6% -$4.48M
LYG icon
152
Lloyds Banking Group
LYG
$87.8B
$78.5M 0.13%
14,802,992
+673,473
+5% +$3.26M
SHEL icon
153
Shell
SHEL
$244B
$78.4M 0.13%
1,066,794
+44,799
+4% +$3.3M
CVX icon
154
Chevron
CVX
$388B
$75.1M 0.13%
492,867
-1,170,712
-70% -$178M
RCL icon
155
Royal Caribbean
RCL
$79.6B
$75M 0.13%
268,770
+10,329
+4% +$2.92M
AXON
156
Axon Enterprise
AXON
$40.3B
$74.4M 0.13%
130,999
-55,539
-30% -$34.5M
PG icon
157
Procter & Gamble
PG
$342B
$71.8M 0.12%
501,256
-28,821
-5% -$4.25M
MAR icon
158
Marriott International
MAR
$98.7B
$71.5M 0.12%
230,566
-11,866
-5% -$3.39M
NVS icon
159
Novartis
NVS
$295B
$71.3M 0.12%
517,027
+21,236
+4% +$2.78M
DDOG icon
160
Datadog
DDOG
$87.9B
$70.2M 0.12%
515,967
-32,834
-6% -$5.19M
RACE icon
161
Ferrari
RACE
$63.5B
$68.8M 0.12%
184,894
+977
+0.5% +$391K
CB icon
162
Chubb
CB
$139B
$67.6M 0.11%
216,630
+7,141
+3% +$2.09M
AAXJ icon
163
iShares MSCI All Country Asia ex Japan ETF
AAXJ
$3.67B
$65.9M 0.11%
707,924
-25,403
-3% -$2.36M
BIPC icon
164
Brookfield Infrastructure
BIPC
$5.13B
$64.1M 0.11%
1,411,807
-73,256
-5% -$3.32M
AZO icon
165
AutoZone
AZO
$47.8B
$62.9M 0.11%
18,551
-1,335
-7% -$5.04M
EQIX icon
166
Equinix
EQIX
$108B
$60.5M 0.1%
78,967
-5,401
-6% -$4.23M
MFG icon
167
Mizuho Financial
MFG
$130B
$59.8M 0.1%
8,174,986
+377,963
+5% +$2.58M
BABA icon
168
Alibaba
BABA
$270B
$59.6M 0.1%
406,693
+5,928
+1% +$965K
STEP icon
169
StepStone Group
STEP
$3.44B
$57.7M 0.1%
899,550
-34,749
-4% -$2.2M
MTDR icon
170
Matador Resources
MTDR
$6.37B
$57.6M 0.1%
1,357,127
+461
+0% +$19.4K
TCOM icon
171
Trip.com Group
TCOM
$27.7B
$57.2M 0.1%
796,100
+35,734
+5% +$2.55M
AEE icon
172
Ameren
AEE
$31.4B
$56.5M 0.1%
565,303
+187,398
+50% +$19.2M
IRM icon
173
Iron Mountain
IRM
$38.8B
$56.2M 0.1%
677,651
-43,436
-6% -$4.07M
VRT icon
174
Vertiv
VRT
$114B
$55.8M 0.09%
344,587
-20,169
-6% -$3.5M
NRG icon
175
NRG Energy
NRG
$30B
$55.1M 0.09%
346,283
+101,900
+42% +$16.9M
5 6
7
8 9

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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.