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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
ILCB icon
1826
iShares Morningstar US Equity ETF
ILCB
$1.26B
$45.3K ﹤0.01%
480
-480
-50% -$45K
HIMS icon
1827
Hims & Hers Health
HIMS
$6.5B
$45.3K ﹤0.01%
1,394
-200
-13% -$8.57K
EEFT icon
1828
Euronet Worldwide
EEFT
$3.02B
$45.2K ﹤0.01%
594
-1,092
-65% -$85.1K
SPXX icon
1829
Nuveen S&P 500 Dynamic Overwrite Fund
SPXX
$331M
$45.1K ﹤0.01%
+2,500
New +$44K
EEMA icon
1830
iShares MSCI Emerging Markets Asia ETF
EEMA
$827M
$45K ﹤0.01%
479
+347
+263% +$32.5K
GFI icon
1831
Gold Fields
GFI
$29.2B
$45K ﹤0.01%
1,031
+178
+21% +$7.44K
FLCB icon
1832
Franklin US Core Bond ETF
FLCB
$3.01B
$44.8K ﹤0.01%
2,073
– –
GXO icon
1833
GXO Logistics
GXO
$6.06B
$44.6K ﹤0.01%
848
-773
-48% -$40.6K
UHAL.B icon
1834
U-Haul Holding Co Series N
UHAL.B
$12.2B
$44.6K ﹤0.01%
954
+13
+1% +$633
FTRE icon
1835
Fortrea Holdings
FTRE
$1.85B
$44.6K ﹤0.01%
2,584
-9,917
-79% -$123K
DAX icon
1836
Global X DAX Germany ETF
DAX
$221M
$44.5K ﹤0.01%
+975
New +$43.4K
SIGI icon
1837
Selective Insurance
SIGI
$5.74B
$44.3K ﹤0.01%
529
+101
+24% +$8.11K
SUSA icon
1838
iShares ESG Optimized MSCI USA ETF
SUSA
$3.98B
$44.2K ﹤0.01%
317
– –
FIW icon
1839
First Trust Water ETF
FIW
$1.84B
$44.1K ﹤0.01%
406
-487
-55% -$54.3K
BUSE icon
1840
First Busey Corp
BUSE
$2.52B
$44K ﹤0.01%
1,850
-2,070
-53% -$48.7K
MHK icon
1841
Mohawk Industries
MHK
$6.9B
$43.9K ﹤0.01%
402
-370
-48% -$42.5K
ONCY
1842
Oncolytics Biotech
ONCY
$96.9M
$43.7K ﹤0.01%
+50,000
New +$54K
SIRI icon
1843
SiriusXM
SIRI
$10B
$43.6K ﹤0.01%
2,182
-1,575
-42% -$33.9K
OGN icon
1844
Organon & Co
OGN
$3.55B
$43.6K ﹤0.01%
6,078
-972
-14% -$7.68K
NNN icon
1845
NNN REIT
NNN
$9.39B
$43.6K ﹤0.01%
1,099
+242
+28% +$9.92K
KBE icon
1846
State Street SPDR S&P Bank ETF
KBE
$1.64B
$43.4K ﹤0.01%
715
-44
-6% -$2.59K
EFOR
1847
Everforth Inc
EFOR
$845M
$43.3K ﹤0.01%
898
+185
+26% +$8.53K
TFX icon
1848
Teleflex
TFX
$5.85B
$43.2K ﹤0.01%
354
+10
+3% +$1.21K
RPRX icon
1849
Royalty Pharma
RPRX
$26.1B
$43.2K ﹤0.01%
1,118
+446
+66% +$17K
TEM
1850
Tempus AI
TEM
$7.69B
$43K ﹤0.01%
729
-5
-0.7% -$391
72 73
74
75 76

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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.