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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
SPHY icon
1901
State Street SPDR Portfolio High Yield Bond ETF
SPHY
$11.4B
$37.9K ﹤0.01%
1,603
+1
+0.1% +$24
E icon
1902
ENI
E
$76B
$37.9K ﹤0.01%
1,000
-374
-27% -$13.7K
VUZI icon
1903
Vuzix
VUZI
$190M
$37.8K ﹤0.01%
10,000
– –
GRID
1904
First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund
GRID
$11.4B
$37.8K ﹤0.01%
247
+77
+45% +$11.8K
EUSB icon
1905
iShares ESG Advanced Universal USD Bond ETF
EUSB
$710M
$37.7K ﹤0.01%
+858
New +$37.8K
UFPI icon
1906
UFP Industries
UFPI
$4.97B
$37.6K ﹤0.01%
413
+223
+117% +$20.4K
CUBE icon
1907
CubeSmart
CUBE
$9.53B
$37.5K ﹤0.01%
1,041
-1,255
-55% -$47.7K
BHK icon
1908
BlackRock Core Bond Trust
BHK
$642M
$37.4K ﹤0.01%
+3,902
New +$37.9K
SLYV icon
1909
State Street SPDR S&P 600 Small Cap Value ETF
SLYV
$4.89B
$37.4K ﹤0.01%
411
– –
UFPT icon
1910
UFP Technologies
UFPT
$1.84B
$37.3K ﹤0.01%
168
-10
-6% -$2.14K
MEGI
1911
MainStay CBRE Global Infrastructure Megatrends Term Fund
MEGI
$786M
$37.2K ﹤0.01%
2,700
– –
SMR icon
1912
NuScale Power
SMR
$2.8B
$37.1K ﹤0.01%
2,620
+610
+30% +$17.4K
SUSB icon
1913
iShares ESG Aware 1-5 Year USD Corporate Bond ETF
SUSB
$1.29B
$37.1K ﹤0.01%
1,470
– –
ETY icon
1914
Eaton Vance Tax-Managed Diversified Equity Income Fund
ETY
$2.27B
$37K ﹤0.01%
2,412
– –
RYAN icon
1915
Ryan Specialty Holdings
RYAN
$5.41B
$36.8K ﹤0.01%
712
-1,322
-65% -$72.5K
GIL icon
1916
Gildan
GIL
$9.25B
$36.7K ﹤0.01%
588
+50
+9% +$2.97K
FSV icon
1917
FirstService
FSV
$6.32B
$36.5K ﹤0.01%
235
+3
+1% +$488
EBC icon
1918
Eastern Bankshares
EBC
$5.25B
$36.5K ﹤0.01%
1,983
– –
JBHT icon
1919
JB Hunt Transport Services
JBHT
$27.1B
$36.5K ﹤0.01%
188
+48
+34% +$8.24K
JPC icon
1920
Nuveen Preferred & Income Opportunities Fund
JPC
$2.89B
$36.4K ﹤0.01%
4,483
-1,913
-30% -$15.5K
CEFZ
1921
RiverNorth Active Income ETF
CEFZ
$39.4M
$36.3K ﹤0.01%
4,431
– –
ABAT icon
1922
American Battery Technology Co
ABAT
$301M
$36.1K ﹤0.01%
10,823
+297
+3% +$1.39K
BLD
1923
DELISTED
TopBuild
BLD
$35.9K ﹤0.01%
86
+50
+139% +$21.4K
CSHI icon
1924
NEOS Enhanced Income 1-3 Month T-Bill ETF
CSHI
$1.48B
$35.8K ﹤0.01%
720
– –
IMO icon
1925
Imperial Oil
IMO
$62.1B
$35.7K ﹤0.01%
414
-1,706
-80% -$155K
75 76
77
78 79

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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.