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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
RCAT icon
1926
Red Cat Holdings
RCAT
$1.16B
$35.7K ﹤0.01%
4,500
-17,500
-80% -$168K
KAI icon
1927
Kadant
KAI
$3.69B
$35.6K ﹤0.01%
125
-6
-5% -$1.71K
NOV icon
1928
NOV
NOV
$7.45B
$35.6K ﹤0.01%
2,278
+1,978
+659% +$29.3K
ACHR icon
1929
Archer Aviation
ACHR
$3.64B
$35.6K ﹤0.01%
4,734
+66
+1% +$621
DYNF icon
1930
BlackRock US Equity Factor Rotation ETF
DYNF
$38.1B
$35.6K ﹤0.01%
585
-126
-18% -$7.58K
ALGM icon
1931
Allegro MicroSystems
ALGM
$8.58B
$35.5K ﹤0.01%
1,345
+1,336
+14,844% +$36.8K
RSPH icon
1932
Invesco S&P 500 Equal Weight Health Care ETF
RSPH
$741M
$35.4K ﹤0.01%
1,110
– –
LCTD icon
1933
iShares World ex U.S. Carbon Transition Readiness Aware Active ETF
LCTD
$281M
$35.3K ﹤0.01%
+645
New +$34.9K
G icon
1934
Genpact
G
$5.3B
$35.1K ﹤0.01%
750
+333
+80% +$14.4K
IGOV icon
1935
iShares International Treasury Bond ETF
IGOV
$1.34B
$35K ﹤0.01%
839
– –
SCHP icon
1936
Schwab US TIPS ETF
SCHP
$16.3B
$34.9K ﹤0.01%
1,316
+541
+70% +$14.5K
XLRE icon
1937
State Street Real Estate Select Sector SPDR ETF
XLRE
$8.69B
$34.7K ﹤0.01%
861
-433
-33% -$17.8K
BNL icon
1938
Broadstone Net Lease
BNL
$4.29B
$34.7K ﹤0.01%
2,000
+600
+43% +$10.8K
XIFR
1939
XPLR Infrastructure LP
XIFR
$1.18B
$34.7K ﹤0.01%
3,473
-380
-10% -$3.68K
NWSA icon
1940
News Corp Class A
NWSA
$14.5B
$34.7K ﹤0.01%
1,329
-3,978
-75% -$104K
FDMO icon
1941
Fidelity Momentum Factor ETF
FDMO
$934M
$34.6K ﹤0.01%
412
-48
-10% -$4.01K
LGND icon
1942
Ligand Pharmaceuticals
LGND
$6.02B
$34.6K ﹤0.01%
183
+34
+23% +$6.53K
GSG icon
1943
iShares S&P GSCI Commodity-Indexed Trust
GSG
$1.02B
$34.6K ﹤0.01%
1,500
– –
PHG icon
1944
Philips
PHG
$25.4B
$34.4K ﹤0.01%
1,319
+847
+179% +$22.6K
CSGS
1945
DELISTED
CSG Systems International
CSGS
$34.2K ﹤0.01%
446
-58
-12% -$4.28K
CSW
1946
CSW Industrials
CSW
$4.71B
$34K ﹤0.01%
116
-9
-7% -$2.4K
XTEN icon
1947
BondBloxx Bloomberg Ten Year Target Duration US Treasury ETF
XTEN
$1.03B
$33.8K ﹤0.01%
+731
New +$34.2K
ORLA
1948
Orla Mining
ORLA
$3.48B
$33.7K ﹤0.01%
2,500
– –
FLNG icon
1949
FLEX LNG
FLNG
$1.67B
$33.6K ﹤0.01%
1,348
– –
DMXF icon
1950
iShares ESG Advanced MSCI EAFE ETF
DMXF
$1.19B
$33.5K ﹤0.01%
+446
New +$34K
76 77
78
79 80

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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.