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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
PLXS icon
1951
Plexus
PLXS
$6.81B
$33.5K ﹤0.01%
228
+6
+3% +$880
NVMI
1952
Nova
NVMI
$13.9B
$33.5K ﹤0.01%
102
-28
-22% -$9K
ELME
1953
Elme Communities
ELME
$132M
$33.4K ﹤0.01%
1,919
-253
-12% -$4.29K
STNC icon
1954
Hennessy Sustainable ETF
STNC
$93.2M
$33.3K ﹤0.01%
1,006
– –
DXC icon
1955
DXC Technology
DXC
$1.63B
$33.3K ﹤0.01%
2,271
+2,254
+13,259% +$31K
DFAT icon
1956
Dimensional US Targeted Value ETF
DFAT
$14.5B
$33.2K ﹤0.01%
557
-98
-15% -$5.72K
NJR icon
1957
New Jersey Resources
NJR
$6.06B
$33.1K ﹤0.01%
718
-964
-57% -$44.5K
RMBS icon
1958
Rambus
RMBS
$10.4B
$33.1K ﹤0.01%
360
-145
-29% -$14.3K
EWN icon
1959
iShares MSCI Netherlands ETF
EWN
$562M
$33.1K ﹤0.01%
+580
New +$33.7K
TRIN icon
1960
Trinity Capital
TRIN
$1.55B
$33K ﹤0.01%
2,253
– –
CC icon
1961
Chemours
CC
$2.59B
$32.8K ﹤0.01%
2,779
+11
+0.4% +$141
GDEN
1962
DELISTED
Golden Entertainment
GDEN
$32.7K ﹤0.01%
+1,204
New +$31.2K
CLF icon
1963
Cleveland-Cliffs
CLF
$6.81B
$32.7K ﹤0.01%
2,461
+1,855
+306% +$23.4K
CHH icon
1964
Choice Hotels
CHH
$5.03B
$32.7K ﹤0.01%
343
+10
+3% +$952
EQH icon
1965
Equitable Holdings
EQH
$13.1B
$32.5K ﹤0.01%
682
-1,232
-64% -$58.4K
PNFP icon
1966
Pinnacle Financial Partners Inc
PNFP
$15.5B
$32.3K ﹤0.01%
339
+216
+176% +$19.8K
MAA icon
1967
Mid-America Apartment Communities
MAA
$15.6B
$32.2K ﹤0.01%
232
-665
-74% -$88.6K
SLGN icon
1968
Silgan Holdings
SLGN
$4.91B
$32.2K ﹤0.01%
798
+91
+13% +$3.69K
TNGY
1969
Tortoise Energy ETF
TNGY
$563M
$32.2K ﹤0.01%
3,562
– –
IEO icon
1970
iShares US Oil & Gas Exploration & Production ETF
IEO
$573M
$32.1K ﹤0.01%
360
– –
GAP
1971
The Gap Inc
GAP
$6.84B
$32.1K ﹤0.01%
1,255
-478
-28% -$11.6K
HL icon
1972
Hecla Mining
HL
$10.2B
$32.1K ﹤0.01%
1,670
+957
+134% +$14.6K
RWX icon
1973
State Street SPDR Dow Jones International Real Estate ETF
RWX
$265M
$31.9K ﹤0.01%
1,140
+335
+42% +$9.32K
PDO
1974
PIMCO Dynamic Income Opportunities Fund
PDO
$1.84B
$31.8K ﹤0.01%
2,300
– –
MIRM icon
1975
Mirum Pharmaceuticals
MIRM
$6.89B
$31.7K ﹤0.01%
+401
New +$28.8K
77 78
79
80 81

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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.