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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
KGS icon
176
Kodiak Gas Services
KGS
$6.2B
$55M 0.09%
1,471,663
+1,424,888
+3,046% +$50.4M
MDT icon
177
Medtronic
MDT
$106B
$53.8M 0.09%
560,406
+9,057
+2% +$880K
VEEV icon
178
Veeva Systems
VEEV
$30.2B
$53.7M 0.09%
240,704
-19,133
-7% -$5.08M
MS icon
179
Morgan Stanley
MS
$338B
$53.6M 0.09%
302,112
+988
+0.3% +$165K
MPWR icon
180
Monolithic Power Systems
MPWR
$66.4B
$53.4M 0.09%
58,914
-3,449
-6% -$3.32M
FMX icon
181
Fomento Económico Mexicano
FMX
$43.3B
$53.2M 0.09%
526,391
+14,687
+3% +$1.43M
WM icon
182
Waste Management
WM
$95.4B
$53.2M 0.09%
242,081
-44,594
-16% -$9.5M
TXN icon
183
Texas Instruments
TXN
$257B
$52.9M 0.09%
304,818
-17,550
-5% -$3.01M
BRK.A icon
184
Berkshire Hathaway Class A
BRK.A
$1.06T
$52.8M 0.09%
70
-3
-4% -$2.24M
UPS icon
185
United Parcel Service
UPS
$97.7B
$52.7M 0.09%
531,179
-61,567
-10% -$5.76M
WMB icon
186
Williams Companies
WMB
$91.4B
$52.6M 0.09%
874,970
+44,383
+5% +$2.68M
KMI icon
187
Kinder Morgan
KMI
$73.1B
$52.3M 0.09%
1,903,359
-114,655
-6% -$3.1M
IHG icon
188
InterContinental Hotels
IHG
$23.1B
$51.9M 0.09%
368,487
+17,839
+5% +$2.32M
HUBB icon
189
Hubbell
HUBB
$25.9B
$51.1M 0.09%
115,125
-6,191
-5% -$2.71M
VVV icon
190
Valvoline
VVV
$4.99B
$49.6M 0.08%
1,706,259
+998,896
+141% +$32.1M
AME icon
191
Ametek
AME
$55.5B
$49.5M 0.08%
240,992
-8,686
-3% -$1.69M
VOT icon
192
Vanguard Mid-Cap Growth ETF
VOT
$19.1B
$48.6M 0.08%
174,148
+151,715
+676% +$43.4M
TSCO icon
193
Tractor Supply
TSCO
$16.1B
$48.2M 0.08%
964,381
-65,319
-6% -$3.52M
BHP icon
194
BHP
BHP
$212B
$47.6M 0.08%
788,140
+30,452
+4% +$1.73M
SONY icon
195
Sony
SONY
$124B
$47.1M 0.08%
1,838,420
+76,211
+4% +$2.14M
HESM icon
196
Hess Midstream
HESM
$5.25B
$46.1M 0.08%
1,336,810
-351,802
-21% -$11.8M
DTM icon
197
DT Midstream
DTM
$14.9B
$45.9M 0.08%
383,668
+443
+0.1% +$50.9K
BA icon
198
Boeing
BA
$167B
$45.1M 0.08%
207,647
-51,926
-20% -$10.7M
WCN
199
Waste Connections
WCN
$42.5B
$42.9M 0.07%
244,632
-17,684
-7% -$3.06M
MRK icon
200
Merck
MRK
$324B
$41.7M 0.07%
396,195
+3,416
+0.9% +$321K
6 7
8
9 10

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CWM
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VRS
Virginia Retirement Systems Richmond, Virginia $16.8B AUM 25.91% 1-Year Est. Return
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.