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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
FSSL
2026
FS Specialty Lending Fund
FSSL
$828M
$28.7K ﹤0.01%
+2,028
New +$27.7K
VSGX icon
2027
Vanguard ESG International Stock ETF
VSGX
$6.43B
$28.6K ﹤0.01%
399
+93
+30% +$6.56K
GLOB icon
2028
Globant
GLOB
$1.35B
$28.5K ﹤0.01%
436
-689
-61% -$43.3K
SKYW icon
2029
Skywest
SKYW
$4.11B
$28.4K ﹤0.01%
283
+9
+3% +$901
MOS icon
2030
The Mosaic Company
MOS
$7.09B
$28.2K ﹤0.01%
1,172
-2,301
-66% -$62K
ACLS icon
2031
Axcelis
ACLS
$4.12B
$27.8K ﹤0.01%
346
+43
+14% +$3.6K
SGHC icon
2032
SGHC Ltd
SGHC
$7.3B
$27.8K ﹤0.01%
+2,324
New +$27.9K
ST icon
2033
Sensata Technologies
ST
$6.65B
$27.7K ﹤0.01%
832
+728
+700% +$23.3K
REGL icon
2034
ProShares S&P MidCap 400 Dividend Aristocrats ETF
REGL
$1.77B
$27.6K ﹤0.01%
328
– –
GEF icon
2035
Greif
GEF
$4.47B
$27.6K ﹤0.01%
408
-97
-19% -$6.07K
CORT icon
2036
Corcept Therapeutics
CORT
$10.2B
$27.5K ﹤0.01%
791
+21
+3% +$1.65K
IEV icon
2037
iShares Europe ETF
IEV
$1.63B
$27.5K ﹤0.01%
401
-316
-44% -$21.1K
FMS icon
2038
Fresenius Medical Care
FMS
$13.2B
$27.5K ﹤0.01%
1,153
-227
-16% -$5.65K
CUK
2039
DELISTED
Carnival PLC
CUK
$27.4K ﹤0.01%
905
-48
-5% -$1.24K
TILE icon
2040
Interface
TILE
$1.91B
$27.4K ﹤0.01%
981
+631
+180% +$17.2K
STLA icon
2041
Stellantis
STLA
$16.5B
$27.4K ﹤0.01%
2,514
-5,679
-69% -$61.1K
ESPO icon
2042
VanEck Video Gaming and eSports ETF
ESPO
$235M
$27.4K ﹤0.01%
264
– –
EUFN icon
2043
iShares MSCI Europe Financials ETF
EUFN
$3.87B
$27.3K ﹤0.01%
737
+26
+4% +$903
BNTX icon
2044
BioNTech
BNTX
$22.6B
$27.2K ﹤0.01%
286
– –
GPGI
2045
GPGI Inc
GPGI
$4.06B
$27.1K ﹤0.01%
1,407
+600
+74% +$12K
CNS icon
2046
Cohen & Steers
CNS
$4.18B
$27.1K ﹤0.01%
431
-6
-1% -$390
MMIT icon
2047
IQ MacKay Municipal Intermediate ETF
MMIT
$1.46B
$27.1K ﹤0.01%
+1,112
New +$27.1K
SIL icon
2048
Global X Silver Miners ETF NEW
SIL
$4.08B
$27K ﹤0.01%
323
+217
+205% +$16K
TMF icon
2049
Direxion Daily 20+ Year Treasury Bull 3X ETF
TMF
$2.22B
$27K ﹤0.01%
722
+8
+1% +$324
DIV icon
2050
Global X SuperDividend US ETF
DIV
$787M
$26.9K ﹤0.01%
1,554
– –
80 81
82
83 84

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Two Sigma Advisers
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Comerica Bank
Comerica Bank Dallas, Texas $25.1B AUM 24.68% 1-Year Est. Return
CWM
CIBC World Markets New York $20.8B AUM
VRS
Virginia Retirement Systems Richmond, Virginia $16.8B AUM 25.91% 1-Year Est. Return
FAF
Första AP-fonden Stockholm, Sweden $16.8B AUM 29.64% 1-Year Est. Return
BGIM
Brandywine Global Investment Management Philadelphia, Pennsylvania $14.9B AUM 20.41% 1-Year Est. Return
CIM
CCLA Investment Management London, United Kingdom $6.23B AUM 5.02% 1-Year Est. Return
PPFA
Provida Pension Fund Administrator Las Condes, Santiago, Chile $5.78B AUM 21.16% 1-Year Est. Return

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.