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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
SPD icon
2076
Simplify US Equity PLUS Downside Convexity ETF
SPD
$104M
$25.5K ﹤0.01%
650
– –
BEAT icon
2077
Heartbeam
BEAT
$28.4M
$25.5K ﹤0.01%
+10,631
New +$18.2K
GMAB icon
2078
Genmab
GMAB
$17.7B
$25.5K ﹤0.01%
827
+616
+292% +$19.2K
GVA icon
2079
Granite Construction
GVA
$5.45B
$25.4K ﹤0.01%
220
+10
+5% +$1.07K
NAMSW icon
2080
NewAmsterdam Pharma Warrant
NAMSW
$25.3K ﹤0.01%
1,000
-250
-20% -$6.2K
GHC icon
2081
Graham Holdings Company
GHC
$4.97B
$25.3K ﹤0.01%
23
+19
+475% +$20.3K
OMF icon
2082
OneMain Financial
OMF
$6.9B
$25.3K ﹤0.01%
374
+202
+117% +$12.3K
KROP icon
2083
Global X AgTech & Food Innovation ETF
KROP
$9.41M
$25.2K ﹤0.01%
+832
New +$25.8K
FENI icon
2084
Fidelity Enhanced International ETF
FENI
$10.4B
$25.2K ﹤0.01%
690
– –
EPP icon
2085
iShares MSCI Pacific ex Japan ETF
EPP
$2.18B
$25.2K ﹤0.01%
500
– –
SCHO icon
2086
Schwab Short-Term US Treasury ETF
SCHO
$12.7B
$25.1K ﹤0.01%
1,031
+599
+139% +$14.6K
TAN icon
2087
Invesco Solar ETF
TAN
$1.47B
$25.1K ﹤0.01%
+511
New +$24.6K
BUD icon
2088
AB InBev
BUD
$158B
$25.1K ﹤0.01%
392
-153
-28% -$9.5K
SPSC icon
2089
SPS Commerce
SPSC
$2.25B
$25K ﹤0.01%
281
-79
-22% -$7.32K
CHPT icon
2090
ChargePoint
CHPT
$133M
$24.9K ﹤0.01%
3,750
-13
-0.3% -$123
WDI
2091
Western Asset Diversified Income Fund
WDI
$681M
$24.9K ﹤0.01%
1,800
– –
ALTL icon
2092
Pacer Lunt Large Cap Alternator ETF
ALTL
$92.8M
$24.8K ﹤0.01%
578
– –
CGDG icon
2093
Capital Group Dividend Growers ETF
CGDG
$5.38B
$24.8K ﹤0.01%
696
– –
EHC icon
2094
Encompass Health
EHC
$11.2B
$24.7K ﹤0.01%
233
-177
-43% -$20.5K
BCX icon
2095
BlackRock Resources & Commodities Strategy Trust
BCX
$899M
$24.7K ﹤0.01%
2,249
+39
+2% +$400
USDU icon
2096
WisdomTree Bloomberg US Dollar Bullish Fund
USDU
$472M
$24.7K ﹤0.01%
956
+580
+154% +$15.5K
RNRG icon
2097
Global X Renewable Energy Producers ETF
RNRG
$30.3M
$24.5K ﹤0.01%
+738
New +$24.6K
HE icon
2098
Hawaiian Electric Industries
HE
$2.33B
$24.4K ﹤0.01%
1,982
+34
+2% +$394
CHT icon
2099
Chunghwa Telecom
CHT
$33.2B
$24.4K ﹤0.01%
584
– –
ANF icon
2100
Abercrombie & Fitch
ANF
$4.17B
$24.3K ﹤0.01%
193
+77
+66% +$6.73K
82 83
84
85 86

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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.