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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
(+1.3%)
Cap. Flow
-$272M
Cap. Flow
% of AUM
-0.46%
Top 10 Holdings %
Top 10 Hldgs %
29.49%
Holding
3,569
New
489
Increased
1,184
Reduced
1,076
Closed
172
Top Buys
| Rank | Stock | Value |
|---|---|---|
| 1 |
State Street SPDR S&P 500 ETF Trust
SPY
|
+$282M |
| 2 |
Intuit
INTU
|
+$269M |
| 3 |
iShares 0-3 Month Treasury Bond ETF
SGOV
|
+$235M |
| 4 |
Eli Lilly
LLY
|
+$200M |
| 5 |
Advanced Micro Devices
AMD
|
+$127M |
Top Sells
| Rank | Stock | Value |
|---|---|---|
| 1 |
Workday
WDAY
|
+$296M |
| 2 |
Chevron
CVX
|
+$178M |
| 3 |
FISV
Fiserv Inc
FISV
|
+$161M |
| 4 |
RTX Corp
RTX
|
+$144M |
| 5 |
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% |
Similar funds
CWM
VRS
FAF
BGIM
CIM
PPFA
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.