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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
SEIC icon
2126
SEI Investments
SEIC
$11.9B
$22.5K ﹤0.01%
274
-161
-37% -$13.2K
LUMN icon
2127
Lumen
LUMN
$6.53B
$22.4K ﹤0.01%
2,885
+372
+15% +$3.06K
SLI
2128
Standard Lithium
SLI
$517M
$22.4K ﹤0.01%
+5,000
New +$21.2K
DXPE icon
2129
DXP Enterprises
DXPE
$2.62B
$22.3K ﹤0.01%
203
+2
+1% +$218
EFAA
2130
Invesco MSCI EAFE Income Advantage ETF
EFAA
$578M
$22.2K ﹤0.01%
411
+8
+2% +$426
FCPT icon
2131
Four Corners Property Trust
FCPT
$2.86B
$22.2K ﹤0.01%
964
-1,754
-65% -$41.8K
DNP icon
2132
DNP Select Income Fund
DNP
$4.18B
$22.1K ﹤0.01%
2,215
-523
-19% -$5.26K
SDVY icon
2133
First Trust SMID Cap Rising Dividend Achievers ETF
SDVY
$11.4B
$22.1K ﹤0.01%
576
– –
AKR icon
2134
Acadia Realty Trust
AKR
$2.99B
$22.1K ﹤0.01%
1,074
+31
+3% +$618
SDGR icon
2135
Schrodinger
SDGR
$1.12B
$22K ﹤0.01%
+1,233
New +$23.4K
MTSI icon
2136
MACOM Technology Solutions
MTSI
$20.4B
$21.9K ﹤0.01%
128
+125
+4,167% +$19.8K
APTV icon
2137
Aptiv
APTV
$12B
$21.9K ﹤0.01%
288
-172
-37% -$13.8K
MNA icon
2138
IQ ARB Merger Arbitrage ETF
MNA
$249M
$21.8K ﹤0.01%
+610
New +$21.9K
NTSI icon
2139
WisdomTree International Efficient Core Fund
NTSI
$484M
$21.8K ﹤0.01%
495
– –
HUN icon
2140
Huntsman Corp
HUN
$2.24B
$21.7K ﹤0.01%
+2,170
New +$19.9K
SSO icon
2141
ProShares Ultra S&P500
SSO
$7.82B
$21.7K ﹤0.01%
374
-2,652
-88% -$152K
GXC icon
2142
State Street SPDR S&P China ETF
GXC
$445M
$21.6K ﹤0.01%
+223
New +$22.5K
TXRH icon
2143
Texas Roadhouse
TXRH
$12.7B
$21.6K ﹤0.01%
130
+86
+195% +$14.6K
RUN icon
2144
Sunrun
RUN
$2.37B
$21.5K ﹤0.01%
1,171
+343
+41% +$6.58K
SW
2145
Smurfit Westrock
SW
$25.5B
$21.2K ﹤0.01%
549
+76
+16% +$2.9K
FPE icon
2146
First Trust Preferred Securities and Income ETF
FPE
$6.3B
$21.2K ﹤0.01%
1,165
– –
LAZ icon
2147
Lazard
LAZ
$4.37B
$21.1K ﹤0.01%
434
– –
VIPS icon
2148
Vipshop
VIPS
$6.84B
$20.9K ﹤0.01%
1,181
+181
+18% +$3.48K
IVT icon
2149
InvenTrust Properties
IVT
$2.84B
$20.9K ﹤0.01%
739
+3
+0.4% +$84
USHY icon
2150
iShares Broad USD High Yield Corporate Bond ETF
USHY
$28.9B
$20.9K ﹤0.01%
558
-842
-60% -$31.5K
84 85
86
87 88

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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.