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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
IWD icon
201
iShares Russell 1000 Value ETF
IWD
$82B
$41.1M 0.07%
195,334
+10,411
+6% +$2.15M
CPAY icon
202
Corpay
CPAY
$24.3B
$41.1M 0.07%
136,442
-11,444
-8% -$3.32M
ACES icon
203
ALPS Clean Energy ETF
ACES
$110M
$40.9M 0.07%
1,262,174
+122,552
+11% +$4.15M
TSLA icon
204
Tesla
TSLA
$1.22T
$40.8M 0.07%
90,769
+21,489
+31% +$9.53M
ILMN icon
205
Illumina
ILMN
$29.6B
$39.7M 0.07%
302,802
+3,441
+1% +$404K
MMM icon
206
3M
MMM
$88B
$39.5M 0.07%
246,520
-919
-0.4% -$150K
TW icon
207
Tradeweb Markets
TW
$21.2B
$38.4M 0.06%
357,060
-29,957
-8% -$3.22M
NTRA icon
208
Natera
NTRA
$37.7B
$37.5M 0.06%
163,506
-9,582
-6% -$2M
ICLR icon
209
Icon
ICLR
$12.9B
$37.4M 0.06%
205,316
-18,495
-8% -$3.29M
USFD icon
210
US Foods
USFD
$21.5B
$37.4M 0.06%
496,186
-30,908
-6% -$2.32M
DKNG icon
211
DraftKings
DKNG
$11.5B
$36.8M 0.06%
1,066,582
-558,852
-34% -$18.4M
HUBS icon
212
HubSpot
HUBS
$10.4B
$36.1M 0.06%
90,060
-37,757
-30% -$15.6M
IJH icon
213
iShares Core S&P Mid-Cap ETF
IJH
$123B
$36.1M 0.06%
547,485
+36,056
+7% +$2.36M
CW icon
214
Curtiss-Wright
CW
$27.7B
$36M 0.06%
65,237
-4,028
-6% -$2.25M
LOW icon
215
Lowe's Companies
LOW
$115B
$35.7M 0.06%
148,224
-9,340
-6% -$2.24M
PLNT icon
216
Planet Fitness
PLNT
$4.27B
$35.1M 0.06%
323,740
+49,801
+18% +$5.13M
KO icon
217
Coca-Cola
KO
$354B
$34.6M 0.06%
495,541
+5,620
+1% +$392K
EME icon
218
Emcor
EME
$33.2B
$34.6M 0.06%
56,513
+9,455
+20% +$6.12M
VOE icon
219
Vanguard Mid-Cap Value ETF
VOE
$23.7B
$34.3M 0.06%
193,521
+163,771
+550% +$28.7M
BKLN icon
220
Invesco Senior Loan ETF
BKLN
$7.1B
$34.3M 0.06%
1,631,695
+86,202
+6% +$1.8M
ITW icon
221
Illinois Tool Works
ITW
$81.1B
$34.2M 0.06%
138,997
-1,090
-0.8% -$272K
ECL icon
222
Ecolab
ECL
$75.3B
$33.7M 0.06%
128,517
-319
-0.2% -$85K
EEM icon
223
iShares MSCI Emerging Markets ETF
EEM
$28.1B
$33.6M 0.06%
614,394
+48,938
+9% +$2.66M
CGDV icon
224
Capital Group Dividend Value ETF
CGDV
$36.5B
$33.4M 0.06%
765,786
+657,702
+609% +$28.2M
ULTA icon
225
Ulta Beauty
ULTA
$20.5B
$32.6M 0.06%
53,863
-3,581
-6% -$1.97M
7 8
9
10 11

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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.