We are live on ! Find out more
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
FRDM icon
2426
Freedom 100 Emerging Markets ETF
FRDM
$3.23B
$9.89K ﹤0.01%
193
– –
TDOC icon
2427
Teladoc Health
TDOC
$1.58B
$9.88K ﹤0.01%
1,412
-60
-4% -$470
KXI icon
2428
iShares Global Consumer Staples ETF
KXI
$1.03B
$9.88K ﹤0.01%
153
+2
+1% +$130
BZH icon
2429
Beazer Homes USA
BZH
$907M
$9.83K ﹤0.01%
485
– –
AEBI
2430
Aebi Schmidt Holding AG
AEBI
$1.01B
$9.83K ﹤0.01%
777
– –
DRVN icon
2431
Driven Brands
DRVN
$2.25B
$9.75K ﹤0.01%
658
– –
IMFL icon
2432
Invesco International Developed Dynamic Multifactor ETF
IMFL
$1B
$9.67K ﹤0.01%
325
+3
+0.9% +$87
DFNL icon
2433
Davis Select Financial ETF
DFNL
$456M
$9.67K ﹤0.01%
+200
New +$9.2K
QFIN icon
2434
Qfin Holdings
QFIN
$1.61B
$9.63K ﹤0.01%
500
– –
GAB icon
2435
Gabelli Equity Trust
GAB
$1.74B
$9.6K ﹤0.01%
1,556
+36
+2% +$219
NAD icon
2436
Nuveen Quality Municipal Income Fund
NAD
$2.71B
$9.55K ﹤0.01%
795
– –
YORW icon
2437
York Water
YORW
$505M
$9.55K ﹤0.01%
300
– –
VNM icon
2438
VanEck Vietnam ETF
VNM
$491M
$9.54K ﹤0.01%
500
– –
FVAL icon
2439
Fidelity Value Factor ETF
FVAL
$1.28B
$9.51K ﹤0.01%
+132
New +$9.32K
GLNG icon
2440
Golar LNG
GLNG
$4.95B
$9.45K ﹤0.01%
254
+2
+0.8% +$76
EPOL icon
2441
iShares MSCI Poland ETF
EPOL
$669M
$9.43K ﹤0.01%
268
– –
AWI icon
2442
Armstrong World Industries
AWI
$6.86B
$9.36K ﹤0.01%
49
-130
-73% -$24.8K
AS icon
2443
Amer Sports
AS
$19.7B
$9.34K ﹤0.01%
+250
New +$8.58K
YELP icon
2444
Yelp
YELP
$1.38B
$9.33K ﹤0.01%
307
-585
-66% -$18K
WSBC icon
2445
WesBanco
WSBC
$3.95B
$9.31K ﹤0.01%
280
-1,744
-86% -$56.4K
URTH icon
2446
iShares MSCI World ETF
URTH
$7.95B
$9.29K ﹤0.01%
50
– –
PKX icon
2447
POSCO
PKX
$15.8B
$9.26K ﹤0.01%
174
– –
EPS icon
2448
WisdomTree US LargeCap Fund
EPS
$1.58B
$9.21K ﹤0.01%
130
-30
-19% -$2.1K
CHEF icon
2449
Chefs' Warehouse
CHEF
$3.87B
$9.16K ﹤0.01%
147
-230
-61% -$13.8K
BSTZ icon
2450
BlackRock Science and Technology Term Trust
BSTZ
$1.97B
$9.12K ﹤0.01%
403
+14
+4% +$312
96 97
98
99 100

Similar funds

Two Sigma Advisers
Two Sigma Advisers New York $51.4B AUM 31.07% 1-Year Est. Return
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.