CIBC Asset Management Inc

Diversified mechanical Mechanical CIK 1021926
League rank
#195
in Diversified mechanical · #4434 overall
Long book
$40.92B
Q1 2026
Positions
1371
Top-10 weight
27%
concentration
Last quarter
+10.8%
SPY +14.8%
Turnover
9%
of book per quarter

Strategy in plain words

auto-generated from filings

CIBC Asset Management Inc is a mechanically diversified allocator, running a $40.92B US long book across 1371 positions.

The portfolio is moderately concentrated (top 10 ≈ 27% of the book). The book barely moves quarter to quarter — a patient, low-turnover holder. Current anchor positions: ROYAL BANK OF CANADA, NVIDIA CORP, APPLE INC, TORONTO-DOMINION BANK, MICROSOFT CORP.

Over the last 9 quarters its long book ran on average 0.3pp per quarter ahead of the S&P 500, beating the index in 6 of 9 quarters. Its holdings are mechanical (indexing / client flows), so position changes carry no stock-picking signal.

Implied long-book return vs S&P 500

methodology: positions priced quarterly, no shorts/options
Fund long book S&P 500
Q1 2024
+0.0%
Q2 2024
+9.2%
Q3 2024
-0.6%
Q4 2024
-1.4%
Q1 2025
+11.5%
Q2 2025
+9.6%
Q3 2025
+4.8%
Q4 2025
-0.5%
Q1 2026
+10.8%

Sector allocation

Technology
24%
Financials
21%
Materials
12%
Energy
9%
Industrials
8%
Consumer discretionary
5%
Utilities
5%
Healthcare
5%

Long book by quarter

$28.78B
Q1 2024
$28.10B
Q2 2024
$30.82B
Q3 2024
$30.51B
Q4 2024
$30.13B
Q1 2025
$31.82B
Q2 2025
$34.54B
Q3 2025
$41.42B
Q4 2025
$40.92B
Q1 2026

What does CIBC Asset own?

Q1 2026 13F
CompanySectorSharesValue% of bookChange
RY ROYAL BANK OF CANADAFinancials10.5M$1.69B4.1%-3.3%
NVDA NVIDIA CORPTechnology8.6M$1.51B3.7%+0.4%
AAPL APPLE INCTechnology5.2M$1.33B3.2%-0.3%
TD TORONTO-DOMINION BANKFinancials12.0M$1.12B2.7%-15.5%
MSFT MICROSOFT CORPTechnology2.8M$1.02B2.5%+0.1%
BMO BANK OF MONTREALFinancials6.8M$920.5M2.2%+8.7%
AEM AGNICO EAGLE MINES LTDMaterials4.4M$884.9M2.2%-9.9%
B BARRICK MINING CORPMaterials21.0M$859.7M2.1%+5.6%
CM CAN IMPERIAL BK OF COMMERCEFinancials8.5M$802.4M2.0%-12.1%
ENB ENBRIDGE INCEnergy14.5M$786.7M1.9%+4.5%
CNQ CANADIAN NATURAL RESOURCESEnergy15.7M$766.4M1.9%-7.7%
SU SUNCOR ENERGY INCEnergy11.4M$756.8M1.8%+16.0%
AMZN AMAZON.COM INCConsumer discretionary3.6M$745.1M1.8%-1.7%
GOOGL ALPHABET INC-CL ATechnology2.2M$628.1M1.5%-0.5%
BNS BANK OF NOVA SCOTIAFinancials8.8M$611.5M1.5%-10.8%
TRP TC ENERGY CORPUtilities9.3M$581.7M1.4%+4.0%
BN BROOKFIELD CORPReal estate14.1M$571.0M1.4%-18.5%
AVGO BROADCOM INCTechnology1.8M$568.1M1.4%+1.8%
CP CANADIAN PACIFIC KANSAS CITYIndustrials6.6M$521.5M1.3%-13.9%
GOOG ALPHABET INC-CL CTechnology1.8M$517.5M1.3%-1.1%
SHOP SHOPIFY INC - CLASS ATechnology4.3M$511.1M1.2%+0.6%
META META PLATFORMS INC-CLASS ATechnology864.1K$494.4M1.2%-0.1%
MFC MANULIFE FINANCIAL CORPFinancials14.1M$487.7M1.2%-16.4%
CVE CENOVUS ENERGY INCEnergy16.6M$441.2M1.1%+22.0%
TSLA TESLA INCIndustrials1.1M$420.4M1.0%+5.2%
KGC KINROSS GOLD CORPMaterials13.4M$409.9M1.0%+146.0%
CCJ CAMECO CORPMaterials3.6M$392.4M1.0%+15.6%
CNI CANADIAN NATL RAILWAY COIndustrials3.7M$377.1M0.9%+4.5%
WPM WHEATON PRECIOUS METALS CORPMaterials2.8M$364.9M0.9%-0.6%
TECK TECK RESOURCES LTD-CLS BMaterials6.7M$347.9M0.9%+18.7%
WMT WALMART INCConsumer discretionary2.3M$281.9M0.7%+82.0%
AGI ALAMOS GOLD INC-CLASS AMaterials6.3M$280.0M0.7%-28.0%
LLY ELI LILLY & COHealthcare302.4K$278.1M0.7%+3.0%
GFL GFL ENVIRONMENTAL INC-SUB VTUtilities6.1M$255.5M0.6%+20.2%
PBA PEMBINA PIPELINE CORPEnergy5.7M$253.1M0.6%-34.3%
JPM JPMORGAN CHASE & COFinancials848.5K$249.5M0.6%+3.1%
XOM EXXON MOBIL CORPEnergy1.4M$239.0M0.6%-1.2%
BAM BROOKFIELD ASSET MGMT-AFinancials5.3M$235.4M0.6%+8.8%
BRK/B BERKSHIRE HATHAWAY INC-CL BFinancials475.5K$227.8M0.6%+0.2%
JNJ JOHNSON & JOHNSONHealthcare896.8K$219.2M0.5%-7.3%
HBM HUDBAY MINERALS INCMaterials10.2M$214.1M0.5%+1856.8%
NFLX NETFLIX INCServices media2.2M$208.7M0.5%-5.5%
COST COSTCO WHOLESALE CORPConsumer discretionary208.8K$208.0M0.5%+0.9%
TU TELUS CORPCommunications15.6M$200.5M0.5%-15.9%
MU MICRON TECHNOLOGY INCTechnology529.8K$179.0M0.4%-1.6%
V VISA INC-CLASS A SHARESServices media575.1K$173.7M0.4%-10.2%
AMD ADVANCED MICRO DEVICESTechnology787.6K$160.2M0.4%+1.5%
PLTR PALANTIR TECHNOLOGIES INC-ATechnology1.1M$158.7M0.4%+0.6%
WCN WASTE CONNECTIONS INCUtilities972.1K$158.2M0.4%-50.5%
ABBV ABBVIE INCHealthcare700.2K$152.3M0.4%+1.8%

13F filing history

PeriodFormFiledEntriesReported valueFlagsSource
Q1 202613F-HRMay 12, 20261372$40.92B canonicalSEC ↗
Q4 202513F-HRFeb 10, 20261366$41.42B canonicalSEC ↗
Q3 202513F-HROct 31, 20251239$34.54B canonicalSEC ↗
Q2 202513F-HRAug 14, 20251220$32.34B canonicalSEC ↗
Q1 202513F-HRMay 13, 20251179$30.13B canonicalSEC ↗
Q4 202413F-HRJan 31, 20251219$30.51B canonicalSEC ↗
Q3 202413F-HRNov 6, 20241212$30.82B canonicalSEC ↗
Q2 202413F-HRAug 1, 20241146$28.10B canonicalSEC ↗
Q1 202413F-HRMay 9, 20241129$28.84B canonicalSEC ↗