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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
BOOT icon
2526
Boot Barn
BOOT
$4.55B
$7.24K ﹤0.01%
41
-23
-36% -$4.29K
RIOT icon
2527
Riot Platforms
RIOT
$8.52B
$7.24K ﹤0.01%
571
+198
+53% +$3.39K
COLL icon
2528
Collegium Pharmaceutical
COLL
$1.14B
$7.22K ﹤0.01%
156
-93
-37% -$3.89K
DOCN icon
2529
DigitalOcean
DOCN
$14.4B
$7.22K ﹤0.01%
150
+134
+838% +$5.9K
IWL icon
2530
iShares Russell Top 200 ETF
IWL
$2.16B
$7.18K ﹤0.01%
+42
New +$7.09K
IBTJ icon
2531
iShares iBonds Dec 2029 Term Treasury ETF
IBTJ
$1.31B
$7.18K ﹤0.01%
+327
New +$7.19K
SXI icon
2532
Standex International
SXI
$3.68B
$7.17K ﹤0.01%
33
+12
+57% +$2.78K
STEM icon
2533
Stem
STEM
$49.2M
$7.16K ﹤0.01%
476
– –
KEX icon
2534
Kirby Corp
KEX
$7.95B
$7.16K ﹤0.01%
+65
New +$6.61K
HTH icon
2535
Hilltop Holdings
HTH
$2.29B
$7.13K ﹤0.01%
210
+10
+5% +$335
DJT icon
2536
Trump Media & Technology Group
DJT
$2.37B
$7.08K ﹤0.01%
535
-200
-27% -$2.73K
UNFI icon
2537
United Natural Foods
UNFI
$3.01B
$7.04K ﹤0.01%
209
+16
+8% +$595
CRAI icon
2538
CRA International
CRAI
$1.1B
$7.02K ﹤0.01%
35
+13
+59% +$2.45K
FCN icon
2539
FTI Consulting
FCN
$4.82B
$7K ﹤0.01%
41
+39
+1,950% +$6.43K
ABSI icon
2540
Absci
ABSI
$1.28B
$7K ﹤0.01%
2,005
– –
FSP
2541
Franklin Street Properties
FSP
$44.8M
$6.96K ﹤0.01%
7,360
-1,025
-12% -$1.19K
FRPT icon
2542
Freshpet
FRPT
$2.83B
$6.95K ﹤0.01%
114
+24
+27% +$1.36K
QRVO icon
2543
Qorvo
QRVO
$7.63B
$6.93K ﹤0.01%
82
-110
-57% -$9.71K
DPRO
2544
Draganfly
DPRO
$156M
$6.91K ﹤0.01%
1,000
– –
RVT icon
2545
Royce Value Trust
RVT
$2.21B
$6.89K ﹤0.01%
428
-566
-57% -$9.07K
SQQQ icon
2546
ProShares UltraPro Short QQQ
SQQQ
$2.21B
$6.85K ﹤0.01%
100
+86
+614% +$6.08K
BCC icon
2547
Boise Cascade
BCC
$2.74B
$6.84K ﹤0.01%
93
-555
-86% -$40.5K
PRVA icon
2548
Privia Health
PRVA
$3.21B
$6.83K ﹤0.01%
288
+175
+155% +$4.26K
DRS icon
2549
Leonardo DRS
DRS
$12.8B
$6.82K ﹤0.01%
200
– –
USIO icon
2550
Usio Inc
USIO
$53.3M
$6.82K ﹤0.01%
5,013
– –
100 101
102
103 104

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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.