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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
AAAU icon
2551
Goldman Sachs Physical Gold ETF Shares
AAAU
$2.46B
$6.81K ﹤0.01%
160
+135
+540% +$5.53K
RDY icon
2552
Dr. Reddy's Laboratories
RDY
$9.82B
$6.74K ﹤0.01%
480
– –
BRSP
2553
BrightSpire Capital
BRSP
$681M
$6.72K ﹤0.01%
1,200
-9,745
-89% -$53.6K
UPXI icon
2554
Upexi
UPXI
$58.8M
$6.72K ﹤0.01%
+4,000
New +$15.1K
NWL icon
2555
Newell Brands
NWL
$2.16B
$6.71K ﹤0.01%
1,805
-1,041
-37% -$4.21K
HEWJ icon
2556
iShares Currency Hedged MSCI Japan ETF
HEWJ
$728M
$6.64K ﹤0.01%
+126
New +$6.65K
VCTR icon
2557
Victory Capital Holdings
VCTR
$6.08B
$6.62K ﹤0.01%
105
+11
+12% +$701
FWDI
2558
Forward Industries Inc
FWDI
$287M
$6.61K ﹤0.01%
+1,000
New +$12.8K
TGTX icon
2559
TG Therapeutics
TGTX
$8.58B
$6.59K ﹤0.01%
221
+24
+12% +$784
TRMK icon
2560
Trustmark
TRMK
$2.73B
$6.58K ﹤0.01%
169
+123
+267% +$4.79K
FUTY icon
2561
Fidelity MSCI Utilities Index ETF
FUTY
$2.41B
$6.57K ﹤0.01%
119
+118
+11,800% +$6.76K
MAGN
2562
Magnera Corp
MAGN
$488M
$6.54K ﹤0.01%
432
-330
-43% -$3.82K
LLYVA icon
2563
Liberty Live Group Series A
LLYVA
$8.8B
$6.52K ﹤0.01%
80
-901
-92% -$75K
CPRI icon
2564
Capri Holdings
CPRI
$1.77B
$6.49K ﹤0.01%
+266
New +$6.15K
ASBP
2565
Aspire Biopharma
ASBP
$9.4M
$6.48K ﹤0.01%
41
– –
WINA icon
2566
Winmark
WINA
$1.19B
$6.48K ﹤0.01%
16
+6
+60% +$2.57K
RIGL icon
2567
Rigel Pharmaceuticals
RIGL
$680M
$6.42K ﹤0.01%
+150
New +$5.65K
ONC
2568
BeOne Medicines Ltd
ONC
$33.8B
$6.38K ﹤0.01%
21
-8
-28% -$2.62K
W icon
2569
Wayfair
W
$11.1B
$6.33K ﹤0.01%
63
+30
+91% +$2.88K
OPK icon
2570
Opko Health
OPK
$921M
$6.3K ﹤0.01%
+5,000
New +$6.96K
EPRT icon
2571
Essential Properties Realty Trust
EPRT
$6.99B
$6.26K ﹤0.01%
211
+125
+145% +$3.81K
OPLN
2572
Openlane
OPLN
$4.17B
$6.22K ﹤0.01%
209
-2,698
-93% -$73K
XRAY icon
2573
Dentsply Sirona
XRAY
$2.59B
$6.21K ﹤0.01%
543
+155
+40% +$1.82K
CBZ icon
2574
CBIZ
CBZ
$2.29B
$6.21K ﹤0.01%
123
+30
+32% +$1.58K
AMAL icon
2575
Amalgamated Financial
AMAL
$1.48B
$6.2K ﹤0.01%
194
-315
-62% -$9.16K
101 102
103
104 105

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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.