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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
VAL icon
2576
Valaris
VAL
$5.51B
$6.2K ﹤0.01%
123
+121
+6,050% +$6.49K
PCT icon
2577
PureCycle Technologies
PCT
$1.17B
$6.17K ﹤0.01%
718
– –
WLDN icon
2578
Willdan Group
WLDN
$1.1B
$6.12K ﹤0.01%
59
– –
PLMR icon
2579
Palomar
PLMR
$3.65B
$6.06K ﹤0.01%
45
+20
+80% +$2.44K
BRC icon
2580
Brady Corp
BRC
$4.45B
$5.96K ﹤0.01%
76
+62
+443% +$4.8K
INGM
2581
Ingram Micro Holding
INGM
$6.78B
$5.95K ﹤0.01%
+279
New +$6.05K
HIMU
2582
iShares High Yield Muni Active ETF
HIMU
$2.37B
$5.94K ﹤0.01%
122
– –
SVM
2583
Silvercorp Metals
SVM
$2.13B
$5.94K ﹤0.01%
712
– –
CART icon
2584
Maplebear
CART
$9.92B
$5.89K ﹤0.01%
131
-52
-28% -$2.13K
MAN icon
2585
ManpowerGroup
MAN
$2.39B
$5.89K ﹤0.01%
198
-58
-23% -$1.81K
INOD icon
2586
Innodata
INOD
$1.83B
$5.81K ﹤0.01%
+114
New +$7.43K
SPMB icon
2587
State Street SPDR Portfolio Mortgage Backed Bond ETF
SPMB
$6.96B
$5.78K ﹤0.01%
+258
New +$5.81K
PII icon
2588
Polaris
PII
$4.15B
$5.75K ﹤0.01%
91
+90
+9,000% +$5.93K
RLAY icon
2589
Relay Therapeutics
RLAY
$4.02B
$5.75K ﹤0.01%
+680
New +$4.85K
HQH
2590
abrdn Healthcare Investors
HQH
$1.23B
$5.74K ﹤0.01%
303
-397
-57% -$7.5K
NNE
2591
Nano Nuclear Energy
NNE
$813M
$5.71K ﹤0.01%
238
+163
+217% +$6.24K
RDVT icon
2592
Red Violet
RDVT
$859M
$5.7K ﹤0.01%
100
– –
MGRC icon
2593
McGrath RentCorp
MGRC
$2.94B
$5.67K ﹤0.01%
54
-4,180
-99% -$453K
DRIV icon
2594
Global X Autonomous & Electric Vehicles ETF
DRIV
$378M
$5.62K ﹤0.01%
190
– –
FROG icon
2595
JFrog
FROG
$9.71B
$5.62K ﹤0.01%
90
+2
+2% +$114
ABVX
2596
Abivax
ABVX
$11B
$5.53K ﹤0.01%
+41
New +$4.47K
SPXU icon
2597
ProShares UltraPro Short S&P 500
SPXU
$436M
$5.52K ﹤0.01%
111
+7
+7% +$364
ELS icon
2598
Equity Lifestyle Properties
ELS
$12.8B
$5.52K ﹤0.01%
91
+39
+75% +$2.41K
TAK icon
2599
Takeda Pharmaceutical
TAK
$55.1B
$5.52K ﹤0.01%
354
-655
-65% -$9.37K
SARO
2600
StandardAero Inc
SARO
$9.54B
$5.51K ﹤0.01%
+192
New +$5.23K
102 103
104
105 106

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.