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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
SONO icon
2626
Sonos
SONO
$1.75B
$4.92K ﹤0.01%
280
+30
+12% +$523
CTBI icon
2627
Community Trust Bancorp
CTBI
$1.38B
$4.92K ﹤0.01%
87
+22
+34% +$1.22K
BOX icon
2628
Box
BOX
$4.02B
$4.91K ﹤0.01%
164
-1,038
-86% -$32.6K
JPRE icon
2629
JPMorgan Realty Income ETF
JPRE
$504M
$4.91K ﹤0.01%
+105
New +$4.97K
HLMN icon
2630
Hillman Solutions
HLMN
$1.56B
$4.89K ﹤0.01%
565
– –
IMTM icon
2631
iShares MSCI Intl Momentum Factor ETF
IMTM
$4.11B
$4.89K ﹤0.01%
102
+58
+132% +$2.78K
RBBN icon
2632
Ribbon Communications
RBBN
$354M
$4.89K ﹤0.01%
+1,697
New +$5.47K
DJCO icon
2633
Daily Journal
DJCO
$792M
$4.87K ﹤0.01%
10
+1
+11% +$444
JBLU icon
2634
JetBlue
JBLU
$1.96B
$4.87K ﹤0.01%
1,071
+71
+7% +$324
PTEN icon
2635
Patterson-UTI
PTEN
$3.87B
$4.87K ﹤0.01%
797
+85
+12% +$507
JTEK icon
2636
JPMorgan US Tech Leaders ETF
JTEK
$4.04B
$4.86K ﹤0.01%
54
+18
+50% +$1.65K
RC.PRC
2637
Ready Capital Corp 6.25% Series C Preferred Stock
RC.PRC
$3.93M
$4.81K ﹤0.01%
350
– –
PHYL icon
2638
PGIM Active High Yield Bond ETF
PHYL
$1.32B
$4.79K ﹤0.01%
+135
New +$4.79K
GLIN icon
2639
VanEck India Growth Leaders ETF
GLIN
$93.7M
$4.75K ﹤0.01%
103
+48
+87% +$2.21K
HNDL icon
2640
Strategy Shares Nasdaq 7HANDL Index ETF
HNDL
$632M
$4.74K ﹤0.01%
215
+3
+1% +$67
CSTM icon
2641
Constellium
CSTM
$3.96B
$4.71K ﹤0.01%
250
– –
BILI icon
2642
Bilibili
BILI
$7.18B
$4.7K ﹤0.01%
191
– –
KIE icon
2643
State Street SPDR S&P Insurance ETF
KIE
$619M
$4.69K ﹤0.01%
78
– –
SERV
2644
Serve Robotics
SERV
$409M
$4.64K ﹤0.01%
+447
New +$5.37K
PBYI icon
2645
Puma Biotechnology
PBYI
$406M
$4.61K ﹤0.01%
775
– –
IIPR icon
2646
Innovative Industrial Properties
IIPR
$1.78B
$4.59K ﹤0.01%
97
+6
+7% +$311
GNTX icon
2647
Gentex
GNTX
$4.88B
$4.58K ﹤0.01%
197
-1,870
-90% -$45.1K
VGLT icon
2648
Vanguard Long-Term Treasury ETF
VGLT
$10.1B
$4.52K ﹤0.01%
81
– –
BZ icon
2649
Kanzhun
BZ
$6.89B
$4.5K ﹤0.01%
221
-138
-38% -$2.98K
PDBC icon
2650
Invesco Actively Managed Exch-Traded Commodity Fd Tr Invesco Optimum Yield Diversified Commodity Strategy No K-1 ETF
PDBC
$5.81B
$4.44K ﹤0.01%
335
+12
+4% +$162
104 105
106
107 108

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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.