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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
TULP
2651
Bloomia Holdings
TULP
$4.43K ﹤0.01%
1,285
– –
FLNC icon
2652
Fluence Energy
FLNC
$1.78B
$4.41K ﹤0.01%
223
+136
+156% +$2.56K
ITGR icon
2653
Integer Holdings
ITGR
$3.35B
$4.39K ﹤0.01%
56
-65
-54% -$5.18K
FJP icon
2654
First Trust Japan AlphaDEX Fund
FJP
$247M
$4.3K ﹤0.01%
64
– –
CE icon
2655
Celanese
CE
$5.09B
$4.27K ﹤0.01%
101
-715
-88% -$29.2K
PDYN icon
2656
Palladyne AI
PDYN
$233M
$4.26K ﹤0.01%
1,000
– –
PTBD icon
2657
Pacer Trendpilot US Bond ETF
PTBD
$87M
$4.25K ﹤0.01%
219
– –
APEI icon
2658
American Public Education
APEI
$875M
$4.23K ﹤0.01%
112
– –
FSTR icon
2659
Foster
FSTR
$443M
$4.23K ﹤0.01%
157
– –
NKTR icon
2660
Nektar Therapeutics
NKTR
$2.39B
$4.23K ﹤0.01%
100
– –
WULF icon
2661
TeraWulf
WULF
$9.15B
$4.23K ﹤0.01%
368
+77
+26% +$1.03K
TKR icon
2662
Timken Company
TKR
$9.82B
$4.21K ﹤0.01%
50
+49
+4,900% +$3.9K
SKWD icon
2663
Skyward Specialty Insurance
SKWD
$2.45B
$4.19K ﹤0.01%
+82
New +$3.94K
GLP icon
2664
Global Partners
GLP
$1.64B
$4.18K ﹤0.01%
100
– –
VC icon
2665
Visteon
VC
$2.77B
$4.18K ﹤0.01%
44
+43
+4,300% +$4.55K
HYEM icon
2666
VanEck Emerging Markets High Yield Bond ETF
HYEM
$522M
$4.18K ﹤0.01%
210
– –
WD icon
2667
Walker & Dunlop
WD
$1.65B
$4.13K ﹤0.01%
69
+7
+11% +$497
GENI icon
2668
Genius Sports
GENI
$1.73B
$4.13K ﹤0.01%
375
+55
+17% +$600
IAG icon
2669
IAMGOLD
IAG
$8.47B
$4.12K ﹤0.01%
250
– –
FIDI icon
2670
Fidelity International High Dividend ETF
FIDI
$353M
$4.12K ﹤0.01%
159
+128
+413% +$3.21K
NGVC icon
2671
Vitamin Cottage Natural Grocers
NGVC
$691M
$4.1K ﹤0.01%
164
– –
FDT icon
2672
First Trust Developed Markets ex-US AlphaDEX Fund
FDT
$1.28B
$4.05K ﹤0.01%
51
– –
ZVRA icon
2673
Zevra Therapeutics
ZVRA
$563M
$4.03K ﹤0.01%
450
– –
RNG icon
2674
RingCentral
RNG
$4.05B
$3.98K ﹤0.01%
138
+111
+411% +$3.16K
ADUS icon
2675
Addus HomeCare
ADUS
$2.14B
$3.97K ﹤0.01%
37
+4
+12% +$459
105 106
107
108 109

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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.