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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
CNOB icon
2676
Center Bancorp
CNOB
$1.63B
$3.96K ﹤0.01%
151
– –
CARG icon
2677
CarGurus
CARG
$3.01B
$3.91K ﹤0.01%
+102
New +$3.68K
VERX icon
2678
Vertex
VERX
$1.92B
$3.89K ﹤0.01%
195
-120
-38% -$2.6K
FSLY icon
2679
Fastly Inc
FSLY
$3.17B
$3.88K ﹤0.01%
381
+371
+3,710% +$3.66K
ITUB icon
2680
Itaú Unibanco
ITUB
$91.3B
$3.86K ﹤0.01%
540
-398
-42% -$2.83K
OUST icon
2681
Ouster
OUST
$2.29B
$3.85K ﹤0.01%
178
+144
+424% +$3.8K
COPX icon
2682
Global X Copper Miners ETF NEW
COPX
$7.13B
$3.83K ﹤0.01%
53
+17
+47% +$1.09K
HTBK
2683
DELISTED
Heritage Commerce
HTBK
$3.82K ﹤0.01%
318
– –
CWT icon
2684
California Water Service
CWT
$3.04B
$3.79K ﹤0.01%
88
-1,062
-92% -$48.4K
MX icon
2685
Magnachip Semiconductor
MX
$128M
$3.78K ﹤0.01%
1,481
– –
RIG icon
2686
Transocean
RIG
$5.92B
$3.77K ﹤0.01%
912
+293
+47% +$1.14K
ELPC icon
2687
Copel
ELPC
$8.49B
$3.72K ﹤0.01%
+391
New +$3.73K
DBI icon
2688
Designer Brands
DBI
$277M
$3.71K ﹤0.01%
500
– –
AAMI
2689
Acadian Asset Management
AAMI
$2.88B
$3.71K ﹤0.01%
79
+6
+8% +$276
JILL icon
2690
J. Jill
JILL
$252M
$3.7K ﹤0.01%
270
– –
U icon
2691
Unity
U
$12.5B
$3.62K ﹤0.01%
82
-2,190
-96% -$89.3K
TAL icon
2692
TAL Education Group
TAL
$5.71B
$3.6K ﹤0.01%
330
– –
IRDM icon
2693
Iridium Communications
IRDM
$4.85B
$3.6K ﹤0.01%
207
-1,647
-89% -$29.1K
IPGP icon
2694
IPG Photonics
IPGP
$3.89B
$3.58K ﹤0.01%
50
-9
-15% -$734
BLV icon
2695
Vanguard Long-Term Bond ETF
BLV
$5.75B
$3.55K ﹤0.01%
+51
New +$3.61K
FIVN icon
2696
FIVE9
FIVN
$1.77B
$3.53K ﹤0.01%
176
+116
+193% +$2.46K
INMD icon
2697
InMode
INMD
$872M
$3.53K ﹤0.01%
240
– –
ICFI icon
2698
ICF International
ICFI
$1.44B
$3.5K ﹤0.01%
41
– –
ROKU icon
2699
Roku
ROKU
$21.1B
$3.47K ﹤0.01%
32
-1,624
-98% -$165K
JHI
2700
John Hancock Investors Trust
JHI
$114M
$3.43K ﹤0.01%
251
– –
106 107
108
109 110

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.