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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
HWKN icon
2701
Hawkins
HWKN
$2.91B
$3.41K ﹤0.01%
24
+5
+26% +$736
PHR icon
2702
Phreesia
PHR
$632M
$3.38K ﹤0.01%
+200
New +$4.13K
ACHC icon
2703
Acadia Healthcare
ACHC
$3.17B
$3.36K ﹤0.01%
237
+122
+106% +$2.31K
FMET icon
2704
Fidelity Metaverse ETF
FMET
$43.7M
$3.35K ﹤0.01%
93
– –
DOO
2705
Bombardier Recreational Products
DOO
$4.43B
$3.33K ﹤0.01%
47
– –
CRK icon
2706
Comstock Resources
CRK
$3.97B
$3.31K ﹤0.01%
143
-1,455
-91% -$32.1K
IHE icon
2707
iShares US Pharmaceuticals ETF
IHE
$1.47B
$3.31K ﹤0.01%
+39
New +$3.11K
RGR icon
2708
Sturm, Ruger & Co
RGR
$610M
$3.3K ﹤0.01%
101
– –
KRMN
2709
Karman Holdings
KRMN
$6.29B
$3.29K ﹤0.01%
+45
New +$3.26K
RC
2710
Ready Capital
RC
$265M
$3.27K ﹤0.01%
1,500
-1,800
-55% -$5.04K
BITO icon
2711
ProShares Bitcoin Strategy ETF
BITO
$1.4B
$3.26K ﹤0.01%
268
– –
BETR icon
2712
Better Home & Finance Holding
BETR
$412M
$3.26K ﹤0.01%
100
– –
MLCO icon
2713
Melco Resorts & Entertainment
MLCO
$2.1B
$3.25K ﹤0.01%
430
– –
FWRG icon
2714
First Watch Restaurant Group
FWRG
$747M
$3.21K ﹤0.01%
+213
New +$3.59K
SLDP icon
2715
Solid Power
SLDP
$468M
$3.19K ﹤0.01%
+750
New +$4.14K
LEU icon
2716
Centrus Energy
LEU
$3.22B
$3.16K ﹤0.01%
13
+2
+18% +$604
COLD icon
2717
Americold
COLD
$4.09B
$3.14K ﹤0.01%
244
-1,796
-88% -$22K
MASI
2718
DELISTED
Masimo
MASI
$3.12K ﹤0.01%
24
+9
+60% +$1.29K
TPST icon
2719
Tempest Therapeutics
TPST
$14.8M
$3.1K ﹤0.01%
1,080
+620
+135% +$4.39K
FDLO icon
2720
Fidelity Low Volatility Factor ETF
FDLO
$1.4B
$3.06K ﹤0.01%
46
+16
+53% +$1.06K
NEOV icon
2721
NeoVolta
NEOV
$118M
$3.04K ﹤0.01%
+1,000
New +$4.22K
CDP icon
2722
COPT Defense Properties
CDP
$4.31B
$3.03K ﹤0.01%
+109
New +$3.14K
WMG icon
2723
Warner Music
WMG
$13.8B
$3.01K ﹤0.01%
98
+92
+1,533% +$2.81K
FG icon
2724
F&G Annuities & Life
FG
$3.93B
$3K ﹤0.01%
97
+45
+87% +$1.41K
TMC icon
2725
TMC The Metals Company
TMC
$1.59B
$2.99K ﹤0.01%
+485
New +$3.41K
107 108
109
110 111

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Comerica Bank
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CWM
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VRS
Virginia Retirement Systems Richmond, Virginia $16.8B AUM 25.91% 1-Year Est. Return
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.