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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
IEZ icon
2726
iShares US Oil Equipment & Services ETF
IEZ
$367M
$2.97K ﹤0.01%
142
– –
TK icon
2727
Teekay
TK
$975M
$2.96K ﹤0.01%
328
– –
ALKT icon
2728
Alkami Technology
ALKT
$1.8B
$2.95K ﹤0.01%
128
+35
+38% +$772
EMLC icon
2729
VanEck JP Morgan EM Local Currency Bond ETF
EMLC
$4.74B
$2.94K ﹤0.01%
114
-1,612
-93% -$41.2K
HOVR icon
2730
New Horizon Aircraft
HOVR
$119M
$2.94K ﹤0.01%
2,000
– –
CDXS icon
2731
Codexis
CDXS
$135M
$2.93K ﹤0.01%
1,800
– –
GII icon
2732
State Street SPDR S&P Global Infrastructure ETF
GII
$937M
$2.93K ﹤0.01%
42
+29
+223% +$2.04K
UMC icon
2733
United Microelectronic
UMC
$48.9B
$2.92K ﹤0.01%
372
-1,000
-73% -$7.59K
GTN icon
2734
Gray Television
GTN
$407M
$2.9K ﹤0.01%
600
– –
TME icon
2735
Tencent Music
TME
$14.5B
$2.89K ﹤0.01%
165
– –
ATRC icon
2736
AtriCure
ATRC
$1.77B
$2.89K ﹤0.01%
73
– –
BELFB
2737
Bel Fuse Inc Class B
BELFB
$3.88B
$2.88K ﹤0.01%
17
– –
CALF icon
2738
Pacer US Small Cap Cash Cows 100 ETF
CALF
$3.59B
$2.88K ﹤0.01%
65
-753
-92% -$33.1K
MCRI icon
2739
Monarch Casino & Resort
MCRI
$2.14B
$2.87K ﹤0.01%
30
+26
+650% +$2.5K
SLNO
2740
DELISTED
Soleno Therapeutics
SLNO
$2.87K ﹤0.01%
+62
New +$3.4K
HERO icon
2741
Global X Video Games & Esports ETF
HERO
$60.4M
$2.86K ﹤0.01%
96
– –
MIND icon
2742
MIND Technology
MIND
$50.4M
$2.84K ﹤0.01%
+323
New +$3.24K
GGAL icon
2743
Galicia Financial Group
GGAL
$7.92B
$2.81K ﹤0.01%
52
+35
+206% +$1.64K
HPP
2744
Hudson Pacific Properties
HPP
$834M
$2.79K ﹤0.01%
258
-2
-0.8% -$30
GENC icon
2745
Gencor Industries
GENC
$223M
$2.79K ﹤0.01%
215
– –
CDE icon
2746
Coeur Mining
CDE
$15.6B
$2.76K ﹤0.01%
155
– –
DMLP icon
2747
Dorchester Minerals
DMLP
$1.34B
$2.75K ﹤0.01%
+123
New +$2.88K
FGNX
2748
FG Nexus Inc
FGNX
$37.6M
$2.75K ﹤0.01%
+200
New +$3.51K
FWRD icon
2749
Forward Air
FWRD
$482M
$2.75K ﹤0.01%
110
+5
+5% +$113
AEVA
2750
Aeva Technologies
AEVA
$1.02B
$2.75K ﹤0.01%
+207
New +$2.95K
108 109
110
111 112

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Comerica Bank
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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.