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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
RPC
2751
Ridgepost Capital
RPC
$927M
$2.75K ﹤0.01%
280
– –
THNQ icon
2752
ROBO Global Artificial Intelligence ETF
THNQ
$409M
$2.73K ﹤0.01%
43
– –
TDVG icon
2753
T. Rowe Price Dividend Growth ETF
TDVG
$1.41B
$2.72K ﹤0.01%
+61
New +$2.71K
PSN icon
2754
Parsons
PSN
$6.28B
$2.72K ﹤0.01%
44
-51
-54% -$3.99K
STUB
2755
StubHub Holdings
STUB
$3.1B
$2.71K ﹤0.01%
+200
New +$3.14K
PCH
2756
DELISTED
PotlatchDeltic
PCH
$2.71K ﹤0.01%
68
-1,116
-94% -$45.2K
XSOE icon
2757
WisdomTree Emerging Markets ex-State-Owned Enterprises Fund
XSOE
$2.03B
$2.66K ﹤0.01%
68
– –
GUTS icon
2758
Fractyl Health
GUTS
$123M
$2.64K ﹤0.01%
+1,200
New +$1.93K
SNN icon
2759
Smith & Nephew
SNN
$12.9B
$2.63K ﹤0.01%
80
+2
+3% +$68
SYBT icon
2760
Stock Yards Bancorp
SYBT
$2.41B
$2.6K ﹤0.01%
40
+26
+186% +$1.75K
GKOS icon
2761
Glaukos
GKOS
$9.02B
$2.6K ﹤0.01%
+23
New +$2.2K
ERIE icon
2762
Erie Indemnity
ERIE
$11.7B
$2.58K ﹤0.01%
9
+5
+125% +$1.49K
SRPT icon
2763
Sarepta Therapeutics
SRPT
$1.66B
$2.56K ﹤0.01%
119
-156
-57% -$3.29K
VTMX icon
2764
Vesta Real Estate
VTMX
$3.12B
$2.56K ﹤0.01%
84
– –
ATAT icon
2765
Atour Lifestyle Holdings
ATAT
$4.35B
$2.52K ﹤0.01%
+64
New +$2.51K
KYNB
2766
Kyntra Bio
KYNB
$28.5M
$2.52K ﹤0.01%
287
– –
HFRO
2767
Highland Opportunities and Income Fund
HFRO
$407M
$2.51K ﹤0.01%
419
+7
+2% +$44
CIFR icon
2768
Cipher Digital
CIFR
$9.47B
$2.48K ﹤0.01%
168
+79
+89% +$1.4K
IPAR icon
2769
Interparfums
IPAR
$3.92B
$2.46K ﹤0.01%
29
+7
+32% +$616
VLGEA icon
2770
Village Super Market
VLGEA
$631M
$2.44K ﹤0.01%
69
– –
IGIC icon
2771
International General Insurance
IGIC
$1.23B
$2.43K ﹤0.01%
97
– –
JANX icon
2772
Janux Therapeutics
JANX
$935M
$2.36K ﹤0.01%
171
– –
ICL icon
2773
ICL Group
ICL
$6.81B
$2.35K ﹤0.01%
411
– –
ATHM icon
2774
Autohome
ATHM
$2.43B
$2.34K ﹤0.01%
105
– –
BANF icon
2775
BancFirst
BANF
$3.92B
$2.33K ﹤0.01%
22
-4
-15% -$453
109 110
111
112 113

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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.