We are live on ! Find out more
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
PFEB icon
2776
Innovator US Equity Power Buffer ETF February
PFEB
$914M
$2.33K ﹤0.01%
+57
New +$2.28K
ARMK icon
2777
Aramark
ARMK
$15B
$2.32K ﹤0.01%
63
-1,265
-95% -$48.2K
IDR icon
2778
Idaho Strategic Resources
IDR
$449M
$2.26K ﹤0.01%
56
+5
+10% +$191
OUT icon
2779
Outfront Media
OUT
$5.64B
$2.24K ﹤0.01%
93
+89
+2,225% +$1.85K
GLDD
2780
DELISTED
Great Lakes Dredge & Dock
GLDD
$2.23K ﹤0.01%
170
– –
PPC icon
2781
Pilgrim's Pride
PPC
$6.82B
$2.22K ﹤0.01%
57
-120
-68% -$4.61K
KRYS icon
2782
Krystal Biotech
KRYS
$9.88B
$2.22K ﹤0.01%
+9
New +$1.89K
PLAB icon
2783
Photronics
PLAB
$1.79B
$2.21K ﹤0.01%
+69
New +$1.78K
MYRG icon
2784
MYR Group
MYRG
$5.9B
$2.19K ﹤0.01%
10
+9
+900% +$1.96K
PRGO icon
2785
Perrigo
PRGO
$1.4B
$2.19K ﹤0.01%
157
-858
-85% -$14.3K
XP icon
2786
XP
XP
$8.62B
$2.18K ﹤0.01%
133
-24
-15% -$423
ASB icon
2787
Associated Banc-Corp
ASB
$5.81B
$2.16K ﹤0.01%
84
-1,905
-96% -$49K
INGN icon
2788
Inogen
INGN
$167M
$2.15K ﹤0.01%
320
– –
MGNI icon
2789
Magnite
MGNI
$2.65B
$2.13K ﹤0.01%
131
+80
+157% +$1.33K
HIMX
2790
Himax Technologies
HIMX
$2.2B
$2.11K ﹤0.01%
258
– –
DTCR icon
2791
Global X Data Center & Digital Infrastructure ETF
DTCR
$2.16B
$2.11K ﹤0.01%
100
– –
SOXL icon
2792
Direxion Daily Semiconductor Bull 3X ETF
SOXL
$18.7B
$2.1K ﹤0.01%
50
– –
INV
2793
Innventure Inc
INV
$243M
$2.09K ﹤0.01%
+500
New +$2.1K
INTS icon
2794
Intensity Therapeutics
INTS
$12M
$2.06K ﹤0.01%
201
+1
+0.5% +$10
YMM icon
2795
Full Truck Alliance
YMM
$9.56B
$2.06K ﹤0.01%
192
– –
BIRK icon
2796
Birkenstock
BIRK
$7.47B
$2.04K ﹤0.01%
50
– –
ARKG icon
2797
ARK Genomic Revolution ETF
ARKG
$1.51B
$2.03K ﹤0.01%
70
+13
+23% +$390
DFTX
2798
Definium Therapeutics
DFTX
$5.73B
$2.02K ﹤0.01%
151
– –
DGS icon
2799
WisdomTree Emerging Markets SmallCap Dividend Fund
DGS
$1.7B
$2K ﹤0.01%
35
– –
FTXO icon
2800
First Trust Nasdaq Bank ETF
FTXO
$305M
$2K ﹤0.01%
53
– –
110 111
112
113 114

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.