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
ICUI icon
2801
ICU Medical
ICUI
$3.93B
$2K ﹤0.01%
+14
New +$1.88K
CALM icon
2802
Cal-Maine
CALM
$4.28B
$1.99K ﹤0.01%
25
+10
+67% +$878
AMSC icon
2803
American Superconductor
AMSC
$1.48B
$1.99K ﹤0.01%
69
+44
+176% +$1.9K
CRML icon
2804
Critical Metals Corp
CRML
$853M
$1.98K ﹤0.01%
+285
New +$3.11K
PACB icon
2805
Pacific Biosciences
PACB
$422M
$1.95K ﹤0.01%
1,040
+181
+21% +$348
BOND icon
2806
PIMCO Active Bond Exchange-Traded Fund
BOND
$8.28B
$1.94K ﹤0.01%
21
-123
-85% -$11.5K
TALO icon
2807
Talos Energy
TALO
$2.49B
$1.93K ﹤0.01%
175
-41
-19% -$429
GAME icon
2808
GameSquare
GAME
$36.8M
$1.93K ﹤0.01%
+5,000
New +$2.89K
HUMA icon
2809
Humacyte
HUMA
$168M
$1.92K ﹤0.01%
2,000
– –
ADEA icon
2810
Adeia
ADEA
$2.86B
$1.92K ﹤0.01%
111
+25
+29% +$371
MCR
2811
DELISTED
MFS Charter Income Trust
MCR
$1.88K ﹤0.01%
300
– –
FRME icon
2812
First Merchants
FRME
$2.72B
$1.87K ﹤0.01%
50
-1,164
-96% -$43.1K
GPOR icon
2813
Gulfport Energy Corp
GPOR
$2.83B
$1.87K ﹤0.01%
9
+4
+80% +$797
MGPI icon
2814
MGP Ingredients
MGPI
$378M
$1.87K ﹤0.01%
+77
New +$1.88K
LUNR icon
2815
Intuitive Machines
LUNR
$2.07B
$1.85K ﹤0.01%
+114
New +$1.32K
FHB icon
2816
First Hawaiian
FHB
$3.42B
$1.85K ﹤0.01%
73
-1,869
-96% -$46.5K
LAB icon
2817
Standard BioTools
LAB
$326M
$1.79K ﹤0.01%
1,400
– –
GPK icon
2818
Graphic Packaging
GPK
$3.26B
$1.78K ﹤0.01%
118
+55
+87% +$904
ACMR icon
2819
ACM Research
ACMR
$5.83B
$1.77K ﹤0.01%
45
+12
+36% +$447
APPN icon
2820
Appian
APPN
$1.74B
$1.77K ﹤0.01%
50
– –
BWX icon
2821
State Street SPDR Bloomberg International Treasury Bond ETF
BWX
$1.32B
$1.74K ﹤0.01%
77
– –
NEON icon
2822
Neonode
NEON
$13M
$1.74K ﹤0.01%
1,000
– –
FINV
2823
FinVolution Group
FINV
$1.12B
$1.69K ﹤0.01%
323
– –
BMRA icon
2824
Biomerica
BMRA
$4.88M
$1.67K ﹤0.01%
662
+150
+29% +$390
BLIN icon
2825
Bridgeline Digital
BLIN
$14.9M
$1.66K ﹤0.01%
2,000
– –
111 112
113
114 115

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.