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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
VIAV icon
2826
Viavi Solutions
VIAV
$9.75B
$1.66K ﹤0.01%
93
+53
+133% +$856
HAYW icon
2827
Hayward Holdings
HAYW
$3.13B
$1.65K ﹤0.01%
107
+105
+5,250% +$1.66K
AX icon
2828
Axos Financial
AX
$5.45B
$1.64K ﹤0.01%
19
+18
+1,800% +$1.48K
JHMM icon
2829
John Hancock Multifactor Mid Cap ETF
JHMM
$5.89B
$1.64K ﹤0.01%
25
– –
OII icon
2830
Oceaneering
OII
$5.25B
$1.63K ﹤0.01%
68
+23
+51% +$556
VNO icon
2831
Vornado Realty Trust
VNO
$7.47B
$1.63K ﹤0.01%
49
-5,015
-99% -$183K
LEG icon
2832
Leggett & Platt
LEG
$1.52B
$1.63K ﹤0.01%
148
+147
+14,700% +$1.45K
KOP icon
2833
Koppers
KOP
$966M
$1.63K ﹤0.01%
60
-47
-44% -$1.31K
FTSL icon
2834
First Trust Senior Loan Fund ETF
FTSL
$2.31B
$1.61K ﹤0.01%
+35
New +$1.6K
ASPI icon
2835
ASP Isotopes
ASPI
$487M
$1.6K ﹤0.01%
300
– –
BRF icon
2836
VanEck Brazil Small-Cap ETF
BRF
$21.6M
$1.6K ﹤0.01%
100
– –
EXEEL
2837
DELISTED
Expand Energy Corp Class C Warrants
EXEEL
$1.6K ﹤0.01%
16
+6
+60% +$614
NVCR icon
2838
NovoCure
NVCR
$2.04B
$1.6K ﹤0.01%
124
– –
BURU
2839
DELISTED
NUBURU INC
BURU
$1.59K ﹤0.01%
+2,004
New +$2.75K
DOLE icon
2840
Dole
DOLE
$1.35B
$1.59K ﹤0.01%
106
– –
EWU icon
2841
iShares MSCI United Kingdom ETF
EWU
$4.04B
$1.58K ﹤0.01%
+36
New +$1.54K
ATKR icon
2842
Atkore
ATKR
$2.59B
$1.58K ﹤0.01%
25
– –
GTBP icon
2843
GT Biopharma
GTBP
$11.7M
$1.57K ﹤0.01%
+2,000
New +$1.42K
KRNT icon
2844
Kornit Digital
KRNT
$706M
$1.57K ﹤0.01%
109
-1,818
-94% -$24.9K
CDTX
2845
DELISTED
Cidara Therapeutics
CDTX
$1.55K ﹤0.01%
+7
New +$1.13K
APLE icon
2846
Apple Hospitality REIT
APLE
$3.96B
$1.54K ﹤0.01%
130
+53
+69% +$622
MNSO icon
2847
MINISO
MNSO
$3.64B
$1.54K ﹤0.01%
82
– –
FRPH icon
2848
FRP Holdings
FRPH
$449M
$1.53K ﹤0.01%
67
– –
CRC icon
2849
California Resources
CRC
$4.75B
$1.52K ﹤0.01%
34
+18
+113% +$854
COTY icon
2850
Coty
COTY
$2.33B
$1.51K ﹤0.01%
+492
New +$1.79K
112 113
114
115 116

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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.