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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
CFLT
2851
DELISTED
Confluent
CFLT
$1.51K ﹤0.01%
50
-761
-94% -$18.7K
REE
2852
DELISTED
REE Automotive
REE
$1.47K ﹤0.01%
2,000
– –
EYE icon
2853
National Vision
EYE
$1.6B
$1.45K ﹤0.01%
+56
New +$1.51K
NIO icon
2854
NIO
NIO
$11.3B
$1.43K ﹤0.01%
280
+28
+11% +$173
BLOK icon
2855
Amplify Blockchain Technology ETF
BLOK
$1.1B
$1.42K ﹤0.01%
25
-21
-46% -$1.36K
HIFS icon
2856
Hingham Institution for Saving
HIFS
$614M
$1.42K ﹤0.01%
+5
New +$1.43K
BFK
2857
DELISTED
BlackRock Municipal Income Trust
BFK
$1.4K ﹤0.01%
+140
New +$1.4K
PACS icon
2858
PACS Group
PACS
$7.42B
$1.38K ﹤0.01%
36
+35
+3,500% +$768
AUDC icon
2859
AudioCodes
AUDC
$244M
$1.37K ﹤0.01%
157
+100
+175% +$910
KLIC icon
2860
Kulicke & Soffa
KLIC
$5.3B
$1.37K ﹤0.01%
30
+12
+67% +$507
BAB icon
2861
Invesco Taxable Municipal Bond ETF
BAB
$1.02B
$1.36K ﹤0.01%
50
-2,105
-98% -$57.6K
UPST icon
2862
Upstart Holdings
UPST
$2.58B
$1.36K ﹤0.01%
31
+24
+343% +$1.1K
SOXQ icon
2863
Invesco PHLX Semiconductor ETF
SOXQ
$2.38B
$1.34K ﹤0.01%
24
-8
-25% -$438
GRC icon
2864
Gorman-Rupp
GRC
$2.16B
$1.34K ﹤0.01%
28
– –
BH icon
2865
Biglari Holdings Class B
BH
$1.2B
$1.33K ﹤0.01%
4
– –
USAS
2866
Americas Gold and Silver
USAS
$1.34B
$1.33K ﹤0.01%
+260
New +$1.17K
DDD icon
2867
3D Systems Corp
DDD
$420M
$1.32K ﹤0.01%
748
– –
USAR
2868
USA Rare Earth Inc
USAR
$3.46B
$1.32K ﹤0.01%
+111
New +$2.11K
MBLY icon
2869
Mobileye
MBLY
$2.03B
$1.31K ﹤0.01%
126
– –
MEOH icon
2870
Methanex
MEOH
$4.32B
$1.31K ﹤0.01%
+33
New +$1.23K
HIPO icon
2871
Hippo Holdings
HIPO
$723M
$1.29K ﹤0.01%
43
+41
+2,050% +$1.37K
SLG icon
2872
SL Green Realty
SLG
$3.88B
$1.28K ﹤0.01%
28
+17
+155% +$839
BIVI icon
2873
BioVie
BIVI
$10.3M
$1.27K ﹤0.01%
1,097
– –
SEMR
2874
DELISTED
Semrush
SEMR
$1.27K ﹤0.01%
107
– –
ALKS icon
2875
Alkermes
ALKS
$8.82B
$1.26K ﹤0.01%
45
+40
+800% +$1.2K
113 114
115
116 117

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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
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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.