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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
WPP icon
2876
WPP
WPP
$4.04B
$1.26K ﹤0.01%
+56
New +$1.2K
ASUR icon
2877
Asure Software
ASUR
$220M
$1.24K ﹤0.01%
132
– –
COGT icon
2878
Cogent Biosciences
COGT
$6.79B
$1.24K ﹤0.01%
+35
New +$984
THO icon
2879
Thor Industries
THO
$3.99B
$1.23K ﹤0.01%
12
-526
-98% -$54.7K
APAM icon
2880
Artisan Partners
APAM
$2.79B
$1.22K ﹤0.01%
30
+16
+114% +$683
DAN icon
2881
Dana Inc
DAN
$2.91B
$1.21K ﹤0.01%
51
+28
+122% +$592
NSSC icon
2882
Napco Security Technologies
NSSC
$1.28B
$1.21K ﹤0.01%
+29
New +$1.22K
JPLD icon
2883
JPMorgan Limited Duration Bond ETF
JPLD
$3.95B
$1.2K ﹤0.01%
23
– –
TFLR icon
2884
T. Rowe Price Floating Rate ETF
TFLR
$668M
$1.18K ﹤0.01%
23
+16
+229% +$823
FULT icon
2885
Fulton Financial
FULT
$4.7B
$1.18K ﹤0.01%
61
+55
+917% +$1.01K
HP icon
2886
Helmerich & Payne
HP
$3.53B
$1.18K ﹤0.01%
+41
New +$1.09K
DFAE icon
2887
Dimensional Emerging Core Equity Market ETF
DFAE
$9.21B
$1.17K ﹤0.01%
+36
New +$1.16K
FORM icon
2888
FormFactor
FORM
$8.11B
$1.17K ﹤0.01%
21
+20
+2,000% +$1.01K
CAR icon
2889
Avis
CAR
$5.63B
$1.16K ﹤0.01%
+9
New +$1.26K
SPLB icon
2890
State Street SPDR Portfolio Long Term Corporate Bond ETF
SPLB
$1.18B
$1.15K ﹤0.01%
51
+35
+219% +$804
CZR icon
2891
Caesars Entertainment
CZR
$6.1B
$1.15K ﹤0.01%
49
-11,095
-100% -$249K
VIK icon
2892
Viking Holdings
VIK
$44.9B
$1.14K ﹤0.01%
16
-2,098
-99% -$134K
INDS icon
2893
Pacer Industrial Real Estate ETF
INDS
$118M
$1.14K ﹤0.01%
31
+21
+210% +$795
PTGX icon
2894
Protagonist Therapeutics
PTGX
$8.75B
$1.14K ﹤0.01%
+13
New +$1.06K
RELL icon
2895
Richardson Electronics
RELL
$261M
$1.13K ﹤0.01%
104
– –
FELG icon
2896
Fidelity Enhanced Large Cap Growth ETF
FELG
$5.44B
$1.13K ﹤0.01%
27
– –
VYX icon
2897
NCR Voyix
VYX
$1.06B
$1.12K ﹤0.01%
110
+55
+100% +$597
VSAT icon
2898
Viasat
VSAT
$9.79B
$1.1K ﹤0.01%
+32
New +$1.13K
ACIW icon
2899
ACI Worldwide
ACIW
$5.72B
$1.1K ﹤0.01%
23
-122
-84% -$5.92K
ENVA icon
2900
Enova International
ENVA
$5.91B
$1.1K ﹤0.01%
+7
New +$911
114 115
116
117 118

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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.