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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
TV icon
2901
Televisa
TV
$1.45B
$1.09K ﹤0.01%
+376
New +$1.03K
ALRM icon
2902
Alarm.com
ALRM
$2.56B
$1.07K ﹤0.01%
21
-466
-96% -$23.8K
FPI
2903
Farmland Partners
FPI
$419M
$1.07K ﹤0.01%
110
+75
+214% +$752
KSS icon
2904
Kohl's
KSS
$2.03B
$1.06K ﹤0.01%
+52
New +$974
HCC icon
2905
Warrior Met Coal
HCC
$4.23B
$1.06K ﹤0.01%
+12
New +$902
TLRY icon
2906
Tilray
TLRY
$479M
$1.06K ﹤0.01%
117
-5
-4% -$61
NABL icon
2907
N-able
NABL
$769M
$1.05K ﹤0.01%
141
+18
+15% +$137
GEF.B icon
2908
Greif Class B
GEF.B
$3.65B
$1.05K ﹤0.01%
14
– –
CLBT icon
2909
Cellebrite
CLBT
$3.54B
$1.03K ﹤0.01%
+57
New +$1.02K
UTES icon
2910
Virtus Reaves Utilities ETF
UTES
$1.4B
$1.03K ﹤0.01%
+13
New +$1.07K
HVAC
2911
AdvisorShares HVAC and Industrials ETF
HVAC
$15M
$1.02K ﹤0.01%
33
– –
HSTM icon
2912
HealthStream
HSTM
$793M
$1.01K ﹤0.01%
44
+5
+13% +$126
HLIT icon
2913
Harmonic Inc
HLIT
$1.21B
$1.01K ﹤0.01%
102
+27
+36% +$272
NGVT icon
2914
Ingevity
NGVT
$2.55B
$1.01K ﹤0.01%
17
-1,098
-98% -$59.6K
AEO icon
2915
American Eagle Outfitters
AEO
$2.85B
$1K ﹤0.01%
+38
New +$751
KE
2916
Kimball Electronics
KE
$598M
$1K ﹤0.01%
36
– –
CMCL icon
2917
Caledonia Mining Corp
CMCL
$360M
$994 ﹤0.01%
+38
New +$1.12K
SDOW icon
2918
ProShares UltraPro Short Dow 30
SDOW
$171M
$990 ﹤0.01%
31
– –
CLB icon
2919
Core Laboratories
CLB
$538M
$978 ﹤0.01%
61
+18
+42% +$268
VSXY
2920
Victoria's Secret
VSXY
$6.64B
$975 ﹤0.01%
+18
New +$715
TMDX icon
2921
Transmedics
TMDX
$2.5B
$973 ﹤0.01%
+8
New +$1K
HUBC icon
2922
Hub Cyber Security
HUBC
$6.57M
– –
0
– –
SRFM icon
2923
Surf Air Mobility
SRFM
$87.8M
$970 ﹤0.01%
+500
New +$1.6K
TCRT icon
2924
Alaunos Therapeutics
TCRT
$4.74M
$969 ﹤0.01%
300
– –
BTBT icon
2925
Bit Digital
BTBT
$484M
$964 ﹤0.01%
510
+185
+57% +$535
115 116
117
118 119

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CWM
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VRS
Virginia Retirement Systems Richmond, Virginia $16.8B AUM 25.91% 1-Year Est. Return
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.