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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
SPTI icon
2926
State Street SPDR Portfolio Intermediate Term Treasury ETF
SPTI
$10.4B
$952 ﹤0.01%
+33
New +$955
POET icon
2927
POET Technologies
POET
$1.19B
$950 ﹤0.01%
+150
New +$951
SIVR icon
2928
abrdn Physical Silver Shares ETF
SIVR
$4.04B
$947 ﹤0.01%
+14
New +$736
AGX icon
2929
Argan
AGX
$7.98B
$940 ﹤0.01%
3
+2
+200% +$635
RYN icon
2930
Rayonier
RYN
$6.49B
$931 ﹤0.01%
+43
New +$972
LOAN
2931
Manhattan Bridge Capital
LOAN
$45.4M
$930 ﹤0.01%
200
– –
PRME icon
2932
Prime Medicine
PRME
$533M
$926 ﹤0.01%
+267
New +$1.19K
KBR icon
2933
KBR
KBR
$4.68B
$925 ﹤0.01%
+23
New +$986
WAY
2934
Waystar Holding Corp
WAY
$4.32B
$917 ﹤0.01%
+28
New +$997
LYFT icon
2935
Lyft
LYFT
$5.39B
$910 ﹤0.01%
47
+3
+7% +$62
NE icon
2936
Noble Corp
NE
$6.9B
$904 ﹤0.01%
32
+30
+1,500% +$886
AGO icon
2937
Assured Guaranty
AGO
$3.78B
$899 ﹤0.01%
+10
New +$862
SN icon
2938
SharkNinja
SN
$21B
$895 ﹤0.01%
8
-6
-43% -$591
MRX
2939
Marex Group Limited Ordinary Shares
MRX
$4.72B
$882 ﹤0.01%
23
– –
ARE icon
2940
Alexandria Real Estate Equities
ARE
$8.88B
$881 ﹤0.01%
18
-418
-96% -$24.6K
GRPN icon
2941
Groupon
GRPN
$980M
$881 ﹤0.01%
50
– –
SKT icon
2942
Tanger
SKT
$4.82B
$868 ﹤0.01%
+26
New +$867
GNW icon
2943
Genworth Financial
GNW
$3.8B
$867 ﹤0.01%
+96
New +$836
SRTA
2944
Strata Critical Medical Inc
SRTA
$436M
$866 ﹤0.01%
180
-135
-43% -$653
BTU icon
2945
Peabody Energy
BTU
$2.78B
$861 ﹤0.01%
+29
New +$852
THR
2946
DELISTED
Thermon Group Holdings
THR
$855 ﹤0.01%
+23
New +$755
VRRM icon
2947
Verra Mobility
VRRM
$615M
$852 ﹤0.01%
+38
New +$868
ERII icon
2948
Energy Recovery
ERII
$434M
$850 ﹤0.01%
63
– –
FVRR icon
2949
Fiverr
FVRR
$376M
$850 ﹤0.01%
43
– –
CLFD icon
2950
Clearfield
CLFD
$421M
$845 ﹤0.01%
+29
New +$932
116 117
118
119 120

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Comerica Bank
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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
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.