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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
DBMF icon
2951
iMGP DBi Managed Futures Strategy ETF
DBMF
$3.95B
$842 ﹤0.01%
30
-699
-96% -$19.9K
BYRN icon
2952
Byrna Technologies
BYRN
$80.3M
$840 ﹤0.01%
50
– –
BTAL icon
2953
AGF US Market Neutral Anti-Beta Fund
BTAL
$305M
$835 ﹤0.01%
58
– –
GALT icon
2954
Galectin Therapeutics
GALT
$229M
$832 ﹤0.01%
+200
New +$1.05K
DK icon
2955
Delek US
DK
$3.87B
$830 ﹤0.01%
+28
New +$1K
XTN icon
2956
State Street SPDR S&P Transportation ETF
XTN
$403M
$824 ﹤0.01%
9
– –
GDRX icon
2957
GoodRx Holdings
GDRX
$1B
$818 ﹤0.01%
302
– –
ACAD icon
2958
Acadia Pharmaceuticals
ACAD
$4.25B
$801 ﹤0.01%
30
-8
-21% -$191
KFY icon
2959
Korn Ferry
KFY
$3.98B
$792 ﹤0.01%
+12
New +$807
FBP icon
2960
First Bancorp
FBP
$4.4B
$788 ﹤0.01%
+38
New +$783
BGC icon
2961
BGC Group
BGC
$5.58B
$777 ﹤0.01%
87
-7,339
-99% -$66.1K
RNST icon
2962
Renasant Corp
RNST
$4.01B
$775 ﹤0.01%
+22
New +$779
ADNT icon
2963
Adient
ADNT
$1.6B
$767 ﹤0.01%
40
+15
+60% +$316
GPRE icon
2964
Green Plains
GPRE
$1.19B
$764 ﹤0.01%
+78
New +$785
EMO
2965
ClearBridge Energy Midstream Opportunity Fund
EMO
$1.06B
$759 ﹤0.01%
17
– –
BKU icon
2966
Bankunited
BKU
$3.38B
$758 ﹤0.01%
17
-2,465
-99% -$102K
ITIC
2967
Investors Title Co
ITIC
$533M
$749 ﹤0.01%
+3
New +$788
TBBK icon
2968
The Bancorp
TBBK
$2.79B
$743 ﹤0.01%
11
-28
-72% -$1.93K
CALX icon
2969
Calix
CALX
$2.27B
$741 ﹤0.01%
14
-150
-91% -$8.74K
NMIH icon
2970
NMI Holdings
NMIH
$3.25B
$734 ﹤0.01%
+18
New +$680
BCAB icon
2971
BioAtla
BCAB
$5.59M
$732 ﹤0.01%
26
– –
IQST
2972
IQSTEL Inc
IQST
$6.87M
$728 ﹤0.01%
+250
New +$1.19K
FUL icon
2973
H.B. Fuller
FUL
$3B
$714 ﹤0.01%
+12
New +$705
SHOO icon
2974
Steven Madden
SHOO
$3.12B
$708 ﹤0.01%
+17
New +$656
GLIBK
2975
Liberty Capital Corp Series C GCI Group Common Stock
GLIBK
$876M
$707 ﹤0.01%
19
-3,792
-100% -$133K
117 118
119
120 121

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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.