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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
LMB icon
2976
Limbach Holdings
LMB
$867M
$701 ﹤0.01%
9
-21
-70% -$1.73K
FIBK icon
2977
First Interstate BancSystem
FIBK
$3.7B
$692 ﹤0.01%
20
-1,597
-99% -$52.3K
PTN
2978
Palatin Technologies
PTN
$13.7M
$692 ﹤0.01%
+45
New +$837
SBCF icon
2979
Seacoast Banking Corp of Florida
SBCF
$3.26B
$691 ﹤0.01%
+22
New +$686
STXS icon
2980
Stereotaxis
STXS
$129M
$690 ﹤0.01%
300
– –
CBU icon
2981
Community Bank
CBU
$3.53B
$689 ﹤0.01%
12
+11
+1,100% +$633
IMNM icon
2982
Immunome
IMNM
$2.52B
$687 ﹤0.01%
32
– –
ENLT icon
2983
Enlight Renewable Energy
ENLT
$12.2B
$682 ﹤0.01%
+15
New +$561
RRR icon
2984
Red Rock Resorts
RRR
$3.74B
$681 ﹤0.01%
+11
New +$643
BBAI icon
2985
BigBear.ai
BBAI
$1.32B
$680 ﹤0.01%
126
+93
+282% +$608
RSPN icon
2986
Invesco S&P 500 Equal Weight Industrials ETF
RSPN
$1.1B
$680 ﹤0.01%
+12
New +$672
MPT
2987
Medical Properties Trust
MPT
$2.89B
$670 ﹤0.01%
+134
New +$698
INFL icon
2988
Horizon Kinetics Inflation Beneficiaries ETF
INFL
$1.5B
$667 ﹤0.01%
+15
New +$662
OTLY
2989
Oatly Group
OTLY
$417M
$663 ﹤0.01%
62
– –
WSFS icon
2990
WSFS Financial
WSFS
$4.1B
$663 ﹤0.01%
+12
New +$657
LBTYK icon
2991
Liberty Global Class C
LBTYK
$3.27B
$662 ﹤0.01%
60
-163
-73% -$1.81K
SFNC icon
2992
Simmons First National
SFNC
$3.35B
$660 ﹤0.01%
+35
New +$648
ALB.PRA icon
2993
Albemarle Corp Depositary Shares
ALB.PRA
$2.24B
$653 ﹤0.01%
11
– –
SPXD
2994
Xtrackers S&P 500 Diversified Sector Weight ETF
SPXD
$6.9M
$651 ﹤0.01%
25
-75
-75% -$1.92K
HMN icon
2995
Horace Mann Educators
HMN
$2.1B
$647 ﹤0.01%
+14
New +$634
SUPN icon
2996
Supernus Pharmaceuticals
SUPN
$2.68B
$646 ﹤0.01%
+13
New +$632
LXP icon
2997
LXP Industrial Trust
LXP
$3.53B
$645 ﹤0.01%
+13
New +$623
TDC icon
2998
Teradata
TDC
$2.68B
$639 ﹤0.01%
21
-3,572
-99% -$93.5K
NEXT icon
2999
NextDecade
NEXT
$1.85B
$632 ﹤0.01%
120
-200
-63% -$1.19K
KZR
3000
DELISTED
Kezar Life Sciences
KZR
$629 ﹤0.01%
100
– –
118 119
120
121 122

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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
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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.