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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
JMIA
3001
Jumia Technologies
JMIA
$726M
$625 ﹤0.01%
50
– –
DNA icon
3002
Ginkgo Bioworks
DNA
$481M
$623 ﹤0.01%
75
– –
IHI icon
3003
iShares US Medical Devices ETF
IHI
$3.02B
$622 ﹤0.01%
10
– –
MTRN icon
3004
Materion
MTRN
$5.01B
$622 ﹤0.01%
+5
New +$617
BANC icon
3005
Banc of California
BANC
$3.28B
$617 ﹤0.01%
+32
New +$573
TOGA
3006
Tremblant Global ETF
TOGA
$170M
$617 ﹤0.01%
18
– –
BOH icon
3007
Bank of Hawaii
BOH
$3.33B
$615 ﹤0.01%
+9
New +$593
UPWK icon
3008
Upwork
UPWK
$1.09B
$614 ﹤0.01%
+31
New +$569
PFS icon
3009
Provident Financial Services
PFS
$3.11B
$612 ﹤0.01%
31
-1,879
-98% -$36.3K
CON
3010
Concentra Group Holdings
CON
$4.04B
$610 ﹤0.01%
+31
New +$620
PRK icon
3011
Park National Corp
PRK
$3.41B
$609 ﹤0.01%
+4
New +$630
VOYG
3012
Voyager Technologies
VOYG
$1.5B
$601 ﹤0.01%
23
-20
-47% -$543
DIBS icon
3013
1stdibs.com
DIBS
$145M
$599 ﹤0.01%
100
– –
DNOW icon
3014
DNOW Inc
DNOW
$2.63B
$596 ﹤0.01%
+45
New +$632
UE icon
3015
Urban Edge Properties
UE
$2.94B
$595 ﹤0.01%
31
-2,499
-99% -$48.5K
PPLI
3016
People Inc
PPLI
$3.1B
$587 ﹤0.01%
+15
New +$525
WAFD icon
3017
WaFd
WAFD
$2.72B
$577 ﹤0.01%
+18
New +$556
HCI icon
3018
HCI Group
HCI
$2.28B
$575 ﹤0.01%
+3
New +$565
BALT icon
3019
Innovator Defined Wealth Shield ETF
BALT
$2.66B
$570 ﹤0.01%
+17
New +$562
NFE icon
3020
New Fortress Energy
NFE
$101M
$570 ﹤0.01%
500
– –
MCY icon
3021
Mercury Insurance
MCY
$5.94B
$564 ﹤0.01%
+6
New +$521
PLBY icon
3022
Playboy Inc
PLBY
$141M
$564 ﹤0.01%
300
– –
CNK icon
3023
Cinemark Holdings
CNK
$3.82B
$558 ﹤0.01%
+24
New +$631
CVBF icon
3024
CVB Financial
CVBF
$3.98B
$558 ﹤0.01%
+30
New +$574
FFBC icon
3025
First Financial Bancorp
FFBC
$3.55B
$550 ﹤0.01%
+22
New +$549
119 120
121
122 123

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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.