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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
EFOI icon
3026
Energy Focus
EFOI
$18.3M
$545 ﹤0.01%
236
– –
OABI icon
3027
OmniAb
OABI
$294M
$544 ﹤0.01%
294
– –
PAR icon
3028
PAR Technology
PAR
$637M
$544 ﹤0.01%
15
-11,400
-100% -$411K
TSLS icon
3029
Direxion Daily TSLA Bear 1X ETF
TSLS
$87M
$537 ﹤0.01%
11
– –
JOE icon
3030
St. Joe Company
JOE
$3.57B
$534 ﹤0.01%
+9
New +$504
EXTR icon
3031
Extreme Networks
EXTR
$3.86B
$533 ﹤0.01%
32
+28
+700% +$514
GEO icon
3032
The GEO Group
GEO
$4.13B
$532 ﹤0.01%
+33
New +$550
SPNT icon
3033
SiriusPoint
SPNT
$2.98B
$525 ﹤0.01%
+24
New +$481
DV icon
3034
DoubleVerify
DV
$1.62B
$515 ﹤0.01%
45
+43
+2,150% +$474
CUBI icon
3035
Customers Bancorp
CUBI
$2.59B
$512 ﹤0.01%
+7
New +$480
BTQ
3036
BTQ Technologies Corp
BTQ
$479M
$512 ﹤0.01%
+100
New +$759
TPG icon
3037
TPG
TPG
$6.87B
$511 ﹤0.01%
8
-4
-33% -$236
CURB
3038
Curbline Properties
CURB
$3.6B
$511 ﹤0.01%
+22
New +$513
HI
3039
DELISTED
Hillenbrand
HI
$508 ﹤0.01%
16
-34
-68% -$1.05K
CAKE icon
3040
Cheesecake Factory
CAKE
$4.21B
$505 ﹤0.01%
+10
New +$502
BANR icon
3041
Banner Corp
BANR
$2.39B
$501 ﹤0.01%
+8
New +$505
BBT
3042
Beacon Financial Corp
BBT
$2.53B
$501 ﹤0.01%
+19
New +$481
SG icon
3043
Sweetgreen
SG
$713M
$500 ﹤0.01%
74
+40
+118% +$275
WHF icon
3044
WhiteHorse Finance
WHF
$141M
$500 ﹤0.01%
72
– –
NBTB icon
3045
NBT Bancorp
NBTB
$2.72B
$498 ﹤0.01%
+12
New +$499
CRGY icon
3046
Crescent Energy
CRGY
$3.72B
$495 ﹤0.01%
+59
New +$518
GTX icon
3047
Garrett Motion
GTX
$5.9B
$488 ﹤0.01%
28
+8
+40% +$127
KMT icon
3048
Kennametal
KMT
$2.68B
$483 ﹤0.01%
+17
New +$434
SNDL icon
3049
Sundial Growers
SNDL
$325M
$481 ﹤0.01%
290
– –
ARR
3050
Armour Residential REIT
ARR
$2.02B
$478 ﹤0.01%
+27
New +$448
120 121
122
123 124

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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.