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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
SNDR icon
3051
Schneider National
SNDR
$6.59B
$478 ﹤0.01%
+18
New +$425
CHCO icon
3052
City Holding Co
CHCO
$1.97B
$477 ﹤0.01%
4
+3
+300% +$365
TRN icon
3053
Trinity Industries
TRN
$2.97B
$476 ﹤0.01%
+18
New +$489
CENX icon
3054
Century Aluminum
CENX
$4.57B
$470 ﹤0.01%
+12
New +$375
LGO
3055
Largo
LGO
$62.8M
$469 ﹤0.01%
500
– –
TNDM icon
3056
Tandem Diabetes Care
TNDM
$1.17B
$462 ﹤0.01%
21
+15
+250% +$271
CXW icon
3057
CoreCivic
CXW
$3.1B
$459 ﹤0.01%
+24
New +$440
IOSP icon
3058
Innospec
IOSP
$2.09B
$459 ﹤0.01%
+6
New +$453
KALU icon
3059
Kaiser Aluminum
KALU
$2.67B
$459 ﹤0.01%
+4
New +$381
PRTA icon
3060
Prothena Corp
PRTA
$458M
$458 ﹤0.01%
48
– –
FBNC icon
3061
First Bancorp
FBNC
$2.6B
$457 ﹤0.01%
+9
New +$456
RCUS icon
3062
Arcus Biosciences
RCUS
$3.57B
$453 ﹤0.01%
+19
New +$388
DEI icon
3063
Douglas Emmett
DEI
$2.06B
$451 ﹤0.01%
+41
New +$514
DAVE icon
3064
Dave Inc
DAVE
$5.12B
$443 ﹤0.01%
+2
New +$430
DRH icon
3065
Diamondrock Hospitality Co
DRH
$2.63B
$439 ﹤0.01%
+49
New +$418
INSW icon
3066
International Seaways
INSW
$4.57B
$437 ﹤0.01%
+9
New +$445
AZTA icon
3067
Azenta
AZTA
$1.26B
$432 ﹤0.01%
13
-187
-94% -$6.11K
NWBI icon
3068
Northwest Bancshares
NWBI
$2.25B
$432 ﹤0.01%
36
-3,758
-99% -$45.7K
QDEL icon
3069
QuidelOrtho
QDEL
$1.09B
$428 ﹤0.01%
+15
New +$406
MTX icon
3070
Minerals Technologies
MTX
$2.31B
$427 ﹤0.01%
+7
New +$415
ANDE icon
3071
Andersons Inc
ANDE
$2.65B
$425 ﹤0.01%
+8
New +$391
IVOL icon
3072
Quadratic Interest Rate Volatility and Inflation Hedge ETF
IVOL
$274M
$422 ﹤0.01%
+22
New +$425
PARR icon
3073
Par Pacific Holdings
PARR
$3.88B
$422 ﹤0.01%
+12
New +$477
STC icon
3074
Stewart Information Services
STC
$2.05B
$422 ﹤0.01%
6
+5
+500% +$360
SGMO
3075
DELISTED
SANGAMO THERAPEUTICS INC
SGMO
$420 ﹤0.01%
1,000
– –
121 122
123
124 125

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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.