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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
VSH icon
3076
Vishay Intertechnology
VSH
$5.86B
$420 ﹤0.01%
+29
New +$440
AGNT
3077
AGNT Inc
AGNT
$664M
$416 ﹤0.01%
46
+22
+92% +$232
PLPC icon
3078
Preformed Line Products
PLPC
$1.52B
$413 ﹤0.01%
+2
New +$426
KWR icon
3079
Quaker Houghton
KWR
$2.63B
$412 ﹤0.01%
3
+2
+200% +$270
SHO icon
3080
Sunstone Hotel Investors
SHO
$2.19B
$411 ﹤0.01%
+46
New +$422
AORT icon
3081
Artivion
AORT
$1.23B
$410 ﹤0.01%
+9
New +$401
OFG icon
3082
OFG Bancorp
OFG
$2.21B
$410 ﹤0.01%
+10
New +$409
IX icon
3083
ORIX
IX
$44B
$409 ﹤0.01%
+14
New +$371
KN icon
3084
Knowles
KN
$3.22B
$407 ﹤0.01%
+19
New +$433
MD icon
3085
Pediatrix Medical
MD
$2.16B
$406 ﹤0.01%
+19
New +$389
STRA icon
3086
Strategic Education
STRA
$1.71B
$401 ﹤0.01%
+5
New +$399
AMR icon
3087
Alpha Metallurgical Resources
AMR
$1.82B
$400 ﹤0.01%
+2
New +$346
EVH icon
3088
Evolent Health
EVH
$475M
$400 ﹤0.01%
100
-4,000
-98% -$22.2K
VECO icon
3089
Veeco
VECO
$3.15B
$400 ﹤0.01%
+14
New +$415
PAYO icon
3090
Payoneer
PAYO
$2.41B
$399 ﹤0.01%
+71
New +$410
TRIP icon
3091
TripAdvisor
TRIP
$1.59B
$393 ﹤0.01%
27
-3,519
-99% -$53.6K
PBI icon
3092
Pitney Bowes
PBI
$2.42B
$391 ﹤0.01%
+37
New +$384
SEM
3093
DELISTED
Select Medical
SEM
$386 ﹤0.01%
+26
New +$367
VFF icon
3094
Village Farms International
VFF
$235M
$383 ﹤0.01%
105
– –
CENTA icon
3095
Central Garden & Pet Co Class A
CENTA
$2.41B
$379 ﹤0.01%
+13
New +$376
ARLO icon
3096
Arlo Technologies
ARLO
$1.4B
$378 ﹤0.01%
27
+25
+1,250% +$393
LTC
3097
LTC Properties
LTC
$2.16B
$378 ﹤0.01%
11
-89
-89% -$3.14K
MRTN icon
3098
Marten Transport
MRTN
$1.33B
$376 ﹤0.01%
33
-3,764
-99% -$39.9K
BKE icon
3099
Buckle
BKE
$2.19B
$374 ﹤0.01%
+7
New +$390
BPOP icon
3100
Popular Inc
BPOP
$11B
$374 ﹤0.01%
3
– –
122 123
124
125 126

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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.