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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
ZLAB icon
3101
Zai Lab
ZLAB
$2.17B
$370 ﹤0.01%
+21
New +$492
HYLN icon
3102
Hyliion Holdings
HYLN
$663M
$366 ﹤0.01%
199
– –
ROG icon
3103
Rogers Corp
ROG
$2.33B
$366 ﹤0.01%
+4
New +$343
JJSF icon
3104
J&J Snack Foods
JJSF
$1.43B
$361 ﹤0.01%
+4
New +$363
WOR icon
3105
Worthington Enterprises
WOR
$2.76B
$361 ﹤0.01%
+7
New +$386
TXG icon
3106
10x Genomics
TXG
$5.87B
$359 ﹤0.01%
22
– –
CCS icon
3107
Century Communities
CCS
$2B
$356 ﹤0.01%
+6
New +$365
AIN icon
3108
Albany International
AIN
$2.14B
$355 ﹤0.01%
+7
New +$363
STBA icon
3109
S&T Bancorp
STBA
$1.86B
$354 ﹤0.01%
9
-1,323
-99% -$51.1K
ALEX
3110
DELISTED
Alexander & Baldwin
ALEX
$351 ﹤0.01%
17
-2,690
-99% -$46.7K
LCID icon
3111
Lucid Motors
LCID
$2.46B
$349 ﹤0.01%
33
-29
-47% -$463
MXL icon
3112
MaxLinear
MXL
$6.49B
$349 ﹤0.01%
+20
New +$326
AMPL icon
3113
Amplitude
AMPL
$1.07B
$347 ﹤0.01%
30
– –
ENOV icon
3114
Enovis
ENOV
$1.56B
$346 ﹤0.01%
+13
New +$384
WWW icon
3115
Wolverine World Wide
WWW
$1.54B
$345 ﹤0.01%
+19
New +$384
BHE icon
3116
Benchmark Electronics
BHE
$2.91B
$342 ﹤0.01%
+8
New +$347
NBHC icon
3117
National Bank Holdings
NBHC
$1.93B
$342 ﹤0.01%
+9
New +$339
WT icon
3118
WisdomTree
WT
$2.97B
$341 ﹤0.01%
+28
New +$338
HOPE icon
3119
Hope Bancorp
HOPE
$1.72B
$340 ﹤0.01%
+31
New +$334
SFIX
3120
Stitch Fix
SFIX
$478M
$336 ﹤0.01%
64
– –
LZB icon
3121
La-Z-Boy
LZB
$1.59B
$335 ﹤0.01%
9
-1,251
-99% -$43.8K
REAL icon
3122
The RealReal
REAL
$1.34B
$331 ﹤0.01%
21
– –
SBH icon
3123
Sally Beauty Holdings
SBH
$1.4B
$328 ﹤0.01%
+23
New +$347
GBX icon
3124
The Greenbrier Companies
GBX
$1.61B
$327 ﹤0.01%
+7
New +$314
EFC
3125
Ellington Financial
EFC
$1.68B
$326 ﹤0.01%
+24
New +$326
123 124
125
126 127

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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.