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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
NBR icon
3126
Nabors Industries
NBR
$1.23B
$326 ﹤0.01%
6
– –
NVRI icon
3127
Enviri
NVRI
$621M
$323 ﹤0.01%
+18
New +$268
INVA icon
3128
Innoviva
INVA
$1.58B
$320 ﹤0.01%
+16
New +$312
ASRT
3129
DELISTED
Assertio
ASRT
$317 ﹤0.01%
35
-1
-3% -$12
PEB icon
3130
Pebblebrook Hotel Trust
PEB
$2.16B
$317 ﹤0.01%
+28
New +$308
ANIP icon
3131
ANI Pharmaceuticals
ANIP
$1.77B
$316 ﹤0.01%
+4
New +$346
ZD icon
3132
Ziff Davis
ZD
$1.9B
$316 ﹤0.01%
+9
New +$314
AMC icon
3133
AMC Entertainment Holdings
AMC
$2.03B
$314 ﹤0.01%
201
-4,272
-96% -$10.2K
TFIN icon
3134
Triumph Financial Inc
TFIN
$1.84B
$313 ﹤0.01%
+5
New +$280
MLKN icon
3135
MillerKnoll
MLKN
$1.5B
$311 ﹤0.01%
+17
New +$277
ARI
3136
Apollo Commercial Real Estate
ARI
$887M
$310 ﹤0.01%
+32
New +$320
STEL
3137
DELISTED
Stellar Bancorp
STEL
$309 ﹤0.01%
+10
New +$307
UNIT
3138
Uniti Group
UNIT
$2.63B
$308 ﹤0.01%
+44
New +$279
HCSG icon
3139
Healthcare Services Group
HCSG
$1.56B
$306 ﹤0.01%
+16
New +$288
WKC icon
3140
World Kinect Corp
WKC
$1.96B
$305 ﹤0.01%
+13
New +$320
PEW
3141
GrabAGun Digital Holdings
PEW
$68.5M
$301 ﹤0.01%
+100
New +$399
XPEL icon
3142
XPEL
XPEL
$1.18B
$299 ﹤0.01%
+6
New +$251
VRE
3143
DELISTED
Veris Residential
VRE
$298 ﹤0.01%
+20
New +$295
TNC icon
3144
Tennant Co
TNC
$1.5B
$295 ﹤0.01%
+4
New +$306
PRA
3145
DELISTED
ProAssurance
PRA
$290 ﹤0.01%
+12
New +$289
WABC icon
3146
Westamerica Bancorp
WABC
$1.39B
$287 ﹤0.01%
+6
New +$288
WATT icon
3147
Energous
WATT
$80.3M
$287 ﹤0.01%
72
-19
-21% -$128
UVIX icon
3148
2x Long VIX Futures ETF
UVIX
$286M
$286 ﹤0.01%
3
– –
DMC
3149
Del Monte Corp
DMC
$1.35B
$285 ﹤0.01%
+8
New +$285
CNMD icon
3150
CONMED
CNMD
$1.29B
$284 ﹤0.01%
7
-123
-95% -$5.35K
124 125
126
127 128

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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.