We are live on ! Find out more
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
PFBC icon
3151
Preferred Bank
PFBC
$1.22B
$283 ﹤0.01%
+3
New +$280
RUSHB icon
3152
Rush Enterprises Class B
RUSHB
$5.91B
$281 ﹤0.01%
+5
New +$273
KW
3153
DELISTED
Kennedy-Wilson Holdings
KW
$280 ﹤0.01%
+29
New +$260
UCTT
3154
Ultra Clean Holdings
UCTT
$4.16B
$279 ﹤0.01%
11
+10
+1,000% +$266
ACT icon
3155
Enact Holdings
ACT
$6.53B
$277 ﹤0.01%
+7
New +$264
NMR icon
3156
Nomura Holdings
NMR
$28.7B
$277 ﹤0.01%
+33
New +$246
NVNO
3157
enVVeno Medical
NVNO
$6.94M
$276 ﹤0.01%
25
– –
WLY icon
3158
John Wiley & Sons Class A
WLY
$2.52B
$276 ﹤0.01%
+9
New +$317
REYN icon
3159
Reynolds Consumer Products
REYN
$5.4B
$275 ﹤0.01%
+12
New +$289
ECPG icon
3160
Encore Capital Group
ECPG
$1.93B
$272 ﹤0.01%
+5
New +$241
EZPW icon
3161
Ezcorp Inc
EZPW
$1.82B
$272 ﹤0.01%
+14
New +$264
DCOM icon
3162
Dime Commercial Bancshares
DCOM
$1.75B
$271 ﹤0.01%
+9
New +$260
WLFC icon
3163
Willis Lease Finance
WLFC
$1.65B
$271 ﹤0.01%
6
+3
+100% +$129
CSR
3164
Centerspace
CSR
$936M
$267 ﹤0.01%
+4
New +$251
PMT
3165
PennyMac Mortgage Investment
PMT
$849M
$264 ﹤0.01%
+21
New +$262
TWO
3166
Two Harbors Investment
TWO
$1.27B
$263 ﹤0.01%
+25
New +$250
NRDY icon
3167
Nerdy
NRDY
$107M
$260 ﹤0.01%
250
– –
PCRX icon
3168
Pacira BioSciences
PCRX
$1.02B
$259 ﹤0.01%
+10
New +$238
RA
3169
Brookfield Real Assets Income Fund
RA
$703M
$259 ﹤0.01%
+20
New +$262
ALGT icon
3170
Allegiant Air
ALGT
$2.64B
$256 ﹤0.01%
+3
New +$214
COHU icon
3171
Cohu
COHU
$2.39B
$256 ﹤0.01%
+11
New +$252
VITL icon
3172
Vital Farms
VITL
$558M
$256 ﹤0.01%
+8
New +$282
THRM icon
3173
Gentherm
THRM
$1.31B
$255 ﹤0.01%
+7
New +$252
SEZL
3174
Sezzle
SEZL
$5.17B
$254 ﹤0.01%
+4
New +$273
UAA icon
3175
Under Armour
UAA
$3B
$253 ﹤0.01%
51
+25
+96% +$116
125 126
127
128 129

Similar funds

Two Sigma Advisers
Two Sigma Advisers New York $51.4B AUM 31.07% 1-Year Est. Return
Comerica Bank
Comerica Bank Dallas, Texas $25.1B AUM 24.68% 1-Year Est. Return
CWM
CIBC World Markets New York $20.8B AUM
VRS
Virginia Retirement Systems Richmond, Virginia $16.8B AUM 25.91% 1-Year Est. Return
FAF
Första AP-fonden Stockholm, Sweden $16.8B AUM 29.64% 1-Year Est. Return
BGIM
Brandywine Global Investment Management Philadelphia, Pennsylvania $14.9B AUM 20.41% 1-Year Est. Return
CIM
CCLA Investment Management London, United Kingdom $6.23B AUM 5.02% 1-Year Est. Return
PPFA
Provida Pension Fund Administrator Las Condes, Santiago, Chile $5.78B AUM 21.16% 1-Year Est. Return

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.