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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
PAGS icon
3176
PagSeguro Digital
PAGS
$2.57B
$251 ﹤0.01%
26
– –
AHCO icon
3177
AdaptHealth
AHCO
$1.46B
$249 ﹤0.01%
25
+19
+317% +$181
ASTH icon
3178
Astrana Health
ASTH
$2B
$248 ﹤0.01%
+10
New +$266
CARS icon
3179
Cars.com
CARS
$641M
$244 ﹤0.01%
20
+14
+233% +$163
WGO icon
3180
Winnebago Industries
WGO
$870M
$243 ﹤0.01%
+6
New +$219
WS icon
3181
Worthington Steel
WS
$1.8B
$242 ﹤0.01%
+7
New +$230
CCOI icon
3182
Cogent Communications
CCOI
$594M
$237 ﹤0.01%
11
-103,704
-100% -$3.06M
SCL icon
3183
Stepan Co
SCL
$1.31B
$237 ﹤0.01%
+5
New +$229
LNN icon
3184
Lindsay Corp
LNN
$1.16B
$236 ﹤0.01%
+2
New +$241
SAFT icon
3185
Safety Insurance
SAFT
$1.52B
$234 ﹤0.01%
+3
New +$222
CXM icon
3186
Sprinklr
CXM
$1.33B
$233 ﹤0.01%
+30
New +$228
PFN
3187
PIMCO Income Strategy Fund II
PFN
$695M
$233 ﹤0.01%
31
– –
GIII icon
3188
G-III Apparel Group
GIII
$1.47B
$232 ﹤0.01%
+8
New +$228
GO icon
3189
Grocery Outlet
GO
$891M
$232 ﹤0.01%
+23
New +$289
TS icon
3190
Tenaris
TS
$29.1B
$231 ﹤0.01%
6
-429
-99% -$16.5K
DLX icon
3191
Deluxe
DLX
$1.19B
$223 ﹤0.01%
+10
New +$201
JBGS
3192
JBG SMITH
JBGS
$846M
$221 ﹤0.01%
+13
New +$246
VTOL icon
3193
Bristow Group
VTOL
$1.35B
$220 ﹤0.01%
+6
New +$226
TMP icon
3194
Tompkins Financial
TMP
$1.45B
$218 ﹤0.01%
+3
New +$206
UFCS icon
3195
United Fire Group
UFCS
$1.32B
$218 ﹤0.01%
6
+2
+50% +$68
PRKS icon
3196
United Parks & Resorts
PRKS
$2.11B
$218 ﹤0.01%
+6
New +$249
ASTE icon
3197
Astec Industries
ASTE
$1.3B
$217 ﹤0.01%
+5
New +$228
AYTU icon
3198
AYTU BioPharma
AYTU
$23.2M
$216 ﹤0.01%
83
– –
EIG icon
3199
Employers Holdings
EIG
$908M
$216 ﹤0.01%
+5
New +$204
JBS
3200
JBS N.V.
JBS
$40.4B
$216 ﹤0.01%
15
– –
126 127
128
129 130

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Comerica Bank
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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
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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.