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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
LGIH icon
3201
LGI Homes
LGIH
$1.4B
$215 ﹤0.01%
+5
New +$234
PENG
3202
Penguin Solutions Inc
PENG
$2.76B
$215 ﹤0.01%
11
+4
+57% +$86
DEA
3203
Easterly Government Properties
DEA
$1.18B
$212 ﹤0.01%
+10
New +$217
UPBD icon
3204
Upbound Group
UPBD
$1.19B
$211 ﹤0.01%
+12
New +$232
PLUG icon
3205
Plug Power
PLUG
$2.92B
$209 ﹤0.01%
106
– –
AAT
3206
American Assets Trust
AAT
$1.49B
$208 ﹤0.01%
+11
New +$212
ASIX icon
3207
AdvanSix
ASIX
$567M
$208 ﹤0.01%
12
-2,199
-99% -$38.4K
CRF
3208
Cornerstone Total Return Fund
CRF
$1.14B
$208 ﹤0.01%
26
– –
CFFN icon
3209
Capitol Federal Financial
CFFN
$1.08B
$204 ﹤0.01%
+30
New +$195
CMPX icon
3210
Compass Therapeutics
CMPX
$373M
$204 ﹤0.01%
+38
New +$175
LOAR icon
3211
Loar Holdings
LOAR
$6.64B
$204 ﹤0.01%
+3
New +$219
MSEX icon
3212
Middlesex Water
MSEX
$1.05B
$202 ﹤0.01%
+4
New +$215
HLX icon
3213
Helix Energy Solutions
HLX
$1.46B
$201 ﹤0.01%
+32
New +$213
QNST icon
3214
QuinStreet
QNST
$870M
$201 ﹤0.01%
+14
New +$202
MSTB icon
3215
LHA Market State Tactical Beta ETF
MSTB
$191M
$200 ﹤0.01%
5
– –
PDFS icon
3216
PDF Solutions
PDFS
$2.13B
$200 ﹤0.01%
+7
New +$194
IART icon
3217
Integra LifeSciences
IART
$1.54B
$199 ﹤0.01%
+16
New +$213
BJRI icon
3218
BJ's Restaurants
BJRI
$1.41B
$197 ﹤0.01%
+5
New +$178
INVX
3219
Innovex International
INVX
$1.87B
$197 ﹤0.01%
+9
New +$188
LPG icon
3220
Dorian LPG
LPG
$1.94B
$195 ﹤0.01%
+8
New +$210
NAVI icon
3221
Navient
NAVI
$774M
$195 ﹤0.01%
+15
New +$187
SCSC icon
3222
Scansource
SCSC
$1.12B
$195 ﹤0.01%
+5
New +$207
REX icon
3223
REX American Resources
REX
$1.46B
$194 ﹤0.01%
+6
New +$195
BKCH icon
3224
Global X Blockchain ETF
BKCH
$219M
$192 ﹤0.01%
+3
New +$263
HAFC icon
3225
Hanmi Financial
HAFC
$943M
$189 ﹤0.01%
+7
New +$187
127 128
129
130 131

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CWM
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VRS
Virginia Retirement Systems Richmond, Virginia $16.8B AUM 25.91% 1-Year Est. Return
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.