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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
HFWA icon
3226
Heritage Financial
HFWA
$1.24B
$189 ﹤0.01%
+8
New +$188
EPC icon
3227
Edgewell Personal Care
EPC
$1.27B
$188 ﹤0.01%
+11
New +$203
CPF icon
3228
Central Pacific Financial
CPF
$997M
$187 ﹤0.01%
6
-2,040
-100% -$61.5K
PAHC icon
3229
Phibro Animal Health
PAHC
$1.38B
$187 ﹤0.01%
+5
New +$203
SAH icon
3230
Sonic Automotive
SAH
$3.15B
$186 ﹤0.01%
+3
New +$199
PAVM icon
3231
PAVmed
PAVM
$33.9M
$185 ﹤0.01%
28
– –
BNED icon
3232
Barnes & Noble Education
BNED
$412M
$184 ﹤0.01%
20
– –
IGC icon
3233
IGC Pharma
IGC
$27.6M
$184 ﹤0.01%
655
– –
SMP icon
3234
Standard Motor Products
SMP
$861M
$184 ﹤0.01%
+5
New +$192
MATW icon
3235
Matthews International
MATW
$864M
$183 ﹤0.01%
+7
New +$172
APOG icon
3236
Apogee Enterprises
APOG
$850M
$182 ﹤0.01%
+5
New +$189
OSUR icon
3237
OraSure Technologies
OSUR
$273M
$182 ﹤0.01%
75
– –
SBSI icon
3238
Southside Bancshares
SBSI
$1.02B
$182 ﹤0.01%
6
-1,575
-100% -$46.1K
VSTS icon
3239
Vestis
VSTS
$2.06B
$180 ﹤0.01%
+27
New +$157
AESI icon
3240
Atlas Energy Solutions
AESI
$1.49B
$179 ﹤0.01%
+19
New +$192
CVI icon
3241
CVR Energy
CVI
$3.36B
$178 ﹤0.01%
+7
New +$238
XRX icon
3242
Xerox
XRX
$337M
$178 ﹤0.01%
75
– –
RWT
3243
Redwood Trust
RWT
$616M
$177 ﹤0.01%
+32
New +$176
TRIB
3244
Trinity Biotech
TRIB
$5.7M
$176 ﹤0.01%
7
– –
CHRS icon
3245
Coherus Oncology
CHRS
$217M
$175 ﹤0.01%
123
– –
FOXF icon
3246
Fox Factory Holding Corp
FOXF
$776M
$171 ﹤0.01%
10
-163
-94% -$3.11K
NX icon
3247
Quanex
NX
$854M
$169 ﹤0.01%
+11
New +$155
PSO icon
3248
Pearson
PSO
$9.78B
$168 ﹤0.01%
12
-1,745
-99% -$24.1K
UA icon
3249
Under Armour Class C
UA
$2.92B
$168 ﹤0.01%
35
-998
-97% -$4.44K
GRAB icon
3250
Grab
GRAB
$13.5B
$165 ﹤0.01%
+33
New +$182
128 129
130
131 132

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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
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.