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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
NUTX
3251
Nutex Health
NUTX
$1B
$165 ﹤0.01%
1
– –
TRST
3252
Trustco Bank Corp NY
TRST
$977M
$165 ﹤0.01%
+4
New +$159
AMWD
3253
DELISTED
American Woodmark
AMWD
$162 ﹤0.01%
+3
New +$176
CMPS
3254
Compass Pathways
CMPS
$1.52B
$159 ﹤0.01%
23
– –
FIZZ icon
3255
National Beverage
FIZZ
$2.87B
$159 ﹤0.01%
+5
New +$172
PRAA icon
3256
PRA Group
PRAA
$648M
$159 ﹤0.01%
+9
New +$140
SPIR icon
3257
Spire Global
SPIR
$425M
$158 ﹤0.01%
21
– –
UCO icon
3258
ProShares Ultra Bloomberg Crude Oil
UCO
$443M
$155 ﹤0.01%
8
– –
AMSF icon
3259
AMERISAFE
AMSF
$569M
$154 ﹤0.01%
4
-71
-95% -$2.86K
HTZ icon
3260
Hertz
HTZ
$572M
$154 ﹤0.01%
30
-5,720
-99% -$31.2K
LQDT icon
3261
Liquidity Services
LQDT
$1.17B
$152 ﹤0.01%
+5
New +$134
NXRT
3262
NexPoint Residential Trust
NXRT
$665M
$151 ﹤0.01%
+5
New +$153
SAFE
3263
Safehold
SAFE
$1.19B
$151 ﹤0.01%
+11
New +$156
SCHL icon
3264
Scholastic
SCHL
$796M
$148 ﹤0.01%
+5
New +$143
TR icon
3265
Tootsie Roll Industries
TR
$2.82B
$147 ﹤0.01%
4
-463
-99% -$17.5K
ADAM
3266
Adamas Trust
ADAM
$777M
$146 ﹤0.01%
+20
New +$142
FMHI icon
3267
First Trust Municipal High Income ETF
FMHI
$980M
$144 ﹤0.01%
3
-62
-95% -$2.97K
SXC icon
3268
SunCoke Energy
SXC
$757M
$144 ﹤0.01%
+20
New +$147
AMN icon
3269
AMN Healthcare
AMN
$1.28B
$142 ﹤0.01%
9
-193
-96% -$3.44K
MNRO icon
3270
Monro
MNRO
$525M
$140 ﹤0.01%
+7
New +$129
AOSL icon
3271
Alpha and Omega Semiconductor
AOSL
$923M
$139 ﹤0.01%
7
+6
+600% +$142
VIR icon
3272
Vir Biotechnology
VIR
$1.47B
$139 ﹤0.01%
+23
New +$137
MTUS icon
3273
Metallus
MTUS
$873M
$137 ﹤0.01%
+8
New +$137
DOYU
3274
DouYu International Holdings
DOYU
$136M
$136 ﹤0.01%
+20
New +$139
MMI icon
3275
Marcus & Millichap
MMI
$1.15B
$136 ﹤0.01%
+5
New +$145
129 130
131
132 133

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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.