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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
SABR icon
3276
Sabre
SABR
$656M
$136 ﹤0.01%
+100
New +$172
MYGN icon
3277
Myriad Genetics
MYGN
$530M
$135 ﹤0.01%
+22
New +$160
TPC
3278
Tutor Perini Cor
TPC
$4.57B
$134 ﹤0.01%
+2
New +$131
MCW
3279
DELISTED
Mister Car Wash
MCW
$133 ﹤0.01%
+24
New +$126
CTKB icon
3280
Cytek Biosciences
CTKB
$576M
$131 ﹤0.01%
+26
New +$121
PRTH icon
3281
Priority Technology Holdings
PRTH
$518M
$131 ﹤0.01%
+24
New +$149
EGBN icon
3282
Eagle Bancorp
EGBN
$867M
$129 ﹤0.01%
+6
New +$116
BDN
3283
Brandywine Realty Trust
BDN
$551M
$128 ﹤0.01%
+44
New +$150
CBRL icon
3284
Cracker Barrel
CBRL
$1.2B
$127 ﹤0.01%
5
-9
-64% -$288
IIIN icon
3285
Insteel Industries
IIIN
$633M
$127 ﹤0.01%
+4
New +$131
SHEN icon
3286
Shenandoah Telecom
SHEN
$632M
$127 ﹤0.01%
+11
New +$130
AHRT
3287
AH Realty Trust
AHRT
$534M
$126 ﹤0.01%
+19
New +$125
BFS
3288
Saul Centers
BFS
$875M
$126 ﹤0.01%
4
+3
+300% +$92
DOUG icon
3289
Douglas Elliman
DOUG
$155M
$126 ﹤0.01%
53
– –
INN
3290
Summit Hotel Properties
INN
$761M
$122 ﹤0.01%
+25
New +$131
DFH icon
3291
Dream Finders Homes
DFH
$1.46B
$120 ﹤0.01%
+7
New +$143
UHT
3292
Universal Health Realty Income Trust
UHT
$608M
$118 ﹤0.01%
+3
New +$117
GES
3293
DELISTED
Guess Inc
GES
$117 ﹤0.01%
+7
New +$118
SSTK icon
3294
Shutterstock
SSTK
$205M
$115 ﹤0.01%
+6
New +$128
ETD icon
3295
Ethan Allen Interiors
ETD
$581M
$114 ﹤0.01%
+5
New +$125
RES icon
3296
RPC Inc
RES
$1.24B
$114 ﹤0.01%
+21
New +$109
PLAY icon
3297
Dave & Buster's
PLAY
$343M
$113 ﹤0.01%
+7
New +$117
TRNS icon
3298
Transcat
TRNS
$793M
$113 ﹤0.01%
2
-99
-98% -$6.17K
BLMN icon
3299
Bloomin' Brands
BLMN
$680M
$111 ﹤0.01%
+18
New +$125
ALNT icon
3300
Allient
ALNT
$1.47B
$108 ﹤0.01%
2
– –
130 131
132
133 134

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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.