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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
TPB icon
3301
Turning Point Brands
TPB
$1.47B
$108 ﹤0.01%
+1
New +$98
EBND icon
3302
State Street SPDR Bloomberg Emerging Markets Local Bond ETF
EBND
$2.24B
$107 ﹤0.01%
5
-146
-97% -$3.11K
KREF
3303
KKR Real Estate Finance Trust
KREF
$472M
$107 ﹤0.01%
+13
New +$110
OPRT icon
3304
Oportun Financial
OPRT
$257M
$106 ﹤0.01%
20
– –
ANGI icon
3305
Angi Inc
ANGI
$224M
$103 ﹤0.01%
8
-14
-64% -$180
OXM icon
3306
Oxford Industries
OXM
$577M
$103 ﹤0.01%
+3
New +$112
NCMI icon
3307
National CineMedia
NCMI
$354M
$101 ﹤0.01%
+26
New +$108
EWTX icon
3308
Edgewise Therapeutics
EWTX
$4.39B
$99 ﹤0.01%
+4
New +$80
HTLD icon
3309
Heartland Express
HTLD
$1.11B
$99 ﹤0.01%
+11
New +$92
HZO icon
3310
MarineMax
HZO
$800M
$97 ﹤0.01%
+4
New +$99
CENT icon
3311
Central Garden & Pet Co
CENT
$2.74B
$96 ﹤0.01%
+3
New +$96
FUBO icon
3312
FuboTV Inc
FUBO
$245M
$96 ﹤0.01%
3
– –
TWI icon
3313
Titan International
TWI
$516M
$94 ﹤0.01%
+12
New +$94
HAUZ icon
3314
Xtrackers International Real Estate ETF
HAUZ
$1.04B
$93 ﹤0.01%
4
-226
-98% -$5.29K
GOGO icon
3315
Gogo Inc
GOGO
$515M
$89 ﹤0.01%
+19
New +$139
BOW
3316
Bowhead Specialty Holdings
BOW
$1.02B
$86 ﹤0.01%
3
+2
+200% +$53
QVCGA
3317
DELISTED
QVC Group Inc Series A
QVCGA
$84 ﹤0.01%
8
-25
-76% -$272
PRCH icon
3318
Porch Group
PRCH
$1.3B
$82 ﹤0.01%
9
– –
LZ icon
3319
LegalZoom.com
LZ
$1.23B
$79 ﹤0.01%
8
– –
MLAB icon
3320
Mesa Laboratories
MLAB
$539M
$79 ﹤0.01%
1
-49
-98% -$3.73K
PL icon
3321
Planet Labs
PL
$7.3B
$79 ﹤0.01%
+4
New +$57
CRSR icon
3322
Corsair Gaming
CRSR
$1.05B
$77 ﹤0.01%
+13
New +$90
KODK icon
3323
Kodak
KODK
$806M
$76 ﹤0.01%
9
– –
KNDI
3324
Kandi Technologies Group
KNDI
$65.3M
$75 ﹤0.01%
95
– –
NVDU icon
3325
Direxion Daily NVDA Bull 2X ETF
NVDU
$601M
$75 ﹤0.01%
1
-106
-99% -$13.3K
131 132
133
134 135

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Comerica Bank
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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
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.