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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
AHL
3326
DELISTED
Aspen Insurance
AHL
$74 ﹤0.01%
+2
New +$74
NVD icon
3327
GraniteShares 2x Short NVDA Daily ETF
NVD
$56.1M
$72 ﹤0.01%
10
– –
PRMB
3328
Primo Brands
PRMB
$8.24B
$65 ﹤0.01%
4
-147
-97% -$2.72K
BKSY icon
3329
BlackSky Technology
BKSY
$800M
$56 ﹤0.01%
3
– –
GRFS
3330
Grifois
GRFS
$5.16B
$56 ﹤0.01%
6
-1,429
-100% -$13K
SMMT icon
3331
Summit Therapeutics
SMMT
$10.6B
$52 ﹤0.01%
+3
New +$56
BBBY
3332
Bed Bath & Beyond
BBBY
$473M
$49 ﹤0.01%
9
-1
-10% -$7
SCLX icon
3333
Scilex Holding
SCLX
$48.1M
$49 ﹤0.01%
4
– –
ANAB icon
3334
AnaptysBio
ANAB
$1.6B
$48 ﹤0.01%
1
– –
EHAB
3335
DELISTED
Enhabit
EHAB
$46 ﹤0.01%
5
– –
CETY icon
3336
Clean Energy Technologies
CETY
$11.2M
$43 ﹤0.01%
59
-1
-2% -$2
OPENW
3337
Opendoor Technologies Inc Series K Warrants
OPENW
$11.2M
$41 ﹤0.01%
+45
New +$61
AEON icon
3338
AEON Biopharma
AEON
$11.1M
$36 ﹤0.01%
33
– –
VISN
3339
Vistance Networks Inc
VISN
$2.66B
$36 ﹤0.01%
+2
New +$34
MTW icon
3340
Manitowoc
MTW
$516M
$36 ﹤0.01%
3
– –
GME.WS
3341
GameStop Corp Warrants
GME.WS
$36 ﹤0.01%
+12
New +$37
GSL icon
3342
Global Ship Lease
GSL
$1.57B
$35 ﹤0.01%
+1
New +$32
ACB
3343
Aurora Cannabis
ACB
$165M
$34 ﹤0.01%
8
– –
GOLD
3344
Gold.com Inc
GOLD
$1.14B
$34 ﹤0.01%
1
– –
SPFF icon
3345
Global X SuperIncome Preferred ETF
SPFF
$139M
$34 ﹤0.01%
4
– –
DFEM icon
3346
Dimensional Emerging Markets Core Equity 2 ETF
DFEM
$8.77B
$33 ﹤0.01%
1
-5,768
-100% -$189K
RXRX icon
3347
Recursion Pharmaceuticals
RXRX
$1.57B
$33 ﹤0.01%
+8
New +$40
TXMD icon
3348
TherapeuticsMD
TXMD
$23.8M
$33 ﹤0.01%
+20
New +$29
ORKA
3349
Oruka Therapeutics
ORKA
$5.56B
$30 ﹤0.01%
1
– –
DEC
3350
Diversified Energy Company
DEC
$914M
$29 ﹤0.01%
2
– –
132 133
134
135 136

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CWM
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VRS
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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.