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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
LIND icon
3351
Lindblad Expeditions
LIND
$1.76B
$29 ﹤0.01%
2
– –
SPBO icon
3352
State Street SPDR Portfolio Corporate Bond ETF
SPBO
$2.08B
$29 ﹤0.01%
+1
New +$30
TROX icon
3353
Tronox
TROX
$995M
$29 ﹤0.01%
7
– –
KOD icon
3354
Kodiak Sciences
KOD
$2.59B
$28 ﹤0.01%
+1
New +$20
STIM icon
3355
Neuronetics
STIM
$120M
$28 ﹤0.01%
20
– –
KMTS
3356
Kestra Medical Technologies
KMTS
$1.23B
$27 ﹤0.01%
1
– –
OPENL
3357
Opendoor Technologies Inc Series A Warrants
OPENL
$6.29M
$24 ﹤0.01%
+45
New +$38
HTOO icon
3358
Fusion Fuel Green
HTOO
$8.57M
$23 ﹤0.01%
7
– –
ONL
3359
Orion Office REIT
ONL
$148M
$23 ﹤0.01%
10
– –
HSAI
3360
Hesai Group
HSAI
$2.29B
$22 ﹤0.01%
1
-199
-100% -$4.35K
KPTI icon
3361
Karyopharm Therapeutics
KPTI
$168M
$22 ﹤0.01%
3
– –
CBLL
3362
CeriBell Inc
CBLL
$642M
$22 ﹤0.01%
1
– –
NRIX icon
3363
Nurix Therapeutics
NRIX
$2.43B
$19 ﹤0.01%
1
– –
ARRY icon
3364
Array Technologies
ARRY
$818M
$18 ﹤0.01%
2
– –
BLNK icon
3365
Blink Charging
BLNK
$75.2M
$18 ﹤0.01%
27
– –
NUSC icon
3366
Nuveen ESG Small-Cap ETF
NUSC
$1.28B
– –
-109
Closed -$4.86K
OPENZ
3367
Opendoor Technologies Inc Series Z Warrants
OPENZ
$5.72M
$18 ﹤0.01%
+45
New +$27
BRN icon
3368
Barnwell Industries
BRN
$15.4M
$17 ﹤0.01%
15
– –
MVST icon
3369
Microvast
MVST
$267M
$17 ﹤0.01%
6
+3
+100% +$13
SHOE
3370
Shoe Station Group
SHOE
$395M
$17 ﹤0.01%
1
– –
WOLF icon
3371
Wolfspeed
WOLF
$1.2B
$17 ﹤0.01%
1
– –
AUPH icon
3372
Aurinia Pharmaceuticals
AUPH
$1.97B
$16 ﹤0.01%
+1
New +$14
CHCT
3373
Community Healthcare Trust
CHCT
$537M
$16 ﹤0.01%
1
– –
PSTL
3374
Postal Realty Trust
PSTL
$723M
$16 ﹤0.01%
1
– –
SANA icon
3375
Sana Biotechnology
SANA
$885M
$16 ﹤0.01%
4
– –
133 134
135
136 137

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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.