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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
+389.72%
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
171

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 Miscellaneous 13.91%
3 Financials 11.73%
4 Healthcare 11%
5 Industrials 8.84%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
UP icon
3376
Wheels Up
UP
$158M
$16 ﹤0.01%
1
-3,750
-100% -$85.4K
PGF icon
3377
Invesco Financial Preferred ETF
PGF
$650M
$15 ﹤0.01%
1
– –
CLPT icon
3378
ClearPoint Neuro
CLPT
$426M
$14 ﹤0.01%
1
– –
PKST
3379
DELISTED
Peakstone Realty Trust
PKST
$14 ﹤0.01%
1
– –
ULE icon
3380
ProShares Ultra Euro
ULE
$4.46M
$13 ﹤0.01%
1
– –
INUV icon
3381
Inuvo
INUV
$10.7M
$10 ﹤0.01%
4
– –
NAT icon
3382
Nordic American Tanker
NAT
$1.54B
$10 ﹤0.01%
3
– –
WKHS icon
3383
Workhorse Group
WKHS
$33.8M
$10 ﹤0.01%
2
– –
AMPX icon
3384
Amprius Technologies
AMPX
$1.44B
$8 ﹤0.01%
+1
New +$11
CGC
3385
Canopy Growth
CGC
$437M
$8 ﹤0.01%
7
-100,025
-100% -$129K
LAW icon
3386
CS Disco
LAW
$275M
$8 ﹤0.01%
1
– –
GHI icon
3387
Greystone Housing Impact Investors LP
GHI
$152M
$7 ﹤0.01%
1
– –
LILA icon
3388
Liberty Latin America Class A
LILA
$1.67B
$7 ﹤0.01%
1
-43
-98% -$237
NXJ
3389
DELISTED
Nuveen New Jersey Quality Municipal Income Fund
NXJ
– –
0
– –
RYAM icon
3390
Rayonier Advanced Materials
RYAM
$575M
$6 ﹤0.01%
+1
New +$6
ULY
3391
DELISTED
Urgent.ly
ULY
$6 ﹤0.01%
2
– –
OCGN icon
3392
Ocugen
OCGN
$461M
$3 ﹤0.01%
+2
New +$3
PSEC icon
3393
Prospect Capital
PSEC
$1.14B
$3 ﹤0.01%
1
– –
CIG icon
3394
CEMIG Preferred Shares
CIG
$6.12B
$2 ﹤0.01%
1
– –
DSX.WS icon
3395
Diana Shipping Inc Warrants exp 2026
DSX.WS
$17.2M
$1 ﹤0.01%
13
– –
HUBCZ icon
3396
Hub Cyber Security Warrant
HUBCZ
$140K
$1 ﹤0.01%
100
– –
ALE
3397
DELISTED
Allete
ALE
– –
-172
Closed -$11.4K
ALRS icon
3398
Alerus Financial
ALRS
$842M
– –
-2,358
Closed -$52.2K
AMRC icon
3399
Ameresco
AMRC
$1.23B
– –
-3,000
Closed -$101K
ARIS
3400
DELISTED
Aris Water Solutions
ARIS
– –
-949
Closed -$23.4K
134 135
136
137 138

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CWM
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FAF
Första AP-fonden Stockholm, Sweden $16.8B AUM 29.64% 1-Year Est. Return
BGIM
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CIM
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UOC
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FNBT
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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 171 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 Miscellaneous and Financials.

  • 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 171 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.