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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
ARKW icon
3401
ARK Web x.0 ETF
ARKW
$1.64B
– –
-6
Closed -$1.05K
ATEX icon
3402
Anterix
ATEX
$1.83B
– –
-226
Closed -$4.85K
BBW icon
3403
Build-A-Bear
BBW
$423M
– –
-60
Closed -$3.91K
BDSX icon
3404
Biodesix
BDSX
$228M
– –
-1,466
Closed -$11.1K
BFST icon
3405
Business First Bancshares
BFST
$1.02B
– –
-40
Closed -$944
BGS icon
3406
B&G Foods
BGS
$285M
– –
-496
Closed -$2.2K
BHC icon
3407
Bausch Health
BHC
$1.65B
– –
-783
Closed -$5.05K
BMAR icon
3408
Innovator US Equity Buffer ETF March
BMAR
$248M
– –
-700
Closed -$36.1K
BME icon
3409
BlackRock Health Sciences Trust
BME
$554M
– –
-391
Closed -$14.5K
BOKF icon
3410
BOK Financial
BOKF
$8.64B
– –
-491
Closed -$54.7K
BSCP
3411
DELISTED
Invesco BulletShares 2025 Corporate Bond ETF
BSCP
– –
-4,256
Closed -$88.1K
CAC icon
3412
Camden National
CAC
$924M
– –
-1
Closed -$39
CAE icon
3413
CAE Inc. Common Shares
CAE
$8.1B
– –
-1,413
Closed -$41.9K
CCC
3414
CCC Intelligent Solutions
CCC
$3.42B
– –
-1,037
Closed -$9.45K
CCNE icon
3415
CNB Financial Corp
CCNE
$1.03B
– –
-1
Closed -$24
CEMB icon
3416
iShares JPMorgan EM Corporate Bond ETF
CEMB
$393M
– –
-24
Closed -$1.11K
CLIX icon
3417
ProShares Long Online/Short Stores ETF
CLIX
$7M
– –
-749
Closed -$45K
CLSD
3418
DELISTED
Clearside Biomedical
CLSD
– –
-73
Closed -$290
CNA icon
3419
CNA Financial
CNA
$14.5B
– –
-1,223
Closed -$56.8K
CNBS icon
3420
Amplify Seymour Cannabis ETF
CNBS
$70.8M
– –
-3
Closed -$89
CNTY icon
3421
Century Casinos
CNTY
$32.9M
– –
-10,000
Closed -$26.1K
COOP
3422
DELISTED
Mr. Cooper
COOP
– –
-309
Closed -$65.1K
CQP icon
3423
Cheniere Energy
CQP
$31.8B
– –
-135,703
Closed -$7.3M
CRBN icon
3424
iShares Low Carbon Optimized MSCI ACWI ETF
CRBN
$1.12B
– –
-41
Closed -$9.3K
CRDF icon
3425
Cardiff Oncology
CRDF
$64.3M
– –
-3,000
Closed -$6.18K
135 136
137
138 139

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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.