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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
IPG
3476
DELISTED
Interpublic Group of Companies
IPG
– –
-8,324
Closed -$232K
IRBT
3477
DELISTED
iRobot
IRBT
– –
-75
Closed -$269
ISSC icon
3478
Innovative Solutions & Support
ISSC
$342M
– –
-200
Closed -$2.5K
JSI icon
3479
Janus Henderson Securitized Income ETF
JSI
$1.51B
– –
-244
Closed -$12.8K
K
3480
DELISTED
Kellanova
K
– –
-13,488
Closed -$1.11M
KALV
3481
DELISTED
KalVista Pharmaceuticals
KALV
– –
-160
Closed -$1.95K
KOS icon
3482
Kosmos Energy
KOS
$1.56B
– –
-696
Closed -$1.16K
LAUR icon
3483
Laureate Education
LAUR
$5.18B
– –
-1,001
Closed -$31.6K
LAZR
3484
DELISTED
Luminar Technologies
LAZR
– –
-60
Closed -$115
LBTYA icon
3485
Liberty Global Class A
LBTYA
$3.28B
– –
-207
Closed -$2.37K
LEMB icon
3486
iShares JPMorgan EM Local Currency Bond ETF
LEMB
$749M
– –
-15
Closed -$618
LILAK icon
3487
Liberty Latin America Class C
LILAK
$1.5B
– –
-285,756
Closed -$2.19M
LNW
3488
DELISTED
Light & Wonder
LNW
– –
-23,104
Closed -$1.94M
LTH icon
3489
Life Time Group Holdings
LTH
$9.42B
– –
-1,000
Closed -$27.6K
LUNG icon
3490
Pulmonx
LUNG
$49.4M
– –
-5,000
Closed -$8.1K
LXP.PRC icon
3491
LXP Industrial Trust 6.5% Series C Preferred Stock
LXP.PRC
$95.1M
– –
-22
Closed -$1.06K
MBUU icon
3492
Malibu Boats
MBUU
$544M
– –
-1
Closed -$32
MDXG icon
3493
MiMedx Group
MDXG
$626M
– –
-25
Closed -$175
MEC icon
3494
Mayville Engineering Co
MEC
$772M
– –
-80
Closed -$1.1K
MPTI icon
3495
M-tron Industries
MPTI
$361M
– –
-500
Closed -$27.7K
MRC
3496
DELISTED
MRC Global
MRC
– –
-2,500
Closed -$36K
MSBI icon
3497
Midland States Bancorp
MSBI
$669M
– –
-2,675
Closed -$45.9K
MTBA icon
3498
Simplify MBS ETF
MTBA
$1.53B
– –
-192
Closed -$9.67K
NAIL icon
3499
Direxion Daily Homebuilders & Supplies Bull 3X ETF
NAIL
$580M
– –
-1,500
Closed -$110K
NANC icon
3500
Unusual Whales Subversive Democratic Trading ETF
NANC
$273M
– –
-344
Closed -$15.4K
138 139
140
141 142

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CWM
CIBC World Markets New York $20.8B AUM
VRS
Virginia Retirement Systems Richmond, Virginia $16.8B AUM 25.91% 1-Year Est. Return
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.