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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
NHTC icon
3501
Natural Health Trends
NHTC
$15.4M
– –
-160,000
Closed -$716K
NNOX icon
3502
Nano X Imaging
NNOX
$62.4M
– –
-45
Closed -$167
NOAH
3503
Noah Holdings
NOAH
$588M
– –
-1,000
Closed -$11.6K
NTB icon
3504
Bank of N.T. Butterfield & Son
NTB
$2.42B
– –
-1,308
Closed -$56.1K
NTSX icon
3505
WisdomTree US Efficient Core Fund
NTSX
$1.34B
– –
-874
Closed -$47.1K
NVEC icon
3506
NVE Corp
NVEC
$569M
– –
-746
Closed -$48.7K
ODC icon
3507
Oil-Dri
ODC
$1.43B
– –
-1
Closed -$61
OEFA
3508
ALPS O'Shares International Developed Quality Dividend ETF
OEFA
$35.2M
– –
-50
Closed -$1.65K
OIS icon
3509
Oil States International
OIS
$522M
– –
-10,325
Closed -$62.6K
OLP
3510
One Liberty Properties
OLP
$548M
– –
-1
Closed -$22
OMFL icon
3511
Invesco Russell 1000 Dynamic Multifactor ETF
OMFL
$4.69B
– –
-103
Closed -$6.22K
OTEX icon
3512
Open Text
OTEX
$5.43B
– –
-872
Closed -$32.6K
PREF icon
3513
Principal Spectrum Preferred Securities Active ETF
PREF
$1.77B
– –
-1,500
Closed -$28.7K
RARE icon
3514
Ultragenyx Pharmaceutical
RARE
$2.65B
– –
-5
Closed -$150
RBCAA icon
3515
Republic Bancorp
RBCAA
$1.84B
– –
-1
Closed -$72
REAX icon
3516
Real Brokerage
REAX
$368M
– –
-1
Closed -$4
ROM icon
3517
ProShares Ultra Technology
ROM
$1.13B
– –
-160
Closed -$14.8K
RVNU icon
3518
Xtrackers Municipal Infrastructure Revenue Bond ETF
RVNU
$143M
– –
-40
Closed -$987
RYLD icon
3519
Global X Russell 2000 Covered Call ETF
RYLD
$1.36B
– –
-5,633
Closed -$84.8K
SCYB icon
3520
Schwab High Yield Bond ETF
SCYB
$2.69B
– –
-758
Closed -$20.3K
SMIN icon
3521
iShares MSCI India Small-Cap ETF
SMIN
$722M
– –
-162
Closed -$11.6K
SOND
3522
DELISTED
Sonder
SOND
– –
-5,000
Closed -$6.35K
SPR
3523
DELISTED
Spirit AeroSystems
SPR
– –
-1,817
Closed -$70.1K
SSRM icon
3524
SSR Mining
SSRM
$5.57B
– –
-10
Closed -$244
SSYS icon
3525
Stratasys
SSYS
$697M
– –
-20
Closed -$224
139 140
141
142 143

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CWM
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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.