We are live on ! Find out more
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
SVOL icon
3526
Simplify Volatility Premium ETF
SVOL
$527M
– –
-382
Closed -$6.88K
TBPH icon
3527
Theravance Biopharma
TBPH
$874M
– –
-4,685
Closed -$68.4K
TECK icon
3528
Teck Resources
TECK
$29.5B
– –
-259
Closed -$11.4K
TECS icon
3529
Direxion Daily Technology Bear 3x ETF
TECS
$78.2M
– –
-65
Closed -$12.6K
TGRW icon
3530
T. Rowe Price Growth Stock ETF
TGRW
$984M
– –
-100
Closed -$4.55K
TIPT icon
3531
Tiptree Inc
TIPT
$668M
– –
-1
Closed -$19
TSLL icon
3532
Direxion Daily TSLA Bull 2X ETF
TSLL
$2.44B
– –
-32
Closed -$676
TTGT icon
3533
TechTarget
TTGT
$246M
– –
-28
Closed -$163
TU icon
3534
Telus
TU
$15.9B
– –
-1,250
Closed -$19.7K
UTI icon
3535
Universal Technical Institute
UTI
$2.08B
– –
-252
Closed -$8.2K
UWMC icon
3536
UWM Holdings
UWMC
$624M
– –
-3,101
Closed -$18.9K
VIVK
3537
Vivakor
VIVK
$1.91M
– –
-5
Closed -$8.4K
VMEO
3538
DELISTED
Vimeo
VMEO
– –
-201
Closed -$1.56K
VRNA
3539
DELISTED
Verona Pharma
VRNA
– –
-375
Closed -$40K
VRNT
3540
DELISTED
Verint Systems
VRNT
– –
-53
Closed -$1.07K
VYGR icon
3541
Voyager Therapeutics
VYGR
$188M
– –
-2,000
Closed -$9.34K
WB icon
3542
Weibo
WB
$1.9B
– –
-1
Closed -$9
WNS
3543
DELISTED
WNS Holdings
WNS
– –
-36
Closed -$2.75K
WTTR icon
3544
Select Water Solutions
WTTR
$2.51B
– –
-5,608
Closed -$60K
XPOF icon
3545
Xponential Fitness
XPOF
$264M
– –
-9
Closed -$70
XSD icon
3546
State Street SPDR S&P Semiconductor ETF
XSD
$2.78B
– –
-100
Closed -$31.9K
YYY icon
3547
Amplify CEF High Income ETF
YYY
$716M
– –
-2,707
Closed -$32K
ZIMV
3548
DELISTED
ZimVie
ZIMV
– –
-425
Closed -$8.05K
ZROZ icon
3549
PIMCO 25+ Year Zero Coupon US Treasury Index Exchange-Traded Fund
ZROZ
$1.34B
– –
-1
Closed -$36
ZTO icon
3550
ZTO Express
ZTO
$18.3B
– –
-295
Closed -$5.66K
139 140 141
142
143

Similar funds

Two Sigma Advisers
Two Sigma Advisers New York $51.4B AUM 31.07% 1-Year Est. Return
Comerica Bank
Comerica Bank Dallas, Texas $25.1B AUM 24.68% 1-Year Est. Return
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
Första AP-fonden Stockholm, Sweden $16.8B AUM 29.64% 1-Year Est. Return
BGIM
Brandywine Global Investment Management Philadelphia, Pennsylvania $14.9B AUM 20.41% 1-Year Est. Return
CIM
CCLA Investment Management London, United Kingdom $6.23B AUM 5.02% 1-Year Est. Return
PPFA
Provida Pension Fund Administrator Las Condes, Santiago, Chile $5.78B AUM 21.16% 1-Year Est. Return

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.