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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
ZTR
3551
Virtus Total Return Fund
ZTR
$341M
– –
-8,315
Closed -$53.6K
ZUMZ icon
3552
Zumiez
ZUMZ
$319M
– –
-26
Closed -$510
NBOS icon
3553
Neuberger Option Strategy ETF
NBOS
$470M
– –
-1,405
Closed -$37.7K
HAFN icon
3554
Hafnia
HAFN
$3.83B
– –
-2,123
Closed -$12.7K
BWIN
3555
Baldwin Insurance Group
BWIN
$2.59B
– –
-728
Closed -$20.5K
KBDC
3556
Kayne Anderson BDC
KBDC
$891M
– –
-8,346
Closed -$111K
GAUZ
3557
Gauzy
GAUZ
$5.71M
– –
-3,470
Closed -$22K
CMBT
3558
CMB.TECH NV
CMBT
$4.57B
– –
-950
Closed -$8.92K
ARDT
3559
Ardent Health
ARDT
$1.54B
– –
-1
Closed -$13
HCWC
3560
Healthy Choice Wellness
HCWC
$4.83M
$0 ﹤0.01%
1
– –
BKV
3561
BKV Corp
BKV
$2.8B
– –
-150,000
Closed -$3.47M
SMBS
3562
Schwab Mortgage-Backed Securities ETF
SMBS
$6.44B
– –
-260
Closed -$6.68K
LUCK
3563
Lucky Strike Entertainment
LUCK
$946M
– –
-1,000
Closed -$10.2K
DVLT
3564
Datavault AI
DVLT
$313M
– –
-16,267
Closed -$17.4K
HEAL
3565
Global X Funds Global X HealthTech ETF
HEAL
$28.1M
– –
-11
Closed -$352
MPTI.WS
3566
DELISTED
M-tron Industries Warrants
MPTI.WS
– –
-500
Closed -$863
STRZ
3567
Starz Entertainment Corp
STRZ
$417M
– –
-368
Closed -$5.42K
EMO.RT
3568
DELISTED
ClearBridge Energy Midstream Opportunity Fund Rights expiring Oct 10 2025
EMO.RT
– –
-18
Closed –
UTF.RT
3569
DELISTED
Cohen & Steers Infrastructure Fund Rights exp Oct 16 2025
UTF.RT
– –
-4,933
Closed -$387
139 140 141 142
143

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Comerica Bank
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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
Första AP-fonden Stockholm, Sweden $16.8B AUM 29.64% 1-Year Est. Return
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.