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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
DES icon
1151
WisdomTree US SmallCap Dividend Fund
DES
$2.19B
$217K ﹤0.01%
6,485
– –
ESTA icon
1152
Establishment Labs
ESTA
$2.72B
$217K ﹤0.01%
2,976
+17
+0.6% +$1.03K
RVMD icon
1153
Revolution Medicines
RVMD
$40.2B
$217K ﹤0.01%
2,720
+2,717
+90,567% +$178K
INDV icon
1154
Indivior Pharmaceuticals
INDV
$4.79B
$216K ﹤0.01%
+6,029
New +$184K
VTRS icon
1155
Viatris
VTRS
$20.1B
$216K ﹤0.01%
17,365
-7,091
-29% -$76.5K
BY icon
1156
Byline Bancorp
BY
$1.75B
$216K ﹤0.01%
7,412
– –
WH icon
1157
Wyndham Hotels & Resorts
WH
$5.46B
$216K ﹤0.01%
2,855
-564
-16% -$42.5K
CGUS icon
1158
Capital Group Core Equity ETF
CGUS
$11.1B
$215K ﹤0.01%
5,336
+360
+7% +$14.4K
BTSG icon
1159
BrightSpring Health Services
BTSG
$14.3B
$214K ﹤0.01%
+5,703
New +$191K
PRM icon
1160
Perimeter Solutions
PRM
$5.5B
$213K ﹤0.01%
7,750
– –
JXN icon
1161
Jackson Financial
JXN
$8.32B
$211K ﹤0.01%
1,980
+15
+0.8% +$1.49K
FOXA icon
1162
Fox Class A
FOXA
$23.2B
$211K ﹤0.01%
2,884
+676
+31% +$44.2K
HTRB icon
1163
Hartford Total Return Bond ETF
HTRB
$2.22B
$210K ﹤0.01%
+6,161
New +$212K
PIPR icon
1164
Piper Sandler
PIPR
$5.14B
$210K ﹤0.01%
2,476
-648
-21% -$54.7K
GTES icon
1165
Gates Industrial Corporation Ltd.
GTES
$6.81B
$210K ﹤0.01%
9,774
+223
+2% +$5.15K
NTES icon
1166
NetEase
NTES
$76.5B
$209K ﹤0.01%
1,522
-44
-3% -$6.25K
ELAN icon
1167
Elanco Animal Health
ELAN
$12.4B
$209K ﹤0.01%
9,248
+7,330
+382% +$160K
IMMX icon
1168
Immix Biopharma
IMMX
$607M
$209K ﹤0.01%
40,000
+30,000
+300% +$123K
FTI icon
1169
TechnipFMC
FTI
$30.6B
$209K ﹤0.01%
4,684
+1,915
+69% +$80.9K
PLUS icon
1170
ePlus
PLUS
$2.33B
$208K ﹤0.01%
2,377
+14
+0.6% +$1.16K
BROS icon
1171
Dutch Bros
BROS
$8.78B
$208K ﹤0.01%
3,400
-234
-6% -$13.3K
AVT icon
1172
Avnet
AVT
$7.33B
$208K ﹤0.01%
4,329
+569
+15% +$28K
OSIS icon
1173
OSI Systems
OSIS
$3.57B
$208K ﹤0.01%
815
+49
+6% +$12.8K
EFG icon
1174
iShares MSCI EAFE Growth ETF
EFG
$16.3B
$206K ﹤0.01%
1,805
-125
-6% -$14.3K
BDC icon
1175
Belden
BDC
$4B
$205K ﹤0.01%
1,759
+29
+2% +$3.38K
45 46
47
48 49

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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.