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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
MSGS icon
1251
Madison Square Garden
MSGS
$9.54B
$176K ﹤0.01%
680
+516
+315% +$117K
BCS icon
1252
Barclays
BCS
$94.1B
$176K ﹤0.01%
6,898
+282
+4% +$6.25K
OLED icon
1253
Universal Display
OLED
$3.71B
$175K ﹤0.01%
1,500
-18
-1% -$2.33K
TOST icon
1254
Toast
TOST
$16.8B
$175K ﹤0.01%
4,929
-1,479
-23% -$53.3K
RH icon
1255
RH
RH
$3.3B
$174K ﹤0.01%
969
+963
+16,050% +$165K
KWEB icon
1256
KraneShares CSI China Internet ETF
KWEB
$5.2B
$174K ﹤0.01%
5,096
– –
RAL
1257
Ralliant Corp
RAL
$7.77B
$173K ﹤0.01%
3,406
-490
-13% -$23K
B
1258
Barrick Mining
B
$62.2B
$173K ﹤0.01%
3,973
– –
SLDB icon
1259
Solid Biosciences
SLDB
$771M
$173K ﹤0.01%
30,600
– –
LLYVK icon
1260
Liberty Live Group Series C
LLYVK
$9.11B
$172K ﹤0.01%
2,074
-1,201
-37% -$103K
AVDL
1261
DELISTED
Avadel Pharmaceuticals
AVDL
$172K ﹤0.01%
8,000
– –
PROP icon
1262
Prairie Operating Co
PROP
$78.2M
$172K ﹤0.01%
102,000
+101,000
+10,100% +$184K
SWK icon
1263
Stanley Black & Decker
SWK
$14.2B
$172K ﹤0.01%
2,318
-1,219
-34% -$85.8K
AAOI icon
1264
Applied Optoelectronics
AAOI
$8.04B
$172K ﹤0.01%
4,937
+4,850
+5,575% +$145K
MAIN icon
1265
Main Street Capital
MAIN
$4.97B
$172K ﹤0.01%
2,847
– –
CNO icon
1266
CNO Financial Group
CNO
$4.97B
$172K ﹤0.01%
4,045
+140
+4% +$5.7K
SMFG icon
1267
Sumitomo Mitsui Financial
SMFG
$166B
$172K ﹤0.01%
8,884
+6,140
+224% +$106K
HRL icon
1268
Hormel Foods
HRL
$13.9B
$171K ﹤0.01%
7,227
-4,079
-36% -$95.2K
SPHR icon
1269
Sphere Entertainment
SPHR
$4.88B
$171K ﹤0.01%
1,798
+1,761
+4,759% +$134K
NEA icon
1270
Nuveen AMT-Free Quality Municipal Income Fund
NEA
$3.36B
$171K ﹤0.01%
14,691
+4,157
+39% +$47.8K
CUZ icon
1271
Cousins Properties
CUZ
$5.29B
$171K ﹤0.01%
6,627
+191
+3% +$4.96K
DUHP icon
1272
Dimensional US High Profitability ETF
DUHP
$12.3B
$171K ﹤0.01%
4,485
+25
+0.6% +$947
AMX icon
1273
America Movil
AMX
$78.1B
$171K ﹤0.01%
8,251
-1,342
-14% -$29.5K
BBJP icon
1274
JPMorgan BetaBuilders Japan ETF
BBJP
$17.3B
$170K ﹤0.01%
2,580
+1,147
+80% +$78K
BBY icon
1275
Best Buy
BBY
$18B
$170K ﹤0.01%
2,535
-2,046
-45% -$156K
49 50
51
52 53

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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.