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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
TRUP icon
1451
Trupanion
TRUP
$1.05B
$113K ﹤0.01%
3,025
+8
+0.3% +$314
NEU icon
1452
NewMarket
NEU
$7.17B
$113K ﹤0.01%
164
+152
+1,267% +$116K
IFF icon
1453
International Flavors & Fragrances
IFF
$19.4B
$113K ﹤0.01%
1,670
-670
-29% -$43.4K
GEOS icon
1454
Geospace Technologies
GEOS
$91.6M
$112K ﹤0.01%
6,650
-350
-5% -$7.03K
IOT icon
1455
Samsara
IOT
$19.3B
$112K ﹤0.01%
3,163
+2,611
+473% +$101K
HAP icon
1456
VanEck Natural Resources ETF
HAP
$310M
$112K ﹤0.01%
1,858
– –
FONR
1457
DELISTED
Fonar
FONR
$111K ﹤0.01%
6,000
– –
TWN
1458
Taiwan Fund
TWN
$493M
$111K ﹤0.01%
2,085
– –
ROBO icon
1459
ROBO Global Robotics & Automation Index ETF
ROBO
$1.9B
$111K ﹤0.01%
1,602
+55
+4% +$3.76K
INSM icon
1460
Insmed
INSM
$23.2B
$111K ﹤0.01%
638
+459
+256% +$83.8K
IGE icon
1461
iShares North American Natural Resources ETF
IGE
$747M
$111K ﹤0.01%
+2,209
New +$108K
CTSO icon
1462
Cytosorbents Corp
CTSO
$22.6M
$110K ﹤0.01%
172,649
– –
QEFA icon
1463
State Street SPDR MSCI EAFE StrategicFactors ETF
QEFA
$1.04B
$110K ﹤0.01%
1,217
+226
+23% +$20.1K
NVCT icon
1464
Nuvectis Pharma
NVCT
$609M
$110K ﹤0.01%
+14,574
New +$95K
PB icon
1465
Prosperity Bancshares
PB
$8.77B
$110K ﹤0.01%
1,592
+293
+23% +$19.8K
SNAP icon
1466
Snap
SNAP
$7.32B
$110K ﹤0.01%
13,574
+524
+4% +$4.14K
FVD icon
1467
First Trust Value Line Dividend Fund
FVD
$8.29B
$110K ﹤0.01%
2,377
– –
PYLD icon
1468
PIMCO Multi Sector Bond Active ETF
PYLD
$14.8B
$109K ﹤0.01%
+4,103
New +$110K
ALG icon
1469
Alamo Group
ALG
$2.01B
$109K ﹤0.01%
652
+2
+0.3% +$348
LVHI icon
1470
Franklin International Low Volatility High Dividend Index ETF
LVHI
$5.3B
$109K ﹤0.01%
+2,970
New +$107K
TXNM
1471
TXNM Energy Inc
TXNM
$6.47B
$109K ﹤0.01%
1,857
+311
+20% +$17.9K
MSM icon
1472
MSC Industrial Direct
MSM
$7.02B
$109K ﹤0.01%
1,299
+8
+0.6% +$693
BILS icon
1473
State Street SPDR Bloomberg 3-12 Month T-Bill ETF
BILS
$3.84B
$109K ﹤0.01%
1,100
– –
ATI icon
1474
ATI
ATI
$27B
$109K ﹤0.01%
950
+180
+23% +$17.5K
SURG icon
1475
SurgePays
SURG
$6.05M
$109K ﹤0.01%
65,000
-10,000
-13% -$22.3K
57 58
59
60 61

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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.