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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
ROCK icon
1576
Gibraltar Industries
ROCK
$1.34B
$88.4K ﹤0.01%
1,789
+7
+0.4% +$401
NFRA icon
1577
FlexShares STOXX Global Broad Infrastructure Index Fund
NFRA
$3.02B
$88.3K ﹤0.01%
1,459
– –
SHV icon
1578
iShares 0-1 Year Treasury Bond ETF
SHV
$20.7B
$88.2K ﹤0.01%
801
+5
+0.6% +$551
RELX icon
1579
RELX
RELX
$60.1B
$88.2K ﹤0.01%
2,183
-832
-28% -$35.5K
RNR icon
1580
RenaissanceRe
RNR
$13.7B
$87.2K ﹤0.01%
310
+176
+131% +$46.3K
BEAM icon
1581
Beam Therapeutics
BEAM
$2.58B
$87.2K ﹤0.01%
3,144
+1,000
+47% +$25.5K
INO icon
1582
Inovio Pharmaceuticals
INO
$79.8M
$87K ﹤0.01%
50,000
+49,986
+357,043% +$110K
ANIX icon
1583
Anixa Biosciences
ANIX
$126M
$86.9K ﹤0.01%
27,865
+12,265
+79% +$50.2K
NUKZ icon
1584
Range Nuclear Renaissance Index ETF
NUKZ
$779M
$86.8K ﹤0.01%
1,367
+513
+60% +$34.6K
TCBI icon
1585
Texas Capital Bancshares
TCBI
$4.31B
$86.7K ﹤0.01%
958
-526
-35% -$46.2K
GDLC
1586
Grayscale CoinDesk Crypto 5 ETF
GDLC
$354M
$86.6K ﹤0.01%
2,096
– –
EMBC icon
1587
Embecta
EMBC
$195M
$86.5K ﹤0.01%
7,280
-76
-1% -$1K
STNG icon
1588
Scorpio Tankers
STNG
$3.96B
$86.3K ﹤0.01%
1,698
– –
HUT
1589
Hut 8
HUT
$12.4B
$86.2K ﹤0.01%
1,876
+34
+2% +$1.5K
BF.B icon
1590
Brown-Forman Class B
BF.B
$12B
$86K ﹤0.01%
3,299
+94
+3% +$2.65K
EXG icon
1591
Eaton Vance Tax-Managed Global Diversified Equity Income Fund
EXG
$2.91B
$85K ﹤0.01%
8,920
+102
+1% +$938
AHR icon
1592
American Healthcare REIT
AHR
$11.1B
$84.7K ﹤0.01%
1,799
-73
-4% -$3.38K
DSTL icon
1593
Distillate US Fundamental Stability & Value ETF
DSTL
$1.91B
$84.5K ﹤0.01%
+1,434
New +$83.3K
HRTG icon
1594
Heritage Insurance Holdings
HRTG
$842M
$84K ﹤0.01%
2,870
– –
CVSA
1595
Covista Inc
CVSA
$3.94B
$83.6K ﹤0.01%
808
+8
+1% +$916
AIR icon
1596
AAR Corp
AIR
$5.15B
$83.5K ﹤0.01%
+1,009
New +$83.5K
IIIV icon
1597
i3 Verticals
IIIV
$395M
$83K ﹤0.01%
3,293
+28
+0.9% +$788
FTCS icon
1598
First Trust Capital Strength ETF
FTCS
$7.88B
$82.9K ﹤0.01%
896
-1,575
-64% -$146K
KMPR icon
1599
Kemper
KMPR
$1.7B
$82.8K ﹤0.01%
2,043
+10
+0.5% +$428
PFSI icon
1600
PennyMac Financial
PFSI
$4.38B
$82.8K ﹤0.01%
628
– –
62 63
64
65 66

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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.