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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
AFRM icon
1726
Affirm
AFRM
$23.5B
$57.7K ﹤0.01%
775
-13
-2% -$936
HPS
1727
John Hancock Preferred Income Fund III
HPS
$458M
$57.6K ﹤0.01%
4,000
– –
SIG icon
1728
Signet Jewelers
SIG
$3.55B
$57.1K ﹤0.01%
689
-372
-35% -$35.3K
GRBK icon
1729
Green Brick Partners
GRBK
$3.13B
$56.9K ﹤0.01%
908
+7
+0.8% +$461
ORA icon
1730
Ormat Technologies
ORA
$6.11B
$56.3K ﹤0.01%
510
+508
+25,400% +$55.6K
AKAM icon
1731
Akamai
AKAM
$16.8B
$56.3K ﹤0.01%
645
-404
-39% -$33.2K
JOBY icon
1732
Joby Aviation
JOBY
$6.82B
$56.2K ﹤0.01%
4,256
+1,188
+39% +$18.2K
EE icon
1733
Excelerate Energy
EE
$1.23B
$56.1K ﹤0.01%
+2,000
New +$54.1K
AVUS icon
1734
Avantis US Equity ETF
AVUS
$13.8B
$55.9K ﹤0.01%
500
– –
CRI icon
1735
Carter's
CRI
$1.43B
$55.9K ﹤0.01%
1,723
-492
-22% -$15.4K
ELTX icon
1736
Elicio Therapeutics
ELTX
$78.8M
$55.7K ﹤0.01%
7,000
– –
AGZ icon
1737
iShares Agency Bond ETF
AGZ
$553M
$55.7K ﹤0.01%
505
-50
-9% -$5.52K
DSGX icon
1738
Descartes Systems
DSGX
$5.84B
$55.5K ﹤0.01%
633
+28
+5% +$2.5K
AVA icon
1739
Avista
AVA
$3.47B
$55.5K ﹤0.01%
1,439
+1,239
+620% +$48.4K
NMFC icon
1740
New Mountain Finance
NMFC
$646M
$55.3K ﹤0.01%
6,000
– –
H icon
1741
Hyatt Hotels
H
$17.6B
$55.1K ﹤0.01%
344
+311
+942% +$47.6K
SMG icon
1742
ScottsMiracle-Gro
SMG
$4.03B
$55K ﹤0.01%
942
-506
-35% -$28.4K
MTN icon
1743
Vail Resorts
MTN
$5.19B
$54.8K ﹤0.01%
413
-1,348
-77% -$198K
CGGE
1744
Capital Group Global Equity ETF
CGGE
$2.89B
$54.6K ﹤0.01%
1,727
-647
-27% -$20.2K
BXP icon
1745
Boston Properties
BXP
$11B
$54.6K ﹤0.01%
809
-915
-53% -$65K
ALDX icon
1746
Aldeyra Therapeutics
ALDX
$91.7M
$54.4K ﹤0.01%
10,505
– –
AZZ icon
1747
AZZ Inc
AZZ
$4.5B
$54.3K ﹤0.01%
+507
New +$52.5K
LFUS icon
1748
Littelfuse
LFUS
$10.2B
$54.1K ﹤0.01%
214
+24
+13% +$6.11K
WTM icon
1749
White Mountains Insurance
WTM
$5.47B
$54K ﹤0.01%
26
+1
+4% +$1.96K
EGP icon
1750
EastGroup Properties
EGP
$11.5B
$54K ﹤0.01%
303
-20
-6% -$3.56K
68 69
70
71 72

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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.