We are live on ! Find out more
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
CTRE icon
1751
CareTrust REIT
CTRE
$10.2B
$53.6K ﹤0.01%
1,481
-323
-18% -$11.6K
VMI icon
1752
Valmont Industries
VMI
$9.44B
$53.5K ﹤0.01%
133
+19
+17% +$7.73K
NPK icon
1753
National Presto Industries
NPK
$891M
$53.4K ﹤0.01%
+500
New +$52.4K
AIRR icon
1754
First Trust RBA American Industrial Renaissance ETF
AIRR
$10.5B
$52.8K ﹤0.01%
537
+35
+7% +$3.43K
CDIG
1755
City Different Investments Global Equity ETF
CDIG
$47.2M
$52.8K ﹤0.01%
2,119
+1,000
+89% +$24.8K
CRCL
1756
Circle Internet Group
CRCL
$15.5B
$52.7K ﹤0.01%
665
+500
+303% +$51.7K
FXL icon
1757
First Trust Technology AlphaDEX Fund
FXL
$2.47B
$52.7K ﹤0.01%
313
-76
-20% -$12.9K
BSY icon
1758
Bentley Systems
BSY
$9.54B
$52.6K ﹤0.01%
1,377
+88
+7% +$4.01K
EXLS icon
1759
EXL Service
EXLS
$4.23B
$52.4K ﹤0.01%
1,234
-349
-22% -$14.3K
XERS icon
1760
Xeris Biopharma Holdings
XERS
$1.44B
$52.3K ﹤0.01%
6,664
– –
ECG
1761
Everus Construction Group
ECG
$6.63B
$52.3K ﹤0.01%
611
+36
+6% +$3.22K
MT icon
1762
ArcelorMittal
MT
$50.4B
$52.2K ﹤0.01%
1,146
+640
+126% +$26.3K
AXTA icon
1763
Axalta
AXTA
$7.01B
$52.2K ﹤0.01%
1,615
+1,544
+2,175% +$45.3K
NMRK icon
1764
Newmark Group
NMRK
$2.73B
$52.1K ﹤0.01%
3,007
-2,397
-44% -$42K
GNMA icon
1765
iShares GNMA Bond ETF
GNMA
$422M
$52.1K ﹤0.01%
1,170
– –
ELF icon
1766
e.l.f. Beauty
ELF
$4.56B
$52.1K ﹤0.01%
685
-1,101
-62% -$108K
IBOC icon
1767
International Bancshares
IBOC
$4.77B
$52K ﹤0.01%
782
+306
+64% +$20.7K
SPCE icon
1768
Virgin Galactic
SPCE
$320M
$51.9K ﹤0.01%
16,161
– –
TSEM icon
1769
Tower Semiconductor
TSEM
$26.4B
$51.8K ﹤0.01%
441
+23
+6% +$2.21K
BAP icon
1770
Credicorp
BAP
$30.9B
$51.7K ﹤0.01%
180
+32
+22% +$8.47K
NTGR icon
1771
NETGEAR
NTGR
$669M
$51.6K ﹤0.01%
2,104
– –
COCH icon
1772
Envoy Medical
COCH
$51M
$51.5K ﹤0.01%
77,887
– –
AFG icon
1773
American Financial Group
AFG
$11.9B
$51.4K ﹤0.01%
376
+174
+86% +$23.9K
BAC.PRL icon
1774
Bank of America Series L
BAC.PRL
$3.95B
$51.3K ﹤0.01%
41
– –
MTZ icon
1775
MasTec
MTZ
$26.7B
$51.3K ﹤0.01%
236
+186
+372% +$39K
69 70
71
72 73

Similar funds

Two Sigma Advisers
Two Sigma Advisers New York $51.4B AUM 31.07% 1-Year Est. Return
Comerica Bank
Comerica Bank Dallas, Texas $25.1B AUM 24.68% 1-Year Est. Return
CWM
CIBC World Markets New York $20.8B AUM
VRS
Virginia Retirement Systems Richmond, Virginia $16.8B AUM 25.91% 1-Year Est. Return
FAF
Första AP-fonden Stockholm, Sweden $16.8B AUM 29.64% 1-Year Est. Return
BGIM
Brandywine Global Investment Management Philadelphia, Pennsylvania $14.9B AUM 20.41% 1-Year Est. Return
CIM
CCLA Investment Management London, United Kingdom $6.23B AUM 5.02% 1-Year Est. Return
PPFA
Provida Pension Fund Administrator Las Condes, Santiago, Chile $5.78B AUM 21.16% 1-Year Est. Return

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.