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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
ITM icon
1776
VanEck Intermediate Muni ETF
ITM
$2.14B
$50.9K ﹤0.01%
1,080
– –
NVG icon
1777
Nuveen AMT-Free Municipal Credit Income Fund
NVG
$2.65B
$50.6K ﹤0.01%
4,000
– –
SA
1778
Seabridge Gold
SA
$2.8B
$50.5K ﹤0.01%
1,706
+1,250
+274% +$32.9K
OXY.WS icon
1779
Occidental Petroleum Corp Warrants
OXY.WS
$33.2B
$50.3K ﹤0.01%
2,582
-50
-2% -$994
CAG icon
1780
Conagra Brands
CAG
$7.07B
$49.9K ﹤0.01%
2,882
-1,958
-40% -$34.8K
BIO icon
1781
Bio-Rad Laboratories Class A
BIO
$8.42B
$49.7K ﹤0.01%
164
-167
-50% -$52.1K
SLAB icon
1782
Silicon Laboratories
SLAB
$7.15B
$49.7K ﹤0.01%
380
+43
+13% +$5.65K
SPGP icon
1783
Invesco S&P 500 GARP ETF
SPGP
$2.18B
$49.6K ﹤0.01%
435
– –
GOF icon
1784
Guggenheim Strategic Opportunities Fund
GOF
$2.22B
$49.3K ﹤0.01%
3,826
– –
FSMD icon
1785
Fidelity Small-Mid Multifactor ETF
FSMD
$2.51B
$49.2K ﹤0.01%
1,116
– –
LSTR icon
1786
Landstar System
LSTR
$6.8B
$49.1K ﹤0.01%
342
+78
+30% +$10.4K
UGL icon
1787
ProShares Ultra Gold
UGL
$650M
$49.1K ﹤0.01%
885
+25
+3% +$1.31K
AU icon
1788
AngloGold Ashanti
AU
$40.3B
$49.1K ﹤0.01%
576
-23
-4% -$1.79K
FPF
1789
First Trust Intermediate Duration Preferred & Income Fund
FPF
$1.08B
$49.1K ﹤0.01%
+2,635
New +$49.3K
SRAD icon
1790
Sportradar
SRAD
$4.23B
$49K ﹤0.01%
2,061
– –
SII
1791
Sprott
SII
$2.65B
$49K ﹤0.01%
500
– –
OGE icon
1792
OGE Energy
OGE
$10.3B
$48.9K ﹤0.01%
1,146
-27
-2% -$1.2K
WSR
1793
DELISTED
Whitestone REIT
WSR
$48.9K ﹤0.01%
3,523
+3,522
+352,200% +$45.4K
STAA icon
1794
STAAR Surgical
STAA
$1.16B
$48.8K ﹤0.01%
2,112
-314
-13% -$8.09K
CGHM
1795
Capital Group Municipal High-Income ETF
CGHM
$3.2B
$48.6K ﹤0.01%
1,907
– –
OGS icon
1796
ONE Gas
OGS
$5.05B
$48.5K ﹤0.01%
628
-624
-50% -$50.2K
JUST icon
1797
Goldman Sachs JUST US Large Cap Equity ETF
JUST
$552M
$48.3K ﹤0.01%
500
– –
RYAAY icon
1798
Ryanair
RYAAY
$29.5B
$48.3K ﹤0.01%
669
+197
+42% +$12.8K
HLI icon
1799
Houlihan Lokey
HLI
$9.68B
$48.3K ﹤0.01%
277
+177
+177% +$32.5K
EOSE icon
1800
Eos Energy Enterprises
EOSE
$1.23B
$48.1K ﹤0.01%
4,200
-800
-16% -$11.5K
70 71
72
73 74

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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.