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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
LIVN icon
1801
LivaNova
LIVN
$4.3B
$47.9K ﹤0.01%
779
+45
+6% +$2.57K
AFLG icon
1802
First Trust Active Factor Large Cap ETF
AFLG
$687M
$47.8K ﹤0.01%
1,223
– –
PDP icon
1803
Invesco Dorsey Wright Momentum ETF
PDP
$1.5B
$47.7K ﹤0.01%
410
– –
SXT icon
1804
Sensient Technologies
SXT
$5.4B
$47.6K ﹤0.01%
507
-66
-12% -$6.23K
SCHZ icon
1805
Schwab US Aggregate Bond ETF
SCHZ
$10.5B
$47.3K ﹤0.01%
2,024
+1,864
+1,165% +$43.8K
SOBO
1806
South Bow Corp
SOBO
$8.03B
$47.2K ﹤0.01%
1,718
-442
-20% -$12K
NWN icon
1807
Northwest Natural Holdings
NWN
$2.17B
$47.2K ﹤0.01%
1,009
+9
+0.9% +$420
POWR
1808
iShares U.S. Power Infrastructure ETF
POWR
$442M
$47.1K ﹤0.01%
2,000
– –
COYA icon
1809
Coya Therapeutics
COYA
$99.7M
$47K ﹤0.01%
+8,100
New +$49.2K
LTRN icon
1810
Lantern Pharma
LTRN
$35.1M
$46.8K ﹤0.01%
+15,432
New +$57.4K
BCAL icon
1811
Southern California Bancorp
BCAL
$676M
$46.8K ﹤0.01%
2,504
– –
SILA
1812
DELISTED
Sila Realty Trust
SILA
$46.6K ﹤0.01%
2,000
– –
TSLX icon
1813
Sixth Street Specialty
TSLX
$1.59B
$46.6K ﹤0.01%
2,144
– –
ARLP icon
1814
Alliance Resource Partners
ARLP
$3.18B
$46.5K ﹤0.01%
2,000
– –
GSBD icon
1815
Goldman Sachs BDC
GSBD
$975M
$46.4K ﹤0.01%
5,000
-8,566
-63% -$84K
MDU icon
1816
MDU Resources
MDU
$4.44B
$46.3K ﹤0.01%
2,371
+73
+3% +$1.44K
KT icon
1817
KT
KT
$8.84B
$46.2K ﹤0.01%
2,436
– –
LBRDK icon
1818
Liberty Broadband Class C
LBRDK
$4.15B
$46.2K ﹤0.01%
950
-18,910
-95% -$983K
CRUS icon
1819
Cirrus Logic
CRUS
$6.74B
$46.1K ﹤0.01%
389
+88
+29% +$10.8K
MATX icon
1820
Matsons
MATX
$6.37B
$45.8K ﹤0.01%
371
-473
-56% -$50.8K
LOGI icon
1821
Logitech
LOGI
$15.2B
$45.6K ﹤0.01%
455
+173
+61% +$19.4K
BATRK icon
1822
Atlanta Braves Holdings Series B
BATRK
$3.23B
$45.6K ﹤0.01%
1,155
-1,202
-51% -$47.5K
DOX icon
1823
Amdocs
DOX
$5.53B
$45.4K ﹤0.01%
564
-31
-5% -$2.49K
VOD icon
1824
Vodafone
VOD
$34.9B
$45.4K ﹤0.01%
3,435
– –
SPPP
1825
Sprott Physical Platinum and Palladium Trust
SPPP
$560M
$45.4K ﹤0.01%
+2,693
New +$39.8K
71 72
73
74 75

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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.