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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
TKC icon
1851
Turkcell
TKC
$4.84B
$42.9K ﹤0.01%
7,850
– –
IPST
1852
IP Strategy Holdings
IPST
$1.76M
$42.9K ﹤0.01%
1,375
+275
+25% +$51K
ETSY icon
1853
Etsy
ETSY
$7.65B
$42.3K ﹤0.01%
763
+47
+7% +$2.87K
BMNR
1854
BitMine Immersion Technologies
BMNR
$9.52B
$42.1K ﹤0.01%
1,550
+350
+29% +$14.2K
MFIC icon
1855
MidCap Financial Investment
MFIC
$784M
$42K ﹤0.01%
3,675
– –
WHD icon
1856
Cactus
WHD
$3.83B
$41.9K ﹤0.01%
918
+56
+6% +$2.34K
CTO
1857
CTO Realty Growth
CTO
$743M
$41.6K ﹤0.01%
2,261
– –
BBAX icon
1858
JPMorgan BetaBuilders Developed Asia Pacific-ex Japan ETF
BBAX
$6.56B
$41.4K ﹤0.01%
735
+637
+650% +$35.8K
KNSA icon
1859
Kiniksa Pharmaceuticals
KNSA
$4.83B
$41.3K ﹤0.01%
+1,000
New +$40.1K
AUB icon
1860
Atlantic Union Bankshares
AUB
$5.99B
$41.1K ﹤0.01%
1,164
-155
-12% -$5.33K
EZU icon
1861
iShare MSCI Eurozone ETF
EZU
$9.41B
$41.1K ﹤0.01%
641
– –
DBC icon
1862
Invesco DB Commodity Index Tracking Fund
DBC
$1.73B
$41K ﹤0.01%
1,832
– –
TTMI icon
1863
TTM Technologies
TTMI
$13.6B
$40.9K ﹤0.01%
593
+591
+29,550% +$38.6K
MKSI icon
1864
MKS Inc
MKSI
$22.2B
$40.9K ﹤0.01%
256
+91
+55% +$13.5K
BBN icon
1865
BlackRock Taxable Municipal Bond Trust
BBN
$969M
$40.8K ﹤0.01%
2,500
– –
BFH icon
1866
Bread Financial
BFH
$4.21B
$40.8K ﹤0.01%
551
-1,007
-65% -$66.2K
ALLY icon
1867
Ally Financial
ALLY
$13.1B
$40.6K ﹤0.01%
896
+797
+805% +$32.8K
XPEV icon
1868
XPeng
XPEV
$11.8B
$40.6K ﹤0.01%
2,000
– –
M icon
1869
Macy's
M
$6.15B
$40.5K ﹤0.01%
1,838
+486
+36% +$9.95K
LB
1870
LandBridge Co
LB
$2.12B
$40.4K ﹤0.01%
+825
New +$48K
RUSHA icon
1871
Rush Enterprises Class A
RUSHA
$5.95B
$40.3K ﹤0.01%
748
+230
+44% +$11.9K
APG icon
1872
APi Group
APG
$17.1B
$40.2K ﹤0.01%
1,051
+762
+264% +$28.2K
PTIR
1873
GraniteShares 2x Long PLTR Daily ETF
PTIR
$253M
$40.1K ﹤0.01%
1,500
– –
PBE icon
1874
Invesco Biotechnology & Genome ETF
PBE
$281M
$39.8K ﹤0.01%
485
– –
JHEM icon
1875
John Hancock Multifactor Emerging Markets ETF
JHEM
$965M
$39.6K ﹤0.01%
1,205
– –
73 74
75
76 77

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Comerica Bank
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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
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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.