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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
POR icon
1876
Portland General Electric
POR
$6.02B
$39.6K ﹤0.01%
825
-991
-55% -$46.8K
PNNT
1877
Pennant Park Investment Corp
PNNT
$215M
$39.3K ﹤0.01%
6,600
– –
CPK icon
1878
Chesapeake Utilities
CPK
$3.26B
$39.3K ﹤0.01%
315
+41
+15% +$5.41K
UI icon
1879
Ubiquiti
UI
$31.8B
$39.3K ﹤0.01%
71
+50
+238% +$31.6K
COLM icon
1880
Columbia Sportswear
COLM
$3.19B
$39.3K ﹤0.01%
713
+110
+18% +$5.88K
VLT icon
1881
Invesco High Income Trust II
VLT
$66.2M
$39.1K ﹤0.01%
3,505
– –
CGMM
1882
Capital Group U.S. Small and Mid Cap ETF
CGMM
$3.06B
$39.1K ﹤0.01%
1,356
– –
PAAS icon
1883
Pan American Silver
PAAS
$18.6B
$39.1K ﹤0.01%
754
-2,155
-74% -$90.2K
TRNO icon
1884
Terreno Realty
TRNO
$7.68B
$39K ﹤0.01%
665
-65
-9% -$3.91K
GDV icon
1885
Gabelli Dividend & Income Trust
GDV
$2.6B
$39K ﹤0.01%
1,405
+22
+2% +$596
USAU icon
1886
US Gold Corp
USAU
$220M
$38.8K ﹤0.01%
+2,000
New +$34.2K
NOK icon
1887
Nokia
NOK
$50.8B
$38.8K ﹤0.01%
5,994
+2,773
+86% +$17.2K
BF.A icon
1888
Brown-Forman Class A
BF.A
$12.3B
$38.7K ﹤0.01%
1,472
-530
-26% -$14.8K
DTH icon
1889
WisdomTree International High Dividend Fund
DTH
$638M
$38.7K ﹤0.01%
750
– –
ONTO icon
1890
Onto Innovation
ONTO
$13.6B
$38.7K ﹤0.01%
245
+128
+109% +$18.2K
FRT icon
1891
Federal Realty Investment Trust
FRT
$10.9B
$38.6K ﹤0.01%
383
-636
-62% -$62.6K
BMRN icon
1892
BioMarin Pharmaceuticals
BMRN
$11.5B
$38.5K ﹤0.01%
648
+179
+38% +$9.74K
GNL icon
1893
Global Net Lease
GNL
$1.87B
$38.5K ﹤0.01%
4,471
-6,781
-60% -$54.3K
GLPI icon
1894
Gaming and Leisure Properties
GLPI
$12.8B
$38.4K ﹤0.01%
859
-1,557
-64% -$69.1K
IAT icon
1895
iShares US Regional Banks ETF
IAT
$685M
$38.4K ﹤0.01%
696
-1,056
-60% -$54.9K
FHI icon
1896
Federated Hermes
FHI
$4.4B
$38.3K ﹤0.01%
736
+401
+120% +$20.4K
MDYV icon
1897
State Street SPDR S&P 400 Mid Cap Value ETF
MDYV
$2.76B
$38.3K ﹤0.01%
452
– –
ISTB icon
1898
iShares Core 1-5 Year USD Bond ETF
ISTB
$5.08B
$38.2K ﹤0.01%
784
– –
NTLA icon
1899
Intellia Therapeutics
NTLA
$1.5B
$38.1K ﹤0.01%
4,237
+152
+4% +$2.09K
FLRN icon
1900
State Street SPDR Bloomberg Investment Grade Floating Rate ETF
FLRN
$3.11B
$38K ﹤0.01%
1,235
-390
-24% -$12K
74 75
76
77 78

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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.