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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
+389.72%
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
171

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 Miscellaneous 13.91%
3 Financials 11.73%
4 Healthcare 11%
5 Industrials 8.84%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
EGY icon
1976
Vaalco Energy
EGY
$686M
$31.7K ﹤0.01%
8,700
– –
QDF icon
1977
Northern Trust Quality Dividend ETF
QDF
$2.19B
$31.6K ﹤0.01%
391
– –
QBTS icon
1978
D-Wave Quantum Inc
QBTS
$6.23B
$31.6K ﹤0.01%
1,208
-38
-3% -$1.11K
MZTI
1979
The Marzetti Company
MZTI
$2.77B
$31.6K ﹤0.01%
192
-14
-7% -$2.34K
SMA
1980
SmartStop Self Storage REIT
SMA
$1.78B
$31.5K ﹤0.01%
+1,017
New +$34.4K
IUSB icon
1981
iShares Core Universal USD Bond ETF
IUSB
$43.4B
$31.5K ﹤0.01%
676
+102
+18% +$4.77K
HOG icon
1982
Harley-Davidson
HOG
$2.87B
$31.5K ﹤0.01%
1,535
+21
+1% +$516
VOOV icon
1983
Vanguard S&P 500 Value ETF
VOOV
$6.71B
$31.4K ﹤0.01%
153
– –
PRIM icon
1984
Primoris Services
PRIM
$4.13B
$31.3K ﹤0.01%
252
-76
-23% -$9.92K
FCFS icon
1985
FirstCash
FCFS
$9.35B
$31.1K ﹤0.01%
195
+162
+491% +$25.5K
ESNT icon
1986
Essent Group
ESNT
$6.13B
$31.1K ﹤0.01%
478
-653
-58% -$40.5K
PZZA icon
1987
Papa John's
PZZA
$682M
$31.1K ﹤0.01%
807
+7
+0.9% +$309
GSIT icon
1988
GSI Technology
GSIT
$188M
$31.1K ﹤0.01%
+5,000
New +$35.7K
UWM icon
1989
ProShares Ultra Russell2000
UWM
$228M
$31K ﹤0.01%
660
– –
NTRL
1990
First Trust Equity Market Neutral ETF
NTRL
$15.1M
$30.9K ﹤0.01%
1,499
-2,686
-64% -$55.1K
MUNI icon
1991
PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund
MUNI
$3.08B
$30.9K ﹤0.01%
590
-176
-23% -$9.24K
SLRC icon
1992
SLR Investment Corp
SLRC
$658M
$30.9K ﹤0.01%
2,000
– –
SMPL icon
1993
Simply Good Foods
SMPL
$870M
$30.8K ﹤0.01%
1,535
+81
+6% +$1.69K
CIBR icon
1994
First Trust NASDAQ Cybersecurity ETF
CIBR
$16.4B
$30.8K ﹤0.01%
431
-27
-6% -$2.02K
MRCC
1995
DELISTED
Monroe Capital Corp
MRCC
$30.8K ﹤0.01%
4,830
– –
XJH icon
1996
iShares ESG Screened S&P Mid-Cap ETF
XJH
$410M
$30.7K ﹤0.01%
+688
New +$30.3K
FOX icon
1997
Fox Class B
FOX
$25.4B
$30.6K ﹤0.01%
472
+67
+17% +$3.91K
SMCI icon
1998
Super Micro Computer
SMCI
$23.4B
$30.6K ﹤0.01%
1,047
-2,159
-67% -$88.9K
TTC icon
1999
Toro Company
TTC
$8.81B
$30.6K ﹤0.01%
389
+59
+18% +$4.36K
PRGS icon
2000
Progress Software
PRGS
$1.79B
$30.5K ﹤0.01%
711
+27
+4% +$1.18K
78 79
80
81 82

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CWM
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FAF
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BGIM
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CIM
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UOC
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FNBT
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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 171 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 Miscellaneous and Financials.

  • 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 171 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.