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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
MDGL icon
2001
Madrigal Pharmaceuticals
MDGL
$12.6B
$30.3K ﹤0.01%
52
+1
+2% +$511
EVT icon
2002
Eaton Vance Tax-Advantaged Dividend Income Fund
EVT
$2.06B
$30.3K ﹤0.01%
1,202
– –
XJR icon
2003
iShares ESG Screened S&P Small-Cap ETF
XJR
$185M
$30.2K ﹤0.01%
+710
New +$30.1K
IREN icon
2004
Iris Energy
IREN
$13.2B
$30.2K ﹤0.01%
800
-800
-50% -$41.3K
HOMB icon
2005
Home BancShares
HOMB
$6.21B
$30.1K ﹤0.01%
1,083
+674
+165% +$18.7K
TOWN icon
2006
Towne Bank
TOWN
$3.35B
$30K ﹤0.01%
900
+23
+3% +$774
FLTR icon
2007
VanEck IG Floating Rate ETF
FLTR
$2.93B
$29.9K ﹤0.01%
+1,174
New +$29.9K
PBH icon
2008
Prestige Consumer Healthcare
PBH
$2.35B
$29.9K ﹤0.01%
484
-616
-56% -$37.7K
CSWC icon
2009
Capital Southwest
CSWC
$1.46B
$29.7K ﹤0.01%
1,340
-211
-14% -$4.45K
BFLY icon
2010
Butterfly Network
BFLY
$1.72B
$29.7K ﹤0.01%
7,804
– –
RCS
2011
PIMCO Strategic Income Fund
RCS
$243M
$29.6K ﹤0.01%
5,313
– –
WDFC icon
2012
WD-40
WDFC
$3.1B
$29.5K ﹤0.01%
150
-58
-28% -$11.4K
TTEK icon
2013
Tetra Tech
TTEK
$8.23B
$29.5K ﹤0.01%
880
+341
+63% +$11.5K
ATEN icon
2014
A10 Networks
ATEN
$2.47B
$29.5K ﹤0.01%
1,666
+76
+5% +$1.35K
BCPC
2015
Balchem Corp
BCPC
$5.23B
$29.4K ﹤0.01%
192
-31
-14% -$4.73K
BXMT icon
2016
Blackstone Mortgage Trust
BXMT
$2.82B
$29.4K ﹤0.01%
1,539
+39
+3% +$739
ESE icon
2017
ESCO Technologies
ESE
$8.49B
$29.3K ﹤0.01%
150
+12
+9% +$2.53K
PPT
2018
Franklin Premier Income Trust
PPT
$323M
$29.2K ﹤0.01%
8,262
+175
+2% +$631
TMFE icon
2019
Motley Fool Capital Efficiency 100 Index ETF
TMFE
$76.6M
$29.2K ﹤0.01%
1,000
– –
VIRT icon
2020
Virtu Financial
VIRT
$5.2B
$29.1K ﹤0.01%
873
-99
-10% -$3.39K
FXH icon
2021
First Trust Health Care AlphaDEX Fund
FXH
$1.02B
$29K ﹤0.01%
255
-425
-63% -$48.2K
MARA icon
2022
Marathon Digital Holdings
MARA
$4.62B
$29K ﹤0.01%
3,228
+696
+27% +$10.3K
TPVG icon
2023
TriplePoint Venture Growth BDC
TPVG
$180M
$29K ﹤0.01%
4,430
– –
URNM icon
2024
Sprott Uranium Miners ETF
URNM
$1.78B
$28.9K ﹤0.01%
526
– –
ILCV icon
2025
iShares Morningstar Value ETF
ILCV
$1.3B
$28.8K ﹤0.01%
305
– –
79 80
81
82 83

Similar funds

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Two Sigma Advisers New York $51.4B AUM 31.07% 1-Year Est. Return
Comerica Bank
Comerica Bank Dallas, Texas $25.1B AUM 24.68% 1-Year Est. Return
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
Provida Pension Fund Administrator Las Condes, Santiago, Chile $5.78B AUM 21.16% 1-Year Est. Return

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.