We are live on ! Find out more
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
CGON icon
2151
CG Oncology
CGON
$6.11B
$20.8K ﹤0.01%
+500
New +$20.7K
NRP icon
2152
Natural Resource Partners
NRP
$1.3B
$20.7K ﹤0.01%
198
– –
PAX icon
2153
Patria Investments
PAX
$1.72B
$20.7K ﹤0.01%
1,300
– –
HBNC icon
2154
Horizon Bancorp
HBNC
$1.03B
$20.6K ﹤0.01%
1,215
– –
IMKTA icon
2155
Ingles Markets
IMKTA
$1.63B
$20.6K ﹤0.01%
300
– –
NEO icon
2156
NeoGenomics
NEO
$1.81B
$20.5K ﹤0.01%
1,746
+31
+2% +$334
SBSW icon
2157
Sibanye-Stillwater
SBSW
$5.92B
$20.5K ﹤0.01%
1,439
+1,000
+228% +$12.1K
QURE icon
2158
uniQure
QURE
$2.68B
$20.3K ﹤0.01%
850
– –
WFRD icon
2159
Weatherford International
WFRD
$6.36B
$20.2K ﹤0.01%
258
+58
+29% +$4.21K
PRG icon
2160
PROG Holdings
PRG
$1.75B
$20.2K ﹤0.01%
684
+9
+1% +$268
NICE icon
2161
Nice
NICE
$5.29B
$20.1K ﹤0.01%
178
+57
+47% +$6.89K
SPHD icon
2162
Invesco S&P 500 High Dividend Low Volatility ETF
SPHD
$3.36B
$20.1K ﹤0.01%
418
– –
MSA icon
2163
Mine Safety
MSA
$6.74B
$20K ﹤0.01%
125
+20
+19% +$3.26K
ALCO icon
2164
Alico
ALCO
$286M
$20K ﹤0.01%
550
– –
TEX icon
2165
Terex
TEX
$7.98B
$19.9K ﹤0.01%
372
+189
+103% +$9.54K
MMSI icon
2166
Merit Medical Systems
MMSI
$4.43B
$19.8K ﹤0.01%
225
-62
-22% -$5.28K
CDC icon
2167
VictoryShares US EQ Income Enhanced Volatility Wtd ETF
CDC
$744M
$19.8K ﹤0.01%
300
– –
LASE icon
2168
Laser Photonics
LASE
$54.2M
$19.8K ﹤0.01%
8,000
+2,000
+33% +$6.72K
HLNE icon
2169
Hamilton Lane
HLNE
$3.63B
$19.7K ﹤0.01%
147
+65
+79% +$8.17K
FYBR
2170
DELISTED
Frontier Communications
FYBR
$19.7K ﹤0.01%
518
+480
+1,263% +$18.1K
RWJ icon
2171
Invesco S&P SmallCap 600 Revenue ETF
RWJ
$2.03B
$19.6K ﹤0.01%
403
-6
-1% -$290
DY icon
2172
Dycom Industries
DY
$12.9B
$19.6K ﹤0.01%
58
+52
+867% +$16.4K
ECC
2173
Eagle Point Credit Company
ECC
$472M
$19.6K ﹤0.01%
3,400
– –
LEGH icon
2174
Legacy Housing
LEGH
$630M
$19.5K ﹤0.01%
1,000
– –
SPYD icon
2175
State Street SPDR Portfolio S&P 500 High Dividend ETF
SPYD
$7.66B
$19.5K ﹤0.01%
450
– –
85 86
87
88 89

Similar funds

Two Sigma Advisers
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.