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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
PTY icon
2176
PIMCO Corporate & Income Opportunity Fund
PTY
$2.48B
$19.4K ﹤0.01%
1,500
– –
CION icon
2177
CION Investment
CION
$297M
$19.3K ﹤0.01%
2,000
– –
LVHD icon
2178
Franklin US Low Volatility High Dividend Index ETF
LVHD
$635M
$19.2K ﹤0.01%
482
– –
THQ
2179
abrdn Healthcare Opportunities Fund
THQ
$769M
$19.1K ﹤0.01%
1,000
– –
ROAD icon
2180
Construction Partners
ROAD
$5.84B
$19.1K ﹤0.01%
176
+16
+10% +$1.8K
WLKP icon
2181
Westlake Chemical Partners
WLKP
$777M
$19K ﹤0.01%
1,000
– –
CATY icon
2182
Cathay General Bancorp
CATY
$4.2B
$19K ﹤0.01%
392
+16
+4% +$769
MIR icon
2183
Mirion Technologies
MIR
$4.05B
$18.9K ﹤0.01%
808
+132
+20% +$3.29K
VAW icon
2184
Vanguard Materials ETF
VAW
$3B
$18.9K ﹤0.01%
91
+56
+160% +$11.3K
FTS icon
2185
Fortis
FTS
$30B
$18.9K ﹤0.01%
363
– –
AXGN icon
2186
Axogen
AXGN
$2.1B
$18.8K ﹤0.01%
573
+3
+0.5% +$74
TEO icon
2187
Telecom Argentina
TEO
$5.89B
$18.7K ﹤0.01%
1,614
– –
FIG
2188
Figma
FIG
$11.2B
$18.7K ﹤0.01%
500
-140
-22% -$6.33K
SUZ icon
2189
Suzano
SUZ
$10.2B
$18.7K ﹤0.01%
2,000
– –
MBC icon
2190
MasterBrand
MBC
$1.09B
$18.7K ﹤0.01%
1,690
-4,122
-71% -$48.2K
PIO icon
2191
Invesco Global Water ETF
PIO
$269M
$18.5K ﹤0.01%
418
+277
+196% +$12.4K
RWAY icon
2192
Runway Growth Finance
RWAY
$228M
$18.5K ﹤0.01%
2,068
– –
LENZ
2193
LENZ Therapeutics
LENZ
$172M
$18.3K ﹤0.01%
1,146
– –
YETI icon
2194
Yeti Holdings
YETI
$3.82B
$18.3K ﹤0.01%
415
+287
+224% +$11K
SBGI icon
2195
Sinclair Inc
SBGI
$974M
$18.3K ﹤0.01%
1,194
– –
LMND icon
2196
Lemonade
LMND
$4.62B
$18.2K ﹤0.01%
256
– –
BGT icon
2197
BlackRock Floating Rate Income Trust
BGT
$322M
$18.1K ﹤0.01%
1,600
– –
BYD icon
2198
Boyd Gaming
BYD
$6.47B
$18.1K ﹤0.01%
212
+30
+16% +$2.47K
IBRX icon
2199
ImmunityBio
IBRX
$7.44B
$18K ﹤0.01%
9,113
+5,613
+160% +$12.7K
FEZ icon
2200
State Street SPDR EURO STOXX 50 ETF
FEZ
$4.28B
$18K ﹤0.01%
280
+74
+36% +$4.67K
86 87
88
89 90

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CWM
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VRS
Virginia Retirement Systems Richmond, Virginia $16.8B AUM 25.91% 1-Year Est. Return
FAF
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BGIM
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CIM
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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.