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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
SMDV icon
2201
ProShares Russell 2000 Dividend Growers ETF
SMDV
$699M
$18K ﹤0.01%
272
– –
GME icon
2202
GameStop
GME
$9.5B
$17.9K ﹤0.01%
892
+558
+167% +$12.5K
ABEV icon
2203
Ambev
ABEV
$47.3B
$17.9K ﹤0.01%
7,250
– –
EWL icon
2204
iShares MSCI Switzerland ETF
EWL
$2.12B
$17.9K ﹤0.01%
+298
New +$17.1K
WERN icon
2205
Werner Enterprises
WERN
$2.54B
$17.9K ﹤0.01%
596
+14
+2% +$385
MUJ icon
2206
BlackRock MuniHoldings New Jersey Quality Fund
MUJ
$640M
$17.9K ﹤0.01%
+1,500
New +$17.7K
MSOX icon
2207
AdvisorShares MSOS 2X Daily ETF
MSOX
$50.3M
$17.8K ﹤0.01%
3,983
– –
MC icon
2208
Moelis & Co
MC
$4.98B
$17.8K ﹤0.01%
259
+258
+25,800% +$17.2K
BIDU icon
2209
Baidu
BIDU
$35.8B
$17.8K ﹤0.01%
136
-431
-76% -$53.5K
INDI icon
2210
indie Semiconductor
INDI
$733M
$17.7K ﹤0.01%
5,026
+5,002
+20,842% +$21.9K
VKTX icon
2211
Viking Therapeutics
VKTX
$4.04B
$17.6K ﹤0.01%
+500
New +$17.7K
PATH icon
2212
UiPath
PATH
$5.62B
$17.6K ﹤0.01%
1,073
+1,033
+2,583% +$16.1K
VRNS icon
2213
Varonis Systems
VRNS
$5.25B
$17.5K ﹤0.01%
535
– –
EXI icon
2214
iShares Global Industrials ETF
EXI
$1.41B
$17.5K ﹤0.01%
100
– –
HIW icon
2215
Highwoods Properties
HIW
$3.71B
$17.5K ﹤0.01%
+678
New +$19.1K
JHG
2216
DELISTED
Janus Henderson
JHG
$17.5K ﹤0.01%
368
-1,265
-77% -$56K
FLBL icon
2217
Franklin Senior Loan ETF
FLBL
$852M
$17.4K ﹤0.01%
742
+35
+5% +$830
NCDL icon
2218
Nuveen Churchill Direct Lending
NCDL
$599M
$17.3K ﹤0.01%
1,300
– –
RHLD
2219
Resolute Holdings Management
RHLD
$1.09B
$17.3K ﹤0.01%
84
+5
+6% +$740
TCPC icon
2220
BlackRock TCP Capital
TCPC
$265M
$17.3K ﹤0.01%
3,160
– –
OPP
2221
RiverNorth/DoubleLine Strategic Opportunity Fund
OPP
$191M
$17.3K ﹤0.01%
2,170
– –
XHR
2222
Xenia Hotels & Resorts
XHR
$1.98B
$17.2K ﹤0.01%
1,217
+23
+2% +$314
ESAB icon
2223
ESAB
ESAB
$5.25B
$17.2K ﹤0.01%
154
+39
+34% +$4.46K
GDYN icon
2224
Grid Dynamics Holdings
GDYN
$476M
$17.2K ﹤0.01%
1,905
+15
+0.8% +$130
VICR icon
2225
Vicor
VICR
$9.62B
$17.1K ﹤0.01%
156
+6
+4% +$510
87 88
89
90 91

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CWM
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VRS
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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.