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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
GBCI icon
2226
Glacier Bancorp
GBCI
$6.55B
$17K ﹤0.01%
385
-879
-70% -$38.5K
NWS icon
2227
News Corp Class B
NWS
$16.4B
$16.9K ﹤0.01%
572
-626
-52% -$18.7K
IYM icon
2228
iShares US Basic Materials ETF
IYM
$1.16B
$16.9K ﹤0.01%
110
– –
NB
2229
NioCorp Developments
NB
$603M
$16.8K ﹤0.01%
3,176
+2,676
+535% +$18.4K
SPTS icon
2230
State Street SPDR Portfolio Short Term Treasury ETF
SPTS
$6.07B
$16.8K ﹤0.01%
573
-109
-16% -$3.19K
MFA
2231
MFA Financial
MFA
$929M
$16.8K ﹤0.01%
1,800
– –
CURE icon
2232
Direxion Daily Healthcare Bull 3X ETF
CURE
$178M
$16.7K ﹤0.01%
150
– –
ABR icon
2233
Arbor Realty Trust
ABR
$960M
$16.7K ﹤0.01%
2,148
+48
+2% +$470
AGYS icon
2234
Agilysys
AGYS
$2.78B
$16.6K ﹤0.01%
140
+29
+26% +$3.49K
EMLP icon
2235
First Trust North American Energy Infrastructure Fund
EMLP
$4.18B
$16.6K ﹤0.01%
438
+3
+0.7% +$114
LAR
2236
Lithium Argentina AG
LAR
$958M
$16.6K ﹤0.01%
2,970
– –
SPTL icon
2237
State Street SPDR Portfolio Long Term Treasury ETF
SPTL
$10.5B
$16.6K ﹤0.01%
626
-275
-31% -$7.42K
STCE icon
2238
Schwab Crypto Thematic ETF
STCE
$235M
$16.5K ﹤0.01%
276
+54
+24% +$4.31K
AVTR icon
2239
Avantor
AVTR
$7.81B
$16.5K ﹤0.01%
1,443
+296
+26% +$3.64K
INCO icon
2240
Columbia India Consumer ETF
INCO
$226M
$16.5K ﹤0.01%
+255
New +$16.6K
KRP icon
2241
Kimbell Royalty Partners
KRP
$1.47B
$16.5K ﹤0.01%
1,400
– –
ENPH icon
2242
Enphase Energy
ENPH
$4.84B
$16.4K ﹤0.01%
512
-74
-13% -$2.4K
LMAT icon
2243
LeMaitre Vascular
LMAT
$2.18B
$16.4K ﹤0.01%
202
-58
-22% -$4.99K
FBRT
2244
Franklin BSP Realty Trust
FBRT
$601M
$16.2K ﹤0.01%
1,620
+20
+1% +$209
SBRA icon
2245
Sabra Healthcare REIT
SBRA
$5.64B
$16.2K ﹤0.01%
856
+233
+37% +$4.32K
SWIM icon
2246
Latham Group
SWIM
$646M
$16.2K ﹤0.01%
2,546
+500
+24% +$3.5K
CPA icon
2247
Copa Holdings
CPA
$5.56B
$16.2K ﹤0.01%
134
+62
+86% +$7.58K
POWI icon
2248
Power Integrations
POWI
$3.54B
$16.1K ﹤0.01%
453
-99
-18% -$3.75K
CGNX icon
2249
Cognex
CGNX
$10.3B
$16K ﹤0.01%
445
-319
-42% -$12.9K
REMX icon
2250
VanEck Rare Earth/Strategic Metals ETF
REMX
$2.03B
$15.9K ﹤0.01%
215
+92
+75% +$6.6K
88 89
90
91 92

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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.