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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
TQQQ icon
2251
ProShares UltraPro QQQ
TQQQ
$31.1B
$15.9K ﹤0.01%
301
-1
-0.3% -$54
MMS icon
2252
Maximus
MMS
$3.14B
$15.8K ﹤0.01%
183
+165
+917% +$14.1K
RDNT icon
2253
RadNet
RDNT
$4.84B
$15.8K ﹤0.01%
221
+16
+8% +$1.24K
PPTA
2254
Perpetua Resources
PPTA
$2.23B
$15.8K ﹤0.01%
651
+1
+0.2% +$25
DFIN icon
2255
Donnelley Financial Solutions
DFIN
$1.21B
$15.7K ﹤0.01%
337
-93
-22% -$4.5K
IBTH icon
2256
iShares iBonds Dec 2027 Term Treasury ETF
IBTH
$2.23B
$15.7K ﹤0.01%
700
– –
GFS icon
2257
GlobalFoundries
GFS
$29.4B
$15.7K ﹤0.01%
450
– –
AGM icon
2258
Federal Agricultural Mortgage
AGM
$2.27B
$15.6K ﹤0.01%
89
– –
IPAY icon
2259
Amplify Mobile Payments ETF
IPAY
$154M
$15.6K ﹤0.01%
300
– –
APLD icon
2260
Applied Digital
APLD
$7.77B
$15.6K ﹤0.01%
635
+266
+72% +$7.66K
NVAX icon
2261
Novavax
NVAX
$1.23B
$15.5K ﹤0.01%
2,308
+995
+76% +$7.5K
ECAT icon
2262
BlackRock ESG Capital Allocation Term Trust
ECAT
$1.5B
$15.4K ﹤0.01%
1,000
– –
FNX icon
2263
First Trust Mid Cap Core AlphaDEX Fund
FNX
$1.38B
$15.4K ﹤0.01%
122
– –
DOCS icon
2264
Doximity
DOCS
$3.67B
$15.4K ﹤0.01%
347
-189
-35% -$10.6K
CGNG
2265
Capital Group New Geography Equity ETF
CGNG
$2.61B
$15.2K ﹤0.01%
477
– –
BRX icon
2266
Brixmor Property Group
BRX
$9.95B
$15.2K ﹤0.01%
579
-1,728
-75% -$45.6K
NODK icon
2267
NI Holdings
NODK
$325M
$15.2K ﹤0.01%
1,140
– –
LBRT icon
2268
Liberty Energy
LBRT
$2.83B
$15.1K ﹤0.01%
820
-3,035
-79% -$50.7K
PJT icon
2269
PJT Partners
PJT
$4.37B
$15.1K ﹤0.01%
90
-45
-33% -$7.7K
PNQI icon
2270
Invesco NASDAQ Internet ETF
PNQI
$501M
$15.1K ﹤0.01%
279
– –
FIDU icon
2271
Fidelity MSCI Industrials Index ETF
FIDU
$2.34B
$15K ﹤0.01%
182
– –
PJAN icon
2272
Innovator US Equity Power Buffer ETF January
PJAN
$1.46B
$15K ﹤0.01%
319
– –
EDIT icon
2273
Editas Medicine
EDIT
$399M
$15K ﹤0.01%
7,300
– –
SHC icon
2274
Sotera Health
SHC
$4.95B
$15K ﹤0.01%
848
+801
+1,704% +$13.2K
AG icon
2275
First Majestic Silver
AG
$8.05B
$14.9K ﹤0.01%
897
– –
89 90
91
92 93

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Comerica Bank
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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
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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.