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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
DHF
2301
BNY Mellon High Yield Strategies Fund
DHF
$171M
$14K ﹤0.01%
5,628
+5,128
+1,026% +$13K
CTS icon
2302
CTS Corp
CTS
$1.72B
$13.9K ﹤0.01%
325
+7
+2% +$294
IBLC icon
2303
iShares Blockchain and Tech ETF
IBLC
$81.9M
$13.9K ﹤0.01%
340
– –
PTLO icon
2304
Portillo's
PTLO
$315M
$13.9K ﹤0.01%
3,057
-999
-25% -$5.21K
LAC
2305
Lithium Americas
LAC
$986M
$13.8K ﹤0.01%
3,162
+192
+6% +$1.11K
GIB icon
2306
CGI
GIB
$13.9B
$13.8K ﹤0.01%
149
– –
NLOP
2307
Net Lease Office Properties
NLOP
$168M
$13.7K ﹤0.01%
533
+368
+223% +$10.4K
PLSE icon
2308
Pulse Biosciences
PLSE
$2.09B
$13.7K ﹤0.01%
+1,000
New +$15.6K
TX icon
2309
Ternium
TX
$9.29B
$13.7K ﹤0.01%
+359
New +$13.2K
SLQD icon
2310
iShares 0-5 Year Investment Grade Corporate Bond ETF
SLQD
$2.36B
$13.6K ﹤0.01%
269
– –
CLDX icon
2311
Celldex Therapeutics
CLDX
$2.77B
$13.6K ﹤0.01%
500
– –
MAT icon
2312
Mattel
MAT
$4.17B
$13.5K ﹤0.01%
680
+639
+1,559% +$12.3K
AVNS icon
2313
Avanos Medical
AVNS
$1.17B
$13.5K ﹤0.01%
1,200
+415
+53% +$4.75K
URGN icon
2314
UroGen Pharma
URGN
$2B
$13.5K ﹤0.01%
575
+66
+13% +$1.43K
TCX icon
2315
Tucows
TCX
$97.1M
$13.5K ﹤0.01%
600
– –
BAI
2316
iShares A.I. Innovation and Tech Active ETF
BAI
$12.9B
$13.4K ﹤0.01%
+403
New +$14K
RMR icon
2317
The RMR Group
RMR
$342M
$13.4K ﹤0.01%
900
– –
RR icon
2318
Richtech Robotics
RR
$347M
$13.4K ﹤0.01%
4,145
+100
+2% +$442
RWK icon
2319
Invesco S&P MidCap 400 Revenue ETF
RWK
$1.3B
$13.3K ﹤0.01%
105
– –
AMBP icon
2320
Ardagh Metal Packaging
AMBP
$2.86B
$13.3K ﹤0.01%
+3,250
New +$12.3K
PRDO icon
2321
Perdoceo Education
PRDO
$1.9B
$13.3K ﹤0.01%
454
+213
+88% +$6.73K
JBTM
2322
JBT Marel
JBTM
$7.14B
$13.1K ﹤0.01%
87
-39
-31% -$5.5K
VREX icon
2323
Varex Imaging
VREX
$460M
$13.1K ﹤0.01%
1,125
– –
GDS icon
2324
GDS Holdings
GDS
$6.34B
$13.1K ﹤0.01%
375
-207
-36% -$7.16K
CNXC icon
2325
Concentrix
CNXC
$1.36B
$13K ﹤0.01%
312
+152
+95% +$6.17K
91 92
93
94 95

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Comerica Bank
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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
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.