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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
LKFN icon
2326
Lakeland Financial Corp
LKFN
$1.52B
$12.9K ﹤0.01%
226
+6
+3% +$357
SAA icon
2327
ProShares Ulta SmallCap600
SAA
$29M
$12.9K ﹤0.01%
500
– –
ZVIA icon
2328
Zevia
ZVIA
$108M
$12.9K ﹤0.01%
+5,555
New +$13.8K
TSQ icon
2329
Townsquare Media
TSQ
$113M
$12.8K ﹤0.01%
2,500
– –
TGNA
2330
DELISTED
TEGNA Inc
TGNA
$12.8K ﹤0.01%
659
-2,324
-78% -$45.9K
MIDD icon
2331
Middleby
MIDD
$6.05B
$12.8K ﹤0.01%
86
-2
-2% -$263
THW
2332
abrdn World Healthcare Fund
THW
$530M
$12.8K ﹤0.01%
+1,000
New +$12.7K
GABC icon
2333
German American Bancorp
GABC
$1.82B
$12.8K ﹤0.01%
326
– –
PNTG icon
2334
Pennant Group
PNTG
$1.43B
$12.7K ﹤0.01%
452
-2,946
-87% -$78.4K
KTB icon
2335
Kontoor Brands
KTB
$4.62B
$12.7K ﹤0.01%
208
-1,037
-83% -$77K
WDS icon
2336
Woodside Energy
WDS
$42.9B
$12.7K ﹤0.01%
815
+187
+30% +$2.97K
SMTC icon
2337
Semtech
SMTC
$11.7B
$12.7K ﹤0.01%
172
+169
+5,633% +$12K
MJ icon
2338
Amplify Alternative Harvest ETF
MJ
$101M
$12.7K ﹤0.01%
425
– –
CLIP icon
2339
Global X 1-3 Month T-Bill ETF
CLIP
$2.6B
$12.6K ﹤0.01%
+126
New +$12.6K
UTL icon
2340
Unitil
UTL
$1,000M
$12.5K ﹤0.01%
258
-5
-2% -$243
VFC icon
2341
VF Corp
VFC
$6.68B
$12.5K ﹤0.01%
690
-4,582
-87% -$74.3K
CIM
2342
Chimera Investment
CIM
$1.05B
$12.4K ﹤0.01%
+1,000
New +$12.7K
ALX
2343
Alexander's
ALX
$1.4B
$12.4K ﹤0.01%
57
+4
+8% +$892
RRC icon
2344
Range Resources
RRC
$9.11B
$12.4K ﹤0.01%
351
+232
+195% +$8.64K
FFIN icon
2345
First Financial Bankshares
FFIN
$4.97B
$12.3K ﹤0.01%
413
-1,073
-72% -$33.8K
AIV
2346
Aimco
AIV
$380M
$12.2K ﹤0.01%
2,058
– –
DHT icon
2347
DHT Holdings
DHT
$2.97B
$12.2K ﹤0.01%
1,000
-133
-12% -$1.67K
MGA icon
2348
Magna International
MGA
$17.9B
$12.2K ﹤0.01%
229
– –
BBUC
2349
Brookfield Business Corp Class A Subordinate Voting Shares
BBUC
$6.42B
$12.2K ﹤0.01%
340
– –
JMST icon
2350
JPMorgan Ultra-Short Municipal Income ETF
JMST
$7.11B
$12.2K ﹤0.01%
+239
New +$12.2K
92 93
94
95 96

Similar funds

Two Sigma Advisers
Two Sigma Advisers New York $51.4B AUM 31.07% 1-Year Est. Return
Comerica Bank
Comerica Bank Dallas, Texas $25.1B AUM 24.68% 1-Year Est. Return
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
Provida Pension Fund Administrator Las Condes, Santiago, Chile $5.78B AUM 21.16% 1-Year Est. Return

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.