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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
ADTN icon
2351
Adtran
ADTN
$798M
$12.2K ﹤0.01%
+1,400
New +$12.2K
SANM icon
2352
Sanmina
SANM
$11.2B
$12.2K ﹤0.01%
81
+66
+440% +$9.74K
STVN icon
2353
Stevanato
STVN
$5.37B
$12.1K ﹤0.01%
600
– –
FENC icon
2354
Fennec Pharmaceuticals
FENC
$347M
$12.1K ﹤0.01%
1,565
– –
BITW
2355
Bitwise 10 Crypto Index ETF
BITW
$616M
$12K ﹤0.01%
+205
New +$12.2K
FEP icon
2356
First Trust Europe AlphaDEX Fund
FEP
$513M
$12K ﹤0.01%
223
– –
ZETA icon
2357
Zeta Global
ZETA
$4.77B
$12K ﹤0.01%
589
-15,076
-96% -$282K
ASA
2358
ASA Gold and Precious Metals
ASA
$948M
$11.9K ﹤0.01%
200
– –
HURN icon
2359
Huron Consulting
HURN
$1.82B
$11.9K ﹤0.01%
69
+31
+82% +$5.08K
RWL icon
2360
Invesco S&P 500 Revenue ETF
RWL
$9.51B
$11.9K ﹤0.01%
104
– –
PLOW icon
2361
Douglas Dynamics
PLOW
$1.07B
$11.9K ﹤0.01%
365
-839
-70% -$26.5K
LCII icon
2362
LCI Industries
LCII
$2.51B
$11.9K ﹤0.01%
98
+6
+7% +$638
UVE icon
2363
Universal Insurance Holdings
UVE
$1.16B
$11.8K ﹤0.01%
350
– –
QGEN icon
2364
Qiagen
QGEN
$8.53B
$11.8K ﹤0.01%
263
+134
+104% +$6.2K
ACA icon
2365
Arcosa
ACA
$7.12B
$11.8K ﹤0.01%
111
+11
+11% +$1.11K
EVER icon
2366
EverQuote
EVER
$886M
$11.8K ﹤0.01%
437
+37
+9% +$897
AL
2367
DELISTED
Air Lease Corp
AL
$11.8K ﹤0.01%
183
-16
-8% -$1.02K
CRBG icon
2368
Corebridge Financial
CRBG
$14.1B
$11.7K ﹤0.01%
+389
New +$12K
SFL icon
2369
SFL Corp
SFL
$1.59B
$11.7K ﹤0.01%
1,500
– –
KNX icon
2370
Knight Transportation
KNX
$11.8B
$11.7K ﹤0.01%
224
-2,615
-92% -$123K
CWAN
2371
DELISTED
Clearwater Analytics
CWAN
$11.7K ﹤0.01%
485
– –
AGCO icon
2372
AGCO
AGCO
$8.78B
$11.7K ﹤0.01%
112
-356
-76% -$37.9K
SPIP icon
2373
State Street SPDR Portfolio TIPS ETF
SPIP
$1B
$11.6K ﹤0.01%
447
-928
-67% -$24.3K
UBSI icon
2374
United Bankshares
UBSI
$6.55B
$11.6K ﹤0.01%
+302
New +$11.2K
PUK icon
2375
Prudential
PUK
$36.5B
$11.6K ﹤0.01%
372
+277
+292% +$7.94K
93 94
95
96 97

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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
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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.