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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
FLG
2401
Flagstar Bank National Association
FLG
$5.77B
$10.7K ﹤0.01%
+852
New +$10.2K
RFG icon
2402
Invesco S&P MidCap 400 Pure Growth ETF
RFG
$343M
$10.6K ﹤0.01%
203
– –
VCEL icon
2403
Vericel Corp
VCEL
$2.3B
$10.6K ﹤0.01%
295
-626
-68% -$23K
SCHJ icon
2404
Schwab 1-5 Year Corporate Bond ETF
SCHJ
$852M
$10.6K ﹤0.01%
425
+6
+1% +$149
BTO
2405
John Hancock Financial Opportunities Fund
BTO
$802M
$10.5K ﹤0.01%
300
– –
OPFI icon
2406
OppFi
OPFI
$770M
$10.5K ﹤0.01%
+1,000
New +$10.1K
ZGN icon
2407
Zegna
ZGN
$3.84B
$10.5K ﹤0.01%
+1,020
New +$10.4K
NXP icon
2408
Nuveen Select Tax-Free Income Portfolio
NXP
$900M
$10.4K ﹤0.01%
741
– –
QS icon
2409
QuantumScape Corp
QS
$3B
$10.4K ﹤0.01%
1,000
– –
VMO icon
2410
Invesco Municipal Opportunity Trust
VMO
$647M
$10.4K ﹤0.01%
1,088
– –
QTWO icon
2411
Q2 Holdings
QTWO
$3.42B
$10.4K ﹤0.01%
144
+3
+2% +$206
UTZ icon
2412
Utz Brands
UTZ
$1.25B
$10.4K ﹤0.01%
1,000
– –
ARW icon
2413
Arrow Electronics
ARW
$10.9B
$10.4K ﹤0.01%
94
+56
+147% +$6.36K
ARKQ icon
2414
ARK Autonomous Technology & Robotics ETF
ARKQ
$1.88B
$10.3K ﹤0.01%
90
– –
CLMB icon
2415
Climb Global Solutions
CLMB
$473M
$10.3K ﹤0.01%
400
– –
SLVM icon
2416
Sylvamo
SLVM
$1.52B
$10.3K ﹤0.01%
213
-77
-27% -$3.5K
ARKF icon
2417
ARK Blockchain & Fintech Innovation ETF
ARKF
$718M
$10.2K ﹤0.01%
215
-25
-10% -$1.3K
PRCT icon
2418
Procept Biorobotics
PRCT
$950M
$10.2K ﹤0.01%
325
+86
+36% +$2.85K
VRIG icon
2419
Invesco Variable Rate Investment Grade ETF
VRIG
$1.77B
$10.2K ﹤0.01%
407
– –
SIMO icon
2420
Silicon Motion
SIMO
$9.19B
$10.2K ﹤0.01%
110
– –
MMYT icon
2421
MakeMyTrip
MMYT
$4.67B
$10.1K ﹤0.01%
123
-26
-17% -$2.13K
MSOS icon
2422
AdvisorShares Pure US Cannabis ETF
MSOS
$864M
$10.1K ﹤0.01%
2,130
– –
ERIC icon
2423
Ericsson
ERIC
$30.7B
$10K ﹤0.01%
1,041
-187
-15% -$1.77K
SHG icon
2424
Shinhan Financial Group
SHG
$33.6B
$9.97K ﹤0.01%
186
+18
+11% +$950
TCHP icon
2425
T. Rowe Price Blue Chip Growth ETF
TCHP
$2.08B
$9.97K ﹤0.01%
200
– –
95 96
97
98 99

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.