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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
BLKB icon
2451
Blackbaud
BLKB
$1.5B
$9.12K ﹤0.01%
144
+89
+162% +$5.5K
ICSH icon
2452
iShares Ultra Short Duration Bond Active ETF
ICSH
$7.97B
$9.1K ﹤0.01%
180
-20
-10% -$1.01K
SGHT icon
2453
Sight Sciences
SGHT
$267M
$9.1K ﹤0.01%
1,148
– –
SARK icon
2454
Tradr 2X Long Innovation ETFShort Innovation Daily ETF
SARK
$45.1M
$9.07K ﹤0.01%
300
– –
PBR icon
2455
Petrobras
PBR
$121B
$9.06K ﹤0.01%
765
+47
+7% +$574
SOC icon
2456
Sable Offshore Corp
SOC
$903M
$9.02K ﹤0.01%
+1,000
New +$9.44K
PGNY icon
2457
Progyny
PGNY
$2.44B
$8.94K ﹤0.01%
348
+18
+5% +$414
WIT icon
2458
Wipro
WIT
$18.5B
$8.88K ﹤0.01%
3,126
– –
HLIO icon
2459
Helios Technologies
HLIO
$2.64B
$8.83K ﹤0.01%
165
– –
FUN icon
2460
Cedar Fair
FUN
$1.78B
$8.79K ﹤0.01%
573
-3,015
-84% -$54.5K
FTDR icon
2461
Frontdoor
FTDR
$5.02B
$8.77K ﹤0.01%
152
-436
-74% -$25.6K
PRLB icon
2462
Protolabs
PRLB
$1.86B
$8.75K ﹤0.01%
173
+5
+3% +$256
LEVI icon
2463
Levi Strauss
LEVI
$9.44B
$8.73K ﹤0.01%
421
– –
NSIT icon
2464
Insight Enterprises
NSIT
$3.55B
$8.72K ﹤0.01%
107
+7
+7% +$656
VPC icon
2465
Virtus Private Credit Strategy ETF
VPC
$29.8M
$8.71K ﹤0.01%
489
+89
+22% +$1.65K
FENY icon
2466
Fidelity MSCI Energy Index ETF
FENY
$2.02B
$8.7K ﹤0.01%
351
– –
XFOR icon
2467
X4 Pharmaceuticals
XFOR
$363M
$8.66K ﹤0.01%
2,166
– –
APLS
2468
DELISTED
Apellis Pharmaceuticals
APLS
$8.62K ﹤0.01%
343
-34
-9% -$798
DSU icon
2469
BlackRock Debt Strategies Fund
DSU
$591M
$8.61K ﹤0.01%
846
– –
OIH icon
2470
VanEck Oil Services ETF
OIH
$2.06B
$8.54K ﹤0.01%
30
– –
TEF
2471
DELISTED
Telefonica
TEF
$8.53K ﹤0.01%
2,107
-2,399
-53% -$10.8K
KRC icon
2472
Kilroy Realty
KRC
$4.58B
$8.52K ﹤0.01%
228
+225
+7,500% +$9.2K
EUO icon
2473
ProShares UltraShort Euro
EUO
$35.6M
$8.5K ﹤0.01%
300
– –
IHS icon
2474
IHS Holding
IHS
$2.77B
$8.48K ﹤0.01%
1,137
-527
-32% -$3.63K
SITM icon
2475
SiTime
SITM
$16.6B
$8.48K ﹤0.01%
24
+7
+41% +$2.19K
97 98
99
100 101

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CWM
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VRS
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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.