Royal Bank of Canada

Royal Bank of Canada Portfolio holdings

AUM $562B
1-Year Est. Return 20.43%
 

Royal Bank of Canada (RBC), founded in 1864 and headquartered in Toronto, is Canada’s largest bank by market capitalization and one of the leading financial institutions in North America, offering a comprehensive suite of services including personal and commercial banking, wealth management, insurance, and capital markets. Managing hundreds of billions in assets, RBC serves millions of clients globally, with a significant presence in the U.S. and Caribbean through subsidiaries like RBC Wealth Management and City National Bank. Known for its stability and consistent profitability, RBC has earned a reputation as a conservative yet innovative bank, expanding its digital offerings and sustainability initiatives in recent years. With a strong focus on customer service and a robust international footprint, RBC remains a cornerstone of the Canadian and global financial systems.

This Quarter Est. Return
1 Year Est. Return
+20.43%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$514B
AUM Growth
+$66.8B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
7,047
New
Increased
Reduced
Closed

Top Buys

1 +$1.76B
2 +$1.59B
3 +$962M
4
BMO icon
Bank of Montreal
BMO
+$874M
5
ENB icon
Enbridge
ENB
+$862M

Top Sells

1 +$926M
2 +$903M
3 +$893M
4
VB icon
Vanguard Small-Cap ETF
VB
+$631M
5
AAPL icon
Apple
AAPL
+$543M

Sector Composition

1 Financials 20.5%
2 Technology 18.77%
3 Industrials 8%
4 Consumer Discretionary 7.32%
5 Energy 6.73%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
EZM icon
2601
WisdomTree US MidCap Fund
EZM
$815M
$3.36M ﹤0.01%
54,342
+13,378
RYN icon
2602
Rayonier
RYN
$3.42B
$3.35M ﹤0.01%
151,249
-7,867
BITQ icon
2603
Bitwise Crypto Industry Innovators ETF
BITQ
$414M
$3.34M ﹤0.01%
169,511
-149,525
ITUB icon
2604
Itaú Unibanco
ITUB
$83.6B
$3.33M ﹤0.01%
491,065
+45,487
LIT icon
2605
Global X Lithium & Battery Tech ETF
LIT
$1.4B
$3.33M ﹤0.01%
86,643
-6,411
APLD icon
2606
Applied Digital
APLD
$7.55B
$3.32M ﹤0.01%
330,124
+313,252
CRK icon
2607
Comstock Resources
CRK
$7.87B
$3.32M ﹤0.01%
119,840
-22,551
VTHR icon
2608
Vanguard Russell 3000 ETF
VTHR
$3.75B
$3.31M ﹤0.01%
12,129
+794
VC icon
2609
Visteon
VC
$2.82B
$3.3M ﹤0.01%
35,347
+13,355
HMOP icon
2610
Hartford Municipal Opportunities ETF
HMOP
$624M
$3.3M ﹤0.01%
86,124
-40,798
SCMB icon
2611
Schwab Municipal Bond ETF
SCMB
$2.55B
$3.29M ﹤0.01%
+130,722
SNDX icon
2612
Syndax Pharmaceuticals
SNDX
$1.72B
$3.29M ﹤0.01%
351,263
+349,342
CHRD icon
2613
Chord Energy
CHRD
$5.34B
$3.29M ﹤0.01%
33,925
-2,172
CSWC icon
2614
Capital Southwest
CSWC
$1.24B
$3.29M ﹤0.01%
149,055
+79,916
ANF icon
2615
Abercrombie & Fitch
ANF
$4.49B
$3.28M ﹤0.01%
39,582
+28,638
BGB
2616
Blackstone Strategic Credit 2027 Term Fund
BGB
$529M
$3.26M ﹤0.01%
269,234
-13,154
NUBD icon
2617
Nuveen ESG US Aggregate Bond ETF
NUBD
$452M
$3.26M ﹤0.01%
146,539
+8,641
DMXF icon
2618
iShares ESG Advanced MSCI EAFE ETF
DMXF
$658M
$3.25M ﹤0.01%
43,620
-867
AEIS icon
2619
Advanced Energy
AEIS
$7.97B
$3.24M ﹤0.01%
24,439
+13,284
GO icon
2620
Grocery Outlet
GO
$1.09B
$3.24M ﹤0.01%
260,583
+138,018
IBRX icon
2621
ImmunityBio
IBRX
$2.32B
$3.23M ﹤0.01%
1,225,060
+1,167,987
FDLO icon
2622
Fidelity Low Volatility Factor ETF
FDLO
$1.49B
$3.23M ﹤0.01%
51,430
-58,485
FRA icon
2623
BlackRock Floating Rate Income Strategies Fund
FRA
$423M
$3.23M ﹤0.01%
245,659
+80,115
WKC icon
2624
World Kinect Corp
WKC
$1.29B
$3.23M ﹤0.01%
113,841
+45,613
MSD
2625
Morgan Stanley Emerging Markets Debt Fund
MSD
$150M
$3.22M ﹤0.01%
416,780
+4,009