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
$562B
AUM Growth
+$48B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
7,193
New
Increased
Reduced
Closed

Top Buys

1 +$4.9B
2 +$922M
3 +$723M
4
TSLA icon
Tesla
TSLA
+$576M
5
AAPL icon
Apple
AAPL
+$560M

Top Sells

1 +$1.6B
2 +$681M
3 +$571M
4
CRM icon
Salesforce
CRM
+$553M
5
BNS icon
Scotiabank
BNS
+$518M

Sector Composition

1 Financials 19.69%
2 Technology 19.04%
3 Industrials 7.47%
4 Consumer Discretionary 7.44%
5 Energy 6.46%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
SG icon
2976
Sweetgreen
SG
$820M
$2.13M ﹤0.01%
267,016
-169,917
ESG icon
2977
FlexShares STOXX US ESG Select Index Fund
ESG
$123M
$2.12M ﹤0.01%
13,776
+2,762
ALGT icon
2978
Allegiant Air
ALGT
$1.65B
$2.12M ﹤0.01%
34,875
-9,511
WERN icon
2979
Werner Enterprises
WERN
$2B
$2.11M ﹤0.01%
80,229
+63,564
AMBP icon
2980
Ardagh Metal Packaging
AMBP
$2.49B
$2.11M ﹤0.01%
529,084
+120,910
SCVL icon
2981
Shoe Carnival
SCVL
$539M
$2.11M ﹤0.01%
101,423
-12,377
PFFR icon
2982
InfraCap REIT Preferred ETF
PFFR
$107M
$2.11M ﹤0.01%
112,604
+62,207
SCMB icon
2983
Schwab Municipal Bond ETF
SCMB
$2.97B
$2.1M ﹤0.01%
82,117
-48,605
BSJR icon
2984
Invesco BulletShares 2027 High Yield Corporate Bond ETF
BSJR
$757M
$2.1M ﹤0.01%
92,408
+10,688
BHVN icon
2985
Biohaven
BHVN
$1.74B
$2.1M ﹤0.01%
139,572
-8,459
UHAL icon
2986
U-Haul Holding Co
UHAL
$10.9B
$2.1M ﹤0.01%
36,690
+1,122
TPH icon
2987
Tri Pointe Homes
TPH
$3.03B
$2.09M ﹤0.01%
61,657
+2,408
CGBD icon
2988
Carlyle Secured Lending
CGBD
$943M
$2.09M ﹤0.01%
167,412
-98,801
GHI icon
2989
Greystone Housing Impact Investors LP
GHI
$186M
$2.09M ﹤0.01%
202,822
+29,537
SPUS icon
2990
SP Funds S&P 500 Sharia ETF
SPUS
$1.94B
$2.09M ﹤0.01%
42,224
-15,236
FREL icon
2991
Fidelity MSCI Real Estate Index ETF
FREL
$1.12B
$2.08M ﹤0.01%
74,917
-20,253
SHOO icon
2992
Steven Madden
SHOO
$3.26B
$2.08M ﹤0.01%
62,212
+10,439
SANA icon
2993
Sana Biotechnology
SANA
$1.28B
$2.08M ﹤0.01%
585,978
+114,371
PRDO icon
2994
Perdoceo Education
PRDO
$2.06B
$2.08M ﹤0.01%
55,174
-265,598
SCHY icon
2995
Schwab International Dividend Equity ETF
SCHY
$1.76B
$2.08M ﹤0.01%
74,275
+16,292
PAWZ icon
2996
ProShares Pet Care ETF
PAWZ
$46M
$2.08M ﹤0.01%
37,006
-469
LUMN icon
2997
Lumen
LUMN
$8.43B
$2.07M ﹤0.01%
338,602
-12,922
RFI
2998
Cohen & Steers Total Return Realty Fund
RFI
$298M
$2.07M ﹤0.01%
171,111
-2,564
BCSF icon
2999
Bain Capital Specialty
BCSF
$887M
$2.06M ﹤0.01%
144,865
+3,820
SDHY
3000
PGIM Short Duration High Yield Opportunities Fund
SDHY
$410M
$2.06M ﹤0.01%
123,139
+8,710