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
$300B
AUM Growth
-$23.6B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
7,732
New
Increased
Reduced
Closed

Top Buys

1 +$375M
2 +$306M
3 +$284M
4
TD icon
Toronto Dominion Bank
TD
+$283M
5
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$227M

Top Sells

1 +$543M
2 +$538M
3 +$239M
4
MMM icon
3M
MMM
+$225M
5
UNH icon
UnitedHealth
UNH
+$212M

Sector Composition

1 Financials 21.44%
2 Technology 12.18%
3 Healthcare 9.39%
4 Energy 8.15%
5 Industrials 8.09%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
3076
$820K ﹤0.01%
46,735
-237
3077
$820K ﹤0.01%
56,945
+674
3078
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37,500
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3079
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10,857
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28,624
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3081
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-6,677
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$814K ﹤0.01%
23,933
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-190,418
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$813K ﹤0.01%
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$812K ﹤0.01%
20,139
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$810K ﹤0.01%
82,519
-4,403
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$808K ﹤0.01%
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$808K ﹤0.01%
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$807K ﹤0.01%
35,245
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$807K ﹤0.01%
116,191
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$803K ﹤0.01%
84,148
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82,109
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3093
$798K ﹤0.01%
59,121
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3094
$796K ﹤0.01%
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3095
$796K ﹤0.01%
18,775
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3096
$795K ﹤0.01%
21,401
-1,958
3097
$794K ﹤0.01%
24,220
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$793K ﹤0.01%
151,135
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3099
$792K ﹤0.01%
23,814
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3100
$791K ﹤0.01%
5,236
+257