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
RNG icon
3101
RingCentral
RNG
$2.22B
$1.79M ﹤0.01%
63,173
+2,245
NAC icon
3102
Nuveen California Quality Municipal Income Fund
NAC
$1.74B
$1.79M ﹤0.01%
155,409
+28,215
PGF icon
3103
Invesco Financial Preferred ETF
PGF
$749M
$1.79M ﹤0.01%
122,203
-37,593
PWP icon
3104
Perella Weinberg Partners
PWP
$1.47B
$1.78M ﹤0.01%
83,592
+60,704
MEG icon
3105
Montrose Environmental
MEG
$786M
$1.78M ﹤0.01%
64,735
-54,097
GDMN icon
3106
WisdomTree Efficient Gold Plus Gold Miners Strategy Fund
GDMN
$237M
$1.78M ﹤0.01%
22,340
-88
IRMD icon
3107
iRadimed
IRMD
$1.31B
$1.77M ﹤0.01%
24,953
-125
PECO icon
3108
Phillips Edison & Co
PECO
$4.49B
$1.77M ﹤0.01%
51,708
-20,500
COUR icon
3109
Coursera
COUR
$1.07B
$1.76M ﹤0.01%
150,723
-7,089
WTV icon
3110
WisdomTree US Value Fund
WTV
$2.32B
$1.76M ﹤0.01%
19,351
+13,960
TUA icon
3111
Simplify Short Term Treasury Futures Strategy ETF
TUA
$660M
$1.76M ﹤0.01%
80,467
ETO
3112
Eaton Vance Tax-Advantaged Global Dividend Opportunities Fund
ETO
$491M
$1.76M ﹤0.01%
63,701
-2,096
VRRM icon
3113
Verra Mobility
VRRM
$3.51B
$1.75M ﹤0.01%
71,007
-9,304
MCY icon
3114
Mercury Insurance
MCY
$4.91B
$1.75M ﹤0.01%
20,683
-2,706
RSPU icon
3115
Invesco S&P 500 Equal Weight Utilities ETF
RSPU
$512M
$1.75M ﹤0.01%
22,816
-10,131
CODI icon
3116
Compass Diversified
CODI
$404M
$1.75M ﹤0.01%
263,558
-145,580
DEC
3117
Diversified Energy Company
DEC
$1B
$1.75M ﹤0.01%
124,499
+65,810
MMIN icon
3118
IQ MacKay Municipal Insured ETF
MMIN
$368M
$1.75M ﹤0.01%
73,293
+10,820
DBAW icon
3119
Xtrackers MSCI All World ex US Hedged Equity ETF
DBAW
$232M
$1.74M ﹤0.01%
44,220
-7,212
FLGB icon
3120
Franklin FTSE United Kingdom ETF
FLGB
$1.03B
$1.74M ﹤0.01%
53,951
-49,352
VTN icon
3121
Invesco Trust for Investment Grade New York Municipals
VTN
$167M
$1.74M ﹤0.01%
158,115
+18,700
BBWI icon
3122
Bath & Body Works
BBWI
$4.56B
$1.74M ﹤0.01%
67,571
-216,177
BOH icon
3123
Bank of Hawaii
BOH
$2.91B
$1.74M ﹤0.01%
26,526
-342
PZZA icon
3124
Papa John's
PZZA
$1.24B
$1.73M ﹤0.01%
36,026
-7,752
FWONA icon
3125
Liberty Media Series A
FWONA
$20.6B
$1.73M ﹤0.01%
18,156
+1,047