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
SHYD icon
3401
VanEck Short High Yield Muni ETF
SHYD
$399M
$1.2M ﹤0.01%
52,588
+4,466
BSMR icon
3402
Invesco BulletShares 2027 Municipal Bond ETF
BSMR
$310M
$1.2M ﹤0.01%
50,703
+764
SCHH icon
3403
Schwab US REIT ETF
SCHH
$9.08B
$1.2M ﹤0.01%
55,651
+733
IYLD icon
3404
iShares Morningstar Multi-Asset Income ETF
IYLD
$131M
$1.2M ﹤0.01%
56,363
-21,909
EZA icon
3405
iShares MSCI South Africa ETF
EZA
$669M
$1.2M ﹤0.01%
18,683
+8,740
PSCH icon
3406
Invesco S&P SmallCap Health Care ETF
PSCH
$151M
$1.2M ﹤0.01%
28,752
+5,038
DAX icon
3407
Global X DAX Germany ETF
DAX
$279M
$1.2M ﹤0.01%
26,700
+675
SFGV
3408
Sequoia Global Value ETF
SFGV
$1.09B
$1.19M ﹤0.01%
38,309
+33,556
XVV icon
3409
iShares ESG Screened S&P 500 ETF
XVV
$686M
$1.19M ﹤0.01%
23,142
-9,689
NAGE
3410
Niagen Bioscience
NAGE
$495M
$1.19M ﹤0.01%
127,592
+55,501
HROW icon
3411
Harrow
HROW
$1.75B
$1.19M ﹤0.01%
24,683
+15,426
EDOW icon
3412
First Trust Dow 30 Equal Weight ETF
EDOW
$229M
$1.19M ﹤0.01%
29,758
+5,776
WIP icon
3413
SPDR FTSE International Government Inflation-Protected Bond ETF
WIP
$359M
$1.19M ﹤0.01%
30,285
+3,074
FDEV icon
3414
Fidelity International Multifactor ETF
FDEV
$239M
$1.19M ﹤0.01%
35,791
+1,682
PJT icon
3415
PJT Partners
PJT
$4.65B
$1.18M ﹤0.01%
6,648
-11,491
ERTH icon
3416
Invesco MSCI Sustainable Future ETF
ERTH
$142M
$1.18M ﹤0.01%
24,761
-1,969
FLWS icon
3417
1-800-Flowers.com
FLWS
$285M
$1.18M ﹤0.01%
256,451
-139,925
FSCO
3418
FS Credit Opportunities Corp
FSCO
$1.28B
$1.18M ﹤0.01%
170,203
-21,272
GSG icon
3419
iShares S&P GSCI Commodity-Indexed Trust
GSG
$1.13B
$1.18M ﹤0.01%
51,186
-706
CLDX icon
3420
Celldex Therapeutics
CLDX
$1.74B
$1.17M ﹤0.01%
45,401
-5,214
FNDC icon
3421
Schwab Fundamental International Small Company Index ETF
FNDC
$3.15B
$1.17M ﹤0.01%
26,373
+9,302
HYGH icon
3422
iShares Interest Rate Hedged High Yield Bond ETF
HYGH
$452M
$1.17M ﹤0.01%
13,473
-2,739
PSR icon
3423
Invesco Active US Real Estate Fund
PSR
$49.2M
$1.17M ﹤0.01%
12,620
-213
USLM icon
3424
United States Lime & Minerals
USLM
$3.64B
$1.17M ﹤0.01%
8,893
+7,867
KFY icon
3425
Korn Ferry
KFY
$3.54B
$1.17M ﹤0.01%
16,724
-3,167