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
JHMU icon
3601
John Hancock Dynamic Municipal Bond ETF
JHMU
$36.7M
$893K ﹤0.01%
+34,958
WLY icon
3602
John Wiley & Sons Class A
WLY
$1.93B
$893K ﹤0.01%
20,002
-4,303
SGHC icon
3603
SGHC Ltd
SGHC
$5.53B
$890K ﹤0.01%
81,090
+80,893
AMRZ
3604
Amrize Ltd
AMRZ
$28.8B
$889K ﹤0.01%
+17,928
PML
3605
PIMCO Municipal Income Fund II
PML
$507M
$888K ﹤0.01%
119,151
+475
COLM icon
3606
Columbia Sportswear
COLM
$2.98B
$887K ﹤0.01%
14,511
-10,987
COOK icon
3607
Traeger
COOK
$118M
$886K ﹤0.01%
518,178
+424,374
OCFC icon
3608
OceanFirst Financial
OCFC
$1.09B
$886K ﹤0.01%
50,258
-1,817
CLOX icon
3609
Panagram AAA CLO ETF
CLOX
$242M
$885K ﹤0.01%
34,600
+32,465
NIM icon
3610
Nuveen Select Maturities Municipal Fund
NIM
$115M
$885K ﹤0.01%
97,648
+12,627
TMF icon
3611
Direxion Daily 20+ Year Treasury Bull 3X Shares
TMF
$4.3B
$883K ﹤0.01%
22,498
-2,104
OSBC icon
3612
Old Second Bancorp
OSBC
$1B
$881K ﹤0.01%
49,576
+26,978
DVOL icon
3613
First Trust Dorsey Wright Momentum & Low Volatility ETF
DVOL
$80.3M
$880K ﹤0.01%
25,060
+23,326
ETJ
3614
Eaton Vance Risk-Managed Diversified Equity Income Fund
ETJ
$590M
$880K ﹤0.01%
97,382
+3,821
PHD
3615
DELISTED
Pioneer Floating Rate Fund
PHD
$880K ﹤0.01%
89,616
-9,544
CTA icon
3616
Simplify Managed Futures Strategy ETF
CTA
$1.15B
$877K ﹤0.01%
32,787
-72,206
IBOC icon
3617
International Bancshares
IBOC
$4.16B
$877K ﹤0.01%
13,178
+457
XJH icon
3618
iShares ESG Screened S&P Mid-Cap ETF
XJH
$329M
$876K ﹤0.01%
21,096
-15,057
DISV icon
3619
Dimensional International Small Cap Value ETF
DISV
$3.85B
$873K ﹤0.01%
26,537
+20,303
ABFL
3620
Abacus FCF Leaders ETF
ABFL
$774M
$873K ﹤0.01%
12,338
+532
INR
3621
Infinity Natural Resources
INR
$212M
$871K ﹤0.01%
47,556
+20,986
BYRN icon
3622
Byrna Technologies
BYRN
$411M
$868K ﹤0.01%
28,104
+4,731
DJIA icon
3623
Global X Dow 30 Covered Call ETF
DJIA
$141M
$868K ﹤0.01%
40,050
-33,988
NRP icon
3624
Natural Resource Partners
NRP
$1.37B
$868K ﹤0.01%
9,088
-111
OLP
3625
One Liberty Properties
OLP
$450M
$868K ﹤0.01%
36,351
-588