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
STAA icon
3826
STAAR Surgical
STAA
$1.28B
$674K ﹤0.01%
40,263
+31,312
BTU icon
3827
Peabody Energy
BTU
$3.25B
$673K ﹤0.01%
50,131
+597
IPI icon
3828
Intrepid Potash
IPI
$344M
$673K ﹤0.01%
18,855
+12,844
AGL icon
3829
Agilon Health
AGL
$258M
$672K ﹤0.01%
292,038
+272,465
FUNL icon
3830
CornerCap Fundametrics Large-Cap ETF
FUNL
$205M
$672K ﹤0.01%
15,428
-5,780
INVZ icon
3831
Innoviz Technologies
INVZ
$253M
$672K ﹤0.01%
409,700
+408,900
LAZR icon
3832
Luminar Technologies
LAZR
$67M
$671K ﹤0.01%
233,574
+2,002
PHR icon
3833
Phreesia
PHR
$1.2B
$671K ﹤0.01%
23,554
-565
FER icon
3834
Ferrovial SE
FER
$46.4B
$671K ﹤0.01%
12,521
-39
DHIL icon
3835
Diamond Hill
DHIL
$314M
$670K ﹤0.01%
4,614
+521
JBBB icon
3836
Janus Henderson B-BBB CLO ETF
JBBB
$1.24B
$668K ﹤0.01%
13,846
-50,454
OMFS icon
3837
Invesco Russell 2000 Dynamic Multifactor ETF
OMFS
$256M
$668K ﹤0.01%
16,674
-28,215
PARR icon
3838
Par Pacific Holdings
PARR
$2.37B
$668K ﹤0.01%
25,181
+1,728
DJCO icon
3839
Daily Journal
DJCO
$640M
$667K ﹤0.01%
1,580
+157
GPRK icon
3840
GeoPark
GPRK
$427M
$667K ﹤0.01%
102,255
+4,672
LUXE
3841
LuxExperience B.V.
LUXE
$1.28B
$667K ﹤0.01%
83,977
+1,540
CGON icon
3842
CG Oncology
CGON
$3.49B
$665K ﹤0.01%
25,573
+25,262
PLG
3843
Platinum Group Metals
PLG
$281M
$665K ﹤0.01%
434,624
+434,317
CCB icon
3844
Coastal Financial
CCB
$1.72B
$665K ﹤0.01%
6,865
-332
DV icon
3845
DoubleVerify
DV
$1.72B
$663K ﹤0.01%
44,305
-4,344
THFF icon
3846
First Financial Corp
THFF
$705M
$663K ﹤0.01%
12,236
+4,558
GSST icon
3847
Goldman Sachs Access Ultra Short Bond ETF
GSST
$1.17B
$661K ﹤0.01%
13,064
+1,343
NXDR
3848
Nextdoor Holdings
NXDR
$674M
$661K ﹤0.01%
397,913
+372,142
PFS icon
3849
Provident Financial Services
PFS
$2.54B
$661K ﹤0.01%
37,685
-6,421
XLSR icon
3850
State Street US Sector Rotation ETF
XLSR
$884M
$660K ﹤0.01%
12,008
-9,395