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
SIZE icon
4026
iShares MSCI USA Size Factor ETF
SIZE
$395M
$483K ﹤0.01%
3,007
JCE icon
4027
Nuveen Core Equity Alpha Fund
JCE
$272M
$482K ﹤0.01%
30,634
-3,291
TACOU
4028
Berto Acquisition Corp Unit
TACOU
$259M
$482K ﹤0.01%
45,000
MVF icon
4029
BlackRock MuniVest Fund
MVF
$405M
$479K ﹤0.01%
69,783
-2,460
SBI
4030
Western Asset Intermediate Muni Fund
SBI
$110M
$479K ﹤0.01%
60,616
+28,254
PUI icon
4031
Invesco Dorsey Wright Utilities Momentum ETF
PUI
$48.5M
$478K ﹤0.01%
10,418
+952
DISV icon
4032
Dimensional International Small Cap Value ETF
DISV
$4.26B
$477K ﹤0.01%
13,368
-13,169
HPF
4033
John Hancock Preferred Income Fund II
HPF
$349M
$477K ﹤0.01%
28,319
+743
XIFR
4034
XPLR Infrastructure LP
XIFR
$942M
$477K ﹤0.01%
46,875
-20,472
CTS icon
4035
CTS Corp
CTS
$1.4B
$476K ﹤0.01%
11,905
-17,936
HRZN icon
4036
Horizon Technology Finance
HRZN
$293M
$475K ﹤0.01%
77,952
+13,533
SLG icon
4037
SL Green Realty
SLG
$3.45B
$475K ﹤0.01%
7,924
-109,114
LEG icon
4038
Leggett & Platt
LEG
$1.7B
$474K ﹤0.01%
53,513
-436
SHBI icon
4039
Shore Bancshares
SHBI
$610M
$474K ﹤0.01%
28,832
+9,636
MSTY icon
4040
YieldMax MSTR Option Income Strategy ETF
MSTY
$1.35B
$474K ﹤0.01%
6,780
+4,660
BRSP
4041
BrightSpire Capital
BRSP
$773M
$473K ﹤0.01%
86,956
-8,217
AXGN icon
4042
Axogen
AXGN
$1.47B
$473K ﹤0.01%
26,507
+2,449
VGMS
4043
Vanguard Multi-Sector Income Bond ETF
VGMS
$169M
$472K ﹤0.01%
9,111
+6,080
EBND icon
4044
SPDR Bloomberg Emerging Markets Local Bond ETF
EBND
$2.23B
$471K ﹤0.01%
22,026
+976
GNW icon
4045
Genworth Financial
GNW
$3.35B
$471K ﹤0.01%
52,848
-40,150
USSG icon
4046
Xtrackers MSCI USA ESG Leaders Equity ETF
USSG
$548M
$471K ﹤0.01%
7,684
+7,384
PDM
4047
Piedmont Realty Trust
PDM
$1.06B
$470K ﹤0.01%
52,115
-8,494
UBT icon
4048
ProShares Ultra 20+ Year Treasury
UBT
$84.2M
$470K ﹤0.01%
27,212
-7,167
MRCP icon
4049
PGIM US Large-Cap Buffer 12 ETF March
MRCP
$13.7M
$470K ﹤0.01%
15,069
+14,439
BMN icon
4050
BlackRock 2037 Municipal Target Term Trust
BMN
$162M
$469K ﹤0.01%
18,700
+4,700