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
HIFS icon
4251
Hingham Institution for Saving
HIFS
$696M
$378K ﹤0.01%
1,518
-447
FMAG icon
4252
Fidelity Magellan ETF
FMAG
$261M
$377K ﹤0.01%
+10,974
FDWM
4253
DELISTED
Fidelity Women's Leadership ETF
FDWM
$376K ﹤0.01%
15,590
+12,976
RLGT icon
4254
Radiant Logistics
RLGT
$317M
$376K ﹤0.01%
62,007
+6,691
BSMS icon
4255
Invesco BulletShares 2028 Municipal Bond ETF
BSMS
$259M
$375K ﹤0.01%
16,140
+5,495
VIST icon
4256
Vista Energy
VIST
$5.41B
$375K ﹤0.01%
7,842
-1,582
XYLG icon
4257
Global X S&P 500 Covered Call & Growth ETF
XYLG
$63.5M
$375K ﹤0.01%
13,615
+2,319
FRD icon
4258
Friedman Industries
FRD
$139M
$375K ﹤0.01%
22,645
+645
HONE
4259
DELISTED
HarborOne Bancorp
HONE
$374K ﹤0.01%
31,978
+19,748
BBLU icon
4260
EA Bridgeway Blue Chip ETF
BBLU
$365M
$373K ﹤0.01%
27,115
-37
ATOM icon
4261
Atomera
ATOM
$82.4M
$372K ﹤0.01%
73,814
+73,630
BDN
4262
Brandywine Realty Trust
BDN
$542M
$372K ﹤0.01%
86,421
+50,261
RSPR icon
4263
Invesco S&P 500 Equal Weight Real Estate ETF
RSPR
$101M
$372K ﹤0.01%
10,615
-2,613
XSHQ icon
4264
Invesco S&P SmallCap Quality ETF
XSHQ
$262M
$372K ﹤0.01%
9,129
+610
NATR icon
4265
Nature's Sunshine
NATR
$425M
$372K ﹤0.01%
25,170
+1,501
OSG
4266
Octave Specialty Group
OSG
$284M
$371K ﹤0.01%
52,209
+49,197
HLLY icon
4267
Holley
HLLY
$508M
$370K ﹤0.01%
185,196
+122,049
PMX
4268
DELISTED
PIMCO Municipal Income Fund III
PMX
$370K ﹤0.01%
53,871
+4,021
SPFI icon
4269
South Plains Financial
SPFI
$702M
$370K ﹤0.01%
10,285
-778
ATLC icon
4270
Atlanticus Holdings
ATLC
$918M
$370K ﹤0.01%
6,747
-16,567
ATLX icon
4271
Atlas Lithium Corp
ATLX
$156M
$369K ﹤0.01%
97,596
+92,552
CNRG icon
4272
State Street SPDR S&P Kensho Clean Power ETF
CNRG
$207M
$369K ﹤0.01%
6,222
+3,921
ISCB icon
4273
iShares Morningstar Small-Cap ETF
ISCB
$270M
$369K ﹤0.01%
6,327
-3,048
SPRE icon
4274
SP Funds S&P Global REIT Sharia ETF
SPRE
$190M
$368K ﹤0.01%
19,178
-101
SRG
4275
Seritage Growth Properties
SRG
$219M
$368K ﹤0.01%
119,272
+115,622