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
CHCT
4276
Community Healthcare Trust
CHCT
$444M
$367K ﹤0.01%
22,053
-6,724
SXC icon
4277
SunCoke Energy
SXC
$552M
$367K ﹤0.01%
42,826
+6,869
TDVI icon
4278
FT Vest Technology Dividend Target Income ETF
TDVI
$199M
$367K ﹤0.01%
13,700
-3,201
TFSL icon
4279
TFS Financial
TFSL
$4B
$367K ﹤0.01%
28,331
+27,146
LINC icon
4280
Lincoln Educational Services
LINC
$651M
$366K ﹤0.01%
15,901
-17,575
LOCO icon
4281
El Pollo Loco
LOCO
$327M
$366K ﹤0.01%
33,123
+3,750
ACVT
4282
Advent Convertible Bond ETF
ACVT
$27.3M
$366K ﹤0.01%
+14,006
AAA
4283
Alternative Access First Priority CLO Bond ETF
AAA
$42.4M
$365K ﹤0.01%
+14,635
RARE icon
4284
Ultragenyx Pharmaceutical
RARE
$3.35B
$365K ﹤0.01%
10,043
+4,253
EH
4285
EHang Holdings
EH
$1.03B
$364K ﹤0.01%
20,980
+14,368
INBK icon
4286
First Internet Bancorp
INBK
$166M
$364K ﹤0.01%
13,537
-252
PSTL
4287
Postal Realty Trust
PSTL
$405M
$364K ﹤0.01%
24,713
+6,661
SKIN icon
4288
The Beauty Health Co
SKIN
$189M
$364K ﹤0.01%
190,801
+189,547
WEST icon
4289
Westrock Coffee
WEST
$421M
$364K ﹤0.01%
63,581
+63,531
CHYM
4290
Chime Financial
CHYM
$7.91B
$364K ﹤0.01%
+10,549
IPKW icon
4291
Invesco International BuyBack Achievers ETF
IPKW
$417M
$363K ﹤0.01%
7,462
+3,403
EPU icon
4292
iShares MSCI Peru and Global Exposure ETF
EPU
$245M
$361K ﹤0.01%
7,432
-196
FDM icon
4293
First Trust Dow Jones Select MicroCap Index Fund
FDM
$211M
$361K ﹤0.01%
5,041
-642
HMN icon
4294
Horace Mann Educators
HMN
$1.86B
$361K ﹤0.01%
8,406
+155
DCOR icon
4295
Dimensional US Core Equity 1 ETF
DCOR
$2.31B
$360K ﹤0.01%
+5,384
EIPX icon
4296
FT Energy Income Partners Strategy ETF
EIPX
$408M
$360K ﹤0.01%
14,050
+2,919
HRTG icon
4297
Heritage Insurance Holdings
HRTG
$898M
$360K ﹤0.01%
14,426
-220
AVDX
4298
DELISTED
AvidXchange
AVDX
$359K ﹤0.01%
36,695
+31,435
CHPT icon
4299
ChargePoint
CHPT
$191M
$359K ﹤0.01%
25,566
+3,135
GDO
4300
Western Asset Global Corporate Defined Opportunity Fund
GDO
$87.8M
$359K ﹤0.01%
30,423
+2,053