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
ENFR icon
4376
Alerian Energy Infrastructure ETF
ENFR
$328M
$321K ﹤0.01%
9,943
+25
FPFD icon
4377
Fidelity Preferred Securities & Income ETF
FPFD
$74.5M
$320K ﹤0.01%
14,898
-1,056
GERN icon
4378
Geron
GERN
$753M
$320K ﹤0.01%
226,579
+224,750
MLP icon
4379
Maui Land & Pineapple Co
MLP
$313M
$319K ﹤0.01%
17,494
+12,296
FXY icon
4380
Invesco CurrencyShares Japanese Yen Trust
FXY
$463M
$318K ﹤0.01%
4,973
+1,601
NAZ icon
4381
Nuveen Arizona Quality Municipal Income Fund
NAZ
$148M
$316K ﹤0.01%
27,072
+3,089
PSBD icon
4382
Palmer Square Capital BDC
PSBD
$390M
$316K ﹤0.01%
22,705
-22,076
MD icon
4383
Pediatrix Medical
MD
$2.07B
$316K ﹤0.01%
21,951
-146
BSMV icon
4384
Invesco BulletShares 2031 Municipal Bond ETF
BSMV
$133M
$315K ﹤0.01%
15,299
+6,623
HTH icon
4385
Hilltop Holdings
HTH
$2.1B
$315K ﹤0.01%
10,335
-483
SBIO icon
4386
ALPS Medical Breakthroughs ETF
SBIO
$99.8M
$315K ﹤0.01%
10,489
-79
VFL
4387
abrdn National Municipal Income Fund
VFL
$124M
$315K ﹤0.01%
32,562
-5,709
BEEZ
4388
Honeytree US Equity ETF
BEEZ
$8.29M
$314K ﹤0.01%
9,650
-2,133
CFFI icon
4389
C&F Financial
CFFI
$225M
$314K ﹤0.01%
5,090
-264
CRD.A icon
4390
Crawford & Co Class A
CRD.A
$550M
$314K ﹤0.01%
29,768
+678
BHRB icon
4391
Burke & Herbert Financial Services Corp
BHRB
$980M
$313K ﹤0.01%
5,239
-528
CXDO icon
4392
Crexendo
CXDO
$215M
$313K ﹤0.01%
51,587
+21,787
GROY icon
4393
Gold Royalty Corp
GROY
$866M
$313K ﹤0.01%
141,450
-7,770
NEWT icon
4394
NewtekOne
NEWT
$309M
$313K ﹤0.01%
27,700
+4,061
DBP icon
4395
Invesco DB Precious Metals Fund
DBP
$246M
$312K ﹤0.01%
4,150
-1,249
GNTY
4396
DELISTED
Guaranty Bancshares
GNTY
$312K ﹤0.01%
7,347
-754
SJT
4397
San Juan Basin Royalty Trust
SJT
$262M
$312K ﹤0.01%
52,200
+49,200
APRW icon
4398
AllianzIM US Large Cap Buffer20 Apr ETF
APRW
$167M
$312K ﹤0.01%
9,351
+186
BFC icon
4399
Bank First Corp
BFC
$1.23B
$312K ﹤0.01%
2,645
-504
FDNI icon
4400
First Trust Dow Jones International Internet ETF
FDNI
$88.3M
$311K ﹤0.01%
9,235
-450