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
TIPT icon
4651
Tiptree Inc
TIPT
$710M
$223K ﹤0.01%
9,462
-645
UBFO icon
4652
United Security Bancshares
UBFO
$174M
$223K ﹤0.01%
25,750
+8,350
CWBC
4653
Community West Bancshares
CWBC
$434M
$222K ﹤0.01%
11,413
-612
AESR icon
4654
Anfield US Equity Sector Rotation ETF
AESR
$153M
$221K ﹤0.01%
11,660
DBE icon
4655
Invesco DB Energy Fund
DBE
$47.6M
$221K ﹤0.01%
11,844
+7,804
HIGH icon
4656
Simplify Enhanced Income ETF
HIGH
$159M
$221K ﹤0.01%
9,128
-46
CZNC icon
4657
Citizens & Northern Corp
CZNC
$359M
$220K ﹤0.01%
11,592
+1,591
SMB icon
4658
VanEck Short Muni ETF
SMB
$292M
$220K ﹤0.01%
12,750
BSMW icon
4659
Invesco BulletShares 2032 Municipal Bond ETF
BSMW
$133M
$219K ﹤0.01%
8,931
+5,600
CSV icon
4660
Carriage Services
CSV
$682M
$218K ﹤0.01%
4,773
+865
PMO
4661
Putnam Municipal Opportunities Trust
PMO
$291M
$218K ﹤0.01%
22,074
-172
SGC icon
4662
Superior Group of Companies
SGC
$155M
$218K ﹤0.01%
21,162
+8,956
CAFG icon
4663
Pacer US Small Cap Cash Cows Growth Leaders ETF
CAFG
$18.5M
$217K ﹤0.01%
8,860
-17,176
GENC icon
4664
Gencor Industries
GENC
$197M
$217K ﹤0.01%
15,478
+141
STRK
4665
Strategy Inc 8.00% Series A Perpetual Strike Preferred Stock
STRK
$637M
0
IVR icon
4666
Invesco Mortgage Capital
IVR
$582M
$217K ﹤0.01%
27,800
+18,211
KGEI
4667
Kolibri Global Energy
KGEI
$142M
$217K ﹤0.01%
31,688
+27,484
NIXT
4668
Research Affiliates Deletions ETF
NIXT
$34.1M
$216K ﹤0.01%
8,861
-24,706
CSTL icon
4669
Castle Biosciences
CSTL
$1.17B
$215K ﹤0.01%
10,573
+1,486
DHX icon
4670
DHI Group
DHX
$88.7M
$215K ﹤0.01%
72,503
+53
EHAB icon
4671
Enhabit
EHAB
$452M
$215K ﹤0.01%
22,226
+2,004
GLU
4672
Gabelli Utility & Income Trust
GLU
$110M
$215K ﹤0.01%
12,443
-389
GWX icon
4673
SPDR S&P International Small Cap ETF
GWX
$783M
$215K ﹤0.01%
5,784
-13,887
AVXL icon
4674
Anavex Life Sciences
AVXL
$342M
$214K ﹤0.01%
23,227
+2,283
TPLC icon
4675
Timothy Plan US Large/Mid Cap Core ETF
TPLC
$322M
$214K ﹤0.01%
4,759
+192