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
LII icon
501
Lennox International
LII
$17.5B
$126M 0.02%
220,186
+81,564
LQD icon
502
iShares iBoxx $ Investment Grade Corporate Bond ETF
LQD
$32.7B
$126M 0.02%
1,150,753
-317,701
IR icon
503
Ingersoll Rand
IR
$31.7B
$126M 0.02%
1,509,699
+393,739
LMBS icon
504
First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF
LMBS
$5.64B
$125M 0.02%
2,545,708
-64,593
VNQ icon
505
Vanguard Real Estate ETF
VNQ
$34.5B
$125M 0.02%
1,404,960
-87,869
BIRK icon
506
Birkenstock
BIRK
$7.97B
$124M 0.02%
2,531,167
+2,515,347
VHT icon
507
Vanguard Health Care ETF
VHT
$17.6B
$123M 0.02%
494,174
-123,130
PULS icon
508
PGIM Ultra Short Bond ETF
PULS
$13.1B
$123M 0.02%
2,464,878
-113,950
PSX icon
509
Phillips 66
PSX
$55.2B
$123M 0.02%
1,027,994
+113,948
K icon
510
Kellanova
K
$29.1B
$123M 0.02%
1,540,452
+1,176,928
CDW icon
511
CDW
CDW
$18.8B
$122M 0.02%
685,800
+98,321
CBRE icon
512
CBRE Group
CBRE
$48.2B
$122M 0.02%
870,500
+406,762
UNM icon
513
Unum
UNM
$12.7B
$122M 0.02%
1,505,898
+89,774
WRB icon
514
W.R. Berkley
WRB
$29.5B
$121M 0.02%
1,646,032
-22,402
EXPE icon
515
Expedia Group
EXPE
$31.3B
$120M 0.02%
712,831
-92,267
VGSH icon
516
Vanguard Short-Term Treasury ETF
VGSH
$24.8B
$120M 0.02%
2,038,812
-304,276
PINS icon
517
Pinterest
PINS
$17.6B
$119M 0.02%
3,330,477
+81,838
TRGP icon
518
Targa Resources
TRGP
$37.6B
$119M 0.02%
685,555
+322,992
DFAX icon
519
Dimensional World ex US Core Equity 2 ETF
DFAX
$9.78B
$119M 0.02%
4,058,842
+619,786
WST icon
520
West Pharmaceutical
WST
$19.9B
$119M 0.02%
543,757
+20,620
VRT icon
521
Vertiv
VRT
$68.7B
$119M 0.02%
925,530
+36,411
EFV icon
522
iShares MSCI EAFE Value ETF
EFV
$27.3B
$119M 0.02%
1,872,012
+52,965
GBIL icon
523
Goldman Sachs Access Treasury 0-1 Year ETF
GBIL
$6.5B
$118M 0.02%
1,182,342
+4,725
AZEK
524
DELISTED
The AZEK Co
AZEK
$118M 0.02%
2,178,085
+2,113,148
J icon
525
Jacobs Solutions
J
$16B
$118M 0.02%
900,475
-33,677