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
LIEN
6026
Chicago Atlantic BDC
LIEN
$252M
$9K ﹤0.01%
+856
AIRG icon
6027
Airgain
AIRG
$48.7M
$8K ﹤0.01%
1,965
-524
ATHA icon
6028
Athira Pharma
ATHA
$17.2M
$8K ﹤0.01%
2,716
+1,301
CBLS icon
6029
Clough Hedged Equity ETF
CBLS
$40.2M
$8K ﹤0.01%
269
-10,278
OPER icon
6030
ClearShares Ultra-Short Maturity ETF
OPER
$108M
$8K ﹤0.01%
75
-633
PEB.PRE icon
6031
Pebblebrook Hotel Trust 6.375% Series E Preferred Shares
PEB.PRE
$81.5M
0
PHIO icon
6032
Phio Pharmaceuticals
PHIO
$13.6M
$8K ﹤0.01%
+3,464
JMTG
6033
JPMorgan Mortgage-Backed Securities ETF
JMTG
$6.31B
$8K ﹤0.01%
+153
CLSE icon
6034
Convergence Long/Short Equity ETF
CLSE
$249M
$8K ﹤0.01%
332
CULP icon
6035
Culp
CULP
$50.3M
$8K ﹤0.01%
2,005
+1,175
CXH
6036
MFS Investment Grade Municipal Trust
CXH
$65.3M
$8K ﹤0.01%
1,100
DDLS icon
6037
WisdomTree Dynamic International SmallCap Equity Fund
DDLS
$425M
$8K ﹤0.01%
205
+39
FITE icon
6038
State Street SPDR S&P Kensho Future Security ETF
FITE
$93.2M
$8K ﹤0.01%
+106
GABF icon
6039
Gabelli Financial Services Opportunities ETF
GABF
$36.9M
$8K ﹤0.01%
160
GMOM icon
6040
Cambria Global Momentum ETF
GMOM
$119M
$8K ﹤0.01%
258
+1
HNVR icon
6041
Hanover Bancorp
HNVR
$164M
$8K ﹤0.01%
+348
IRWD icon
6042
Ironwood Pharmaceuticals
IRWD
$569M
$8K ﹤0.01%
10,226
-28,999
JSCP icon
6043
JPMorgan Short Duration Core Plus ETF
JSCP
$1.09B
$8K ﹤0.01%
+163
MOGO
6044
Mogo
MOGO
$30.4M
$8K ﹤0.01%
6,236
+846
NVDY icon
6045
YieldMax NVDA Option Income Strategy ETF
NVDY
$1.58B
$8K ﹤0.01%
500
+451
TEAD
6046
Teads Holding Co
TEAD
$67.6M
$8K ﹤0.01%
2,958
-153
OFS icon
6047
OFS Capital
OFS
$63.6M
$8K ﹤0.01%
1,000
PYN
6048
DELISTED
PIMCO New York Municipal Income Fund III
PYN
$8K ﹤0.01%
1,500
SFBC icon
6049
Sound Financial Bancorp
SFBC
$106M
$8K ﹤0.01%
+172
TYO icon
6050
Direxion Daily 7-10 Year Treasury Bear 3X Shares
TYO
$10.3M
$8K ﹤0.01%
565
-181