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
MORN icon
1076
Morningstar
MORN
$8.84B
$32.6M 0.01%
103,916
+66,827
CSGS icon
1077
CSG Systems International
CSGS
$2.25B
$32.6M 0.01%
499,006
+84,537
RJF icon
1078
Raymond James Financial
RJF
$30.8B
$32.4M 0.01%
211,058
-19,636
IOO icon
1079
iShares Global 100 ETF
IOO
$7.94B
$32.3M 0.01%
299,842
+16,914
MTN icon
1080
Vail Resorts
MTN
$5.04B
$32.2M 0.01%
205,025
+169,831
VTR icon
1081
Ventas
VTR
$37.9B
$32.1M 0.01%
507,847
-523,160
NTES icon
1082
NetEase
NTES
$87.4B
$32M 0.01%
237,816
+25,350
BJ icon
1083
BJs Wholesale Club
BJ
$11.7B
$31.9M 0.01%
295,645
-13,434
WTRG icon
1084
Essential Utilities
WTRG
$11.2B
$31.9M 0.01%
857,773
+359,104
ATMU icon
1085
Atmus Filtration Technologies
ATMU
$4.13B
$31.7M 0.01%
871,176
+828,999
SUI icon
1086
Sun Communities
SUI
$15.9B
$31.7M 0.01%
250,828
+137,597
FNX icon
1087
First Trust Mid Cap Core AlphaDEX Fund
FNX
$1.18B
$31.7M 0.01%
275,693
+43,073
SPMO icon
1088
Invesco S&P 500 Momentum ETF
SPMO
$12.9B
$31.6M 0.01%
281,020
+44,589
IONS icon
1089
Ionis Pharmaceuticals
IONS
$13.4B
$31.6M 0.01%
799,912
+183,831
NPO icon
1090
Enpro
NPO
$4.69B
$31.6M 0.01%
164,950
+11,553
COO icon
1091
Cooper Companies
COO
$15.5B
$31.6M 0.01%
443,781
-25,567
ARE icon
1092
Alexandria Real Estate Equities
ARE
$9.28B
$31.6M 0.01%
434,468
-51,430
HLI icon
1093
Houlihan Lokey
HLI
$12.3B
$31.5M 0.01%
175,103
+125,519
XMMO icon
1094
Invesco S&P MidCap Momentum ETF
XMMO
$4.99B
$31.4M 0.01%
244,363
+33,836
PYLD icon
1095
PIMCO Multi Sector Bond Active ETF
PYLD
$9.39B
$31.4M 0.01%
1,182,749
+439,924
SPAB icon
1096
State Street SPDR Portfolio Aggregate Bond ETF
SPAB
$9.17B
$31.4M 0.01%
1,225,420
+10,698
UTHR icon
1097
United Therapeutics
UTHR
$20.9B
$31.3M 0.01%
109,068
+43,279
PLXS icon
1098
Plexus
PLXS
$3.83B
$31.3M 0.01%
231,078
+38,224
CWB icon
1099
State Street SPDR Bloomberg Convertible Securities ETF
CWB
$4.75B
$31.2M 0.01%
377,342
-11,864
AES icon
1100
AES
AES
$10B
$31.2M 0.01%
2,961,950
+1,171,410