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
$562B
AUM Growth
+$48B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
7,193
New
Increased
Reduced
Closed

Top Buys

1 +$4.9B
2 +$922M
3 +$723M
4
TSLA icon
Tesla
TSLA
+$576M
5
AAPL icon
Apple
AAPL
+$560M

Top Sells

1 +$1.6B
2 +$681M
3 +$571M
4
CRM icon
Salesforce
CRM
+$553M
5
BNS icon
Scotiabank
BNS
+$518M

Sector Composition

1 Financials 19.69%
2 Technology 19.04%
3 Industrials 7.47%
4 Consumer Discretionary 7.44%
5 Energy 6.46%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
FULC icon
1951
Fulcrum Therapeutics
FULC
$669M
$9.21M ﹤0.01%
1,000,849
+996,632
HQH
1952
abrdn Healthcare Investors
HQH
$1.04B
$9.2M ﹤0.01%
498,478
-6,807
APPN icon
1953
Appian
APPN
$2.11B
$9.2M ﹤0.01%
300,796
+296,907
BBCA icon
1954
JPMorgan BetaBuilders Canada ETF
BBCA
$9.74B
$9.18M ﹤0.01%
105,206
+344
FTRI icon
1955
First Trust Exchange-Traded Fund II First Trust Indxx Global Natural Resources Income ETF
FTRI
$112M
$9.15M ﹤0.01%
601,983
+1,111
LRN icon
1956
Stride
LRN
$3.06B
$9.15M ﹤0.01%
61,417
-29,886
JPC icon
1957
Nuveen Preferred & Income Opportunities Fund
JPC
$2.87B
$9.15M ﹤0.01%
1,115,379
+315,411
ILCG icon
1958
iShares Morningstar Growth ETF
ILCG
$2.97B
$9.13M ﹤0.01%
87,577
+3,205
SDOG icon
1959
ALPS Sector Dividend Dogs ETF
SDOG
$1.3B
$9.13M ﹤0.01%
151,621
-983
ESNT icon
1960
Essent Group
ESNT
$5.89B
$9.13M ﹤0.01%
143,575
-11,752
JFR icon
1961
Nuveen Floating Rate Income Fund
JFR
$1.26B
$9.11M ﹤0.01%
1,113,980
-53,775
PWV icon
1962
Invesco Large Cap Value ETF
PWV
$1.29B
$9.11M ﹤0.01%
139,636
-1,558
BBSI icon
1963
Barrett Business Services
BBSI
$999M
$9.1M ﹤0.01%
205,360
-142,964
FSMB icon
1964
First Trust Short Duration Managed Municipal ETF
FSMB
$514M
$9.08M ﹤0.01%
452,380
-25,736
POR icon
1965
Portland General Electric
POR
$5.59B
$9.08M ﹤0.01%
206,426
-429,035
RAL
1966
Ralliant Corp
RAL
$6.04B
$9.06M ﹤0.01%
207,266
+58,026
OPCH icon
1967
Option Care Health
OPCH
$5.72B
$9.06M ﹤0.01%
326,400
-282,941
PUBM icon
1968
PubMatic
PUBM
$353M
$9.06M ﹤0.01%
1,094,080
+123,733
ACWV icon
1969
iShares MSCI Global Min Vol Factor ETF
ACWV
$3.33B
$9.03M ﹤0.01%
75,278
-33,856
SUN icon
1970
Sunoco
SUN
$10.8B
$9.01M ﹤0.01%
180,215
+21,254
RVMD icon
1971
Revolution Medicines
RVMD
$23.3B
$8.98M ﹤0.01%
192,329
+106,158
FPX icon
1972
First Trust US Equity Opportunities ETF
FPX
$1.24B
$8.95M ﹤0.01%
53,876
+7,180
KOMP icon
1973
State Street SPDR S&P Kensho New Economies Composite ETF
KOMP
$2.65B
$8.93M ﹤0.01%
143,364
+1,643
FUN icon
1974
Cedar Fair
FUN
$1.68B
$8.9M ﹤0.01%
391,889
+279,755
CNXC icon
1975
Concentrix
CNXC
$2.66B
$8.9M ﹤0.01%
192,896
-9,675