Royal Bank of Canada

Royal Bank of Canada Portfolio holdings

AUM $569B
1-Year Est. Return 25.54%
 

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 Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+25.54%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$116B
AUM Growth
+$9.35B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
5,888
New
Increased
Reduced
Closed

Top Buys

1
+$560M
2
+$210M
3
+$134M
4
BNS icon
Scotiabank
BNS
+$130M
5
MDY icon
State Street SPDR S&P MIDCAP 400 ETF Trust
MDY
+$105M

Top Sells

1
+$380M
2
+$203M
3
+$158M
4
IVV icon
iShares Core S&P 500 ETF
IVV
+$127M
5
XOM icon
Exxon Mobil
XOM
+$116M

Sector Composition

1 Financials 29.22%
2 Energy 16.28%
3 Industrials 8.49%
4 Communication Services 7.55%
5 Technology 5.85%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
2001
$1.33M ﹤0.01%
27,773
+24,064
2002
$1.33M ﹤0.01%
68,970
+3,821
2003
$1.33M ﹤0.01%
26,668
+13,038
2004
$1.33M ﹤0.01%
106,381
+6,891
2005
$1.32M ﹤0.01%
48,300
-100
2006
$1.32M ﹤0.01%
77,464
+27,881
2007
$1.32M ﹤0.01%
25,862
+23,655
2008
$1.32M ﹤0.01%
41,676
-304
2009
$1.32M ﹤0.01%
106,399
-5,301
2010
$1.31M ﹤0.01%
37,553
+5,580
2011
$1.31M ﹤0.01%
1,369,358
-8,220
2012
$1.31M ﹤0.01%
42,797
+42,097
2013
$1.31M ﹤0.01%
+20,695
2014
$1.31M ﹤0.01%
165,040
+132,580
2015
$1.31M ﹤0.01%
105,626
+6,451
2016
$1.31M ﹤0.01%
36,848
+21,250
2017
$1.31M ﹤0.01%
125,534
+17,308
2018
$1.3M ﹤0.01%
80,021
+8,168
2019
$1.3M ﹤0.01%
133,300
+39,309
2020
$1.3M ﹤0.01%
80,245
+21,706
2021
$1.3M ﹤0.01%
22,540
+8,366
2022
$1.3M ﹤0.01%
20,918
+6,718
2023
$1.3M ﹤0.01%
31,629
+3,494
2024
$1.3M ﹤0.01%
33,936
-543,746
2025
$1.3M ﹤0.01%
+49,892
79 80
81
82 83