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
$133B
AUM Growth
-$3.63B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
5,836
New
Increased
Reduced
Closed

Top Buys

1 +$149M
2 +$149M
3 +$149M
4
AAPL icon
Apple
AAPL
+$143M
5
AGU
Agrium
AGU
+$132M

Top Sells

1 +$382M
2 +$354M
3 +$278M
4
BNS icon
Scotiabank
BNS
+$255M
5
RY icon
Royal Bank of Canada
RY
+$186M

Sector Composition

1 Financials 28.96%
2 Energy 16.01%
3 Industrials 9.18%
4 Communication Services 7.05%
5 Technology 6.06%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
2001
$1.57M ﹤0.01%
52,555
+19,438
2002
$1.57M ﹤0.01%
38,265
+37,643
2003
$1.57M ﹤0.01%
67,100
-32,372
2004
$1.57M ﹤0.01%
95,250
+11,566
2005
$1.55M ﹤0.01%
39,822
-3,221
2006
$1.55M ﹤0.01%
19,035
-2,192
2007
$1.55M ﹤0.01%
58,752
-7,446
2008
$1.55M ﹤0.01%
86,569
+4,591
2009
$1.55M ﹤0.01%
117,951
+18,284
2010
$1.55M ﹤0.01%
32,779
+6,469
2011
$1.55M ﹤0.01%
124,065
+8,048
2012
$1.54M ﹤0.01%
39,542
-10,573
2013
$1.54M ﹤0.01%
207,516
-36,732
2014
$1.53M ﹤0.01%
19,087
-250,796
2015
$1.52M ﹤0.01%
17,055
-3,570
2016
$1.52M ﹤0.01%
43,140
-61,639
2017
$1.52M ﹤0.01%
11,797
-137,098
2018
$1.52M ﹤0.01%
72,912
+70,280
2019
$1.51M ﹤0.01%
85,696
+33,784
2020
$1.51M ﹤0.01%
40,674
+37,966
2021
$1.51M ﹤0.01%
17,992
-16,800
2022
$1.5M ﹤0.01%
34,037
+5,279
2023
$1.5M ﹤0.01%
+145,250
2024
$1.5M ﹤0.01%
74,755
-4,027
2025
$1.5M ﹤0.01%
147,850
+29,350