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
$145B
AUM Growth
+$7.73B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
6,251
New
Increased
Reduced
Closed

Top Buys

1 +$445M
2 +$306M
3 +$238M
4
USMV icon
iShares MSCI USA Min Vol Factor ETF
USMV
+$159M
5
RCI icon
Rogers Communications
RCI
+$154M

Top Sells

1 +$225M
2 +$203M
3 +$142M
4
LYB icon
LyondellBasell Industries
LYB
+$141M
5
OVV icon
Ovintiv
OVV
+$127M

Sector Composition

1 Financials 26.04%
2 Energy 10.97%
3 Industrials 9.52%
4 Communication Services 8.66%
5 Healthcare 7%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
2001
$1.96M ﹤0.01%
109,952
+5,128
2002
$1.96M ﹤0.01%
194,130
-28,356
2003
$1.95M ﹤0.01%
64,980
+5,724
2004
$1.95M ﹤0.01%
141,438
-615
2005
$1.95M ﹤0.01%
39,498
2006
$1.95M ﹤0.01%
69,939
-44,864
2007
$1.94M ﹤0.01%
43,770
+5,632
2008
$1.94M ﹤0.01%
91,819
+20,976
2009
$1.94M ﹤0.01%
103,615
-9,987
2010
$1.94M ﹤0.01%
89,586
-69,825
2011
$1.93M ﹤0.01%
128,655
-4,066
2012
$1.93M ﹤0.01%
79,012
-6,574
2013
$1.93M ﹤0.01%
137,558
+108,166
2014
$1.93M ﹤0.01%
44,428
-40,413
2015
$1.93M ﹤0.01%
36,015
+21,553
2016
$1.92M ﹤0.01%
82,034
-5,009
2017
$1.92M ﹤0.01%
74,601
-5,498
2018
$1.92M ﹤0.01%
75,898
-14,392
2019
$1.92M ﹤0.01%
638
+338
2020
$1.92M ﹤0.01%
30,143
-800
2021
$1.91M ﹤0.01%
3,987
+2,112
2022
$1.91M ﹤0.01%
159,928
-338
2023
$1.91M ﹤0.01%
98,178
-138
2024
$1.91M ﹤0.01%
75,281
+74,281
2025
$1.91M ﹤0.01%
39,782
+6,144