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
$158B
AUM Growth
+$7.45B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
6,070
New
Increased
Reduced
Closed

Top Buys

1
+$415M
2
+$236M
3
+$188M
4
IEF icon
iShares 7-10 Year Treasury Bond ETF
IEF
+$166M
5
FTV icon
Fortive
FTV
+$147M

Top Sells

1
+$463M
2
+$291M
3
+$190M
4
LOW icon
Lowe's Companies
LOW
+$183M
5
TGT icon
Target
TGT
+$122M

Sector Composition

1 Financials 24.79%
2 Energy 11.53%
3 Industrials 9.5%
4 Communication Services 8.47%
5 Technology 7.4%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
2001
$1.97M ﹤0.01%
72,159
+18,982
2002
$1.96M ﹤0.01%
40,833
+913
2003
$1.96M ﹤0.01%
34,887
+3,116
2004
$1.95M ﹤0.01%
30,680
-14,335
2005
$1.95M ﹤0.01%
51,837
-31,293
2006
$1.95M ﹤0.01%
121,635
-31,560
2007
$1.94M ﹤0.01%
139,995
+7,329
2008
$1.94M ﹤0.01%
70,891
-20,520
2009
$1.93M ﹤0.01%
45,093
-12,722
2010
$1.93M ﹤0.01%
84,350
+6,408
2011
$1.92M ﹤0.01%
162,841
-325,299
2012
$1.92M ﹤0.01%
123,418
+8,284
2013
$1.92M ﹤0.01%
14,086
-24,533
2014
$1.92M ﹤0.01%
72,558
-3,098
2015
$1.91M ﹤0.01%
25,561
+7,050
2016
$1.91M ﹤0.01%
36,013
+28,347
2017
$1.91M ﹤0.01%
29,928
-30,026
2018
$1.91M ﹤0.01%
112,897
-784,532
2019
$1.91M ﹤0.01%
72,197
+26,877
2020
$1.9M ﹤0.01%
38,479
+401
2021
$1.9M ﹤0.01%
95,128
-10,350
2022
$1.9M ﹤0.01%
35,090
+4,666
2023
$1.9M ﹤0.01%
35,502
+8,278
2024
$1.9M ﹤0.01%
64,702
-2,149
2025
$1.89M ﹤0.01%
87,390
-740
79 80
81
82 83