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
$168B
AUM Growth
+$4.2B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
6,238
New
Increased
Reduced
Closed

Top Buys

1
+$675M
2
+$278M
3
+$230M
4
LQD icon
iShares iBoxx $ Investment Grade Corporate Bond ETF
LQD
+$218M
5
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$175M

Top Sells

1
+$654M
2
+$268M
3
+$255M
4
BMO icon
Bank of Montreal
BMO
+$214M
5
BNS icon
Scotiabank
BNS
+$204M

Sector Composition

1 Financials 24.85%
2 Energy 10.9%
3 Industrials 9.92%
4 Communication Services 7.93%
5 Technology 7.57%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
2001
$2.17M ﹤0.01%
43,270
+14,106
2002
$2.17M ﹤0.01%
26,445
-14,150
2003
$2.17M ﹤0.01%
40,777
-8,200
2004
$2.16M ﹤0.01%
19,210
-1,405
2005
$2.16M ﹤0.01%
47,635
-2,825
2006
$2.16M ﹤0.01%
54,063
-7,923
2007
$2.15M ﹤0.01%
99,416
-7,936
2008
$2.15M ﹤0.01%
40,521
+8,813
2009
$2.13M ﹤0.01%
162,723
+5,014
2010
$2.13M ﹤0.01%
28,970
+5,042
2011
$2.13M ﹤0.01%
26,709
+7,866
2012
$2.13M ﹤0.01%
74,638
+68,362
2013
$2.13M ﹤0.01%
104,963
-13,819
2014
$2.12M ﹤0.01%
48,621
+2,083
2015
$2.12M ﹤0.01%
72,526
-40,468
2016
$2.12M ﹤0.01%
423,348
-94,028
2017
$2.12M ﹤0.01%
45,913
+22,425
2018
$2.11M ﹤0.01%
103,875
+1,131
2019
$2.11M ﹤0.01%
26,348
+15,069
2020
$2.1M ﹤0.01%
126,330
+5,490
2021
$2.1M ﹤0.01%
91,699
+25,287
2022
$2.1M ﹤0.01%
41,992
+19,421
2023
$2.1M ﹤0.01%
82,956
-14,232
2024
$2.09M ﹤0.01%
133,519
+33,753
2025
$2.09M ﹤0.01%
62,824
-52,979
79 80
81
82 83