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
$210B
AUM Growth
+$11.4B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
6,576
New
Increased
Reduced
Closed

Top Buys

1 +$260M
2 +$204M
3 +$194M
4
RY icon
Royal Bank of Canada
RY
+$157M
5
CVS icon
CVS Health
CVS
+$153M

Top Sells

1 +$529M
2 +$338M
3 +$280M
4
OPTU
Optimum Communications Inc
OPTU
+$242M
5
ADP icon
Automatic Data Processing
ADP
+$184M

Sector Composition

1 Financials 24.17%
2 Energy 9.55%
3 Technology 9.46%
4 Industrials 9.19%
5 Healthcare 7.91%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
2001
$3.46M ﹤0.01%
64,026
+23,046
2002
$3.46M ﹤0.01%
73,662
+16,043
2003
$3.46M ﹤0.01%
58,128
-7,630
2004
$3.45M ﹤0.01%
91,898
+41,440
2005
$3.44M ﹤0.01%
56,546
+24,517
2006
$3.44M ﹤0.01%
80,333
+3,855
2007
$3.42M ﹤0.01%
55,153
+8,455
2008
$3.42M ﹤0.01%
32,145
+23,746
2009
$3.41M ﹤0.01%
61,533
+14,915
2010
$3.41M ﹤0.01%
15,326
+1,281
2011
$3.41M ﹤0.01%
561,006
+496,505
2012
$3.4M ﹤0.01%
76,758
+22,866
2013
$3.4M ﹤0.01%
101,248
+19,234
2014
$3.4M ﹤0.01%
81,878
+41,225
2015
$3.4M ﹤0.01%
39,900
-97,809
2016
$3.39M ﹤0.01%
47,393
+39,557
2017
$3.39M ﹤0.01%
62,535
-12,751
2018
$3.39M ﹤0.01%
181,792
-7,914
2019
$3.38M ﹤0.01%
763,101
+61,624
2020
$3.38M ﹤0.01%
364,479
-17,971
2021
$3.38M ﹤0.01%
49,491
-26,243
2022
$3.38M ﹤0.01%
144,957
+4,960
2023
$3.37M ﹤0.01%
97,636
+7,877
2024
$3.37M ﹤0.01%
262,697
-8,036
2025
$3.36M ﹤0.01%
56,025
+47,807