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
$300B
AUM Growth
-$23.6B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
7,732
New
Increased
Reduced
Closed

Top Buys

1 +$375M
2 +$306M
3 +$284M
4
TD icon
Toronto Dominion Bank
TD
+$283M
5
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$227M

Top Sells

1 +$543M
2 +$538M
3 +$239M
4
MMM icon
3M
MMM
+$225M
5
UNH icon
UnitedHealth
UNH
+$212M

Sector Composition

1 Financials 21.44%
2 Technology 12.18%
3 Healthcare 9.39%
4 Energy 8.15%
5 Industrials 8.09%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
2001
$3.4M ﹤0.01%
28,226
-17,730
2002
$3.39M ﹤0.01%
77,244
-10,485
2003
$3.39M ﹤0.01%
113,219
-13,888
2004
$3.39M ﹤0.01%
62,945
-140,722
2005
$3.38M ﹤0.01%
207,583
+12,881
2006
$3.38M ﹤0.01%
86,326
+2,060
2007
$3.37M ﹤0.01%
67,187
-8,278
2008
$3.37M ﹤0.01%
22,415
+299
2009
$3.37M ﹤0.01%
788,578
-14,747
2010
$3.36M ﹤0.01%
143,363
+35,161
2011
$3.36M ﹤0.01%
337,056
+336,770
2012
$3.36M ﹤0.01%
122,147
-57,598
2013
$3.35M ﹤0.01%
329,322
+36,581
2014
$3.35M ﹤0.01%
84,549
+16,443
2015
$3.35M ﹤0.01%
65,025
-893
2016
$3.34M ﹤0.01%
104,850
-3,432
2017
$3.34M ﹤0.01%
240,724
+18,909
2018
$3.33M ﹤0.01%
132,013
-6,249
2019
$3.33M ﹤0.01%
83,208
+12,557
2020
$3.33M ﹤0.01%
51,136
+1,189
2021
$3.32M ﹤0.01%
54,603
+22,056
2022
$3.31M ﹤0.01%
226,706
+3,014
2023
$3.31M ﹤0.01%
116,181
-268
2024
$3.29M ﹤0.01%
203,610
-80,060
2025
$3.29M ﹤0.01%
100,083
-1,944