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ROYAL BANK OF CANADA

Q2 2025 · Filed 2025-11-21
Market Value
$503.0B
+15.0%
Holdings
6,280
+160
New Purchases
381
Added To
3,592
Closed
189
Reduced
1,890
Top 10 Concentration
21.4%
Turnover
9.1%

Top Buys (by % of Portfolio)

SymbolCur %Prior %Chg %Value
NVDA 3.00% 2.28% +0.72% $15.1B
MSFT 3.76% 3.28% +0.48% $18.9B
AVGO 1.20% 0.80% +0.40% $6.0B
TRP 1.24% 0.99% +0.25% $6.2B
CVX 0.61% 0.40% +0.21% $3.1B
EMRAF 0.19% 0.00% +0.19% $962M
BMO 1.44% 1.26% +0.18% $7.2B
ORCL 0.33% 0.17% +0.16% $1.7B
AMZN 2.48% 2.37% +0.11% $12.5B
B 0.11% 0.00% +0.11% $551M
TU 0.64% 0.53% +0.11% $3.2B
BNS 1.18% 1.08% +0.10% $6.0B
SLF 0.68% 0.59% +0.10% $3.4B
CRWD 0.19% 0.09% +0.09% $935M
VOO 0.47% 0.39% +0.08% $2.4B

Top Sells (by % of Portfolio)

SymbolCur %Prior %Chg %Value
AAPL 2.47% 3.21% -0.74% $12.4B
UNH 0.49% 1.03% -0.54% $2.5B
CNQ 0.76% 1.06% -0.30% $3.8B
BRK-B 0.89% 1.18% -0.29% $4.5B
SPY 1.17% 1.40% -0.23% $5.9B
SU 0.46% 0.64% -0.18% $2.3B
PG 0.51% 0.67% -0.16% $2.6B
VB 0.11% 0.25% -0.14% $548M
V 0.92% 1.06% -0.14% $4.6B
JNJ 0.43% 0.57% -0.13% $2.2B
LLY 0.59% 0.72% -0.12% $3.0B
XOM 0.38% 0.50% -0.12% $1.9B
HD 0.71% 0.82% -0.12% $3.5B
TMUS 0.22% 0.33% -0.11% $1.1B
TMO 0.27% 0.37% -0.10% $1.3B

Sector Allocation Over Time

Market Cap Concentration

TierHoldingsValueWeight
Mega Cap 82 $198.6B 39.5%
Large Cap 1,085 $268.7B 53.4%
Mid Cap 1,463 $27.6B 5.5%
Small Cap 2,136 $7.2B 1.4%
Micro Cap 1,514 $879M 0.2%

Portfolio Analytics

Avg Market Cap
$18.7B
Median Market Cap
$1.3B
Avg P/E
31.1
Median P/E
18.3
Avg Dividend Yield
0.03%
Avg Beta
1.00
# Stocks
3,974
# ETFs / Funds
2,307

Top Holdings (6,280 total)

# Symbol % Port Shares Value Avg Price Q/Q Value Chg Share Chg Chg % Status
1 MSFT 3.76% 38,056,095 $18.9B $497.41 $4.6B -207,773 -0.5%
2 NVDA 3.00% 95,533,929 $15.1B $157.99 $5.1B +3,435,747 +3.7%
3 AMZN 2.48% 56,936,237 $12.5B $219.39 $2.1B +2,415,302 +4.4%
4 AAPL 2.47% 60,615,088 $12.4B $205.17 -$1.6B -2,646,167 -4.2%
5 TD 2.11% 144,644,206 $10.6B $73.45 $1.2B -12,297,744 -7.8%
6 RY 1.91% 73,176,242 $9.6B $131.55 $1.5B +986,416 +1.4%
7 IVV 1.64% 13,311,281 $8.3B $620.90 $897M +199,140 +1.5%
8 BMO 1.44% 65,483,432 $7.2B $110.63 $1.7B +7,902,053 +13.7%
9 JPM 1.31% 22,766,452 $6.6B $289.91 $874M -575,452 -2.5%
10 TRP 1.24% 127,375,528 $6.2B $48.79 $1.9B +36,033,741 +39.5%
11 ENB 1.22% 135,594,463 $6.1B $45.32 $980M +19,021,951 +16.3%
12 AVGO 1.20% 21,921,947 $6.0B $275.65 $2.5B +974,357 +4.7%
13 BNS 1.18% 107,710,257 $6.0B $55.27 $1.2B +7,946,337 +8.0%
14 SPY 1.17% 9,488,562 $5.9B $617.85 -$254M -1,445,523 -13.2%
15 META 1.16% 7,899,314 $5.8B $738.09 $1.1B -366,287 -4.4%
16 CM 1.10% 77,972,712 $5.5B $70.83 $985M -2,628,246 -3.3%
17 GOOGL 1.06% 30,168,229 $5.3B $176.23 $732M +522,375 +1.8%
18 MFC 1.04% 163,392,137 $5.2B $31.96 $615M +15,508,374 +10.5%
19 BN 0.99% 80,555,118 $5.0B $61.85 $777M +313,084 +0.4%
20 V 0.92% 13,063,915 $4.6B $355.05 -$19M -224,272 -1.7%
21 BRK-B 0.89% 9,264,583 $4.5B $485.77 -$674M -450,764 -4.6%
22 GOOG 0.79% 22,300,006 $4.0B $177.39 $208M -1,686,175 -7.0%
23 CNQ 0.76% 121,238,062 $3.8B $31.40 -$835M -29,475,049 -19.6%
24 COST 0.76% 3,840,297 $3.8B $989.94 $176M +6,370 +0.2%
25 HD 0.71% 9,673,950 $3.5B $366.64 -$58M -160,898 -1.6%
26 SLF 0.68% 51,572,987 $3.4B $66.45 $864M +6,816,721 +15.2%
27 TU 0.64% 200,857,749 $3.2B $16.06 $895M +38,345,928 +23.6%
28 CVX 0.61% 21,489,187 $3.1B $143.19 $1.3B +11,098,363 +106.8%
29 LLY 0.59% 3,833,199 $3.0B $779.53 -$153M +29,553 +0.8%
30 CNI 0.58% 28,151,647 $2.9B $104.04 $302M +1,201,730 +4.5%
31 MA 0.56% 4,983,319 $2.8B $561.94 $8M -111,058 -2.2%
32 NFLX 0.52% 1,968,793 $2.6B $1,339.13 $486M -337,621 -14.6%
33 PG 0.51% 16,125,008 $2.6B $159.32 -$375M -1,148,671 -6.7%
34 UNH 0.49% 7,928,348 $2.5B $311.97 -$2.1B -714,459 -8.3%
35 SHOP 0.49% 21,269,888 $2.5B $115.35 $587M +1,724,312 +8.8%
36 VEA 0.48% 42,455,981 $2.4B $57.01 $327M +1,269,078 +3.1%
37 WMT 0.47% 24,258,068 $2.4B $97.78 $321M +901,172 +3.9%
38 VOO 0.47% 4,147,081 $2.4B $568.03 $655M +838,554 +25.4%
39 SU 0.46% 61,356,252 $2.3B $37.45 -$488M -10,585,132 -14.7%
40 QQQ 0.44% 4,051,118 $2.2B $551.64 $413M +165,129 +4.2%
41 JNJ 0.43% 14,239,136 $2.2B $152.75 -$304M -710,618 -4.8%
42 MCD 0.42% 7,247,612 $2.1B $292.17 -$13M +427,307 +6.3%
43 WCN 0.42% 11,193,256 $2.1B $186.72 $16M +568,936 +5.4%
44 PBA 0.41% 54,661,523 $2.1B $37.51 $401M +13,456,789 +32.7%
45 BAC 0.39% 41,056,581 $1.9B $47.32 $100M -3,114,626 -7.0%
46 XOM 0.38% 17,704,769 $1.9B $107.80 -$281M -709,206 -3.9%
47 KO 0.38% 26,786,503 $1.9B $70.75 -$36M -183,912 -0.7%
48 NTR 0.38% 32,479,619 $1.9B $58.24 $36M -4,884,296 -13.1%
49 AEM 0.36% 15,304,094 $1.8B $118.93 $154M -60,777 -0.4%
50 TSLA 0.35% 5,577,527 $1.8B $317.66 $60M -1,025,707 -15.5%
51 CSCO 0.35% 25,032,660 $1.7B $69.38 $125M -1,081,037 -4.1%
52 HON 0.34% 7,422,437 $1.7B $232.88 $215M +276,400 +3.9%
53 CRM 0.34% 6,316,826 $1.7B $272.69 -$35M -233,379 -3.6%
54 ABBV 0.34% 9,266,467 $1.7B $185.62 -$130M +436,030 +4.9%
55 ICE 0.33% 9,112,425 $1.7B $183.47 $143M +246,889 +2.8%
56 ORCL 0.33% 7,564,653 $1.7B $218.63 $915M +2,279,549 +43.1%
57 IJH 0.33% 26,588,226 $1.6B $62.02 $304M +3,539,210 +15.4%
58 TXN 0.32% 7,650,330 $1.6B $207.62 -$190M -2,246,389 -22.7%
59 BIP 0.31% 46,065,523 $1.5B $33.50 $289M +3,952,021 +9.4%
60 PANW 0.30% 7,465,354 $1.5B $204.64 $454M +1,171,640 +18.6%
61 TJX 0.30% 12,280,476 $1.5B $123.49 $73M +431,163 +3.6%
62 INTU 0.30% 1,914,570 $1.5B $787.63 $300M -52,881 -2.7%
63 FTS 0.29% 30,859,692 $1.5B $47.73 $199M +2,912,146 +10.4%
64 ACN 0.29% 4,862,764 $1.5B $298.89 -$132M -218,270 -4.3%
65 BX 0.29% 9,626,721 $1.4B $149.58 $264M +1,213,499 +14.4%
66 BLK 0.28% 1,363,015 $1.4B $1,049.25 $187M +49,665 +3.8%
67 QSR 0.28% 21,107,913 $1.4B $66.29 -$109M -1,518,722 -6.7%
68 UNP 0.28% 6,039,998 $1.4B $230.08 $183M +934,214 +18.3%
69 TMO 0.27% 3,316,154 $1.3B $405.46 -$260M +91,478 +2.8%
70 NEE 0.27% 19,350,070 $1.3B $69.42 -$91M -877,531 -4.3%
71 IBM 0.26% 4,477,335 $1.3B $294.78 $285M +315,204 +7.6%
72 MS 0.26% 9,341,223 $1.3B $140.86 $221M -46,681 -0.5%
73 AZO 0.26% 353,748 $1.3B $3,712.22 -$129M -24,390 -6.5%
74 APH 0.26% 13,146,884 $1.3B $98.75 $445M +133,135 +1.0%
75 NOW 0.26% 1,254,212 $1.3B $1,028.08 $363M +90,154 +7.7%
76 AMGN 0.25% 4,536,539 $1.3B $279.21 -$255M -346,595 -7.1%
77 BCE 0.25% 56,089,426 $1.2B $22.17 -$41M +156,612 +0.3%
78 TSM 0.25% 5,487,453 $1.2B $226.49 $391M +358,570 +7.0%
79 DIS 0.24% 9,836,479 $1.2B $124.01 $106M -1,450,395 -12.8%
80 IWM 0.24% 5,634,304 $1.2B $215.79 $244M +760,298 +15.6%
81 ADBE 0.24% 3,085,377 $1.2B $386.88 $4M -17,105 -0.6%
82 UBER 0.24% 12,750,896 $1.2B $93.30 $324M +874,400 +7.4%
83 CB 0.24% 4,096,047 $1.2B $289.72 -$40M +32,455 +0.8%
84 GS 0.24% 1,671,333 $1.2B $707.75 $289M +34,666 +2.1%
85 ISRG 0.22% 2,080,680 $1.1B $543.41 $328M +459,890 +28.4%
86 TMUS 0.22% 4,688,781 $1.1B $238.26 -$318M -693,632 -12.9%
87 MCK 0.22% 1,503,961 $1.1B $732.78 -$127M -322,393 -17.6%
88 T 0.22% 37,861,927 $1.1B $28.94 -$57M -2,884,618 -7.1%
89 HDB 0.22% 14,289,031 $1.1B $76.67 $350M +3,074,320 +27.4%
90 VZ 0.22% 25,168,689 $1.1B $43.27 $40M +2,042,505 +8.8%
91 MRK 0.21% 13,553,140 $1.1B $79.16 -$200M -625,009 -4.4%
92 WMB 0.21% 16,543,926 $1.0B $62.81 $102M +863,975 +5.5%
93 PM 0.21% 5,670,576 $1.0B $182.13 $93M -252,428 -4.3%
94 VCIT 0.20% 12,123,900 $1.0B $82.92 $68M +654,043 +5.7%
95 C 0.20% 11,760,350 $1.0B $85.12 $159M -104,372 -0.9%
96 DUK 0.20% 8,354,023 $986M $118.00 -$102M -567,494 -6.4%
97 SYK 0.19% 2,465,317 $975M $395.63 $190M +356,718 +16.9%
98 MDT 0.19% 11,139,227 $971M $87.17 -$158M -1,422,675 -11.3%
99 EMRAF 0.19% 20,985,495 $962M $45.82 +20,985,495 NEW
100 CRH.L 0.19% 10,453,026 $960M $91.80 $44M +42,855 +0.4%

Options Breakdown

244 Calls $18.4B Call Value 233 Puts $22.7B Put Value 1.23 P/C Ratio

Top Calls

SymbolSharesValueStatus
SPY 13,642,300 $8.4B
IWM 7,516,500 $1.6B
QQQ 2,167,000 $1.2B
NVDA 3,362,800 $531M
MSFT 1,031,400 $513M
TSLA 1,568,500 $498M
META 367,800 $271M
BCE 8,712,100 $193M
AAPL 861,400 $177M
PLTR 1,161,600 $158M

Top Puts

SymbolSharesValueStatus
SPY 13,729,700 $8.5B
IWM 13,447,500 $2.9B
QQQ 3,926,900 $2.2B
BNS 16,817,000 $929M
NVDA 5,259,400 $831M
XLE 7,625,900 $647M
BMO 5,040,000 $558M
XLF 9,010,800 $472M
CM 6,113,000 $433M
BCE 14,473,200 $321M

New Positions

SymbolValue% Port
EMRAF $962M 0.19%
B $551M 0.11%
OR $79M 0.02%
RKLB $79M 0.02%
WCMI $9M —%
TTAM $9M —%
LDRX $8M —%
FWRD $8M —%
RAL $7M —%
ETOR $7M —%
MRUS $7M —%
EWCO $6M —%
AUSF $6M —%
TPYP $5M —%
SCMB $3M —%

Sold Out Positions

SymbolValue% Port
NGL —%
AGRO —%
EDN —%
STEM —%
SES —%
LOMA —%
LION —%
GCTS —%
BBDO —%
TGS —%
CHGG —%
SID —%
CIB —%
ELTX —%
CVV —%
View SEC EDGAR Filings for ROYAL BANK OF CANADA →

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For informational purposes only. Not investment advice. Data sourced from SEC filings. Privacy Terms