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Asset Manager ← All Institutions

Goldman Sachs

GOLDMAN SACHS GROUP INC

200 WEST STREET, NEW YORK, NY 10282 • 212-902-1000

Q3 2025 · Filed 2025-11-14
Market Value
$691.6B
+11.8%
Holdings
11,346
+304
New Purchases
304
Added To
2,875
Closed
6,084
Reduced
1,850
Top 10 Concentration
26.4%
Turnover
56.3%

Top Buys (by % of Portfolio)

SymbolCur %Prior %Chg %Value
AAPL 3.56% 3.02% +0.54% $24.6B
GOOGL 1.81% 1.34% +0.47% $12.5B
NVDA 4.53% 4.09% +0.45% $31.4B
TSLA 1.92% 1.57% +0.35% $13.3B
MSFT 4.09% 3.76% +0.33% $28.3B
TRP 0.51% 0.20% +0.31% $3.5B
IVV 1.32% 1.09% +0.24% $9.1B
APP 0.33% 0.11% +0.22% $2.3B
GOOG 0.85% 0.67% +0.18% $5.9B
ORCL 0.61% 0.44% +0.17% $4.2B
SPYG 0.22% 0.05% +0.16% $1.5B
SPYV 0.18% 0.02% +0.15% $1.2B
DIA 0.22% 0.08% +0.13% $1.5B
ETHA 0.19% 0.08% +0.12% $1.3B
AVGO 1.75% 1.65% +0.10% $12.1B

Top Sells (by % of Portfolio)

SymbolCur %Prior %Chg %Value
IWM 0.53% 0.76% -0.24% $3.6B
ENB 0.07% 0.30% -0.23% $517M
BNS 0.07% 0.30% -0.23% $490M
SPY 3.49% 3.68% -0.19% $24.1B
IWF 0.49% 0.66% -0.16% $3.4B
IWD 0.33% 0.49% -0.15% $2.3B
MDT 0.11% 0.25% -0.14% $778M
ACN 0.18% 0.31% -0.13% $1.2B
FXI 0.01% 0.12% -0.11% $91M
BRK-B 0.61% 0.71% -0.11% $4.2B
TD 0.10% 0.20% -0.11% $668M
ADBE 0.15% 0.24% -0.09% $1.0B
CRM 0.27% 0.37% -0.09% $1.9B
EFA 0.40% 0.49% -0.09% $2.8B
UNH 0.26% 0.35% -0.09% $1.8B

Sector Allocation Over Time

Industry Breakdown

IndustryWeight
Financial Services 50.1%
Industrials 9.2%
Healthcare 8.8%
Technology 8.4%
Consumer Cyclical 5.9%

Market Cap Concentration

TierHoldingsValueWeight
Mega Cap 74 $315.6B 45.7%
Large Cap 1,049 $299.0B 43.3%
Mid Cap 1,445 $56.6B 8.2%
Small Cap 2,143 $17.7B 2.6%
Micro Cap 2,000 $1.9B 0.3%

Portfolio Analytics

Avg Market Cap
$15.5B
Median Market Cap
$984M
Avg P/E
28.8
Median P/E
18.1
Avg Dividend Yield
0.04%
Avg Beta
1.76
# Stocks
4,611
# ETFs / Funds
2,119

Top Holdings (11,346 total)

# Symbol % Port Shares Value Avg Price Q/Q Value Chg Share Chg Chg % Status
1 NVDA 4.53% 168,036,771 $31.4B $186.58 $6.1B +8,009,717 +5.0%
2 MSFT 4.09% 54,558,265 $28.3B $517.95 $5.0B +7,841,111 +16.8%
3 AAPL 3.56% 96,584,304 $24.6B $254.63 $5.9B +5,662,244 +6.2%
4 SPY 3.49% 36,186,172 $24.1B $666.18 $1.3B -651,830 -1.8%
5 AMZN 2.02% 63,525,708 $13.9B $219.57 $1.9B +8,698,692 +15.9%
6 TSLA 1.92% 29,884,403 $13.3B $444.72 $3.6B -662,693 -2.2%
7 META 1.90% 17,869,980 $13.1B $734.38 $977M +1,414,169 +8.6%
8 GOOGL 1.81% 51,436,182 $12.5B $243.10 $4.2B +4,483,521 +9.5%
9 AVGO 1.75% 36,785,819 $12.1B $329.91 $1.9B -348,963 -0.9%
10 IVV 1.32% 13,666,907 $9.1B $669.30 $2.4B +2,838,859 +26.2%
11 VOO 1.19% 13,465,794 $8.2B $612.38 $759M +285,312 +2.2%
12 JPM 1.01% 22,166,440 $7.0B $315.43 $863M +1,026,191 +4.9%
13 GOOG 0.85% 24,140,665 $5.9B $243.55 $1.8B +910,077 +3.9%
14 V 0.84% 17,022,920 $5.8B $341.38 $85M +893,528 +5.5%
15 QQQ 0.83% 9,587,659 $5.8B $600.37 $807M +615,680 +6.9%
16 LLY 0.73% 6,654,806 $5.1B $763.00 $789M +1,153,495 +21.0%
17 ORCL 0.61% 15,004,217 $4.2B $281.24 $1.5B +2,579,915 +20.8%
18 BRK-B 0.61% 8,359,648 $4.2B $502.74 -$215M -733,896 -8.1%
19 NFLX 0.60% 3,442,145 $4.1B $1,198.92 -$104M +283,074 +9.0%
20 IWM 0.53% 15,057,395 $3.6B $241.96 -$1.1B -6,842,203 -31.2%
21 MA 0.52% 6,334,869 $3.6B $568.81 $594M +979,877 +18.3%
22 TRP 0.51% 65,043,259 $3.5B $54.41 $2.3B +39,624,187 +155.9%
23 IWF 0.49% 7,300,031 $3.4B $468.41 -$648M -2,280,153 -23.8%
24 COST 0.49% 3,688,791 $3.4B $925.63 $374M +617,351 +20.1%
25 TSM 0.49% 12,134,878 $3.4B $279.29 $950M +1,367,343 +12.7%
26 ABBV 0.45% 13,395,219 $3.1B $231.54 $843M +1,226,757 +10.1%
27 WMT 0.42% 28,338,111 $2.9B $103.06 $230M +827,042 +3.0%
28 HD 0.42% 7,182,899 $2.9B $405.19 $413M +370,117 +5.4%
29 BAC 0.40% 54,102,177 $2.8B $51.59 $729M +10,520,342 +24.1%
30 EFA 0.40% 29,656,781 $2.8B $93.37 -$286M -4,520,185 -13.2%
31 XOM 0.40% 24,255,850 $2.7B $112.75 $78M -387,159 -1.6%
32 PG 0.37% 16,628,733 $2.6B $153.65 -$183M -558,047 -3.2%
33 PLTR 0.36% 13,634,078 $2.5B $182.42 $49M -4,253,387 -23.8%
34 JNJ 0.35% 13,109,744 $2.4B $185.42 $576M +967,800 +8.0%
35 MS 0.34% 14,968,473 $2.4B $158.96 $158M -802,999 -5.1%
36 GE 0.34% 7,896,023 $2.4B $300.82 $325M -67,980 -0.9%
37 APP 0.33% 3,211,586 $2.3B $718.54 $1.6B +1,242,159 +63.1%
38 IWD 0.33% 11,328,827 $2.3B $203.59 -$701M -4,154,169 -26.8%
39 XBI 0.33% 22,732,860 $2.3B $100.20 $777M +4,636,025 +25.6%
40 CSCO 0.32% 32,434,207 $2.2B $68.42 -$81M -716,682 -2.2%
41 IBIT 0.32% 33,963,324 $2.2B $65.00 $639M +8,342,835 +32.6%
42 ABT 0.31% 16,128,211 $2.2B $133.94 $92M +924,253 +6.1%
43 KLAC 0.31% 1,961,537 $2.1B $1,078.60 $235M -138,026 -6.6%
44 BABA 0.30% 11,772,859 $2.1B $178.73 $667M -902,386 -7.1%
45 IEMG 0.30% 31,259,056 $2.1B $65.92 $299M +1,909,706 +6.5%
46 IEFA 0.30% 23,422,870 $2.0B $87.31 $272M +2,186,944 +10.3%
47 TXN 0.28% 10,683,657 $2.0B $183.73 -$291M -172,358 -1.6%
48 HEFA 0.28% 49,290,296 $2.0B $39.61 $129M +1,248,820 +2.6%
49 MU 0.28% 11,448,942 $1.9B $167.32 $270M -1,899,518 -14.2%
50 CRM 0.27% 7,972,387 $1.9B $237.00 -$383M -359,721 -4.3%
51 ETN 0.27% 5,016,856 $1.9B $374.25 $187M +280,630 +5.9%
52 LRCX 0.27% 13,907,551 $1.9B $133.90 $509M +939 +0.0%
53 IJH 0.27% 28,327,948 $1.8B $65.26 $181M +1,444,149 +5.4%
54 INTU 0.26% 2,635,173 $1.8B $682.91 $193M +595,673 +29.2%
55 UNH 0.26% 5,200,340 $1.8B $345.30 -$387M -1,797,349 -25.7%
56 KO 0.25% 25,963,579 $1.7B $66.32 $51M +2,343,182 +9.9%
57 VEA 0.25% 28,729,575 $1.7B $59.92 $17M -1,167,621 -3.9%
58 WFC 0.24% 20,137,267 $1.7B $83.82 $107M +401,767 +2.0%
59 PEP 0.24% 11,949,313 $1.7B $140.44 $462M +2,739,851 +29.8%
60 COF 0.24% 7,796,406 $1.7B $212.58 $253M +1,196,390 +18.1%
61 AMD 0.24% 10,094,316 $1.6B $161.79 $642M +3,107,496 +44.5%
62 GEV 0.23% 2,594,001 $1.6B $614.90 $200M -42,146 -1.6%
63 GSUS 0.23% 17,066,689 $1.6B $92.40 $102M -174,999 -1.0%
64 RTX 0.23% 9,412,608 $1.6B $167.33 $314M +779,532 +9.0%
65 IBM 0.23% 5,555,219 $1.6B $282.16 $106M +596,514 +12.0%
66 XLI 0.22% 9,991,478 $1.5B $154.23 $309M +1,641,717 +19.7%
67 CVX 0.22% 9,794,461 $1.5B $155.29 $390M +1,898,699 +24.0%
68 RSP 0.22% 7,974,676 $1.5B $189.70 $210M +807,365 +11.3%
69 APH 0.22% 12,175,931 $1.5B $123.75 $717M +4,179,149 +52.3%
70 DIA 0.22% 3,226,926 $1.5B $463.74 $993M +2,083,474 +182.2%
71 BLK 0.22% 1,277,401 $1.5B $1,165.87 $345M +187,025 +17.2%
72 SPYG 0.22% 14,228,012 $1.5B $104.51 $1.2B +10,705,194 +303.9%
73 AGG 0.21% 14,810,588 $1.5B $100.25 -$129M -1,453,473 -8.9%
74 SHOP 0.21% 9,985,807 $1.5B $148.61 $409M +669,896 +7.2%
75 BSX 0.21% 15,005,259 $1.5B $97.63 -$32M +1,070,278 +7.7%
76 LIN 0.21% 3,079,118 $1.5B $475.00 -$164M -387,545 -11.2%
77 AXP 0.21% 4,322,306 $1.4B $332.16 $27M -95,327 -2.2%
78 CAT 0.21% 2,980,443 $1.4B $477.15 $232M -85,953 -2.8%
79 PM 0.21% 8,759,422 $1.4B $162.20 -$114M +332,647 +3.9%
80 QCOM 0.20% 8,472,910 $1.4B $166.36 $9M -319,624 -3.6%
81 T 0.20% 49,883,281 $1.4B $28.24 -$56M -741,798 -1.5%
82 ISRG 0.20% 3,137,699 $1.4B $447.23 $7M +568,261 +22.1%
83 TJX 0.20% 9,558,793 $1.4B $144.54 $444M +1,968,499 +25.9%
84 NEE 0.20% 18,081,817 $1.4B $75.49 -$185M -4,251,212 -19.0%
85 BSV 0.20% 17,209,365 $1.4B $78.91 $55M +659,150 +4.0%
86 ETHA 0.19% 42,270,570 $1.3B $31.51 $857M +17,368,351 +69.7%
87 PDD 0.19% 10,051,279 $1.3B $132.17 $268M -80,497 -0.8%
88 VZ 0.19% 30,148,867 $1.3B $43.95 $45M +565,651 +1.9%
89 UBER 0.19% 13,398,167 $1.3B $97.97 $174M +1,193,840 +9.8%
90 XLK 0.19% 4,641,080 $1.3B $281.86 $165M +125,876 +2.8%
91 AMAT 0.19% 6,320,210 $1.3B $204.74 -$99M -1,287,023 -16.9%
92 TMUS 0.19% 5,387,857 $1.3B $239.38 $354M +1,462,441 +37.3%
93 SPOT 0.18% 1,823,428 $1.3B $698.00 $270M +516,492 +39.5%
94 NOW 0.18% 1,371,071 $1.3B $920.28 $138M +277,937 +25.4%
95 ANET 0.18% 8,653,338 $1.3B $145.71 $307M -673,779 -7.2%
96 MRK 0.18% 15,021,367 $1.3B $83.93 -$195M -3,370,286 -18.3%
97 TMO 0.18% 2,595,756 $1.3B $485.02 $318M +274,267 +11.8%
98 AMGN 0.18% 4,446,530 $1.3B $282.20 $73M +215,529 +5.1%
99 MCD 0.18% 4,118,943 $1.3B $303.89 $6M -144,012 -3.4%
100 LOW 0.18% 4,933,164 $1.2B $251.31 $109M -162,802 -3.2%

Options Breakdown

1,531 Calls $49.0B Call Value 1,477 Puts $76.8B Put Value 1.57 P/C Ratio

Top Calls

SymbolSharesValueStatus
QQQ 9,843,400 $5.9B
SPY 7,472,900 $5.0B
NVDA 19,765,900 $3.7B
AAPL 8,944,600 $2.3B
HYG 23,318,800 $1.9B
MSFT 3,555,200 $1.8B
IWM 5,860,700 $1.4B
EEM 22,366,800 $1.2B
AMZN 4,832,600 $1.1B
CSCO 13,216,300 $904M

Top Puts

SymbolSharesValueStatus
SPY 15,452,406 $10.3B
NVDA 41,401,300 $7.7B
QQQ 11,636,400 $7.0B
HYG 71,040,700 $5.8B
TSLA 10,443,800 $4.6B
IWM 16,625,000 $4.0B
IBIT 25,914,400 $1.7B
TLT 17,581,500 $1.6B
MSFT 2,986,800 $1.5B
AMZN 5,639,800 $1.2B

New Positions

SymbolValue% Port
SSB $97M 0.01%
FENI $67M 0.01%
PSKY $53M 0.01%
FIG $40M 0.01%
BMNR $39M 0.01%
NTSK $34M —%
KLAR $31M —%
SBET $25M —%
JHX $24M —%
PCI $18M —%
PCS $16M —%
LCID $16M —%
UNIT $15M —%
BRCB $14M —%
FTSD $14M —%

Sold Out Positions

SymbolValue% Port
EAF —%
FKWL —%
WOLF —%
FEMY —%
DTIL —%
BDSX —%
KC —%
NEXA —%
HNVR —%
ENZL —%
KBDC —%
EEMA —%
ECH —%
ARBE —%
ATOS —%
View SEC EDGAR Filings for Goldman Sachs →

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