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Asset Manager ← All Institutions

Goldman Sachs

GOLDMAN SACHS GROUP INC

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

Q1 2025 · Filed 2025-06-27
Market Value
$527.5B
+1.1%
Holdings
10,767
+223
New Purchases
223
Added To
2,249
Closed
5,709
Reduced
2,356
Top 10 Concentration
21.8%
Turnover
55.1%

Top Buys (by % of Portfolio)

SymbolCur %Prior %Chg %Value
IWM 0.95% 0.70% +0.25% $5.0B
BRK-B 0.83% 0.61% +0.21% $4.4B
ABBV 0.56% 0.38% +0.18% $3.0B
NKE 0.27% 0.10% +0.17% $1.5B
LQD 0.16% 0.00% +0.16% $844M
ENB 0.26% 0.12% +0.15% $1.4B
BABA 0.26% 0.12% +0.14% $1.4B
ABT 0.40% 0.27% +0.13% $2.1B
KRE 0.17% 0.05% +0.12% $910M
HPE 0.15% 0.03% +0.11% $777M
IVV 1.21% 1.10% +0.10% $6.4B
PM 0.24% 0.14% +0.10% $1.3B
LLY 0.84% 0.73% +0.10% $4.4B
CNQ 0.13% 0.04% +0.09% $688M
WMT 0.54% 0.45% +0.09% $2.8B

Top Sells (by % of Portfolio)

SymbolCur %Prior %Chg %Value
NVDA 2.85% 3.64% -0.79% $15.0B
AAPL 3.76% 4.37% -0.61% $19.8B
AVGO 0.88% 1.36% -0.48% $4.6B
GOOG 0.61% 0.98% -0.37% $3.2B
GOOGL 1.36% 1.72% -0.36% $7.2B
MSFT 3.22% 3.50% -0.28% $17.0B
TSLA 0.68% 0.92% -0.24% $3.6B
TRP 0.15% 0.36% -0.22% $770M
AMZN 1.90% 2.10% -0.21% $10.0B
ORCL 0.35% 0.50% -0.15% $1.9B
UNH 0.58% 0.68% -0.10% $3.1B
QQQ 0.54% 0.63% -0.10% $2.8B
MA 0.54% 0.62% -0.08% $2.8B
MRVL 0.24% 0.32% -0.08% $1.2B
MRK 0.24% 0.33% -0.08% $1.3B

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 $214.4B 40.8%
Large Cap 1,037 $249.5B 47.4%
Mid Cap 1,385 $45.8B 8.7%
Small Cap 1,997 $14.7B 2.8%
Micro Cap 1,725 $1.6B 0.3%

Portfolio Analytics

Avg Market Cap
$16.6B
Median Market Cap
$1.1B
Avg P/E
28.9
Median P/E
18.2
Avg Dividend Yield
0.04%
Avg Beta
1.83
# Stocks
4,329
# ETFs / Funds
1,908

Top Holdings (10,767 total)

# Symbol % Port Shares Value Avg Price Q/Q Value Chg Share Chg Chg % Status
1 AAPL 3.76% 89,207,809 $19.8B $222.13 -$3.0B -1,849,643 -2.0%
2 SPY 3.69% 34,787,382 $19.5B $559.39 $546M +2,515,082 +7.8%
3 MSFT 3.22% 45,179,053 $17.0B $375.39 -$1.3B +1,914,605 +4.4%
4 NVDA 2.85% 138,654,213 $15.0B $108.38 -$4.0B -2,713,528 -1.9%
5 AMZN 1.90% 52,580,524 $10.0B $190.26 -$967M +2,574,035 +5.1%
6 META 1.56% 14,262,662 $8.2B $576.36 -$49M +139,146 +1.0%
7 GOOGL 1.36% 46,465,291 $7.2B $154.64 -$1.8B -921,235 -1.9%
8 VOO 1.29% 13,225,319 $6.8B $513.91 -$128M +373,546 +2.9%
9 IVV 1.21% 11,330,337 $6.4B $561.90 $616M +1,561,613 +16.0%
10 V 1.01% 15,218,397 $5.3B $350.46 $212M -985,725 -6.1%
11 IWM 0.95% 25,124,585 $5.0B $199.49 $1.3B +8,484,837 +51.0%
12 JPM 0.93% 19,891,982 $4.9B $245.30 $9M -428,247 -2.1%
13 AVGO 0.88% 27,670,514 $4.6B $167.43 -$2.5B -2,952,453 -9.6%
14 LLY 0.84% 5,333,293 $4.4B $825.91 $573M +369,603 +7.4%
15 BRK-B 0.83% 8,186,999 $4.4B $532.58 $1.2B +1,126,747 +16.0%
16 TSLA 0.68% 13,803,425 $3.6B $259.16 -$1.2B +1,883,739 +15.8%
17 IWF 0.66% 9,688,217 $3.5B $361.09 -$365M +68,243 +0.7%
18 GOOG 0.61% 20,540,070 $3.2B $156.23 -$1.9B -6,179,540 -23.1%
19 UNH 0.58% 5,833,406 $3.1B $523.75 -$473M -1,141,809 -16.4%
20 ABBV 0.56% 14,150,008 $3.0B $209.52 $958M +2,854,787 +25.3%
21 EFA 0.56% 36,195,106 $3.0B $81.73 -$41M -3,471,702 -8.8%
22 XOM 0.56% 24,748,898 $2.9B $118.93 $439M +1,465,686 +6.3%
23 IWD 0.56% 15,629,692 $2.9B $188.16 $115M +363,429 +2.4%
24 PG 0.55% 16,967,339 $2.9B $170.42 $61M +81,229 +0.5%
25 MA 0.54% 5,196,950 $2.8B $548.12 -$401M -974,793 -15.8%
26 WMT 0.54% 32,377,449 $2.8B $87.79 $501M +6,467,201 +25.0%
27 QQQ 0.54% 6,038,375 $2.8B $468.92 -$472M -423,135 -6.5%
28 COST 0.51% 2,856,225 $2.7B $945.78 -$218M -330,265 -10.4%
29 NFLX 0.49% 2,748,664 $2.6B $932.53 $163M +55,851 +2.1%
30 HD 0.45% 6,415,031 $2.4B $366.49 $128M +699,812 +12.2%
31 TSM 0.42% 13,376,408 $2.2B $166.00 $37M +2,320,345 +21.0%
32 CRM 0.42% 8,253,148 $2.2B $268.36 -$367M +529,935 +6.9%
33 ABT 0.40% 15,946,797 $2.1B $132.65 $721M +3,616,471 +29.3%
34 ACN 0.40% 6,728,369 $2.1B $312.04 -$206M +174,539 +2.7%
35 AGG 0.40% 21,095,135 $2.1B $98.92 $291M +2,567,446 +13.9%
36 CSCO 0.38% 32,530,693 $2.0B $61.71 $247M +2,792,566 +9.4%
37 MS 0.37% 16,577,516 $1.9B $116.67 $178M +2,610,122 +18.7%
38 JNJ 0.37% 11,661,203 $1.9B $165.84 $306M +401,516 +3.6%
39 IEMG 0.37% 35,764,133 $1.9B $53.97 -$155M -4,159,960 -10.4%
40 IEFA 0.36% 24,822,859 $1.9B $75.65 $99M -487,537 -1.9%
41 HEFA 0.35% 51,331,182 $1.9B $36.29 $109M +865,742 +1.7%
42 ORCL 0.35% 13,270,063 $1.9B $139.81 -$754M -2,386,613 -15.2%
43 VEA 0.33% 34,257,864 $1.7B $50.83 -$51M -3,225,270 -8.6%
44 TXN 0.30% 8,735,420 $1.6B $179.70 -$44M +128,219 +1.5%
45 MCD 0.29% 4,861,125 $1.5B $312.37 $305M +674,068 +16.1%
46 LIN 0.28% 3,175,947 $1.5B $465.64 -$110M -618,058 -16.3%
47 NEE 0.28% 20,640,646 $1.5B $70.89 $37M +751,459 +3.8%
48 NKE 0.27% 22,842,235 $1.5B $63.48 $925M +15,905,713 +229.3%
49 GSUS 0.27% 18,711,810 $1.4B $76.90 $95M +2,074,196 +12.5%
50 ET 0.27% 76,983,360 $1.4B $18.59 -$365M -14,683,360 -16.0%
51 BAC 0.27% 34,156,885 $1.4B $41.73 $4M +1,827,659 +5.7%
52 RSP 0.27% 8,181,068 $1.4B $173.23 $144M +914,209 +12.6%
53 BSX 0.27% 13,929,832 $1.4B $100.88 $254M +1,044,524 +8.1%
54 WFC 0.27% 19,542,750 $1.4B $71.79 $334M +4,322,299 +28.4%
55 VZ 0.26% 30,799,673 $1.4B $45.36 $352M +4,665,716 +17.9%
56 CVX 0.26% 8,348,949 $1.4B $167.29 $126M -422,548 -4.8%
57 ENB 0.26% 31,157,133 $1.4B $44.31 $773M +16,828,727 +117.5%
58 SPGI 0.26% 2,714,687 $1.4B $508.10 $52M +48,824 +1.8%
59 PEP 0.26% 9,195,404 $1.4B $149.94 $61M +532,012 +6.1%
60 T 0.26% 48,627,207 $1.4B $28.28 $265M -127,527 -0.3%
61 AMGN 0.26% 4,405,964 $1.4B $311.55 $266M +161,306 +3.8%
62 BABA 0.26% 10,306,564 $1.4B $132.23 $745M +3,021,654 +41.5%
63 ISRG 0.26% 2,750,666 $1.4B $495.27 $193M +510,375 +22.8%
64 KO 0.26% 18,840,100 $1.3B $71.62 $57M -1,924,744 -9.3%
65 BSV 0.25% 16,552,986 $1.3B $78.28 $23M +77,456 +0.5%
66 MRK 0.24% 14,367,432 $1.3B $89.76 -$411M -2,731,720 -16.0%
67 PM 0.24% 8,102,730 $1.3B $158.73 $548M +1,972,658 +32.2%
68 HON 0.24% 6,038,080 $1.3B $211.75 $35M +535,083 +9.7%
69 INTU 0.24% 2,075,930 $1.3B $613.99 -$120M -142,792 -6.4%
70 ADBE 0.24% 3,303,592 $1.3B $383.53 -$278M -171,856 -4.9%
71 KLAC 0.24% 1,830,114 $1.2B $679.80 $332M +381,934 +26.4%
72 MRVL 0.24% 20,161,508 $1.2B $61.57 -$416M +5,158,559 +34.4%
73 PLTR 0.23% 14,609,854 $1.2B $84.40 $294M +2,191,092 +17.6%
74 AXP 0.23% 4,552,690 $1.2B $269.05 $95M +744,021 +19.5%
75 GE 0.23% 6,033,102 $1.2B $200.15 $329M +768,170 +14.6%
76 TMO 0.23% 2,416,117 $1.2B $497.60 $56M +212,732 +9.7%
77 IBM 0.22% 4,669,146 $1.2B $248.66 $194M +270,808 +6.2%
78 LOW 0.22% 4,953,147 $1.2B $233.23 -$32M +141,701 +2.9%
79 AMT 0.22% 5,237,007 $1.1B $217.60 $235M +305,918 +6.2%
80 IBIT 0.21% 23,378,954 $1.1B $46.81 -$183M -698,907 -2.9%
81 ETN 0.20% 3,971,735 $1.1B $271.83 -$101M +413,509 +11.6%
82 QCOM 0.20% 6,980,659 $1.1B $153.61 $118M +766,597 +12.3%
83 BLK 0.20% 1,124,419 $1.1B $946.48 $95M +179,036 +18.9%
84 XBI 0.20% 13,099,558 $1.1B $81.10 $202M +3,544,529 +37.1%
85 MMC 0.20% 4,345,211 $1.1B $244.03 $205M +319,107 +7.9%
86 FI 0.20% 4,778,795 $1.1B $220.83 $117M +211,227 +4.6%
87 CAT 0.20% 3,182,680 $1.0B $329.80 -$92M +36,200 +1.2%
88 IJH 0.20% 17,981,529 $1.0B $58.35 -$35M +580,036 +3.3%
89 XLI 0.20% 7,873,812 $1.0B $131.07 $328M +2,534,018 +47.5%
90 XLK 0.19% 4,902,427 $1.0B $206.48 -$223M -409,295 -7.7%
91 PGR 0.19% 3,557,011 $1.0B $283.01 $76M -328,085 -8.4%
92 DHR 0.19% 4,810,938 $986M $205.00 -$241M -536,586 -10.0%
93 BKNG 0.18% 211,129 $973M $4,606.90 $136M +42,771 +25.4%
94 IJR 0.18% 9,253,027 $968M $104.57 -$59M +339,117 +3.8%
95 NOW 0.18% 1,212,626 $965M $796.14 -$42M +262,531 +27.6%
96 BND 0.18% 13,121,865 $964M $73.45 -$99M -1,657,407 -11.2%
97 DBEF 0.18% 21,822,543 $945M $43.30 $28M -318,347 -1.4%
98 HYG 0.18% 11,863,253 $936M $78.89 $104M +1,290,716 +12.2%
99 RACE 0.18% 2,179,615 $933M $427.88 $316M +729,087 +50.3%
100 VCIT 0.17% 11,267,008 $921M $81.76 -$16M -411,618 -3.5%

Options Breakdown

1,465 Calls $30.9B Call Value 1,419 Puts $59.5B Put Value 1.92 P/C Ratio

Top Calls

SymbolSharesValueStatus
SPY 9,672,100 $5.4B
QQQ 4,872,100 $2.3B
MSFT 3,749,700 $1.4B
AAPL 6,124,000 $1.4B
NVDA 12,003,200 $1.3B
HYG 15,383,100 $1.2B
IWM 5,446,800 $1.1B
CSCO 12,006,500 $741M
AMZN 3,742,400 $712M
TLT 6,777,800 $617M

Top Puts

SymbolSharesValueStatus
SPY 23,683,757 $13.2B
QQQ 13,187,500 $6.2B
HYG 57,033,000 $4.5B
IWM 20,700,400 $4.1B
NVDA 37,337,800 $4.0B
TSLA 11,708,600 $3.0B
TLT 23,742,000 $2.2B
XLF 25,028,300 $1.2B
LQD 9,429,600 $1.0B
PDD 6,993,300 $828M

New Positions

SymbolValue% Port
OUT $80M 0.02%
FELC $73M 0.01%
QGEN $37M 0.01%
VG $27M 0.01%
AFSC $21M —%
SNDK $20M —%
CNR $19M —%
MRP $18M —%
KRMN $17M —%
KKR Note
6.25% due 03/01/28 D
$14M —%
PRIV $10M —%
NPB $10M —%
IAUM $8M —%
BEAG $8M —%
SQQQ $8M —%

Sold Out Positions

SymbolValue% Port
FEMY —%
CODA —%
DTIL —%
AREC —%
NEXA —%
BLTE —%
ENZL —%
FBND —%
BITF —%
EEMA —%
ECH —%
ARBE —%
CLOU —%
MOBX —%
GSIT —%
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