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GOLDMAN SACHS GROUP INC

Q4 2025 · Filed 2026-03-25
Market Value
$695.4B
+1.6%
Holdings
5,210
+84
New Purchases
393
Added To
2,558
Closed
340
Reduced
1,756
Top 10 Concentration
25.9%
Turnover
14.1%

Top Buys (by % of Portfolio)

SymbolCur %Prior %Chg %Value
GOOGL 2.35% 1.83% +0.52% $16.3B
AAPL 3.88% 3.59% +0.28% $27.0B
DIA 0.45% 0.22% +0.24% $3.2B
TOTB.DE 0.21% 0.00% +0.21% $1.5B
GOOG 1.07% 0.86% +0.21% $7.4B
LLY 0.92% 0.74% +0.18% $6.4B
WBD 0.21% 0.04% +0.17% $1.5B
JNJ 0.49% 0.36% +0.13% $3.4B
VOO 1.33% 1.20% +0.12% $9.2B
WMT 0.54% 0.43% +0.11% $3.7B
MRK 0.29% 0.18% +0.11% $2.0B
FOXA 0.13% 0.03% +0.10% $914M
RSP 0.32% 0.22% +0.10% $2.2B
TROW 0.13% 0.03% +0.10% $898M
LRCX 0.37% 0.27% +0.09% $2.5B

Top Sells (by % of Portfolio)

SymbolCur %Prior %Chg %Value
MSFT 3.57% 4.13% -0.55% $24.9B
META 1.47% 1.92% -0.45% $10.2B
TRP 0.10% 0.52% -0.41% $726M
QQQ 0.52% 0.84% -0.32% $3.6B
SPY 3.24% 3.52% -0.28% $22.6B
NFLX 0.35% 0.60% -0.26% $2.4B
ORCL 0.42% 0.62% -0.20% $2.9B
COST 0.32% 0.50% -0.18% $2.2B
IBIT 0.15% 0.32% -0.17% $1.0B
TSLA 1.77% 1.94% -0.17% $12.3B
BABA 0.16% 0.31% -0.15% $1.1B
TSM 0.37% 0.50% -0.13% $2.6B
TXN 0.17% 0.29% -0.12% $1.2B
AVGO 1.66% 1.77% -0.11% $11.6B
NVDA 4.47% 4.58% -0.11% $31.1B

Sector Allocation Over Time

Market Cap Concentration

TierHoldingsValueWeight
Mega Cap 82 $321.4B 46.2%
Large Cap 1,057 $301.0B 43.3%
Mid Cap 1,330 $53.5B 7.7%
Small Cap 1,660 $17.6B 2.5%
Micro Cap 1,081 $2.0B 0.3%

Portfolio Analytics

Avg Market Cap
$22.3B
Median Market Cap
$1.7B
Avg P/E
32.1
Median P/E
19.5
Avg Dividend Yield
0.02%
Avg Beta
1.00
# Stocks
3,895
# ETFs / Funds
1,315

Top Holdings (5,210 total)

# Symbol % Port Shares Value Avg Price Q/Q Value Chg Share Chg Chg % Status
1 NVDA 4.47% 166,786,717 $31.1B $186.50 -$247M -1,250,054 -0.7%
2 AAPL 3.88% 99,164,706 $27.0B $271.86 $2.4B +2,580,402 +2.7%
3 MSFT 3.57% 51,400,668 $24.9B $483.62 -$3.4B -3,157,597 -5.8%
4 SPY 3.24% 33,086,454 $22.6B $681.92 -$1.5B -3,099,718 -8.6%
5 GOOGL 2.35% 52,235,899 $16.3B $313.00 $3.8B +799,717 +1.6%
6 AMZN 2.13% 64,210,840 $14.8B $230.82 $873M +685,132 +1.1%
7 TSLA 1.77% 27,419,658 $12.3B $449.72 -$959M -2,464,745 -8.2%
8 AVGO 1.66% 33,381,348 $11.6B $346.10 -$583M -3,404,471 -9.2%
9 META 1.47% 15,466,876 $10.2B $660.09 -$2.9B -2,403,104 -13.4%
10 IVV 1.36% 13,788,022 $9.4B $684.94 $297M +121,115 +0.9%
11 VOO 1.33% 14,723,638 $9.2B $627.13 $987M +1,257,844 +9.3%
12 GOOG 1.07% 23,672,281 $7.4B $313.80 $1.5B -468,384 -1.9%
13 JPM 1.01% 21,777,670 $7.0B $322.22 $25M -388,770 -1.8%
14 LLY 0.92% 5,949,894 $6.4B $1,074.68 $1.3B -704,912 -10.6%
15 V 0.78% 15,393,446 $5.4B $350.71 -$413M -1,629,474 -9.6%
16 BRK-B 0.69% 9,515,984 $4.8B $502.65 $580M +1,156,336 +13.8%
17 WMT 0.54% 33,623,537 $3.7B $111.41 $825M +5,285,426 +18.6%
18 IWM 0.52% 14,743,036 $3.6B $246.16 -$14M -314,359 -2.1%
19 QQQ 0.52% 5,887,171 $3.6B $614.31 -$2.1B -3,700,488 -38.6%
20 JNJ 0.49% 16,340,072 $3.4B $206.95 $951M +3,230,328 +24.6%
21 MA 0.48% 5,890,060 $3.4B $570.88 -$241M -444,809 -7.0%
22 IWF 0.48% 7,048,298 $3.3B $473.30 -$83M -251,733 -3.5%
23 DIA 0.45% 6,577,862 $3.2B $480.57 $1.7B +3,350,936 +103.8%
24 XOM 0.45% 26,205,058 $3.2B $120.34 $419M +1,949,208 +8.0%
25 BAC 0.45% 56,666,617 $3.1B $55.00 $326M +2,564,440 +4.7%
26 ABBV 0.43% 12,995,625 $3.0B $228.49 -$132M -399,594 -3.0%
27 EFA 0.43% 30,808,523 $3.0B $96.03 $189M +1,151,742 +3.9%
28 ORCL 0.42% 14,994,625 $2.9B $194.91 -$1.3B -9,592 -0.1%
29 HD 0.40% 7,989,409 $2.7B $344.10 -$161M +806,510 +11.2%
30 MS 0.39% 15,211,727 $2.7B $177.53 $321M +243,254 +1.6%
31 CSCO 0.39% 34,802,291 $2.7B $77.03 $462M +2,368,084 +7.3%
32 TSM 0.37% 8,472,273 $2.6B $303.89 -$815M -3,662,605 -30.2%
33 MU 0.37% 8,923,576 $2.5B $285.41 $631M -2,525,366 -22.1%
34 LRCX 0.37% 14,840,758 $2.5B $171.18 $678M +933,207 +6.7%
35 GE 0.35% 7,946,396 $2.4B $308.03 $72M +50,373 +0.6%
36 IWD 0.35% 11,560,204 $2.4B $210.34 $125M +231,377 +2.0%
37 XBI 0.35% 19,896,418 $2.4B $121.93 $148M -2,836,442 -12.5%
38 NFLX 0.35% 25,756,102 $2.4B $93.76 -$1.7B +22,313,957 +648.3%
39 RSP 0.32% 11,696,710 $2.2B $191.56 $728M +3,722,034 +46.7%
40 PG 0.32% 15,617,259 $2.2B $143.31 -$317M -1,011,474 -6.1%
41 COST 0.32% 2,589,394 $2.2B $862.34 -$1.2B -1,099,397 -29.8%
42 PLTR 0.32% 12,466,709 $2.2B $177.75 -$271M -1,167,369 -8.6%
43 SHOP 0.31% 13,180,545 $2.1B $160.97 $638M +3,194,738 +32.0%
44 IEFA 0.30% 23,596,055 $2.1B $89.46 $66M +173,185 +0.7%
45 HEFA 0.30% 50,393,002 $2.1B $41.36 $132M +1,102,706 +2.2%
46 UNH 0.29% 6,189,236 $2.0B $330.11 $247M +988,896 +19.0%
47 MRK 0.29% 19,348,718 $2.0B $105.26 $776M +4,327,351 +28.8%
48 CRM 0.29% 7,612,400 $2.0B $264.91 $127M -359,987 -4.5%
49 INTU 0.29% 3,033,266 $2.0B $662.42 $210M +398,093 +15.1%
50 KO 0.29% 28,431,062 $2.0B $69.91 $266M +2,467,483 +9.5%
51 AMD 0.28% 9,148,196 $2.0B $214.16 $326M -946,120 -9.4%
52 IBM 0.28% 6,594,103 $2.0B $296.21 $386M +1,038,884 +18.7%
53 IJH 0.28% 29,556,481 $2.0B $66.00 $102M +1,228,533 +4.3%
54 ABT 0.28% 15,496,045 $1.9B $125.29 -$219M -632,166 -3.9%
55 IEMG 0.28% 28,635,564 $1.9B $67.22 -$136M -2,623,492 -8.4%
56 WFC 0.27% 20,410,975 $1.9B $93.20 $214M +273,708 +1.4%
57 RTX 0.27% 10,338,102 $1.9B $183.40 $321M +925,494 +9.8%
58 COF 0.26% 7,600,872 $1.8B $242.36 $185M -195,534 -2.5%
59 CAT 0.26% 3,139,546 $1.8B $572.87 $376M +159,103 +5.3%
60 TJX 0.26% 11,601,398 $1.8B $153.61 $400M +2,042,605 +21.4%
61 TMO 0.26% 3,066,884 $1.8B $579.45 $518M +471,128 +18.1%
62 PEP 0.25% 12,340,465 $1.8B $143.52 $93M +391,152 +3.3%
63 VEA 0.25% 28,224,383 $1.8B $62.47 $42M -505,192 -1.8%
64 AXP 0.25% 4,700,803 $1.7B $369.95 $303M +378,497 +8.8%
65 KLAC 0.25% 1,416,293 $1.7B $1,215.08 -$395M -545,244 -27.8%
66 AMAT 0.25% 6,695,745 $1.7B $256.99 $427M +375,535 +5.9%
67 APP 0.24% 2,475,389 $1.7B $673.82 -$640M -736,197 -22.9%
68 CVX 0.23% 10,710,384 $1.6B $152.41 $111M +915,923 +9.3%
69 GEV 0.23% 2,455,246 $1.6B $653.57 $10M -138,755 -5.3%
70 GSUS 0.23% 16,755,328 $1.6B $94.40 $5M -311,361 -1.8%
71 BSX 0.23% 16,578,917 $1.6B $95.35 $116M +1,573,658 +10.5%
72 ETN 0.22% 4,844,900 $1.5B $318.51 -$334M -171,956 -3.4%
73 SPYG 0.22% 14,387,316 $1.5B $106.70 $48M +159,304 +1.1%
74 TOTB.DE 0.21% 22,853,347 $1.5B $65.42 +22,853,347 NEW
75 XLI 0.21% 9,600,052 $1.5B $155.12 -$52M -391,426 -3.9%
76 AMGN 0.21% 4,530,258 $1.5B $327.31 $228M +83,728 +1.9%
77 WBD 0.21% 51,340,535 $1.5B $28.82 $1.2B +35,869,659 +231.8%
78 BSV 0.21% 18,536,725 $1.5B $78.81 $103M +1,327,360 +7.7%
79 MCD 0.21% 4,772,210 $1.5B $305.63 $207M +653,267 +15.9%
80 QCOM 0.21% 8,500,164 $1.5B $171.05 $44M +27,254 +0.3%
81 NEE 0.21% 17,926,950 $1.4B $80.28 $74M -154,867 -0.9%
82 AGG 0.21% 14,394,617 $1.4B $99.88 -$47M -415,971 -2.8%
83 ACN 0.20% 5,246,859 $1.4B $268.30 $172M +234,180 +4.7%
84 LIN 0.20% 3,224,286 $1.4B $426.39 -$88M +145,168 +4.7%
85 ISRG 0.20% 2,417,796 $1.4B $566.36 -$34M -719,903 -22.9%
86 PM 0.19% 8,302,006 $1.3B $160.40 -$89M -457,416 -5.2%
87 SPYV 0.18% 22,516,338 $1.3B $56.81 $49M +291,210 +1.3%
88 UBER 0.18% 15,415,477 $1.3B $81.71 -$53M +2,017,310 +15.1%
89 SPGI 0.18% 2,396,176 $1.3B $522.59 $102M +32,501 +1.4%
90 CMCSA 0.18% 41,087,238 $1.2B $29.89 $320M +12,180,491 +42.1%
91 VZ 0.17% 29,769,352 $1.2B $40.73 -$113M -379,515 -1.3%
92 NOW 0.17% 7,855,851 $1.2B $153.19 -$58M +6,484,780 +473.0%
93 XLK 0.17% 8,294,321 $1.2B $143.97 -$114M +3,653,241 +78.7%
94 TXN 0.17% 6,867,369 $1.2B $173.49 -$771M -3,816,288 -35.7%
95 BLK 0.17% 1,092,564 $1.2B $1,070.34 -$320M -184,837 -14.5%
96 APH 0.17% 8,541,196 $1.2B $135.14 -$353M -3,634,735 -29.9%
97 T 0.16% 45,781,842 $1.1B $24.84 -$271M -4,101,439 -8.2%
98 BKNG 0.16% 209,986 $1.1B $5,355.33 -$91M -15,086 -6.7%
99 BABA 0.16% 7,665,627 $1.1B $146.58 -$981M -4,107,232 -34.9%
100 ADP 0.16% 4,327,319 $1.1B $257.23 -$82M +254,731 +6.2%

Options Breakdown

608 Calls $48.1B Call Value 571 Puts $64.0B Put Value 1.33 P/C Ratio

Top Calls

SymbolSharesValueStatus
NVDA 23,467,700 $4.4B
AAPL 15,883,200 $4.3B
MSFT 4,605,900 $2.2B
TSLA 4,442,800 $2.0B
AMZN 8,578,000 $2.0B
HYG 24,489,300 $2.0B
QQQ 3,178,200 $2.0B
SPY 2,436,500 $1.7B
TLT 17,614,400 $1.5B
AMD 6,381,800 $1.4B

Top Puts

SymbolSharesValueStatus
NVDA 34,029,400 $6.3B
QQQ 8,699,800 $5.3B
HYG 59,080,800 $4.8B
SPY 6,250,000 $4.3B
TSLA 8,772,200 $3.9B
AAPL 6,638,300 $1.8B
TLT 20,313,100 $1.8B
MSFT 2,794,500 $1.4B
TSM 4,367,500 $1.3B
IEF 11,824,900 $1.1B

New Positions

SymbolValue% Port
TOTB.DE $1.5B 0.21%
SUNC $127M 0.02%
MICC $120M 0.02%
SOLS $112M 0.02%
Q $85M 0.01%
GTOP $76M 0.01%
GUSE $56M 0.01%
BSOL $45M 0.01%
XRP $40M 0.01%
TOXR $36M 0.01%
GSOL $36M 0.01%
MPLT $34M —%
NVDL $31M —%
FEUS $23M —%
QQMG $22M —%

Sold Out Positions

SymbolValue% Port
HFRO —%
BGSF —%
LXP —%
HPP —%
UL —%
DAO —%
CION —%
DRLL —%
SDHC —%
CANG —%
CGBD —%
BOF —%
TTE —%
ACET —%
CVV —%
View SEC EDGAR Filings for GOLDMAN SACHS GROUP INC →

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