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The Goldman Sachs Group, Inc.

GSleader

Goldman Sachs is the world's premier investment bank, renowned for its M&A advisory franchise, trading operations, and alternative investment platform. Its pivot toward asset and wealth management aims to create more durable, fee-based revenue streams alongside its cyclical trading and banking businesses.

مشاركة:
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المنتجات والإيرادات

حصة إيرادات المنتج

توزيع الإيرادات ($53.5B)

بيانات ثابتة (تحميل البيانات المالية…)

Global Banking & Markets (60%)
Asset & Wealth Management (30%)
Platform Solutions (10%)

تكوين القطاعات والعملاء الرئيسيون

تفاصيل المنتج

Global Banking & Markets60%

M&A advisory, equity/debt underwriting, FICC and equities trading

Asset & Wealth Management30%

Alternative investments, private wealth, and public market asset management

Platform Solutions10%

Transaction banking, credit card partnerships (Apple Card), and GreenSky lending

علاقات سلسلة التوريد

المنافسون

JPMorgan Chase & Co.

Investment banking and trading

التأثير: Primary IB rival

Morgan Stanley

M&A advisory and wealth management

التأثير: Direct IB/wealth competitor

الشركاء

BlackRock, Inc.

Prime brokerage and fund administration

التأثير: Major asset manager client

السياق الكلي والسوقي

금융أخبار القطاع

금리 인하 사이클 + 자본시장 회복 — IB 수수료·대출 스프레드 동시 개선

Fed Funds Rate

4.25~4.50%

M&A 거래 규모 (2026Q1)

$842B (+34% YoY)

은행 NIM (평균)

2.85%

신용카드 연체율

3.2% (10년 최고)

المحفزات القادمة

◆JPM·BAC·GS·MS Q1 실적 (2026.04.14~17)◆Fed FOMC 회의 (2026.05, 06)◆Basel III Endgame 최종 규정 확정

إشارات مؤسسية

المؤسسةالإجراءالقيمةالربعتاريخ التقديم
BlackRockaccumulating$279M2024.062024-08-13↑
BlackRockreducing$110M2024.062024-08-13↓
BlackRockreducing$132M2024.062024-08-13↓
BlackRockreducing$9M2024.062024-08-13↓
BlackRockreducing$21M2024.062024-08-13↓
BlackRockaccumulating$321M2024.062024-08-13↑
BlackRockaccumulating$232M2024.062024-08-13↑
BlackRockaccumulating$3.7B2024.062024-08-13↑
BlackRockaccumulating$3.1B2024.062024-08-13↑
BlackRockreducing$179M2024.062024-08-13↓
BlackRockaccumulating$422M2024.062024-08-13↑
BlackRockreducing$201M2024.062024-08-13↓
BlackRockaccumulating$263M2024.062024-08-13↑
BlackRockreducing$186K2024.062024-08-13↓
BlackRockaccumulating$990M2024.062024-08-13↑
BlackRockreducing$34M2024.062024-08-13↓
BlackRockreducing$22M2024.062024-08-13↓
BlackRockreducing$148M2024.062024-08-13↓
BlackRockreducing$32M2024.062024-08-13↓
BlackRockreducing$7M2024.062024-08-13↓
BlackRockreducing$191K2024.062024-08-13↓
BlackRockaccumulating$217M2024.062024-08-13↑
Vanguard Groupaccumulating$130M2025.122026-01-29↑
Vanguard Groupaccumulating$1.3B2025.122026-01-29↑
Vanguard Groupaccumulating$576M2025.122026-01-29↑
Vanguard Groupaccumulating$155K2025.122026-01-29↑
Vanguard Groupaccumulating$484M2025.122026-01-29↑
Vanguard Groupaccumulating$23.0B2025.122026-01-29↑
State Streetaccumulating$17.2B2025.122026-02-13↑
Wellington Managementaccumulating$885M2025.122026-02-17↑
Wellington Managementreducing$33M2025.122026-02-17↓
Wellington Managementreducing$34M2025.122026-02-17↓
Wellington Managementreducing$2M2025.122026-02-17↓
Wellington Managementreducing$20M2025.122026-02-17↓
Wellington Managementreducing$3M2025.122026-02-17↓
Wellington Managementaccumulating$116M2025.122026-02-17↑
Wellington Managementreducing$91M2025.122026-02-17↓
FMR (Fidelity)accumulating$2.2B2025.122026-02-17↑
FMR (Fidelity)accumulating$548M2025.122026-02-17↑
FMR (Fidelity)accumulating$625M2025.122026-02-17↑
FMR (Fidelity)accumulating$32M2025.122026-02-17↑
FMR (Fidelity)accumulating$131M2025.122026-02-17↑
FMR (Fidelity)accumulating$15M2025.122026-02-17↑
FMR (Fidelity)reducing$4K2025.122026-02-17↓

آخر الأخبار

جارٍ تحميل الأخبار...

تحليل الذكاء الاصطناعي

انقر "احصل على تحليل AI" للحصول على تحليل سلسلة التوريد لـ The Goldman Sachs Group, Inc..

المواضيع الكلية ذات الصلة

عرض جميع المواضيع

Regulatory Capture

How powerful entities design legislation to entrench their advantage — turning regulators into protectors of incumbents.

Revolving doorRegulatory moatLobbying spend

Cantillon Effect & QE

New money benefits those closest to the source first. QE inflates assets held by the wealthy before wages catch up — a structural wealth transfer.

Quantitative easingAsset inflationWealth concentration

Dark Pools & HFT

Institutional investors trade in shadow markets invisible to retail. HFT extracts value in microseconds. The game is rigged by design — and 13F filings are one of the few windows into their moves.

Dark poolHigh-frequency tradingInformation asymmetry

The Revolving Door

Former regulators become industry lobbyists. Former executives become policy makers. This structural relationship creates regulatory environments that systematically favor incumbents.

Regulatory captureSEC revolving doorToo big to fail

Macro Information Asymmetry

Beyond insider trading — knowing the direction of policy, resource flows, and macro turning points before the market prices them in. Flowvium's news gap score quantifies this edge.

News gap13F signalInstitutional front-running

Crisis as Wealth Transfer Mechanism

Financial crises, pandemics, and wars are not just disasters — they are the moments when capital concentrates most rapidly. Those with access to cheap credit during the lows acquire assets that compound for decades.

Distressed assetsHelicopter moneyAsset seizure at the lows

معلومات الشركة

المقر الرئيسي

New York, New York, USA

تأسست

1869

الموظفون

46,000+

الموقع الإلكتروني

goldmansachs.com

نظرة عامة على القطاع — 금융

أخبار القطاع

금리 인하 사이클 + 자본시장 회복 — IB 수수료·대출 스프레드 동시 개선

Fed Funds Rate

4.25~4.50%

M&A 거래 규모 (2026Q1)

$842B (+34% YoY)

은행 NIM (평균)

2.85%

신용카드 연체율

3.2% (10년 최고)

الموضوعات الرئيسية

  • •금리 인하 → 모기지·기업대출 수요 회복 기대
  • •M&A·IPO 재개 — Goldman·Morgan Stanley IB 수수료 급증
  • •핀테크 규제 완화 기대 — Block·Affirm·Upstart 수혜

المحفزات القادمة

  • ◆JPM·BAC·GS·MS Q1 실적 (2026.04.14~17)
  • ◆Fed FOMC 회의 (2026.05, 06)