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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.

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Продукты и выручка

Доля выручки продукта

Структура выручки ($53.5B)

Статические данные (загрузка финансов…)

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

Структура сегментов и ключевые клиенты

Подробности продукта

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

Связи цепочки поставок

Конкуренты

JPMorgan Chase & Co.

Investment banking and trading

Влияние: Primary IB rival

Morgan Stanley

M&A advisory and wealth management

Влияние: Direct IB/wealth competitor

Партнёры

BlackRock, Inc.

Prime brokerage and fund administration

Влияние: Major asset manager client

Макро- и рыночный контекст

금융Новости сектора

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)

Предстоящие катализаторы

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

Институциональные сигналы

ИнститутДействиеСтоимостьКварталДата подачи
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↓

Последние новости

Загрузка новостей...

AI-анализ

Нажмите "Получить AI-анализ" для анализа цепочки поставок The Goldman Sachs Group, Inc..

Связанные макро-темы

Все темы

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

Информация о компании

Штаб-квартира

New York, New York, USA

Основана

1869

Сотрудники

46,000+

Веб-сайт

goldmansachs.com

Обзор сектора — 금융

Новости сектора

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)

Ключевые темы

  • •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

Предстоящие катализаторы

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