GS Goldman Sachs Group Inc.
Goldman Sachs Group, Inc. engages in global investment banking, securities, and investment management, which provides financial services. It operates through the following business segments: Investment Banking, Global Markets, Asset Management, and Consumer & Wealth Management. The Investment Banking segment serves public and private sector clients around the world and provides financial advisory services, help companies raise capital to strengthen and grow their businesses and provide financing to corporate clients. The Global Markets segment serves its clients who buy and sell financial products, funding and manage risk. The Asset Management segment provides investment services to help clients preserve and grow their financial assets. The Consumer & Wealth Management segment helps clients to achieve their individual financial goals by providing a wealth advisory and banking services. The company was founded by Marcus Goldman in 1869 and is headquartered in New York, NY.
Company profile
Ticker
GS, GCE, GS, GS-PA, GS-PC, GS-PD, GS-PJ, GS-PK, GS-PN, GSC
Exchange
Website
CEO
David Michael Solomon
Employees
Incorporated
Location
Fiscal year end
Sector
Industry (SIC)
Former names
Goldman Sachs Group Inc
SEC CIK
Corporate docs
IRS number
134019460
GS stock data
()
Investment data
| Top 50 of 3870 long holdings End of quarter 31 Mar 20 |
Value |
#Shares |
|---|---|---|
| $13.67B | 153.43M | |
| $12.96B | 50.3M | |
| $6.74B | 26.51M | |
| $6.38B | 40.46M | |
| $4.84B | 2.48M | |
| $4.62B | 3.97M | |
| $2.85B | 14.98M | |
| $2.85B | 17.68M | |
| $2.82B | 62.85M | |
| $2.72B | 16.28M | |
| $2.33B | 32.06M | |
| $2.08B | 39.21M | |
| $1.99B | 14.27M | |
| $1.82B | 13.9M | |
| $1.73B | 48.64M | |
| $1.71B | 15.56M | |
| $1.52B | 7.81M | |
| $1.42B | 2.7M | |
| $1.4B | 7.5M | |
| $1.35B | 15.49M | |
| $1.33B | 7.49M | |
| $1.31B | 34.63M | |
| $1.23B | 31.22M | |
| $1.21B | 4.84M | |
| $1.18B | 40.54M | |
| $1.18B | 6.32M | |
| $1.17B | 3.67M | |
| $1.11B | 4.23M | |
| $1.11B | 4.59M | |
| $1.1B | 20.52M | |
| $1.08B | 14.07M | |
| $1.08B | 33.13M | |
| $1.07B | 14.07M | |
| $1.07B | 19.77M | |
| $992.97M | 39.64M | |
| $977.26M | 78.24M | |
| $973.35M | 10.17M | |
| $970.26M | 28.22M | |
| $950.19M | 35.49M | |
| $934.43M | 11.84M | |
| $933.08M | 4.29M | |
| $932.11M | 22.49M | |
| $926.7M | 16.87M | |
| $921.31M | 3.23M | |
| $918.26M | 9.51M | |
| $880.72M | 41.48M | |
| $872.05M | 2.32M | |
| $862.1M | 15.47M | |
| $845.11M | 7.04M | |
| $831.87M | 8.76M |
Holdings list only includes long positions.
Only includes long positions.
Calendar
1 May 20
3 Aug 20
31 Dec 20
News
Company financial data Financial data
| Quarter (USD) | Mar 20 | Dec 19 | Sep 19 | Jun 19 | |
|---|---|---|---|---|---|
| Revenue | 8.74B | 9.96B | 8.32B | 9.46B | |
| Net income | 1.21B | 1.92B | 1.88B | 2.42B | |
| Diluted EPS | 3.11 | 4.71 | 4.79 | 5.81 | |
| Net profit margin | 13.87% | 19.26% | 22.55% | 25.59% | |
| Net change in cash | -28.06B | 39.45B | 3B | 3.21B | |
| Cash on hand | 105.49B | 133.55B | 94.09B | 91.09B |
| Annual (USD) | Dec 19 | Dec 18 | Dec 17 | Dec 16 | |
|---|---|---|---|---|---|
| Revenue | 36.55B | 36.62B | 32.73B | 30.79B | |
| Net income | 8.47B | 10.46B | 4.29B | 7.4B | |
| Diluted EPS | 21.03 | 25.27 | 9.01 | 16.29 | |
| Net profit margin | 23.17% | 28.56% | 13.10% | 24.03% | |
| Net change in cash | 3B | 20.5B | -11.66B | 28.27B | |
| Cash on hand | 133.55B | 130.55B | 110.05B | 121.71B |
Financial data from company earnings reports
Recent insider trades
| Date | Owner | Security | Transaction | Code | 10b5-1 | $Price | #Shares | $Value | #Remaining |
|---|---|---|---|---|---|---|---|---|---|
| 30 Jun 20 | Goldman Sachs | RSU Common Stock | Grant | Aquire A | No | 0 | 18,366 | 0 | 22,086 |
| 27 Mar 20 | Goldman Sachs | Call Option (right to acquire) Common Shares | Sell | Dispose S | No | 0.55 | 6 | 3.3 | 0 |
| 27 Mar 20 | Goldman Sachs | Call Option (right to acquire) Common Shares | Sell | Dispose S | No | 0.55 | 6 | 3.3 | 6 |
| 27 Mar 20 | Goldman Sachs | Call Option (right to acquire) Common Shares | Sell | Dispose S | No | 0.53 | 6 | 3.18 | 12 |
| 27 Mar 20 | Goldman Sachs | Call Option (right to acquire) Common Shares | Sell | Dispose S | No | 0.53 | 7 | 3.71 | 18 |
| 27 Mar 20 | Goldman Sachs | Call Option (right to acquire) Common Shares | Sell | Dispose S | No | 0.55 | 11 | 6.05 | 25 |
| 27 Mar 20 | Goldman Sachs | Call Option (right to acquire) Common Shares | Sell | Dispose S | No | 0.55 | 18 | 9.9 | 36 |
| 27 Mar 20 | Goldman Sachs | Call Option (right to acquire) Common Shares | Sell | Dispose S | No | 0.53 | 23 | 12.19 | 54 |
| 27 Mar 20 | Goldman Sachs | Call Option (right to acquire) Common Shares | Sell | Dispose S | No | 0.55 | 32 | 17.6 | 77 |
| 27 Mar 20 | Goldman Sachs | Call Option (right to acquire) Common Shares | Sell | Dispose S | No | 0.54 | 41 | 22.14 | 109 |
Institutional ownership Q1 2020
0.1% owned by funds/institutions
13F holders |
Current |
|---|---|
| Total holders | 8 |
| Opened positions | 2 |
| Closed positions | 2 |
| Increased positions | 2 |
| Reduced positions | 1 |
13F shares |
Current |
|---|---|
| Total value | 6.45M |
| Total shares | 264.2K |
| Total puts | 0 |
| Total calls | 0 |
| Total put/call ratio | – |
Largest owners |
Shares | Value |
|---|---|---|
| Sonora Investment Management | 201.87K | $4.91M |
| Umb Bank N A | 32.76K | $796K |
| Lucas Capital Management | 15.7K | $382K |
| Strategic Wealth Partners | 10.11K | $271K |
| Glenmede Trust Co Na | 2.51K | $67K |
| Cribstone Capital Management | 620 | $15K |
| Pacitti | 364 | $8K |
| Hanson & Doremus Investment Management | 273 | $7K |
Financial report summary
?Competition
Velocity Portfolio • Track Data • Mediabin • INTAC International • Greenhill & Co. • Lazard • Lazard • NYSE • Evercore • Discover Financial ServicesManagement Discussion
- Net revenues in the consolidated statements of earnings were $8.74 billion for the first quarter of 2020, essentially unchanged compared with the first quarter of 2019, reflecting significant net losses in other principal transactions, largely offset by significantly higher market marking revenues, investment management revenues and commissions and fees, and higher investment banking revenues and net interest income.
- Non-Interest Revenues.
- Investment management revenues in the consolidated statements of earnings were $1.77 billion for the first quarter of 2020, 23% higher than the first quarter of 2019, due to significantly higher incentive fees, driven by harvesting, and higher management and other fees (including the impact of the consolidation of United Capital Financial Partners, Inc. (United Capital)), reflecting the impact of higher average assets under supervision, partially offset by a lower average effective fee due to shifts in the mix of client assets and strategies.
Content analysis
?
| Positive | ||
| Negative | ||
| Uncertain | ||
| Constraining | ||
| Legalese | ||
| Litigous | ||
| Readability |
7th grade Avg
|
|
New words:
accessed, adapt, administered, admitting, advice, advocacy, affirmed, aggressive, Aid, aimed, airline, alleviate, amid, Andrea, aone, Apple, Assent, attractive, avert, Baltimore, BB, BBB, BCP, Bill, Bookrunner, bring, byapproximately, calendar, care, carryback, Center, childcare, coaching, comingled, compromising, confidentiality, consent, cybersecurity, decided, deploy, detrimental, differentiate, diligence, dismissthe, Donated, durable, easing, economy, Ecuador, efficacy, elevated, EMEA, Engineering, England, exclusion, exemplary, finalrule, fiscal, fluctuate, fromA, FVA, gaming, globe, harnessing, harvesting, Honoring, hotel, IHS, imprecision, inclusive, informationabout, installment, intensified, intermediary, intervened, intervention, introduced, Island, judge, kwacha, Likewise, lodging, Magistrate, mandate, medical, MMLF, movement, network, notably, occasion, ofMarch, ofReference, Ohio, optimization, pace, pandemic, patient, peaked, penalty, personal, personalized, philanthropic, played, PLC, predict, predicted, preliminarily, pressure, quickly, recession, reinvestment, repeal, rest, retroactive, reverting, Rhode, rollover, Royal, safeguard, scrutiny, seasoning, sharp, shortened, small, SOFR, SONIA, sought, spectrum, stage, standing, step, successfully, suite, summer, supply, surgical, suspend, telemedicine, theFederal, tightenmoderately, toBBB, tonon, travel, truncated, unaffiliated, unauthorized, uncalled, underserved, undistributed, unEdison, unemployment, uninterrupted, unknown, unprecedented, upgraded, vanilla, Vella, Venator, vendor, virtual, volunteer, weekly, Women, worsening, XP, xxv, xxvi, xxviii, Zambia, Zambian
Removed:
aged, altered, amortize, appellate, BEAT, bribery, capturing, Collecting, communicating, competitive, conclusion, conformed, conserve, continually, coordinating, demonstrate, departure, depositor, devote, disincentive, disseminating, domestic, earlier, establish, finalization, gauge, GILTI, growing, guaranty, impair, improved, leaseback, legislative, misstatement, mixed, necessitate, objection, omission, outsized, Parliament, partial, Peso, pooled, postretirement, preparing, prescribe, presenting, prevent, prospectively, PWM, rare, ratification, reassessed, receipt, Reclassification, reclassify, refinance, regime, rehypothecation, reliable, resilient, roll, segregate, shortcoming, sizing, sooner, successful, transferor, uninsured, unnamed, unrated, unwind, validated, weaker
Financial reports
10-Q
2020 Q1
Quarterly report
1 May 20
10-K
2019 FY
Annual report
21 Feb 20
10-Q
2019 Q3
Quarterly report
1 Nov 19
10-Q
2019 Q2
Quarterly report
5 Aug 19
10-Q
2019 Q1
Quarterly report
6 May 19
10-K
2018 FY
Annual report
26 Feb 19
10-Q
2018 Q3
Quarterly report
2 Nov 18
10-Q
2018 Q2
Quarterly report
3 Aug 18
10-Q
2018 Q1
Quarterly report
4 May 18
10-K
2017 FY
Annual report
26 Feb 18
Current reports
8-K
Goldman Sachs Announcement on Agreement with Government of Malaysia
24 Jul 20
8-K
Second Quarter 2020 Earnings Results
15 Jul 20
8-K
Goldman Sachs Statement on Stress Capital Buffer
29 Jun 20
8-K
Submission of Matters to a Vote of Security Holders
4 May 20
8-K
First Quarter 2020 Earnings Results
15 Apr 20
8-K
Financial Statements and Exhibits
30 Mar 20
8-K
Financial Statements and Exhibits
19 Mar 20
8-K
Amendments to Articles of Incorporation or Bylaws
16 Mar 20
8-K
Financial Statements and Exhibits
7 Feb 20
8-K
Regulation FD Disclosure
29 Jan 20
Registration and prospectus
424B2
Prospectus for primary offering
3 Aug 20
424B2
Prospectus for primary offering
3 Aug 20
424B2
Prospectus for primary offering
3 Aug 20
424B2
Prospectus for primary offering
3 Aug 20
424B2
Prospectus for primary offering
31 Jul 20
424B2
Prospectus for primary offering
31 Jul 20
424B2
Prospectus for primary offering
31 Jul 20
424B2
Prospectus for primary offering
31 Jul 20
424B2
Prospectus for primary offering
31 Jul 20
424B2
Prospectus for primary offering
31 Jul 20
Proxies
PX14A6G
Letter to shareholders
17 Apr 20
DEFA14A
Additional proxy soliciting materials
20 Mar 20
DEFA14A
Additional proxy soliciting materials
20 Mar 20
DEF 14A
Definitive proxy
20 Mar 20
DEFA14A
Additional proxy soliciting materials
22 Mar 19
DEF 14A
Definitive proxy
22 Mar 19
DEF 14A
Definitive proxy
23 Mar 18
DEFA14A
Additional proxy soliciting materials
23 Mar 18
DEF 14A
Definitive proxy
17 Mar 17
DEFA14A
Additional proxy soliciting materials
17 Mar 17
Other
NO ACT
No action letter
2 Mar 17
NO ACT
No action letter
24 Feb 17
NO ACT
No action letter
26 Jan 17
NO ACT
No action letter
23 Jan 17
NO ACT
No action letter
4 Jan 17
CORRESP
Correspondence with SEC
2 Aug 16
CORRESP
Correspondence with SEC
28 Jul 16
UPLOAD
Letter from SEC
27 Jul 16
CORRESP
Correspondence with SEC
2 Mar 16
UPLOAD
Letter from SEC
1 Mar 16
Ownership
4
GOLDMAN SACHS / DAVID M SOLOMON ownership change
31 Jul 20
4
Change in insider ownership
3 Jul 20
4/A
Change in insider ownership (amended)
12 Jun 20
3/A
Initial statement of insider ownership (amended)
12 Jun 20
4
Sprout Social / Street Principal Investments, L.L.C. Broad ownership change
29 May 20
SC 13D/A
Avantor / GOLDMAN SACHS ownership change
29 May 20
4
Avantor / Street Principal Investments, L.L.C. Broad ownership change
28 May 20
4
Change in insider ownership
19 May 20
3
Initial statement of insider ownership
19 May 20
3
Initial statement of insider ownership
19 May 20
Patents
APP
Utility
Capacity Management of Computing Resources Based on Time Series Analysis
23 Jul 20
An online system receives time series data and analyzes the data for identifying trend changes or level shifts in the time series.
APP
Utility
Automatic Immunizing Portfolio Construction for Glide Path Lifecycle
16 Jul 20
A portfolio allocation system receives liability data indicating expected future obligations of a pension plan and determines a current value of the future obligations using one or more discount methods.
GRANT
Utility
Capacity management of computing resources based on time series analysis
14 Jul 20
An online system receives time series data and analyzes the data for identifying trend changes or level shifts in the time series.
GRANT
Utility
Dynamically configurable network gateway
7 Jul 20
A broker system dynamically adjusts data processing techniques used by a network gateway for forwarding data over a network from a client system to an exchange system based on a switch mode parameter.
GRANT
Utility
System and method for coupled detection of syntax and semantics for natural language understanding and generation
16 Jun 20
A method includes performing, with at least one processing device, natural language generation using both (i) a semantic word and clause representation generated from syntactically-labeled context and (ii) a syntax generated from common semantic relations between sequential words and clauses.