Geopolitics Alpha

Goldman Sachs adds 2 stocks to European Conviction List

Published . Updated .

GEOPOLITICS ALPHAGoldman Sachs adds 2 stocks toEuropean Conviction ListGSGEOPOLITICS ALPHA

This report is about Europe.

Directly affected

  • GS Goldman Sachs Group-6.8% 30d

    Named in this report.

Indirectly affected

  • VGK Vanguard FTSE Europe ETF

    Vanguard FTSE Europe ETF holds stocks listed in Europe, which this story is about (“european”).

  • ASML ASML Holding N.V+1.0% 18d

    ASML Holding N.V (special industry machinery) is one of the largest Europe-based companies traded in the US, so news about Europe (“european”) reaches its shares.

  • HSBC HSBC Holdings-9.3% 18d

    HSBC Holdings (savings institution, federally chartered) is one of the largest Europe-based companies traded in the US, so news about Europe (“european”) reaches its shares.

  • SHEL Shell+0.1% 13d

    Shell (crude petroleum and natural gas) is one of the largest Europe-based companies traded in the US, so news about Europe (“european”) reaches its shares.

  • NVS Novartis AG+1.3% 17d

    Novartis AG (pharmaceutical preparations) is one of the largest Europe-based companies traded in the US, so news about Europe (“european”) reaches its shares.

Price reaction, T-5 to T+3

TickerT-5T-3T-1T0T+1T+2T+3
GS-0.08%+3.61%base+2.09%after closeafter closeafter close
VGK-1.12%-0.25%base+0.96%after closeafter closeafter close
ASML+1.58%+6.31%base+1.70%after closeafter closeafter close
HSBC+6.79%+1.24%base+1.18%after closeafter closeafter close
SHEL-1.66%-3.31%base-2.80%after closeafter closeafter close
NVS-4.37%-2.94%base-0.38%after closeafter closeafter close

Closing-price change versus T-1, the last close before the story. T0 to T+3 fill in after each market close. Prices: Alpaca IEX.

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Goldman Sachs adds 2 stocks to European Conviction List Yahoo Finance

Source: Yahoo Finance

Vanguard Intl Equity Index F (VGK) since “Goldman Sachs adds 2 stocks to European Conviction List,” compared with the market

CompanyWhenMoveStatus
Asml Holding (ASML)that day+1.70%still updating
Asml Holding (ASML)three days earlier+6.31%final price
Asml Holding (ASML)five days earlier+1.58%final price
GSthat day+2.09%still updating
GSthree days earlier+3.61%final price
GSfive days earlier-0.08%final price
Hsbc Holdings (HSBC)that day+1.18%still updating
Hsbc Holdings (HSBC)three days earlier+1.24%final price
Hsbc Holdings (HSBC)five days earlier+6.79%final price
Novartis Ag (NVS)that day-0.38%still updating
Novartis Ag (NVS)three days earlier-2.94%final price
Novartis Ag (NVS)five days earlier-4.37%final price
Shell (SHEL)that day-2.80%still updating
Shell (SHEL)three days earlier-3.31%final price
Shell (SHEL)five days earlier-1.66%final price
Vanguard Intl Equity Index F (VGK)that day+0.96%still updating
Vanguard Intl Equity Index F (VGK)three days earlier-0.25%final price
Vanguard Intl Equity Index F (VGK)five days earlier-1.12%final price

Congressional trades in the stocks in this story

Public disclosure filings, not a recommendation. The filing link is the source document. News use of these reports still sits under 5 U.S.C. § 13107(c).

Who gains and who loses around Vanguard Intl Equity Index F (VGK)

Companies mentioned with this story

  • VGK Vanguard Intl Equity Index F

    For “Goldman Sachs adds 2 stocks to European Conviction List,” Vanguard Intl Equity Index F (VGK) is linked, with no stored direction, medium confidence. Reason on file: Vanguard FTSE Europe ETF holds stocks listed in Europe, which this story is about (“european”)

  • ASML Asml Holding

    For “Goldman Sachs adds 2 stocks to European Conviction List,” Asml Holding (ASML) is linked, with no stored direction, medium confidence. Reason on file: ASML Holding N.V (special industry machinery) is one of the largest Europe-based companies traded in the US, so news about Europe (“european”) reaches its shares

  • HSBC Hsbc Holdings

    For “Goldman Sachs adds 2 stocks to European Conviction List,” Hsbc Holdings (HSBC) is linked, with no stored direction, medium confidence. Reason on file: HSBC Holdings (savings institution, federally chartered) is one of the largest Europe-based companies traded in the US, so news about Europe (“european”) reaches its shares

  • SHEL Shell

    In “Goldman Sachs adds 2 stocks to European Conviction List,” Shell (SHEL) is linked, with no stored direction, medium confidence. Reason on file: Shell (crude petroleum and natural gas) is one of the largest Europe-based companies traded in the US, so news about Europe (“european”) reaches its shares

  • NVS Novartis Ag

    Novartis Ag (NVS) is linked, with no stored direction, medium confidence in the 2 Nov 2026 story “Goldman Sachs adds 2 stocks to European Conviction List.” Reason on file: Novartis AG (pharmaceutical preparations) is one of the largest Europe-based companies traded in the US, so news about Europe (“european”) reaches its shares

How “Goldman Sachs adds 2 stocks to European Conviction List” reaches Vanguard Intl Equity Index F (VGK)

Vanguard Intl Equity Index F (VGK) is the company in “Goldman Sachs adds 2 stocks to European Conviction List,” the 2 Nov 2026 this story story.

Vanguard Intl Equity Index F (VGK) is on the page because Vanguard FTSE Europe ETF holds stocks listed in Europe, which this story is about (“european”)

A second company, Asml Holding (ASML), is listed for a different reason: ASML Holding N.V (special industry machinery) is one of the largest Europe-based companies traded in the US, so news about Europe (“european”) reaches its shares

Dates and price levels for Vanguard Intl Equity Index F (VGK)

ASML traded between 1583.71 and 1868.68 across 13 sessions. The latest close on file is 1590.17. HSBC traded between 91.56 and 101.84 across 13 sessions. The latest close on file is 94.32.

How strong the case is around Vanguard Intl Equity Index F (VGK)

40 out of 100Price not final

“Goldman Sachs adds 2 stocks to European Conviction List” scores 40 out of 100. The score uses 1 sources, and 5 linked companies. The price is not final yet.