Goldman Sachs: US ETF growth 2026 set to top $2 trillion, up 40%
Goldman Sachs is projecting a dramatic acceleration in the US ETF market, with the bank forecasting that US ETF growth in 2026 will push total investments in exchange-traded funds beyond $2 trillion. That figure alone would mark a striking jump from where the market stood just a year earlier, and it signals something bigger than a single bullish call — it points to a structural shift in how both institutions and everyday investors are choosing to put money to work.
Key takeaways
- Goldman Sachs forecasts US ETF investments will exceed $2 trillion in 2026.
- That projection represents a 40% increase from 2025 levels.
- Institutional investors are expected to drive most of the growth.
- A favorable US regulatory outlook is seen as a key supporting factor.
- Rising ETF inflows could boost liquidity and trading activity, though specific volume data has not yet been reported.
Goldman Sachs Forecasts Major Growth in US ETF Investments
Goldman Sachs expects the US ETF market to cross the $2 trillion threshold this year, a projection the bank frames as one of the clearest signs yet of how mainstream ETFs have become as an investment vehicle. According to the firm’s estimate, that total would represent a 40% jump compared with 2025 levels — a pace of expansion that outstrips typical annual growth for most segments of the broader financial markets.
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