Shares of Goldman Sachs (GS) - Get Goldman Sachs Group, Inc. (GS) Report have inched up, leading the financial sector higher on Friday, after UBS upgraded the stock.

"What's the key to the market? It's Goldman Sachs today," TheStreet's Jim Cramer, co-manager of the Action Alerts PLUS portfolio, said on CNBC's "Stop Trading."

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"If you think the Fed is going to raise rates, people are going to buy" Goldman, he said. "When this market is so bipolar -- likes financials, hates financials -- that's the one to watch."

Cramer said he was glad to see Lloyd Blankfein, Goldman's chairman and chief executive, back on CNBC this week after his treatment for cancer.

"Welcome back, Lloyd. It's just good to see you," Cramer said.

At the time of publication, Cramer's Action Alerts PLUS had no position in stocks mentioned.