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15 handpicked stocks

Rally in Financials

Goldman Sachs' recent outperformance signals a potential wave of growth in the financial sector. This collection features carefully selected financial institutions positioned to benefit from favorable market conditions, easing yields, and renewed investor confidence.

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Author avatar

Han Tan | Market Analyst

Updated 1 day ago | Published at July 1

Top Picks from This Group

Here are a few of the assets in this group. Create an account to unlock the full list.

JPM

JPMorgan Chase & Co.

JPM

Current price

$290.49

As a leading global investment bank and a direct peer mentioned in the report, JPMorgan is poised to benefit from the same positive sector-wide sentim...

As a leading global investment bank and a direct peer mentioned in the report, JPMorgan is poised to benefit from the same positive sector-wide sentiment and easing Treasury yields.

MS

Morgan Stanley

MS

Current price

$144.36

A top-tier global investment bank and a direct competitor to Goldman Sachs, Morgan Stanley's business model is similarly leveraged to improving market...

A top-tier global investment bank and a direct competitor to Goldman Sachs, Morgan Stanley's business model is similarly leveraged to improving market conditions and investor confidence.

BAC

Bank of America Corp.

BAC

Current price

$46.94

Bank of America's vast commercial and investment banking operations make it a key beneficiary of a broad-based rally in the financial sector and impro...

Bank of America's vast commercial and investment banking operations make it a key beneficiary of a broad-based rally in the financial sector and improved net interest margins.

About This Group of Stocks

1

Our Expert Thinking

When a sector leader like Goldman Sachs shows remarkable strength, it often lifts its peers. This collection captures the potential domino effect across financial institutions as they benefit from improving market sentiment, easing Treasury yields, and expectations for strong earnings in the financial sector.

2

What You Need to Know

This is a timely, tactical opportunity focused on a possible sector-wide rotation into financial stocks. The selection includes major investment banks, commercial banks, asset managers, and market exchanges—all positioned to benefit from increased market activity and improved economic outlooks.

3

Why These Stocks

These companies were specifically selected as peers to Goldman Sachs that share exposure to similar macroeconomic tailwinds. Each institution has business models that should benefit from the same positive factors: higher trading volumes, improved market sentiment, and the potential for better interest margins.

Group Performance Snapshot

13 of 15

Stocks Rated Buy by Analysts

13 of 15 assets in this group are rated Buy by professional analysts.

Source: Analyst sentiment is provided by Refinitiv Ltd, a global leader in financial market data with over 40k business clients. Refinitiv Ltd is an independent third party to Nemo. This is not advice.

Why You'll Want to Watch These Stocks

🔄

Market Rotation in Action

Investors are shifting focus toward financial stocks after Goldman Sachs' impressive performance. Don't miss the potential domino effect as capital flows into this reinvigorated sector.

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Riding the Upturn Wave

Financial stocks typically move together when sector sentiment improves. These carefully selected companies are positioned to capture the upside as favorable conditions like easing Treasury yields take hold.

Timely Tactical Opportunity

This isn't just a long-term play—it's a timely response to a clear market signal. The recent surge in financial sector interest creates a window to potentially benefit from renewed investor optimism.

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