UBS Switzerland AG
May 20, 2026
Equities Tactical Top Picks
Market ReportEquitiesMacro Economic IndicatorsInformation TechnologyHealth Care
UBS presents its current 'Tactical Top Picks' in global equities, highlighting active recommendations in technology, healthcare, and energy sectors.
Key Takeaways
- 1.The report presents a curated list of tactical 'Open Ideas' across Switzerland, EMEA, Americas, and APAC with specific catalysts for each recommendation.
- 2.Closed tactical ideas for 2026 YTD have generated an annualized alpha of 16.5% across 37 ideas.
- 3.AI and cloud networking demand are primary growth drivers for top picks like Arista Networks, ASML, and Nasdaq.
Table of Contents
- Equities - Tactical Top Picks Overview
- Performance Overview of Closed Ideas - Year-to-Date
- Performance Overview of Closed Ideas - Full Year 2025
- Performance Overview of Closed Ideas - Since Inception
- Company One Pagers
- Appendix
- UBS Research Valuation & Risk Statements
- Important Information
Document Preview
Access the Full Report
Get unlimited access to institutional research reports with a 14-day free trial.
Authors
Unified Global Markets PMA Equity Sales
Securities
SCHP SWLONN SWASML NAANET USLLOY.L
Themes
AI-Driven DemandCorporate Restructuring & DivestmentsDefensive Growth in Healthcare
Regions
North AmericaEuropeAsia PacificSwitzerlandUnited KingdomUnited States