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UBS Switzerland AG

June 8, 2026

Equities Tactical Top Picks

EquitiesHealth CareFinancials

This report outlines current tactical equity top picks across Switzerland, Europe, and the Americas and summarizes historical performance of closed ideas.

Key Takeaways

  • 1.The report highlights new tactical equity picks in Switzerland, EMEA, and the Americas, while providing performance tracking for closed tactical ideas.

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
  • Appendix
  • UBS Research Valuation & Risk Statements
  • Important Information

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Authors

Unified Global Markets PMA Equity Sales

Securities

ROP SWMSFT US

Themes

Artificial IntelligenceOperational Margin Expansion

Regions

EuropeNorth AmericaAsia PacificSwitzerlandUnited StatesGermany