This document outlines UBS's tactical equity top picks as of June 2026, providing performance data for closed trade ideas and current investment cases for active long ideas.
Key Takeaways
- 1.The report presents a selection of tactical equity ideas, documenting historical performance metrics for closed trades across multiple regions.
- 2.Year-to-date performance across closed ideas shows an absolute return of 1.4% with an annualized alpha of 8.9%.
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
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Authors
Unified Global Markets PMA Equity Sales
Securities
ROP SWALC SW
Themes
AI and Digital TransformationMargin Expansion
Regions
EuropeNorth AmericaAsia PacificSwitzerlandUnited Kingdom