This report details the performance and ongoing tactical equity trade ideas provided by UBS's Unified Global Markets PMA Equity Sales team as of June 30, 2026.
Key Takeaways
- 1.The report provides a performance review of tactical equity trade ideas across Switzerland, Europe, the Americas, and Asia-Pacific regions, with data updated as of 30 June 2026.
- 2.Average absolute performance of closed ideas YTD 2026 is 0.9%, with 51 total ideas closed over 23 trading days.
- 3.Recent tactical trade ideas include 'Buy' ratings on Roche, Alcon, UCB, Continental, LVMH, Fresenius, PepsiCo, and Boeing.
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 SWBA US
Themes
Tactical Equity Trading
Regions
EuropeNorth AmericaAsia PacificSwitzerlandUnited States