Equities - Tactical Top Picks

Latest edition · August 11, 2026

Equities Tactical Top Picks

UBS presents its Tactical Top Picks portfolio featuring 9 active equity ideas across Switzerland, Europe, and the Americas, including new entrant Huber + Suhner. The publication also tracks performance for 62 closed ideas year-to-date.

The UBS Equities Tactical Top Picks publication provides single-stock recommendations designed for short-term tactical holding periods (averaging 25 trading days YTD). As of August 11, 2026, the active list comprises Huber + Suhner (new addition), Sonova, Solaria Energia, Prysmian, Prosus, Continental, Meta Platforms, Trane Technologies, and Boeing. Key thematic exposure spans AI monetization, data center infrastructure, aerospace cash flow recovery, and corporate spin-offs.

Key takeaways from the latest edition

• 1.Huber + Suhner is added as a new tactical Buy idea in Switzerland driven by data center ramp-up and margin expansion potential from Optical Circuit Switches.
• 2.Active tactical open ideas include Huber + Suhner, Sonova, Solaria Energia, Prysmian, Prosus, Continental, Meta Platforms, Trane Technologies, and Boeing across Switzerland, EMEA, and the Americas.
• 3.Year-to-date closed ideas produced an average absolute return of 0.6% and relative return of -0.9% over an average holding period of 25 trading days across 62 ideas.

What this series covers

• 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
• Switzerland
• Europe
• Americas
• Appendix
• UBS Research Valuation & Risk Statements
• Important Information

Edition archive

• Equities Tactical Top Picks

  August 11, 2026

• Equities-Tactical-Top-Picks

  August 4, 2026

• Equities-Tactical-Top-Picks

  July 23, 2026

• Equities-Tactical-Top-Picks

  July 13, 2026

• Equities-Tactical-Top-Picks

  June 30, 2026

• Equities-Tactical-Top-Picks

  June 29, 2026