Equities Tactical Top Picks

Marke ng Material - not for UBS Switzerland AG onward distribu on

Equities - Tactical Top Picks Unified Global Markets PMA Equity Sales

Open Ideas Closed Ideas Company One Pagers Disclosures

Equities - Tactical Top Picks Overview

UBS Ra ng | Absolute Region Name Remark Ticker Inception Date Inception Price UBS Price Target Current Price Currency CIO Preference* Performance

Sonova Hldg N NEW SOON SW Buy | MP 27/07/ CHF 2.3%

SWITZERLAND Roche Hldg PC Br ROP SW Buy | MP 08/06/ CHF 14.0%

Alcon Rg ALC SW Buy | MP 01/06/ CHF 9.2%

Prysmian N PRY IM Buy | MP 20/07/ EUR -6.6%

Anglo American Rg AAL LN Buy | MP 13/07/ GBP 1.1%

EMEA Prosus Rg-N PRX NA Buy | MP 13/07/ EUR -2.3%

Continental Br CON GR Buy | MP 29/06/ EUR 1.9%

LVMH MC FP Buy | MP 08/06/ EUR -2.5%

Trane Tech Rg NEW TT US Buy | MP 27/07/ USD -2.8%

AMERICAS Mastercard Rg-A MA US Buy | MP 06/07/ USD 5.7%

Boeing Co Rg BA US Buy | MP 01/06/ USD -1.2%

APAC Alibaba Grp Rg 9988 HK Buy | MP 14/07/ HKD 2.7%

* MP = CIO Most Preferred. Return since incep on shows total return including dividend yield. Past performance figures refer to the past and past performance is not a reliable indicator of future performance. Fees & poten al currency fluctua ons are not considered, but may impact individual performance accordingly. Current prices as of latest data available on publica on date. Source: UBS Research, as of 29/07/2026.