UBS SELL

Equities Tactical Top Picks

Aug 19, 202624 pages

From the report报告摘录Alpha Decay in Closed Ideas: YTD alpha of -7.9% across 63 ideas (24 trading days) signals underperformance vs benchmark, requiring portfolio rebalancing.

Inside the report报告内文 Verbatim from the original PDF — first pages原版 PDF 开篇原文 · 逐字摘录

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

SWITZERLAND Huber + Suhner N HUBN SW Buy 10/08/ CHF 3.1%

ACS Br NEW ACS SM Buy 17/08/2026 150 EUR

Solaria Energia Br SLR SM Buy 03/08/ EUR -0.1% EMEA Prysmian N PRY IM Buy | MP 20/07/ EUR 2.4%

Prosus Rg-N PRX NA Buy | MP 13/07/ EUR -5.3%

Expedit Intl Was Rg NEW EXPD US Buy 17/08/2026 210 USD

Meta Platforms Rg-A META US Buy | MP 03/08/ USD -0.1% AMERICAS Trane Tech Rg TT US Buy | MP 27/07/ USD -0.6%

Boeing Co Rg BA US Buy | MP 01/06/ USD 3.3%

APAC Smg Ele Sp GDR-Unty NEW SMSN LI Buy 17/08/2026 9370 USD

* 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 17/08/2026.

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