HOLT Global Stock Selections Q3 2026

Research evidence excerpt

HOLT Global Stock Selections Q3 2026

Global Research

1 July 2026ab

HOLT Equities

GlobalGlobal Stock Selections Q3 2026

Helen Booth, CFA

HOLT Sector Specialist

Using our systematic and objective framework, the HOLT Sector Specialist team has identified preferred stock ideas with compelling characteristics helen.v.booth@ubs.com

+44-20-7883 1736

on the UBS HOLT platform from around the globe. Click here to view the full portfolio of curated names in HOLT Lens.

Jenny Huang

Stock Selection Process HOLT Sector Specialist

jenny.huang@ubs.com

We systematically screen out stocks that demonstrate unfavorable characteristics as they relate to the HOLT Scorecard, Accounting Quality and +44-20-7567 3075

Probability of Default metrics. The HOLT Sector Specialists then review the systematically refined universe and select two names per Sector from

each region to highlight (U.S., Europe, APAC). Hiten Patel, CFA, FCA

HOLT Specialist

hiten.j.patel@ubs.com

Insights on Corporate Performance and Embedded Expectations +44-20-7883 5132

For each stock, we include commentary from the respective Sector Specialist as well as a 'What's Priced In' scenario through the UBS HOLT

John Talbott, CFA

framework. HOLT Sector Specialist

john.talbott@ubs.com

Figure 1: Global Ideas by Region and Sector +1-212-325 1813

U.S. Europe APAC Jonathan Tischler

Comm Services Spotify Reddit* Publicis Groupe Tele2* Tencent Holdings NetEase* HOLT Specialist

Consumer Disc Ralph Lauren SharkNinja* LVMH* Compass Group Midea* New Oriental Edu jonathan.tischler@ubs.com

Consumer Staples Coca-Cola Target* Nestle* Tesco Fen Wine* Toyo Suisan +81-34-550 7604

Energy CNQ* HF Sinclair* TotalEnergies Neste* Coal India Yantai Jereh

Steffen Spillecke, CFAFinancials Schwab* AJG* BBVA* Amundi* SMFG E.Sun Financial*