These are UBS' top stock picks for 2026
UBS' "26 U.S. Stocks for 2026" list includes Amazon, UnitedHealth Group and PepsiCo, its recent note to clients shows.
TL;DR
- UBS released a list of 26 U.S. stocks predicted to perform well in 2026.
- Top stock picks include Amazon, UnitedHealth Group, and PepsiCo.
- Amazon's growth is attributed to investments in AWS, AI infrastructure, satellite internet, and e-commerce delivery.
- UnitedHealth Group is expected to improve its bottom line through spending cuts and favorable rate notices for Medicare Advantage plans.
- PepsiCo is highlighted for its innovation in product offerings and potential for multiple expansion in the food and beverage sector.
- Analysts considered differentiated views, potential upside, risk-reward skews, and exposure to key themes in stock selection.