Information on WUPIX®

Indices, adjusted for dividend payments, for shares of listed real estate companies (WUPIX-A) and listed real estate funds (WUPIX-F) together with index for real estate investment foundations (KGAST property index). The Swiss Performance Index (SPI) is also posted for comparison purposes.

WUPIX-A and WUPIX-F are registered brand names belonging to Wüest & Partner AG. The indices were calculated by Wüest & Partner AG to the best of its knowledge and belief using internationally recognized standards. Wüest & Partner reserves the right to amend or correct the indices at any time, also with retrospective effect. No liability shall be accepted for losses resulting from any changes.

The data may not be used particularly as a basis for financial instruments (including passively managed funds and index-dependent derivative securities) or for checking other data or indexes without prior written consent of Wüest & Partner AG.

Further details on WUPIX® are provided in the methodology (german).

Base data

WUPIX-A, WUPIX-F, SPI, KGAST property index
Source: Thomson Reuters, Wüest & Partner AG, Fundo, KGAST
Survey status: 2010-06-30
Last update: 2010-07-28
Next update: 2010-08-05
Geographical coding: OG-2010

Current index components

WUPIX-A Market capitalisation Weight
Swiss Prime Site AG 3'555'713'896 33.93%
PSP Swiss Property AG 2'991'607'053 28.55%
Allreal Holding AG 1'619'173'454 15.45%
Mobimo Holding AG 955'148'100 9.12%
Intershop Holding AG 615'300'000 5.87%
Warteck Invest AG 274'725'000 2.62%
Zueblin Immobilien Holding AG 216'202'639 2.06%
Pax-Anlage AG 148'680'000 1.42%
BFW Liegenschaften AG 101'800'125 0.97%

WUPIX-F Market capitalisation Weight
UBS SWISS SIMA 4'917'030'627 22.44%
CS REF LIVING PLUS 2'019'500'000 9.22%
CS REF SIAT 1'929'770'303 8.81%
UBS SWISS ANFOS 1'618'534'886 7.39%
CS REF INTERSWISS 1'390'900'951 6.35%
SWISSCANTO IFCA 1'087'563'397 4.96%
CS REF PROPERTY PLUS 1'076'682'240 4.91%
IMMOFONDS 988'634'442 4.51%
Schroder ImmoPLUS 949'440'000 4.33%
SOLVL 61 PRT 916'208'568 4.18%
UBS SW SWISSREAL 849'597'052 3.88%
LA FONCIERE 815'673'900 3.72%
UBS FONCIPARS 740'854'525 3.38%
FIR 707'938'330 3.23%
BONHOTE IMMOBILIER 627'566'628 2.86%
SWISSINVEST REAL 506'648'389 2.31%
Immo Helvetic 459'360'000 2.10%
PROCIMMO 305'559'230 1.39%

KGAST property index Assets Weight
Swisscanto 4'031'350'000 22.29%
CSA Real Estate Switzerland 3'629'840'000 20.07%
Turidomus Casareal 1'922'882'267 10.63%
Avadis 1'900'220'000 10.51%
UBS - Immobilien Schweiz 1'033'510'000 5.72%
ASSETIMMO - Immobilien W 817'820'000 4.52%
Pensimo Casareal 663'627'860 3.67%
Zürich Immobilien Wohnen 641'740'000 3.55%
ASSETIMMO - Immobilien G 536'650'000 2.97%
Turidomus Proreal 528'144'955 2.92%
HIG 524'965'000 2.90%
Zürich Immobilien Traditionell 406'470'000 2.25%
Swiss Life 354'020'000 1.96%
CSA - Real Estate Switzerland Dynamic 321'070'000 1.78%
Zürich Immobilien Geschäft 314'120'000 1.74%
Imoka 309'273'458 1.71%
Pensimo Proreal 147'834'779 0.82%