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% |