Wüest Indices Latest developments in the real estate market

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).

Current index components (2024-04-30)

WUPIX-A Market capitalisation Weight
Swiss Prime Site AG 6'578'872'165 28.21%
PSP Swiss Property AG 5'224'352'785 22.40%
Allreal Holding AG 2'465'693'201 10.57%
Mobimo Holding AG 1'866'257'157 8.00%
Investis Holding SA 1'262'080'000 5.41%
Intershop Holding AG 1'172'300'000 5.03%
Zug Estate AG 828'612'000 3.55%
EPIC 762'359'609 3.27%
HIAG Immobilien Holding AG 750'874'320 3.22%
PLAZZA AG 549'927'000 2.36%
FUNDAMENTA REAL N 499'043'028 2.14%
Warteck Invest AG 445'500'000 1.91%
INA INVEST AG 306'386'899 1.31%
NOVAVEST 262'188'756 1.12%
SF Urban Properties 258'215'525 1.11%
Zueblin Immobilien Holding AG 86'268'702 0.37%

WUPIX-F Market capitalisation Weight
UBS SWISS SIMA 9'597'456'235 16.63%
CS REF SIAT 3'575'989'160 6.20%
UBS SWISS ANFOS 3'018'631'010 5.23%
CS REF LIVING PLUS 3'013'426'987 5.22%
ROTHSCHILD REAL ESTATE SICAV 2'341'554'278 4.06%
CS REF GREEN PROPERTY 2'316'518'180 4.01%
IMMOFONDS 1'945'395'376 3.37%
UBS FONCIPARS 1'916'795'143 3.32%
SWISS LIFE REF (CH) SWISS PROPERTIES 1'854'900'000 3.21%
LA FONCIERE 1'823'495'718 3.16%
SWISSCANTO IFCA 1'816'982'003 3.15%
SCHRODER IMMOPLUS 1'703'490'784 2.95%
REALSTONE 1'683'644'121 2.92%
FIR 1'669'456'929 2.89%
UBS SW SWISSREAL 1'606'513'917 2.78%
CS REF INTERSWISS 1'543'475'874 2.67%
SOLVL 61 PRT 1'443'328'635 2.50%
Procimmo Real Estate SICAV 1'441'508'650 2.50%
IMMO HELVETIC 1'153'600'000 2.00%
BONHOTE IMMOBILIER 1'112'458'225 1.93%
SWISSINVEST REAL 1'028'113'774 1.78%
SF SUSTAINABLE PROPERTY FUND 997'354'539 1.73%
PATRIMONIUM SWISS REF 981'167'793 1.70%
UBS DIRECT RESIDENTIAL 903'755'084 1.57%
CS REF LOGISTICSPLUS 808'000'000 1.40%
BALOISE SWISS PF 800'148'606 1.39%
CRONOS IMMO FUND 759'741'024 1.32%
SF RETAIL PF 729'000'000 1.26%
CS REF HOSPITALITY 620'604'707 1.08%
SWISSCANTO REF SWISS COMM 525'463'105 0.91%
UBS DIRECT URBAN 460'740'467 0.80%
DOMINICÉ SWISS PF 424'050'000 0.73%
PROCIMMO RESIDENTIAL LEMANIC FUND 375'859'008 0.65%
HELVETICA SWISS COMMERCIAL 348'296'650 0.60%
GOOD BUILDINGS SWISS REF 290'400'000 0.50%
SWISS CENTRAL CITY REF 281'353'180 0.49%
SUISSE ROMANDE PF 237'247'213 0.41%
STREETBOX REAL ESTATE FUND 213'923'370 0.37%
SF COMMERCIAL PF 193'920'000 0.34%
RESIDENTIA 156'176'982 0.27%

KGAST property index Assets Weight
Swisscanto Immobilien Schweiz 8'753'503'200 12.24%
AXA 8'631'477'875 12.07%
CSA Real Estate Switzerland 6'144'738'100 8.59%
Turidomus Casareal (Wohnimmobilien) 4'512'510'000 6.31%
Swiss Life Immobilien Schweiz ESG 3'836'151'100 5.36%
Zürich Immobilien - Wohnen Schweiz 3'461'550'020 4.84%
Avadis Immobilien Schweiz Wohnen 3'409'559'100 4.77%
Swiss Prime SPA Immobilien Schweiz 2'789'000'000 3.90%
UBS Immobilien Schweiz 2'671'426'551 3.74%
Pensimo Casareal (Wohnimmobilien) 2'329'740'000 3.26%
Swiss Life Geschäftsimmobilien Schweiz ESG 1'857'040'300 2.60%
ASSETIMMO W (Wohnliegenschaften) 1'834'371'000 2.56%
Turidomus Proreal (Geschäftsimmobilien) 1'519'530'000 2.12%
Turidomus Urban and Mixed Use 1'422'140'000 1.99%
Ecoreal Suissecore Plus 1'306'000'000 1.83%
CSA Real Estate Commercial 1'187'026'800 1.66%
CSA Real Estate Switzerland Residential 1'081'975'000 1.51%
Tellco Immobilien Schweiz 1'079'636'100 1.51%
HIG Immobilien Schweiz 1'055'749'361 1.48%
1291 - Immobilien Schweiz 1'040'230'000 1.45%
Avadis Immobilien Schweiz Geschäft 885'671'300 1.24%
Helvetia Immobilien Schweiz 770'626'105 1.08%
Zürich Immobilien - Geschäft Schweiz 753'063'279 1.05%
ASSETIMMO G (Geschäftsliegenschaften) 747'810'000 1.05%
Sarasin Nachhaltig Immobilien Schweiz 741'463'833 1.04%
Zürich Immobilien - Traditionell Schweiz 724'216'500 1.01%
Patrimonium Wohnimmobilien Schweiz 719'489'183 1.01%
Helvetia Immobilien Romandie 634'126'562 0.89%
UBS Kommerzielle Immobilien Schweiz 619'031'297 0.87%
SFP - Swiss Real Estate 604'910'000 0.85%
Ecoreal Suisseselect 546'000'000 0.76%
Swiss Life Alter und Gesundheit Schweiz 532'892'100 0.75%
Pensimo Proreal (Geschäftsimmobilien) 513'300'000 0.72%
Adimora Omega (Wohnimmobilien) 407'890'000 0.57%
Greenbrix Housing 363'674'397 0.51%
Patrimonium Gesundheitsimmobilien 348'536'083 0.49%
IST - Immobilien Schweiz Fokus 329'006'400 0.46%
IST - Immobilien Schweiz Wohnen 323'260'900 0.45%
Avadis Immobilien Schweiz Wohnen Mittelzentren 295'411'600 0.41%
DAI - Gewerbeimmobilien Schweiz DAGSIS 261'700'000 0.37%
avenirplus - Immobilien 184'151'308 0.26%
Terra Helvetica - Wohnen Schweiz 125'286'133 0.18%
Prisma - Previous Responsible Residential Real Estate 103'640'000 0.14%
Tellco Kommerzielle Immobilien Schweiz 58'608'300 0.08%

Base data

WUPIX-A, WUPIX-F, KGAST property index, SPI
Source: Thomson Reuters, Fundo, KGAST, Wüest Partner AG
Survey status: 2024-04-30
Last update: 2024-05-13
Next update: 2024-06-07
Geographical coding: OG-2023