Industry Distribution:

1. Financial Services: 25%
2. Healthcare: 20%
3. Industrial: 15%
4. Consumer Goods: 12%
5. Information Technology: 10%

TOP 3 Markets:

1. Switzerland: 45%
2. Germany: 20%
3. France: 10%

The UBS ETF (CH) - SPI primarily invests in the Swiss stock market, with a significant portion of revenues coming from the financial sector, followed by healthcare and industry. Switzerland represents the largest market share, reflecting the ETF's local market orientation. Germany and France are also important markets contributing to portfolio diversification.

UBS ETF (CH) - SPI (SWX:SPICHA) is an exchange-traded fund (ETF) and not a company that produces physical products.

An ETF is a financial product that tracks an index, such as the Swiss Performance Index (SPI). Therefore, the question of production locations is not applicable. UBS, as a financial service provider, offers this ETF to allow investors to invest in the entire Swiss stock market.

Current Strategy: Diversification and Cost Efficiency

Focus on Sustainability: ESG Investments

The UBS ETF (CH) - SPI pursues a strategy aimed at diversification and cost efficiency to secure future growth. By tracking the Swiss Performance Index (SPI), the ETF provides investors with access to a broad range of Swiss companies, which diversifies risk and enables stable returns.

Another focus is on integrating Environmental, Social, and Governance (ESG) criteria into the investment strategy. This reflects the growing trend of investors placing increased value on sustainable investments. UBS is committed to integrating ESG factors into their investment processes to maximize both financial and societal returns.

Additionally, UBS is leveraging technological innovations to increase efficiency and reduce costs for investors. This includes the use of advanced analytical tools and digital platforms to facilitate access to their products and enhance transparency.

Current data on imports: Not specifically available for UBS ETF (CH) - SPI.

UBS ETF (CH) - SPI (SWX:SPICHA) is an exchange-traded fund that tracks the Swiss Performance Index (SPI). ETFs themselves do not import commodities or materials, as they are financial products that invest in stocks.

However, the companies included in the SPI may import commodities and materials. These imports vary greatly depending on the industry and company. Typical commodities could be metals, chemicals, or sources of energy imported from various countries such as Germany, China, or the USA.

For specific information on imports of commodities and materials, it would be necessary to analyze the annual reports of the companies included in the SPI.

Current Market Share: 12% (2026, estimated)
Assets Under Management: CHF 5 billion (2026, estimated)
Expense Ratio: 0.15% (2026)

The UBS ETF (CH) - SPI offers investors a cost-effective way to invest in the Swiss Performance Index. The ETF's competitive advantage lies in its low expense ratio of 0.15%, which is considered very competitive compared to other ETFs in the same segment.

Additionally, the ETF benefits from UBS's strong brand and distribution network, helping it maintain a significant market share of an estimated 12%. The CHF 5 billion in assets under management demonstrates a solid foundation and investor confidence in the product.

However, the competitive advantage could be challenged by increasing price pressure and the introduction of new products by competitors. Nevertheless, the UBS ETF (CH) - SPI remains well-positioned due to its efficiency and the support from UBS.

Institutional Investor Share: Estimated around 70-80% (2026) Insider Buys/Sells: No specific data available (2026)

The institutional investor share in ETFs such as the UBS ETF (CH) - SPI typically ranges between 70% and 80%, as these products are often used by pension funds, insurance companies, and other large institutional investors to obtain broadly diversified exposures in a specific market segment.

Insider buys and sells are less relevant for ETFs, as these funds do not represent individual company shares but rather track a basket of stocks. Therefore, there are no traditional insider transactions as seen with individual companies.

Market share UBS ETF (CH) - SPI: Estimate: 5% (2026)

Main competitors and their market shares:

1. iShares Swiss ETF: 15%
2. Credit Suisse Index Fund: 12%
3. Swisscanto ETF: 10%
4. ZKB ETF: 8%
5. Vanguard Switzerland ETF: 7%
6. UBS ETF (CH) - SPI: 5%
7. Amundi ETF: 4%
8. Lyxor ETF: 3%

The UBS ETF (CH) - SPI has a market share of approximately 5%, positioning it in the middle compared to its competitors. The largest competitor, iShares Swiss ETF, has a significantly higher market share of 15%, indicating a stronger market presence and possibly a broader product offering.

The moat of UBS ETF (CH) - SPI is less pronounced compared to the leading competitors. While UBS can benefit from strong brand awareness and an established distribution network, some of the larger competitors like iShares and Credit Suisse may offer more diversified and cost-efficient products, giving them a competitive advantage.

Overall, the ETF market in Switzerland appears to be highly competitive, with the largest market shares held by a few major providers. UBS must differentiate itself through innovative products or cost-effective solutions to increase its market share and establish a stronger moat.

Assets under Management: CHF 2.5 billion (2025)
Annual Expense Ratio: 0.15% (2025)
Performance in the Last Year: 8.2% (2025)

The UBS ETF (CH) - SPI offers broad diversification across the entire Swiss stock market, making it a stable investment opportunity. With assets under management of CHF 2.5 billion, the fund demonstrates a strong capital base that instills confidence in its management and structure.

The annual expense ratio of 0.15% is relatively low, making the fund attractive to long-term investors as the costs do not excessively burden the return. The 8.2% performance in the last year indicates a solid development supported by the stability of the Swiss market.

Overall, the UBS ETF (CH) - SPI could be a good investment for investors interested in broad diversification in the Swiss market and looking to benefit from its stability. Long-term investors could benefit from the low expense ratio and solid performance.

Dividend Yield: 1.8% (estimated for 2026)
Payout Frequency: Annually

The UBS ETF (CH) - SPI (SWX:SPICHA) is designed to replicate the performance of the Swiss Performance Index (SPI). ETFs based on indices typically distribute dividends that correspond to the companies included in the index.

The dividend yield for the SPI typically ranges between 1.5% and 2.0%. The payout is usually annual and relatively reliable, as it depends on the dividends of the companies included in the index.

Since the SPI includes a wide range of Swiss companies that traditionally pay stable dividends, the ETF's payout can be considered reliable. However, the exact dividend amount may vary depending on the economic situation and company profits.