REGIONAL
Swiss Top 30 Dividend Yield
The LAPIS Swiss Top 30 Dividend Yield Analysis is composed of 30 equally weighted Swiss stocks with a minimum of CHF 2.5 billion of market capitalization and with uninterrupted and continuously increasing dividend payments over the last 5 years.
Analysis facts
Transparent rules and disciplined signals that guide allocation through changing markets.
Asset class
EquityRegion
REGIONALCurrency
CHFLaunch Date
01/01/2012Rebalancing
Semi-annually: end of April and OctoberCalculation
DailyNAV
551.82As of
31/07/2026Chart performance
Jan 1, 2025
Jan 1, 2026
201220132014201520162017201820192020202120222023202420252026
550458367275183920
JanuaryFebruaryMarchAprilMayJuneJulyAugustSeptemberOctoberNovemberDecember
LAPISBenchmark
Performance
| 2016 | 2017 | 2018 | 2019 | 2020 | 2021 | 2022 | 2023 | 2024 | 2025 | YTD | 1 Yr | 3 Yr avg | since inception avg | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| LAPIS | 11.20% | 21.99% | -8.64% | 33.43% | 5.05% | 18.86% | -13.71% | 16.89% | 14.08% | 14.63% | 8.17% | 12.18% | 12.34% | 12.42% |
| Benchmark | -1.58% | 17.90% | -7.04% | 29.60% | 3.54% | 23.74% | -14.29% | 7.09% | 7.55% | 17.79% | 11.31% | 24.95% | 11.68% | 9.62% |
Constituents
Market cap breakdown
- Market cap
- > 100 bn13.00%
- 50 - 100 bn7.00%
- 10 - 50 bn47.00%
- 2.5 - 10 bn33.00%
Sector breakdown
- Sector
- Financials47.00%
- Industrials17.00%
- Health Care13.00%
- Materials10.00%
- Others13.00%
