Obermatt Swiss Pearls Index ETP

A Smarter Way to Invest in Swiss Stocks

36 Selected Companies

100% Swiss Focus

12+ Industry Sectors

12 Yearly Updates

Passively Invest With Our Method

better diversification than the SMI or SPI
a rules-based approach free of personal bias
transparency on every monthly trade

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OMSP1 Visual - Obermatt Swiss Pearls Index illustration

Why Invest in the OMSP1?

Expertly managed, transparent, and data-driven: a superior, hands-off investment in the Swiss economy.

The Obermatt Method

Stocks in the OMSP1 are selected through Obermatt’s 360° View, a method that evaluates each company from multiple financial perspectives: Safety, Growth, Value, and Sentiment. This comprehensive approach ensures that only the top-performing, well-rounded Swiss companies make it into the index.

Data-Driven Investing

The OMSP1 is built on a data-driven investing approach, using objective financial metrics to evaluate each stock. Obermatt’s method removes speculation and focuses on measurable performance factors, ensuring that only the best 36 Swiss companies are included.

Transparency and Independence

Obermatt operates independently and without conflicts of interest, delivering objective stock rankings you can trust. Our transparent process clearly shows how each stock is evaluated, giving you full insight into the selection criteria. This commitment to openness and impartiality empowers you to invest confidently, knowing your portfolio is built on unbiased data.

True Reflection of the Swiss Economy

By selecting top-performing companies across diverse industries, the Swiss Pearls Index provides a true reflection of the Swiss economy. Focused on Switzerland’s strongest and most resilient businesses, this index captures the unique stability and strength of the Swiss market, offering investors a well-rounded view of the country's economic landscape.

Bigger is Not Always Better: SMI vs OMSP1

Discover why the Obermatt Swiss Pearls Index provides a more authentic representation of the Swiss economy compared to traditional indices

Don’t Be Fooled by the SMI: The Real Swiss Index

A common misconception is that indices like the SMI and SPI accurately reflect the Swiss economy. However, these indices are heavily weighted towards the pharmaceutical sector and Nestlé. In contrast, the Obermatt Swiss Pearls Index (OMSP1) offers a more comprehensive representation of Switzerland’s diverse economic sectors.

It encompasses a wider range of industries and minimizes sector-specific biases. This makes the OMSP1 a more authentic gauge of Swiss economic health, offering investors a more balanced and genuinely Swiss investment opportunity.

SIX Industry Category	OMSP1	SMI
Industrials	36.60%	10%
Healthcare	16.60%	36%
Real Estate	10.25%	0%
Services	7.83%	0%
Technology for information and communication	6.71%	1%
Retail discretionary	6.62%	7%
Financials	5.18%	22%
Retail staples	5.06%	15%
Materials	2.94%	9%
Utilities	2.21%	0%
Communications, media and entertainment	0%	1%

Beyond Large Caps: OMSP1’s Diversified Approach

The OMSP1 achieves a well-rounded balance across all company size classes, from Small companies all the way up to the largest firms. Unlike the SMI, which concentrates most of its weight in a handful of giants, the OMSP1 spreads exposure across the full breadth of the market.

This strategy broadens the investment scope, making the OMSP1 a more robust and versatile index for representing the Swiss economy.

Obermatt Size Class	OMSP1	SMI
XX-Large	6.35%	63.18%
X-Large	11.58%	9.14%
Large	19.01%	14.74%
Medium	35.95%	9.19%
Small	27.11%	3.75%

Product Information

Symbol: OMSP1

Product Category: Exchange Traded Product (ETP)

Currency: Swiss Franc (CHF)

Management Fee: 0.98%

Rebalancing: At least once a year

Listing/Exchange: Listed on the SIX Swiss Exchange according to the Exchange Traded Product (ETP) Regulatory Standard.

ISIN Number: CH1272476750

Valor: 127247675

Issuer: Maverix Securities AG, Zurich, Switzerland

Collateral Provider (TCM): Maverix Securities AG, Zurich

Collateral Custodian (TCM): SIX SIS Ag, Olten, Switzerland

Collateral Agent (TCM): SIX Repo AG, Zurich

Cooperation Partners: (Advertising Partnership)

Index Sponsor: Amadeus Capital SA, Genève, Switzerland

First Exchange Trading Date: 19 September 2023

Cooperation Partners: (Advertising Partnership)

More Information

Transparent OMSP1 Transactions

Obermatt analysis uncovered these 36 stocks as having the strongest ranks. Reviewed monthly, the stock with the worst rank is sold and the one with the best rank is purchased as part of management by the ETP.

Bell Food Group

CH0315966322

Burckhardt Compression

CH0025536027

Burkhalter

CH0212255803

EFG International

CH0022268228

EMS-Chemie

CH0016440353

HIAG Immobilien

CH0239518779

Huber+Suhner

CH0030380734

Jungfraubahn

CH0017875789

Sulzer

CH0038388911

Medacta Group

CH0468525222

Sensirion Holding

CH0406705126

SoftwareONE Holding

CH0496451508

ABB

CH0012221716

Alcon

CH0432492467

Allreal

CH0008837566

ALSO

CH0024590272

Bachem

CH1176493729

Belimo

CH1101098163

BKW

CH0130293662

DKSH

CH0126673539

Emmi

CH0012829898

Forbo

CH0003541510

Inficon

CH0011029946

Interroll

CH0006372897

Intershop

CH0273774791

Kardex

CH0100837282

Lonza

CH0013841017

PSP Swiss Property

CH0018294154

Richemont

CH0210483332

Sandoz

CH1243598427

SFS

CH0239229302

Siegfried

CH0014284498

Swatch

CH0012255151

Valiant

CH0014786500

VAT

CH0311864901

VZ

CH0528751586

Zehnder Group

CH0276534614

See all

Date	Sold	Bought
June 2026	dormakaba	Burkhalter
May 2026	SGS	Inficon
April 2026	Lindt	Sulzer
March 2026	Swiss Life	PSP Swiss Property
February 2026	EFG International	Emmi
January 2026	Tecan Group	VAT
December 2025	Straumann	Bell
November 2025	Inficon	VZ
October 2025	Comet	Jungfraubahn
September 2025	Sulzer	HIAG Immobilien
August 2025	Flughafen Zürich	Intershop
July 2025	Emmi	Zehnder Group
June 2025	Swisscom	Straumann
May 2025	OC Oerlikon	Belimo
April 2025	Landis+Gyr Group	Tecan Group
March 2025	VAT	Sensirion Holding
February 2025	Mobimo	SGS
January 2025	Bucher	Inficon
December 2024	Sonova	Swisscom
November 2024	Novartis	Forbo
October 2024	Schindler	Interroll
September 2024	Partners Group	OC Oerlikon
August 2024	Tecan Group	dormakaba
July 2024	Inficon	Emmi
June 2024	Swissquote	Allreal
May 2024	LEM	VAT
April 2024	Komax	DKSH
March 2024	PSP Swiss Property	Bucher
February 2024	Swiss Prime Site	Schindler
January 2024	Holcim	Sonova
December 2023	Julius Bär	Sandoz
November 2023	Forbo	SFS
October 2023	Aryzta	Partners Group

Our Blogs

Explore stock insights and build your investing knowledge. Our investing blogs and stock tips help you make informed decisions with confidence.

Burkhalter: The OMSP1’s New Main Fuse

25 Jun 2026

Burkhalter is joining the OMSP1 for the first time this month, replacing dormakaba. The company is Switzerland’s largest electrical engineering and building technology group, with 83 subsidiaries across 169 locations. It is not a high-growth story. It is a compounding story, built on decades of small acquisitions, a near-zero debt balance sheet, and structural demand from Switzerland’s energy transition. The Safety Rank of 98 is one of the highest in the index. Meanwhile, dormakaba’s transformation is real but the numbers have not caught up yet.

Inficon: At Work While Others Panicked

28 May 2026

Inficon is back in the OMSP1 this month, replacing SGS. When the Swiss instrumentation company first joined the index in January 2025, everything looked great. Then tariffs hit, margins fell, and the stock dropped more than 40%. What happened next is the interesting part: management made a series of decisions that hurt short-term numbers but kept the company’s competitive position intact. A year and a half later, the ranks tell the story. Inficon’s Obermatt 360° View has climbed from 82 to 90, its Growth Rank has more than doubled, and the semiconductor upcycle is just getting started. Read the full story on the blog.

Sulzer Back in the OMSP1 and Pumping the Energy Transition

30 Apr 2026

Most investors have never heard of Sulzer. That might be exactly why it belongs in the Obermatt Swiss Pearls Index. This month, the Winterthur-based industrial giant joins as Lindt & Sprüngli exits. A global leader in fluid engineering since 1834, Sulzer’s pumps, separation systems, and carbon capture technology sit at the heart of the energy transition and global water infrastructure. After being removed from the index in September 2025, three years of consistent margin expansion have brought its Obermatt 360° View back up to 88, driven by a record EBITDA margin of 15.6% in 2025 and a management team that keeps raising the bar.

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Risk Disclaimer

The Exchange Traded Product on Obermatt Swiss Pearls Index is considered a structured product in Switzerland pursuant to article 70 of the Swiss Financial Services Act of 15 June 2018 (“FinSA”) and is neither subject to authorization nor supervision by the Swiss Financial Market Supervisory Authority FINMA ("FINMA"). The Product does not constitute participation in a collective investment scheme within the meaning of the Collective Investment Schemes Act of 23 June 2006 ("CISA") and Investors do not benefit from the specific investor protection provided under CISA. Investors bear the credit risk of the Issuer.

The investments are collateralized with SIX Swiss Exchange. The collateral is held in custody at SIX SIS Ltd and SIX Repo Ltd is responsible for the daily monitoring of the collateral as collateral custodian and agent, respectively. This Triparty Collateral Management (TCM) mechanism of SIX protects the security interests of investors by reducing the default risk of the issuer.