Switzerland: Pensions and Investment News and Analysis

Latest news and analysis of pensions, asset management, regulation and trends in Switzerland from our award-winning journalists.

Pension Funds in Switzerland - Country Report

Bern, Switzerland

Switzerland pensions report 2023: funds consider next move with UBS and Credit Suisse

Fears of market concentration in asset management and custody services are leading Swiss Pensionskassen to rethink relations with the enlarged UBS

TOP SWISS PENSION FUNDS 2023

Pension fund/entity | Assets (€’000)

  1. PUBLICA | 40,014,418
  2. Compenswiss/Swiss Federal Social Security Funds | 37,809,591
  3. Kanton Zürich (BVK) | 37,530,151
  4. UBS AG | 29,082,728
  5. Migros (MPK) | 28,295,097

©IPE Research;  See IPE’s Top 1000 Pension Funds for the full ranking

Key fund data for Italy

Switzerland key pension data

Sources: Pension assets - IPE research; Occupational pension assets as % of GDP - OECD June 2022; Working population, data as of end 2021 - World Bank; Projected old-age dependency ratio 2050 per 100 people - Eurostat 2021; gross average replacement rate - OECD Pensions at a Glance, 2021; Asset Allocation - OECD Pension Funds in Fugures, June 2022

TOP MANAGERS: SWISS INSTITUTIONAL ASSETS

Company | Assets (€m) 

  1. UBS Asset Management | 403,752
  2. Zürcher Kantonalbank  | 211,686*
  3. Pictet Asset Management | 59,371*
  4. Swiss Asset Managers | 56,000
  5. BlackRock | 48,537
  6. Vontobel | 47,125
  7. Record Currency Mangement | 44,754
  8. AXA Investment Managers | 42,326
  9. Mesirow Currency Management | 38,071**
  10. Baloise Asset Management | 37,053

As at 30.6.23, *31.8.23, **30.9.23

©IPE Research; Sign up to IPE Profesional to see all the data in the latest country report

IPE European Pension Fund Awards

IPE BEST PENSION FUND IN SWITZERLAND AWARD WINNERS

  • 2023 - Pensionskasse Manor
  • 2022 - CERN Pension Fund
  • 2021 - Pensionskasse Bosch Schweiz
  • 2020 - Pensionskasse Manor
  • 2019 - CPEG, Caisse de prévoyance de l’Etat de Genève

Find out more about the IPE awards and how to be involved