Austria Investment and Pensions
Austria’s small pension market totals just over €27bn managed in Pensionskassen and just under €20bn in severance pay funds. The government of 2019 did put pensions on the agenda in its coalition agreement, promising a so-called general pension contract. Following elections in September 2024, there are few hopes that occupational pensions will move up the political agenda, however.
Country Report – Pensions in Germany & Austria (April 2022)
It took just over 100 days in office before Germany’s new coalition government announced a €500bn budget to first pillar pension financing, setting in motion an agreed reform process that would create a partially funded state pension system.
Austrian pension reform more likely under current government, Valida says
Valida CEO flags Danish-style reforms as Austria seeks to strengthen second pillar pensions amid fiscal pressures
Austrian funds turn to European, small-cap equity to cut US concentration risk
The outsized influence of the so-called Magnificent 7 has reinforced the case for broader equity diversification among Austrian pension funds
Austrian pension funds post solid 2025 returns ahead of upcoming reforms
However, average returns came in at 4.88%, down from 7.77% in 2024
Austrian VBV surpasses €10bn with IBM pensions deal
VBV has absorbed more than €1bn in assets and around 30,000 members from Austrian company pension funds over the past two decades
IPE DACH Briefing: Providers sharpen DC capabilities as private markets debate widens
The number of European Long-Term Investment Funds and exchange-traded funds is expected to rise within German corporate pension schemes
Austrian pension funds step up private equity as hunt for illiquids intensifies
APK Pensionskasse is targeting opportunities for above-average returns in private equity, while Bonus Pensionskasse looks to infrastructure equity
Mercer widens pension consultancy reach in DACH region
The consultancy has joined forces with Vienna-based SLG Treasury
TOP AUSTRIA PENSION FUNDS 2025
Pension fund/entity | Assets (€’000)
Pensionkassen
- VBV | 9,380,000
- Valida | 7,530,000
- APK | 6,316,069
Vorsorgekassen
- VBV | 7,123,800
- Valida | 5,190,000
- Allianz | 2,629,142
©IPE Research; View the Top 1000 European Pensions Funds 2024 for a comprehensive market overview
IPE BEST PENSION FUND IN AUSTRIA AWARD WINNERS
- 2024 - Austrian Lawyers Pension System (ALPS)
- 2023 - Bundespensionkasse | VBV-Group
- 2022 - APK Pensionskasse
- 2021 - VBV Group
- 2020 - APK Pensionskasse
Austrian pension reform more likely under current government, Valida says
Valida CEO flags Danish-style reforms as Austria seeks to strengthen second pillar pensions amid fiscal pressures
Austrian funds turn to European, small-cap equity to cut US concentration risk
The outsized influence of the so-called Magnificent 7 has reinforced the case for broader equity diversification among Austrian pension funds
Austrian pension funds post solid 2025 returns ahead of upcoming reforms
However, average returns came in at 4.88%, down from 7.77% in 2024
Austrian VBV surpasses €10bn with IBM pensions deal
VBV has absorbed more than €1bn in assets and around 30,000 members from Austrian company pension funds over the past two decades
IPE DACH Briefing: Providers sharpen DC capabilities as private markets debate widens
The number of European Long-Term Investment Funds and exchange-traded funds is expected to rise within German corporate pension schemes
Austrian pension funds step up private equity as hunt for illiquids intensifies
APK Pensionskasse is targeting opportunities for above-average returns in private equity, while Bonus Pensionskasse looks to infrastructure equity
Mercer widens pension consultancy reach in DACH region
The consultancy has joined forces with Vienna-based SLG Treasury
IPE DACH Briefing: Corporate pension funds review asset allocations
Mercedes-Benz divests Nissan stake; Evonik considers extending DC plan; Lufthansa pilots push back against DC offer
APK shifts US dollar hedges, turns to Europe
The US had become less attractive compared to Europe, particularly for sovereign bonds, say CIO Manfred Brenner
Austrian funds cut CO2 intensity, but bond portfolios lag
Research covering the period 2018-2023 supports Austria’s Green Finance Agenda to redirect capital towards sustainable investments
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