Switzerland Investment and Pensions
The financial situation of the compensation fund AHV, the largest of the three under management of public institution Compenswiss, will deteriorate in the years to come. Therefore, the government and the parliament are trying to find funding sources to keep AHV’s funding ratio in balance until 2040. The occupational pension supervisor OAK BV will keep a close eye on multi-employer pension funds to make sure they have enough reserves to fend off market turbulences, while ESG reporting standards for Pensionskassen turn the focus on quality.
Pension Funds in Switzerland - Country Report
Pensions in Switzerland report 2026: Swiss franc strength forces domestic pension funds to adopt costly hedging strategies
The Swiss franc is seen as a safe haven in times of trouble, but its strength causes problems for the country’s pension funds
TOP SWISS PENSION FUNDS 2025
Pension fund/entity | Assets (€’000)
- Compenswiss/Swiss Federal Social Security Funds | 51,429,510
- Kanton Zürich (BVK) | 45,592,404
- PUBLICA | 45,193,869
- ASGA Pensionkasse | 33,089,316
- UBS Pensionskasse | 32,251,486
©IPE Research; View the Top 1000 European Pensions Funds 2025 for a comprehensive market overview
OAK BV seeks stronger powers as Swiss pension fund consolidation gathers pace
Swiss supervisor proposes legal reforms to strengthen oversight as consolidation reshapes the country’s occupational pension landscape
Swiss pension funds reassess equity allocations as concentration risks mount
Consultants see Swiss pension funds refining equity allocations as concentration risks climb and rates remain low
UBS proposes overhaul of Swiss pension system with fully funded first pillar
A proposed overhaul of Switzerland’s pension system has sparked debate over funding, member choice and transition costs
Vaud pension fund faces Israel divestment after delegate vote
Delegates at Vaud municipal pension fund CIP approve exclusion of Israel-linked securities after Vevey proposal
Swiss pension funds access repo transactions amid liquidity concerns
Regulatory change opens repo market to Swiss pension funds facing liquidity demands
IPE DACH Briefing: German unions push mandatory workplace pensions
The German Trade Union Confederation (DGB) supports compulsory workplace pensions, co-financed by employers
TOP MANAGERS: SWISS INSTITUTIONAL ASSETS
Company | Assets (€m)
- Zürcher Kantonalbank | 259,829*
- UBS Asset Management | 257,813[1]
- Swiss Life Asset Management | 131,028
- Pictet Asset Management | 72,132*
- AXA Investment Managers | 66,904
- BlackRock | 55,609
- Record Currency Mangement | 53,436***
- Vontobel | 51,459*
- Mesirow Currency Management | 47,619**
- Baloise Asset Management | 38,295
As at 30.6.24, *31.8.24, **30.9.24 ***28.6.24
[1] Excludes Credit Suisse Asset Management AUM
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IPE BEST PENSION FUND IN SWITZERLAND AWARD WINNERS
- 2025 - CPEG
- 2024 - CPEG
- 2023 - Pensionskasse Manor
- 2022 - CERN Pension Fund
- 2021 - Pensionskasse Bosch Schweiz
- 2020 - Pensionskasse Manor
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Twenty years of evidence: Is it time to reconsider microfinance?
Stefan Beiner, partner at Swiss consultancy c-alm and former CIO of Publica, one of Switzerland’s largest pension funds, unpicks the investment benefits of microfinance
Twenty years of evidence: Is it time to reconsider microfinance?
Stefan Beiner, partner at Swiss consultancy c-alm and former CIO of Publica, one of Switzerland’s largest pension funds, unpicks the investment benefits of microfinance
OAK BV seeks stronger powers as Swiss pension fund consolidation gathers pace
Swiss supervisor proposes legal reforms to strengthen oversight as consolidation reshapes the country’s occupational pension landscape
Swiss pension funds reassess equity allocations as concentration risks mount
Consultants see Swiss pension funds refining equity allocations as concentration risks climb and rates remain low
UBS proposes overhaul of Swiss pension system with fully funded first pillar
A proposed overhaul of Switzerland’s pension system has sparked debate over funding, member choice and transition costs
Vaud pension fund faces Israel divestment after delegate vote
Delegates at Vaud municipal pension fund CIP approve exclusion of Israel-linked securities after Vevey proposal
Swiss pension funds access repo transactions amid liquidity concerns
Regulatory change opens repo market to Swiss pension funds facing liquidity demands
IPE DACH Briefing: German unions push mandatory workplace pensions
The German Trade Union Confederation (DGB) supports compulsory workplace pensions, co-financed by employers
Ethos formally excludes fossil fuel companies after failure to effect change
Swiss pension fund-backed organisation says the past few years have shown oil and gas majors are not open to dialogue or change
Credit Suisse pension fund de-risks as cash outflows reshape strategy
The changes mark a shift towards a more permanent environment of structural cash outflows, prompting a realignment of the investment process
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