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
Dutch lawmakers under pressure to allow shareholder ‘say-on-sustainability’
Upcoming debate on CSRD transposition will reveal whether politicians follow in footsteps of Spain, Estonia and Switzerland
Swiss public pension funds hit strongest funding levels in 25 years
Funding ratios surge as strong commodities, equities and gold returns bolster public pension balance sheets
Swiss pension funds pushed towards consolidation by costs and talent squeeze
Swiss pension funds consolidate as rising costs, regulatory pressure, and skills shortages reshape the multi-employer market
Swiss Federal Social Insurance Office reshuffle deepens after AHV miscalculation
Leadership changes continue at Switzerland’s social security office as AHV forecasting errors prompt reform and renewed pension scrutiny
All that glitters: Swiss pension funds raise gold exposure
Swiss pension funds boost gold allocations, seeking protection from geopolitical shocks, market volatility and fading trust in US assets
Swiss pension funds shift focus on equal-weighted, small-cap equities
Swiss pension funds turn to small caps and equal-weighting to rein in growing global equity concentration risks
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
©IPE Research; Sign up to IPE Profesional to see all the data in the latest country report
IPE BEST PENSION FUND IN SWITZERLAND AWARD WINNERS
- 2024 - CPEG
- 2023 - Pensionskasse Manor
- 2022 - CERN Pension Fund
- 2021 - Pensionskasse Bosch Schweiz
- 2020 - Pensionskasse Manor
- Previous
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Dutch lawmakers under pressure to allow shareholder ‘say-on-sustainability’
Upcoming debate on CSRD transposition will reveal whether politicians follow in footsteps of Spain, Estonia and Switzerland
Swiss public pension funds hit strongest funding levels in 25 years
Funding ratios surge as strong commodities, equities and gold returns bolster public pension balance sheets
Swiss pension funds pushed towards consolidation by costs and talent squeeze
Swiss pension funds consolidate as rising costs, regulatory pressure, and skills shortages reshape the multi-employer market
Swiss Federal Social Insurance Office reshuffle deepens after AHV miscalculation
Leadership changes continue at Switzerland’s social security office as AHV forecasting errors prompt reform and renewed pension scrutiny
All that glitters: Swiss pension funds raise gold exposure
Swiss pension funds boost gold allocations, seeking protection from geopolitical shocks, market volatility and fading trust in US assets
Swiss pension funds shift focus on equal-weighted, small-cap equities
Swiss pension funds turn to small caps and equal-weighting to rein in growing global equity concentration risks
Swiss pension funds refuse to apply regulator’s rule on savings interest
OAK BV is tightening oversight on pension funds exposed to systemic risks
Swiss schemes tread carefully on private equity continuation funds
Swiss pension funds weigh opportunities in private equity continuation funds while remaining cautious over governance and conflict risks
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
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