Collective foundation · Basel · rank 73 of 105 by assets
Helvetia BVG Invest Sammelstiftung
Helvetia BVG Invest Sammelstiftung is a Swiss collective foundation based in Basel with CHF 1.8 bn in assets, ranking 73 of 105 funds in Pension Lens by size. Its funding ratio stood at 107.7 % and it returned 5.3 % in 2025. No separate private markets allocation is reported.
Assets1.8bn CHF31 December 2025
Funding ratio107.7%
Return 20255.3%
Private markets0%of assets
Asset allocation 2025
- Fixed income
- 31.5 %
- Equities
- 33.3 %
- Real estate
- 23.8 %
- Private markets
- 1.9 %
- Other
- 9.5 %
Returns in %
8.4
2024
5.3
2025
Private markets detail
Available with a Pension Lens account.
- Open allocation to strategic target, in CHFavailable
- Private equity, infrastructure and private debt vs. targetby asset class
- Named managers, funds and mandates1 named
- Open capital commitmentsnot disclosed
- BVV 2 quota for unlisted Swiss companiesstatus
- Activity in 2025 and plans for 2026with page references
Similar pension funds
Figures as published by the pension fund for financial year 2025; prior-year or uncertain values are marked. No investment advice.