Collective foundation · Zurich · rank 64 of 105 by assets
Valitas Sammelstiftung BVG
Valitas Sammelstiftung BVG is a Swiss collective foundation based in Zurich with CHF 2.7 bn in assets, ranking 64 of 105 funds in Pension Lens by size. Its funding ratio stood at 114.2 % and it returned 5.2 % in 2025. Private markets account for 1.9 % of assets.
Assets2.7bn CHF31 December 2025
Funding ratio114.2%
Return 20255.2%
Private markets1.9%of assets
Asset allocation 2025
- Fixed income
- 22.7 %
- Equities
- 21.1 %
- Real estate
- 14.7 %
- Private markets
- 1.9 %
- Other
- 39.6 %
Returns in %
6.3
2024
5.2
2025
Private markets detail
Available with a Pension Lens account.
- Open allocation to strategic target, in CHFno target published
- Private equity, infrastructure and private debt vs. targetby asset class
- Named managers, funds and mandates13 named
- Open capital commitmentsdisclosed
- 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.