# AXA Berufliche Vorsorge

AXA Berufliche Vorsorge is a Pension Fund based in Winterthur, Switzerland.

## Overview

- **Organization type:** Pension Fund
- **Headquarters:** Winterthur, Switzerland
- **Region:** Europe
- **Assets under management:** 18.8B (Altss estimate)

## Regulatory record

- **Reports private funds:** No

## About

AXA Stiftung Berufliche Vorsorge was established in 1984 as the primary legal vehicle for AXA occupational benefits in Switzerland. It functions as a semi-autonomous collective foundation serving multiple employers under the second pillar of the Swiss pension system. The foundation allocates across mixed-use real estate in Switzerland valued at 5.3 billion USD, a global real estate portfolio spanning North America, Europe, and Asia-Pacific, and dedicated vehicles for private equity, private infrastructure, and private debt. Confirmed holdings include AXA Vorsorge Private Equity, AXA Vorsorge Private Infrastructure Fonds, and AXA Vorsorge Private Debt Fonds. Geographic exposure centers on Switzerland and developed markets in Europe, North America, and Asia-Pacific. AXA Berufliche Vorsorge maintains a board of four named directors and retains KPMG AG as auditor since 2015. It sponsored the Vorsorge-Symposium in Zurich in June 2024, addressing occupational pension reforms and ESG integration. Adjacent structures include the AXA Foundation for Human Progress, which committed 10 million euros over three years to violence-prevention projects. The foundation operates through a hybrid governance model in which AXA Leben AG handles administration while investment decisions rest with the Stiftungsrat and external managers including UBS Fund Management and Lombard Odier. This separation between operational sponsor and independent board distinguishes its structure from single-employer Swiss pension funds.

## Sectors

- Real Estate
- Private Equity
- Infrastructure

## People

- Antimo Perretta — Chairman of the Board of Directors
- Hans Lauber — Vice-Chairman of the Board of Directors
- Daniel Gussmann — Chief Investment Officer of AXA Switzerland
- Ruth Metzler-Arnold — Member of the Board of Directors

## Questions

### Who runs investment decisions at AXA Berufliche Vorsorge?

The Stiftungsrat sets policy while AXA Investment Managers Schweiz AG executes mandates. Daniel Gussmann serves as CIO of AXA Switzerland and oversees portfolio construction.

### Does AXA Berufliche Vorsorge participate in fund commitments or only direct deals?

The foundation commits to commingled vehicles such as AXA Real Estate Fund Switzerland and maintains direct ownership of more than 180 Swiss properties.

### What asset classes does AXA Berufliche Vorsorge hold?

Holdings include Swiss residential and commercial real estate, global core real estate, private equity, private infrastructure, private debt, and Swiss mortgages.

### How is AXA Berufliche Vorsorge related to AXA Group?

AXA Leben AG provides operational management while the foundation remains a separate legal entity under its own board.

### Which industry association does AXA Berufliche Vorsorge belong to?

The foundation is a member of ASIP, the Swiss Pension Fund Association.

## Related profiles

- [Consolidated Edison Pension Fund](https://altss.com/profile/consolidated-edison-pension-fund)
- [POBA](https://altss.com/profile/poba-public-officials-benefit-association)

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Last updated: 2026-06-03T20:00:00.000Z

Canonical page: https://altss.com/profile/axa-berufliche-vorsorge

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