Pension Fund

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BASF Pensionskasse

BASF Pensionskasse functions as the primary pension vehicle for BASF SE employees. Beate Petry holds the dual role of Chairwoman and CEO while also serving as...

BASF Pensionskasse

BASF Pensionskasse functions as the primary pension vehicle for BASF SE employees. Beate Petry holds the dual role of Chairwoman and CEO while also serving as Head of Global Pensions at the sponsor. The fund traces its obligations directly to the chemical group's retirement commitments. Asset deployment spans real estate, infrastructure, private equity, public equities and fixed income. Confirmed holdings include the BASF Corporate Rented Portfolio, a diversified German and European real estate book, infrastructure funds focused on renewables, and commitments to 33 private equity funds via BAA SICAV. Geographic exposure covers Germany, broader Europe and global markets. The fund also maintains an initial loan position of $345 million extended by BASF SE. Total professionals and office locations remain undisclosed. The firm belongs to the aba industry association, where Beate Petry serves as Chairwoman. In May 2024 it participated as a speaker at the aba Annual Conference on occupational pension schemes. In April 2024 it spoke at the Institutional Money Congress in Frankfurt on asset allocation. The fund maintains a 99.93 percent ownership stake in BAA SICAV, a Luxembourg holding company that channels its private equity and other alternative commitments. This ownership structure separates the pension assets from the sponsor while preserving contractual ties through BASF Pensionstreuhand e.V.

General information

Firm type

Pension Fund

Location

Region

Europe

Country

Germany

City

Ludwigshafen

Principals

Beate Petry

Chairwoman of the Board and CEO

Patrick Huber

Former CEO

Sector focus

Real EstateInfrastructurePrivate EquityEquitiesFixed Income

Frequently asked questions

Who runs investment decisions at BASF Pensionskasse?

Beate Petry serves as Chairwoman of the Board and CEO. She also holds the position of Head of Global Pensions at BASF SE.

How is BASF Pensionskasse related to BASF SE?

BASF SE acts as the sponsoring employer and primary contributor. The fund manages occupational pension obligations for the group.

Does BASF Pensionskasse participate in fund commitments or only direct deals?

The fund holds commitments to 33 private equity funds through BAA SICAV and invests in infrastructure equity and credit funds.

What asset classes does BASF Pensionskasse deploy into?

Allocations include direct real estate, infrastructure equity and credit, global equities via Spezialfonds, and fixed income including government and corporate bonds.

Where does BASF Pensionskasse maintain real estate exposure?

Holdings cover Germany through the BASF Corporate Rented Portfolio and diversified properties across Germany and Europe.

Profile maintained by using OSINT (open-source intelligence), regulatory filings, licensed data partners, and verified direct submissions. Read the methodology. Last updated: . Continuous refresh with full update cycles at least every 30 days.

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