Helvetia Anlagestiftung

Helvetia Anlagestiftung

Helvetia Anlagestiftung was established in 1993 to manage pension fund assets on behalf of Swiss institutional investors. It operates as one of several investment foundations under the Helvetia Baloise Group umbrella and maintains a dedicated real estate platform split between Helvetia Anlagestiftung Immobilien Schweiz and Helvetia Anlagestiftung Immobilien Romandie. The foundation allocates across equities, bonds, Swiss real estate, mortgages, and infrastructure. Its real estate holdings total more than 2.5 billion USD in mixed-use residential and commercial properties concentrated in Zurich, Geneva, and Bern cantons. Confirmed positions include direct ownership of Talbodenstrasse 15 until its 2024 sale and commitments to the Helvetia Venture Fund, which holds stakes in Skribble, PriceHubble, Swan, and Campai. Geographic exposure centers on Switzerland with smaller allocations to France and Germany through the venture program. Assets under management stand at 3.36 billion USD. The foundation employs no disclosed headcount figure and maintains no additional offices beyond its Basel headquarters. It participates in the KGAST industry association and the GRESB sustainability benchmark. In February 2026 it sponsored the Vorsorge-Symposium covering pension asset management and infrastructure topics. The foundation sits inside the Helvetia Baloise Group with Patria Genossenschaft as anchor shareholder of the parent holding company. This affiliation supplies internal asset management services through Helvetia Asset Management Ltd while preserving separate governance for the pension foundation vehicle.