# Helvetia Anlagestiftung

Helvetia Anlagestiftung is an Endowment / Foundation based in Basel, Switzerland.

## Overview

- **Organization type:** Endowment / Foundation
- **Headquarters:** Basel, Switzerland
- **Region:** Europe
- **Address:** St. Alban-Anlage 26, Basel, Switzerland
- **Founded:** 1993
- **Assets under management:** 3360 (Altss estimate)
- **Website:** helvetia.com
- **LinkedIn:** https://www.linkedin.com/company/helvetia-anlagestiftung

## Regulatory record

- **Reports private funds:** No

## About

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.

## Sectors

- Real Estate
- Infrastructure
- Private Credit

## People

- Dr. Dunja Schwander — Managing Director

## Questions

### Who runs investment decisions at Helvetia Anlagestiftung?

Dr. Dunja Schwander serves as Managing Director. Day-to-day portfolio decisions are executed through Helvetia Asset Management Ltd and external advisors including Mercer.

### Does Helvetia Anlagestiftung participate in fund commitments or only direct deals?

The foundation runs direct real estate ownership through dedicated SPVs and maintains a venture program via the Helvetia Venture Fund that takes limited partner positions in startups.

### What asset classes does Helvetia Anlagestiftung target?

Allocations focus on Swiss equities, bonds, residential and commercial real estate, fixed-rate mortgages, and global infrastructure equity.

### Where does Helvetia Anlagestiftung source its capital?

Capital originates from Swiss pension funds that place assets with the foundation for professional management.

### How is Helvetia Anlagestiftung related to Helvetia Baloise Group?

It functions as an investment foundation within the group structure, using group entities for asset management while retaining separate legal status for pension assets.

### What is Helvetia Anlagestiftung's known posture on sustainability?

It participates in the GRESB benchmark for real estate and infrastructure and retains Ethos as sustainability advisor.

## Related profiles

- [Stiftung Abendrot Pension Fund](https://altss.com/profile/stiftung-abendrot-pension-fund)
- [Banca Patrimoni](https://altss.com/profile/banca-patrimoni)

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

Canonical page: https://altss.com/profile/helvetia-anlagestiftung

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