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Sammelstiftung GRANO
Sammelstiftung GRANO operates as a Swiss pension fund providing occupational benefits solutions for companies and pensioners. Founded in Zurich, the foundation...
Sammelstiftung GRANO
Sammelstiftung GRANO operates as a Swiss pension fund providing occupational benefits solutions for companies and pensioners. Founded in Zurich, the foundation historically focused on pension and health concepts under the leadership of founder Ursula Maria Plaz, who served as President of the Board of Trustees. In 2021, Fondation Collective Trianon (FCT) acquired GRANO, integrating its assets and beneficiary base into FCT's broader multi-employer framework. The fund's investment posture centers on Swiss real estate and global infrastructure. GRANO's property holdings include a mixed-use portfolio managed through HIG Immobilien Anlage Stiftung, alongside residential projects in Zurich developed with Ledermann Immobilien AG. On the infrastructure side, the vehicle holds global positions consistent with the diversification strategies typical of Swiss pension funds seeking stable, long-duration returns. The Trianon network also links GRANO to EFG Bank through an affiliated pension fund partnership (EFG-FCT). FCT now manages GRANO's assets following the 2021 acquisition, absorbing the foundation's governance and investment operations. GRANO participates in the Ethos Engagement Pool Switzerland, a collaborative ESG engagement platform for Swiss pension funds. This membership signals ongoing attention to stewardship and responsible investment practices within the consolidated Trianon structure. The foundation's structural differentiator lies in its post-acquisition posture: GRANO functions as a legacy pension vehicle absorbed into a larger collective foundation, losing standalone operational independence but retaining its legal identity and beneficiary relationships under FCT's centralized asset management. This consolidation reflects a broader Swiss trend of smaller pension funds merging into multi-employer networks to achieve cost efficiencies and investment scale.
General information
Firm type
Pension Fund
Location
Region
Europe
Country
Switzerland
City
Zurich
Corporate office
Zurich, Switzerland
Principals
Ursula Maria Plaz
Former President of the Board of Trustees and Head of Health Concepts
Sector focus
Frequently asked questions
Who manages investment decisions at Sammelstiftung GRANO?
Since 2021, Fondation Collective Trianon (FCT) has managed GRANO's assets following its acquisition of the foundation. FCT is a Swiss collective foundation that pools multiple pension funds under centralized investment management. Investment decisions are made within FCT's governance framework, with GRANO no longer operating an independent investment committee.
How is Sammelstiftung GRANO related to Fondation Collective Trianon?
FCT acquired Sammelstiftung GRANO in 2021 and now acts as its managing entity. GRANO retains its legal identity as an occupational benefits foundation but operates under FCT's asset management and governance umbrella. This structure allows GRANO's beneficiaries to access FCT's broader investment platform and infrastructure.
What is Sammelstiftung GRANO's real estate exposure?
GRANO holds Swiss real estate investments through HIG Immobilien Anlage Stiftung, a mixed-use portfolio. It also has exposure to residential projects in Zurich via Ledermann Immobilien AG, which serves as the property manager for parts of GRANO's portfolio. These direct real estate holdings are a core component of the fund's asset allocation.
Does Sammelstiftung GRANO have an ESG policy?
GRANO is a member of the Ethos Engagement Pool Switzerland, a collaborative platform through which Swiss pension funds engage with portfolio companies on environmental, social, and governance issues. This membership reflects the fund's participation in coordinated stewardship activities alongside other Swiss institutional investors within the Trianon network.
What was Ursula Maria Plaz's role at Sammelstiftung GRANO?
Ursula Maria Plaz founded GRANO and served as President of the Board of Trustees. She also led the foundation's health concepts division. Her responsibilities transitioned following the 2021 acquisition by FCT, which restructured the foundation's governance under the collective foundation's oversight.
Is Sammelstiftung GRANO a single-employer or multi-employer pension fund?
GRANO was originally established as an occupational benefits foundation serving multiple companies and pensioners. Following the 2021 acquisition, it now functions as a legacy vehicle within Fondation Collective Trianon's multi-employer network, with FCT providing centralized management for the pooled assets.
Does Sammelstiftung GRANO invest outside Switzerland?
Yes. While GRANO maintains a significant Swiss real estate allocation, the fund also holds global infrastructure investments. These positions are consistent with the diversification strategies employed by Swiss pension funds of similar profile, seeking inflation-linked returns from assets outside domestic markets.
Profile maintained by Altss 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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