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SH Pension
SH Pension was founded in 1946 by the Swedish Trade Federation to deliver pensions for its members. The organization remains customer-owned and focuses on...
SH Pension
SH Pension was founded in 1946 by the Swedish Trade Federation to deliver pensions for its members. The organization remains customer-owned and focuses on secure retirement offerings for the trade sector. The fund executes a fund-of-funds strategy. Confirmed holdings include Mercer Low Volatility Equity Fund through MGI Funds PLC and Ålandsbanken Global Aktie. Geographic exposure centers on Sweden and global equity markets. Property transactions include sales of residential assets on Östermalm and Kungsholmen for conversion to housing cooperatives. The firm employs 50 professionals at its headquarters in Stockholm. It maintains memberships in the PRI since March 2022 and the UN Global Compact. Service providers include Mercer as investment advisor since 2018 and State Street Custodial Services as custodian. SH Pension operates as a customer-owned occupational pension company rather than a typical asset manager. Its mandate ties directly to Svensk Handel membership and statutory pension obligations.
General information
Firm type
Pension Fund
Year founded
1946
Location
Region
Europe
Country
Sweden
City
Stockholm
Corporate office
Brännkyrkagatan 14A, 104 62 Stockholm, Sweden
Principals
Carl Lybeck
Acting CEO and Vice Chairman
Kenneth Norling
Chief Investment Officer
Catrina Ingelstam
Chairman of the Board
Sector focus
Frequently asked questions
Who runs investment decisions at SH Pension?
Kenneth Norling serves as Chief Investment Officer. Carl Lybeck acts as CEO and oversees overall operations alongside the board chaired by Catrina Ingelstam.
How does SH Pension deploy capital?
The fund uses a fund-of-funds approach. Positions include Mercer Low Volatility Equity Fund and Ålandsbanken Global Aktie.
What is the relationship between SH Pension and Svensk Handel?
Svensk Handel established SH Pension in 1946 to provide pensions for federation members. The firm continues to serve businesses and employees connected to the Swedish trade sector.
Does SH Pension hold direct real estate?
Yes. The firm has owned commercial property at its headquarters on Brännkyrkagatan and residential assets sold for cooperative conversion on Östermalm and Kungsholmen.
Which external advisors support SH Pension?
Mercer acts as investment advisor. State Street provides custodial services. Lumera supplies IT infrastructure.
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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