You are here:



Patrimonia at a glance

Patrimonia’s mission is to be the benchmark partner for companies managing their 2nd pillar. It insures the staff of more than 1’310 affiliated employers, particularly in the tertiary sector.

With CHF 2’478 million on the balance sheet and more than 21’194 active insureds as of 12.31.2022, Patrimonia is one of the medium-sized Swiss pension institutions.

Income collectedCHF 683.22 mioCHF 758.06 mio
Benefits paidCHF 267.31 mioCHF 252.47 mio
Technical provisionsCHF 3.83 mioCHF 89.82 mio
Total assets of the foundationCHF 2'478 mioCHF 2'459 mio
Funding ration97.40%
Number of active insured members21'19416'407
Net performance on investments-11.27% 6.67%
Interest rate credited to
affiliated members’ accounts
Number of pension beneficiaries2'023
Number of affiliated employers1'3101'149



Evolution of the degree of coverage

The degree of coverage expresses the ratio between the total assets of the institution and all of its commitments to policyholders. A degree of coverage equal to or greater than 100% means that the institution covers its commitments.

The graph below represents the evolution of Patrimonia’s coverage level over the past 7 years. Values ​​are percentages, and are rounded.