Key performance indicators

The Foundation at a glance 

6.0%

Conversion rate
in 2026

2%

Actuarial interest LOB 2020 P

31.12.2025

107.5%

Coverage ratio

Estimate as of 31 December 2025

5.9%

Investment performance

Estimate as of 31 December 2025

3.25%

Interest rate without splitting 

Our management reports 

The Patrimonia Foundation makes its various management reports available on a regular basis. 

Management reports (annual) 

Investment management reports (monthly) 

Sustainability reports 

Changes in the number of affiliated companies 

The following chart shows the changes in the number of affiliated companies in the Patrimonia Foundation since 1998. 

Category Number as at 31.12.2025 
Affiliated companies 1 682
Active insured members 26 960
Pensioners 2 950
Total active insured members + pensioners29 910