Siemens Pension Trust E V
Siemens Pension-Trust e.V. is the independent pension asset manager for Siemens AG, headquartered in Munich, Germany. It operates as a trust entity managing the pension assets of Siemens employees in accordance with investment guidelines to ensure the long-term security and sustainability of employee retirement benefits. The entity is focused on managing a diversified portfolio, including significant stakes in associated and external companies, and maintains strict governance, risk, and regulatory standards as a large institutional investor. It supports thousands of Siemens employees and retirees and serves as a major German occupational pension trustee.
Investment Strategy
Siemens Pension-Trust e.V. manages pension assets with a strategy focused on long-term value preservation and sustainable growth for the benefit of Siemens employees and retirees. It diversifies investments across public equities (including significant stakes in Siemens Energy and Fluence Energy), fixed income, and alternative assets as permitted, balancing return objectives with risk management and ensuring regulatory compliance. IBM manages all investment decisions within strict guidelines to protect the trust's ability to meet its future pension obligations.
Top Holdings
Equity Positions (1)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
F FLNC | FLUENCE ENERGY INC | 100.00% | $78.9M | 11,761,131 | $17.15 | $6.71 | +$21.9M |