Valida

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Valida Holding AG

logo
legal form Corporation
founding September 26, 2008
Seat Vienna 19
management Martin Sardelic ( CEO ), Stefan Eberhartinger
Number of employees 195
sales EUR 652 million (contributions: sum from pension fund and provident fund)
Branch Financial services
Website https://www.valida.at
As of December 31, 2018

The Valida Holding AG (brand name: Valida Pension Management ) is a 2008 based financial services company with headquarters in Vienna , Austria . The group operates in the business areas of pension funds, company pension funds for new severance payments and consulting for company pension funds and belongs to the Raiffeisen group.

history

The company was founded in September 2008 as Vorsorge Holding AG based in Vienna's 2nd district . In March 2010 the current brand "Valida Vorsorge Management" was established, under which the then ÖPAG pension fund , the ÖVK pension fund and the PlanPension pension advice were integrated.

In July 2012, Siemens sold its subsidiary Siemens Pensionskasse AG to Valida Holding AG. Part of the sale was also the Siemens employee pension fund (MVK) and Sielog Systemlogik GmbH . With the sale the Siemens Pensionskasse AG was renamed Valida Industrie Pensionskasse AG and the Siemens employee pension fund AG acted from now on as Valida MVK Plus AG . Later, the Valida MVK Plus AG was merged with the Valida Plus AG and the Valida Industriepensionskasse with the Valida Pension AG.

At the beginning of 2013, Shell Austria Pensionskasse AG transferred its assets to Valida Pension AG and was then wound up and dissolved.

At the end of 2018, the assets under management of the Valida Group reached a value of EUR 9.4 billion, of which EUR 6.5 billion came from the pension fund and around EUR 2.9 billion from the pension fund. The total number of customers is 2.65 million, with almost 2.4 million the majority being serviced by the pension fund.

For the sustainable investment of the Valida Vorsorgekasse, ethical exclusion criteria are defined in a sustainability concept. The Austrian Society for Environment and Technology (ÖGUT) honors the Valida Vorsorgekasse annually for its commitment to sustainability.

Group structure and investments

The shareholders of Valida Holding AG are Raiffeisen Bank International AG (57.4%), UNIQA Insurance Group AG (40.1%) and Schelhammer & Schattera AG (2.5%).

The following companies are wholly owned by Valida Holding AG:

  • Valida Pension AG ( pension fund )
  • Valida Plus AG is ( employee pension fund / company pension fund)
  • Valida Consulting GmbH (consulting company for pension services)

Individual evidence

  1. ↑ Commercial register new entries. In: Official Journal of the Wiener Zeitung. Wiener Zeitung, accessed on August 28, 2018 .
  2. ↑ Management report of the holding company and group of companies. (PDF; 12.1 MB) In: Annual Report 2017. Valida Holding AG, June 19, 2018, p. 19 , accessed on August 28, 2018 .
  3. ↑ Management report of the holding company and group of companies. In: Annual Report 2018. Valida Holding AG, June 19, 2019, p. 17 , accessed on August 22, 2019 .
  4. ↑ Valida Vorsorge Management: Companies at a glance. In: Annual Report 2018. Valida Holding AG, June 19, 2019, p. 7 , accessed on July 22, 2019 .
  5. ↑ Commercial register, new entries. In: Official Journal of the Wiener Zeitung. Wiener Zeitung , accessed on August 28, 2018 .
  6. ↑ Valida Pension Management. (PDF; 3.4 MB) In: Annual Report 2009. Valida Holding AG, June 29, 2010, p. 14 , accessed on August 28, 2018 .
  7. ↑ Brainds develops new brand Valida Vorsorge Management. Der Standard , March 3, 2010, accessed September 2, 2018 .
  8. ↑ Valida buys pension fund from Siemens Austria. Der Standard, July 23, 2012, accessed September 2, 2018 .
  9. ↑ Acquisition of the Siemens pension fund. (PDF; 2.5 MB) In: Annual and Sustainability Report 2012. Valida Holding AG, July 8, 2013, pp. 18–19 , accessed on September 2, 2018 .
  10. ↑ Valida Vorsorge Management: Organizational matters . In: Annual Report 2018. Valida Holding AG, June 19, 2019, p. 20 , accessed on July 22, 2019 .
  11. ^ The Austrian pension funds. (PDF; 714 KB) In: Quarterly report Q3 2013. Pension funds. Financial Market Authority , November 27, 2013, p. 4 , accessed on September 2, 2018 .
  12. ↑ Commercial register, deletions. In: Official Journal of the Wiener Zeitung. Wiener Zeitung , accessed on September 2, 2018 .
  13. ↑ Valida Vorsorge Management: Development of the group of companies. In: Annual Report 2018. Valida Holding AG, June 19, 2019, pp. 8–9 , accessed on July 22, 2019 .
  14. ↑ Valida Vorsorgekasse: sustainability concept. June 2019, accessed July 22, 2019 .
  15. ↑ Valida Vorsorge Management: ÖGUT certification. In: Annual Report 2018. Valida Holding AG, June 19, 2019, p. 10 , accessed on July 22, 2019 .
  16. ↑ a b Valida Vorsorge Management: The shareholder structure at a glance & companies at a glance. In: Annual Report 2018. Valida Holding AG, June 19, 2019, p. 7 , accessed on July 22, 2019 .