Topic: Sovereign wealth funds worldwide (2024)

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Investment FundsAssets under management of sovereign wealth funds worldwide 2008-2022
Investment FundsInvestment returns of selected sovereign wealth funds worldwide 2015-2022
Investment FundsAssets under management of sovereign wealth funds by country 2023

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Number of sovereign wealth funds

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  • Premium Statistic Number of sovereign wealth funds by region 2023
  • Premium Statistic Number of sovereign wealth funds by country 2023
  • Premium Statistic Number of Sovereign Wealth Funds founded per decade worldwide 1940-2023

Number of sovereign wealth funds

  • Premium Statistic Number of sovereign wealth funds by region 2023

    Topic: Sovereign wealth funds worldwide (4)

    Number of sovereign wealth funds by region 2023

    Number of sovereign wealth funds (SWFs) worldwide as of February 2023, by region

  • Premium Statistic Number of sovereign wealth funds by country 2023

    Topic: Sovereign wealth funds worldwide (5)

    Number of sovereign wealth funds by country 2023

    Number of sovereign wealth funds (SWFs) worldwide as of February 2023, by country

  • Premium Statistic Number of Sovereign Wealth Funds founded per decade worldwide 1940-2023

    Topic: Sovereign wealth funds worldwide (6)

    Number of Sovereign Wealth Funds founded per decade worldwide 1940-2023

    Number of Sovereign Wealth Funds (SWFs) established worldwide per decade from 1940 until 2023

Assets under management

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  • Premium Statistic Assets under management of sovereign wealth funds by country 2023
  • Premium Statistic Assets under management of sovereign wealth funds by region 2023
  • Premium Statistic Assets under management of sovereign wealth funds worldwide 2008-2022
  • Premium Statistic Leading global sovereign wealth funds 2022, by assets under management

Assets under management

  • Premium Statistic Assets under management of sovereign wealth funds by country 2023

    Topic: Sovereign wealth funds worldwide (7)

    Assets under management of sovereign wealth funds by country 2023

    Assets under management (AUM) of sovereign wealth funds (SWFs) worldwide as of February 2023, by country (in billion U.S. dollars)

  • Premium Statistic Assets under management of sovereign wealth funds by region 2023

    Topic: Sovereign wealth funds worldwide (8)

    Assets under management of sovereign wealth funds by region 2023

    Assets under management (AUM) of sovereign wealth funds (SWFs) worldwide as of February 2023, by region (in billion U.S. dollars)

  • Premium Statistic Assets under management of sovereign wealth funds worldwide 2008-2022

    Topic: Sovereign wealth funds worldwide (9)

    Assets under management of sovereign wealth funds worldwide 2008-2022

    Assets under management (AUM) of sovereign wealth funds (SWFs) worldwide from 2008 to 2022 (in billion U.S. dollars)

  • Premium Statistic Leading global sovereign wealth funds 2022, by assets under management

    Topic: Sovereign wealth funds worldwide (10)

    Leading global sovereign wealth funds 2022, by assets under management

    Largest sovereign wealth funds worldwide as of December 2022, by assets under management (in billion U.S. dollars)

Asset allocation and performance

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  • Premium Statistic Investment allocation of sovereign funds globally 2014-2023, by class
  • Premium Statistic Asset allocation of sovereign wealth funds worldwide 2023
  • Premium Statistic Alternative investment asset allocation of sovereign wealth funds worldwide 2023
  • Premium Statistic Market performance of SWF investments worldwide 2022-2023, by number of deals
  • Premium Statistic Market performance of SWF investments worldwide 2022-2023, by deal value

Asset allocation and performance

  • Premium Statistic Investment allocation of sovereign funds globally 2014-2023, by class

    Topic: Sovereign wealth funds worldwide (11)

    Investment allocation of sovereign funds globally 2014-2023, by class

    Asset allocation of traditional assets of sovereign wealth funds worldwide from 2014 to 2023, by asset class

  • Premium Statistic Asset allocation of sovereign wealth funds worldwide 2023

    Topic: Sovereign wealth funds worldwide (12)

    Asset allocation of sovereign wealth funds worldwide 2023

    Asset allocation of sovereign wealth funds worldwide in 2023

  • Premium Statistic Alternative investment asset allocation of sovereign wealth funds worldwide 2023

    Topic: Sovereign wealth funds worldwide (13)

    Alternative investment asset allocation of sovereign wealth funds worldwide 2023

    Alternative investment asset allocation of sovereign wealth funds worldwide in 2023

  • Premium Statistic Market performance of SWF investments worldwide 2022-2023, by number of deals

    Topic: Sovereign wealth funds worldwide (14)

    Market performance of SWF investments worldwide 2022-2023, by number of deals

    Market performance of sovereign wealth fund (SWF) investments worldwide from November 2022 to August 2023, by number of deals

  • Premium Statistic Market performance of SWF investments worldwide 2022-2023, by deal value

    Topic: Sovereign wealth funds worldwide (15)

    Market performance of SWF investments worldwide 2022-2023, by deal value

    Market performance of sovereign wealth fund (SWF) investments worldwide from November 2022 to August 2023, by deal value (in billion U.S. dollars)

Overall fund performance

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  • Premium Statistic Investment returns of selected sovereign wealth funds worldwide 2015-2022
  • Premium Statistic SWFs and PPFs worldwide 2023, by GSR score per mission of fund
  • Premium Statistic Leading SWFs worldwide 2023, by AUM and GSR score
  • Premium Statistic Leading SWF worldwide 2023, by assets under management (AUM)
  • Premium Statistic Leading SWF worldwide 2023, by private credit allocation
  • Premium Statistic Leading global sovereign wealth funds 2022, by assets under management
  • Premium Statistic Top ranking SWFs by total AUM worldwide 2022 (in billion U.S dollars)
  • Premium Statistic Leading state-owned investment funds in public equities worldwide 2022, by AUM

Overall fund performance

  • Premium Statistic Investment returns of selected sovereign wealth funds worldwide 2015-2022

    Topic: Sovereign wealth funds worldwide (16)

    Investment returns of selected sovereign wealth funds worldwide 2015-2022

    Annual return on investments of selected sovereign wealth funds (SWFs) worldwide from 2015 to 2022

  • Premium Statistic SWFs and PPFs worldwide 2023, by GSR score per mission of fund

    Topic: Sovereign wealth funds worldwide (17)

    SWFs and PPFs worldwide 2023, by GSR score per mission of fund

    Sovereign wealth funds (SWFs) and Public Pension Funds (PPFs) worldwide in 2023, by governance, sustainability and resilience (GSR) score per mission of fund

  • Premium Statistic Leading SWFs worldwide 2023, by AUM and GSR score

    Topic: Sovereign wealth funds worldwide (18)

    Leading SWFs worldwide 2023, by AUM and GSR score

    Leading sovereign wealth funds (SWFs) worldwide in 2023, by assets under management (AUM) and governance, sustainability and resilience (GSR) score

  • Premium Statistic Leading SWF worldwide 2023, by assets under management (AUM)

    Topic: Sovereign wealth funds worldwide (19)

    Leading SWF worldwide 2023, by assets under management (AUM)

    Leading sovereign wealth funds (SWF) worldwide in 2023, by assets under management (AUM) (in billion USD)

  • Premium Statistic Leading SWF worldwide 2023, by private credit allocation

    Topic: Sovereign wealth funds worldwide (20)

    Leading SWF worldwide 2023, by private credit allocation

    Leading sovereign wealth funds (SWF) worldwide in 2023, by portion of private credit allocation

  • Premium Statistic Leading global sovereign wealth funds 2022, by assets under management

    Topic: Sovereign wealth funds worldwide (21)

    Leading global sovereign wealth funds 2022, by assets under management

    Largest sovereign wealth funds worldwide as of December 2022, by assets under management (in billion U.S. dollars)

  • Premium Statistic Top ranking SWFs by total AUM worldwide 2022 (in billion U.S dollars)

    Topic: Sovereign wealth funds worldwide (22)

    Top ranking SWFs by total AUM worldwide 2022 (in billion U.S dollars)

    Top ranking sovereign wealth funds (SWFs) by total assets under management (AUM) worldwide in 2022 (in billion U.S dollars)

  • Premium Statistic Leading state-owned investment funds in public equities worldwide 2022, by AUM

    Topic: Sovereign wealth funds worldwide (23)

    Leading state-owned investment funds in public equities worldwide 2022, by AUM

    Leading state-owned investment funds in public equities worldwide in 2022, by assets under management (in billion U.S. dollars)

Indiviual fund performance

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  • Premium Statistic Leading state-owned investment funds in public equities worldwide 2022, by AUM
  • Premium Statistic Top ranking SWFs by total AUM worldwide 2022 (in billion U.S dollars)
  • Premium Statistic Leading global sovereign wealth funds 2022, by assets under management
  • Premium Statistic SWFs of Korea Investment Corporation 10-year returns 2022, by asset class
  • Premium Statistic SWFs of SOFAZ 10-year returns 2022, by asset class
  • Premium Statistic 10-year returns on SWFs in Alaska 2022, by asset class
  • Premium Statistic Annual return of NBIM on equity investments 2022, by sector
  • Premium Statistic SWFs of Norges Bank Investment Management 10-year returns 2022, by asset class
  • Premium Statistic Portfolio allocation of the MIC in Mauritius 2023, by sector
  • Premium Statistic Portfolio allocation of the MIC in Mauritius 2023, by security type

Indiviual fund performance

  • Premium Statistic Leading state-owned investment funds in public equities worldwide 2022, by AUM

    Topic: Sovereign wealth funds worldwide (24)

    Leading state-owned investment funds in public equities worldwide 2022, by AUM

    Leading state-owned investment funds in public equities worldwide in 2022, by assets under management (in billion U.S. dollars)

  • Premium Statistic Top ranking SWFs by total AUM worldwide 2022 (in billion U.S dollars)

    Topic: Sovereign wealth funds worldwide (25)

    Top ranking SWFs by total AUM worldwide 2022 (in billion U.S dollars)

    Top ranking sovereign wealth funds (SWFs) by total assets under management (AUM) worldwide in 2022 (in billion U.S dollars)

  • Premium Statistic Leading global sovereign wealth funds 2022, by assets under management

    Topic: Sovereign wealth funds worldwide (26)

    Leading global sovereign wealth funds 2022, by assets under management

    Largest sovereign wealth funds worldwide as of December 2022, by assets under management (in billion U.S. dollars)

  • Premium Statistic SWFs of Korea Investment Corporation 10-year returns 2022, by asset class

    Topic: Sovereign wealth funds worldwide (27)

    SWFs of Korea Investment Corporation 10-year returns 2022, by asset class

    Sovereign Wealth Funds (SWF) of Korea Investment Corporation 10-year returns in 2022, by asset class

  • Premium Statistic SWFs of SOFAZ 10-year returns 2022, by asset class

    Topic: Sovereign wealth funds worldwide (28)

    SWFs of SOFAZ 10-year returns 2022, by asset class

    Sovereign Wealth Funds (SWF) of State Oil Fund of the Republic of Azerbaijan (SOFAZ)10-year returns in 2022, by asset class

  • Premium Statistic 10-year returns on SWFs in Alaska 2022, by asset class

    Topic: Sovereign wealth funds worldwide (29)

    10-year returns on SWFs in Alaska 2022, by asset class

    10-year returns on Sovereign Wealth Funds (SWF) in Alaska in 2022, by asset class

  • Premium Statistic Annual return of NBIM on equity investments 2022, by sector

    Topic: Sovereign wealth funds worldwide (30)

    Annual return of NBIM on equity investments 2022, by sector

    Annual return of Norges Bank Investment Management (NBIM) on equity investment in 2022, by investment sector

  • Premium Statistic SWFs of Norges Bank Investment Management 10-year returns 2022, by asset class

    Topic: Sovereign wealth funds worldwide (31)

    SWFs of Norges Bank Investment Management 10-year returns 2022, by asset class

    Sovereign Wealth Funds (SWF) of Norges Bank Investment Management 10-year returns in 2022, by asset class

  • Premium Statistic Portfolio allocation of the MIC in Mauritius 2023, by sector

    Topic: Sovereign wealth funds worldwide (32)

    Portfolio allocation of the MIC in Mauritius 2023, by sector

    Portfolio allocation of the Mauritius Investment Corporation (MIC) in Mauritius in 2023, by sector (in million U.S. dollars)

  • Premium Statistic Portfolio allocation of the MIC in Mauritius 2023, by security type

    Topic: Sovereign wealth funds worldwide (33)

    Portfolio allocation of the MIC in Mauritius 2023, by security type

    Portfolio allocation of the Mauritius Investment Corporation (MIC) in Mauritius in 2023, by security type (in million U.S. dollars)

Topic: Sovereign wealth funds worldwide (2024)

FAQs

How many sovereign wealth funds are there in the world? ›

Sovereign wealth funds (SWFs) have over $11.5 trillion in assets under management as of February 2023. Most of these 176 funds are sponsored by non-Western countries and their growth has made SWFs important international investors, particularly in private equity funding.

What is the most successful sovereign wealth fund? ›

Norway's sovereign wealth fund, the world's largest, was established in the 1990s to invest the surplus revenues of the country's oil and gas sector. To date, the fund has put money in more than 8,500 companies in 70 countries around the world.

What are the negatives of sovereign wealth funds? ›

Despite the advantages, SWFs are not without their drawbacks. One concern is the potential for mismanagement and corruption. Poor governance and lack of transparency can lead to funds being misappropriated or invested in risky ventures, resulting in significant financial losses.

Does the USA have a sovereign wealth fund? ›

Some countries may have more than one SWF. Also, while the United States does not have a federal sovereign wealth fund, several of its states have their own SWFs. The list does not include pension funds that do not meet the SWF criteria.

Who is the richest sovereign in the world? ›

Government Pension Fund Global—Norway

Even though its name has the word pension fund, Norway's sovereign wealth fund is the largest in the world and with over $1 trillion in assets it is growing fast.

Who is the richest wealth fund in the world? ›

Norway Government Pension Fund Global

Who runs sovereign wealth funds? ›

A sovereign wealth fund is owned by the general government, which includes both central government and sub-national governments. Includes investments in foreign financial assets. They invest for financial objectives.

Who owns sovereign wealth funds? ›

A sovereign wealth fund is a state-owned investment fund comprised of money generated by the government, often derived from a country's surplus reserves. SWFs provide a benefit for a country's economy and its citizens. The funding for a SWF can come from a variety of sources.

What is the world's oldest sovereign wealth fund? ›

The Kuwait Investment Authority (KIA) is the oldest sovereign wealth fund in the world. KIA traces its roots to the Kuwait Investment Board, which was established in 1953, eight years before Kuwait's independence.

Do sovereign wealth funds pay taxes? ›

SWFs generally enjoy favorable tax treatment in the U.S., but this treatment is subject to specific limitations; SWFs typically require separate LPA provisions or side-letter protection to ensure that their favorable tax treatment is not thwarted by the activities of the funds in which they invest. US Tax Exemption.

Why does the US have a sovereign wealth fund? ›

A sovereign wealth fund, or SWF, is a state-owned investment fund that taps into a country's cash reserves. The goals of an SWF are to boost a country's economy and the well-being of its citizens through investments in stocks, bonds, real estate and other areas with growth potential.

Who benefits from sovereign wealth funds? ›

Many nations use sovereign wealth funds as a way to accrue profit for the benefit of the nation's economy and its citizens. The primary functions of a sovereign wealth fund are to stabilize the country's economy through diversification and to generate wealth for future generations.

Does China have a sovereign wealth fund? ›

China is home to one of the world's largest sovereign funds, China Investment Corporation. CIC's total assets under management reached about $1.24 trillion at the end of 2022, bigger than Saudi Arabia's 2022 GDP (about $1.1 trillion). Saudi Arabia was the 17th largest economy in the world in 2022.

Are sovereign wealth funds risky? ›

Institutional investors are facing a growing number of complex and interconnected challenges that pose global risks to their portfolios. Sovereign wealth funds (SWFs) are one type of institutional investor that must undertake strategies to mitigate these risks at both the institutional and portfolio level.

What is the world's largest fund? ›

Norway's Government Pension Fund Global, the world's largest sovereign wealth fund with a portfolio value in excess of $1.4 trillion, raised its India bets last year amid a surge in Indian equities.

What is the largest SWFs globally? ›

In 2023, the leading Sovereign Wealth Funds (SWFs) globally include NBIM, managing assets totaling 1,379 billion U.S. dollars. Following closely behind are two Chinese funds, namely CIC and SAFE IC, with 1,240 billion and 1,082 billion US dollars under management, respectively.

How many funds are there in the world? ›

At year-end 2022, fund providers globally offered 137,892 regulated funds (Figure 1.1).

How big is the sovereign wealth fund? ›

SWFs grew rapidly between 2008 and 2021, with global assets under management by these funds increasing from approximately $4 trillion to more than $10 trillion. SWFs invest in a variety of asset classes such as stocks, bonds, real estate, private equity and hedge funds.

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