Chart comparing levels of pension fund system investments in international mutual funds and other international securities. Data from Chile, Colombia, Costa Rica, Mexico and Peru. Data broken out by instrument, Year-end totals from December 2023 through 2025, and as of July 31, 2026.
Holdings Report – Costa Rican Pension Fund Investment in Cross-Border Securities – January 2026
Excel workbook detailing Costa Rican pension fund allocations to cross-border mutual funds, ETFs and other securities. Includes names of all securities as well as amounts invested in each. Data as of January 31, 2026.
Companies mentioned in this report: Allianz, Amundi, BlackRock, Blackstone, DWS, Franklin Templeton, Invesco, iShares, JP Morgan, Ninety One, PIMCO, Schroders, State Street, Van Eek, Vanguard, WisdomTree, BACSJ Pensiones, BCR Pension, BN Vital, CCSS-OPC, Popular, Vida Plena.
Regional Pension Fund Managers Industry Statistics – June 2026
Excel workbook detailing, over various time periods, pension fund industry asset growth by managers. Data as of June 30, 2026.
Companies mentioned in this report: Habitat, Provida, Capital, Cuprum, Modelo, Planvital, Uno, XXI Banorte, Citibanamex, Profuturo, Sura, Principal, Coppel, PensionISSSTE, Invercap, Inbursa, Azteca, Integra, Prima, Profuturo, Porvenir, Protección, Colfondos, Skandia, Progreso, Quantia, JMMB-BDI, Atlántico BBA Valores, Popular, Reservas, Romana, Crecer, Siembra, Integracion, Republica, AFAP Sura, Union Capital, BAC, BCR, BN, CCSS-OPC, VIDA PLENA OPC, Procrecer.
Latin American Pension Fund Investments in Cross-Border Securities – June 2026
Chart comparing levels of pension fund system investments in international mutual funds and other international securities. Data from Chile, Colombia, Costa Rica, Mexico and Peru. Data broken out by instrument, Year-end totals from December 2023 through 2025, and as of June 30, 2026.
Holdings Report – Costa Rican Pension Fund Investment in Cross-Border Securities – December 2025
Excel workbook detailing Costa Rican pension fund allocations to cross-border mutual funds, ETFs and other securities. Includes names of all securities as well as amounts invested in each. Data as of December 31, 2025.
Companies mentioned in this report: Allianz, Amundi, BlackRock, Blackstone, DWS, Franklin Templeton, Invesco, iShares, JP Morgan, Ninety One, PIMCO, Schroders, State Street, Van Eek, Vanguard, WisdomTree, BACSJ Pensiones, BCR Pension, BN Vital, CCSS-OPC, Popular, Vida Plena.
Latin American Pension Fund Investments in Cross-Border Securities – May 2026
Chart comparing levels of pension fund system investments in international mutual funds and other international securities. Data from Chile, Colombia, Costa Rica, Mexico and Peru. Data broken out by instrument, Year-end totals from December 2023 through 2025, and as of May 31, 2026.
Holdings Report – Costa Rican Pension Fund Investment in Cross-Border Securities – November 2025
Excel workbook detailing Costa Rican pension fund allocations to cross-border mutual funds, ETFs and other securities. Includes names of all securities as well as amounts invested in each. Data as of November 30, 2025.
Companies mentioned in this report: Allianz, Amundi, BlackRock, Blackstone, DWS, Franklin Templeton, Invesco, iShares, JP Morgan, Ninety One, PIMCO, Schroders, State Street, Van Eek, Vanguard, WisdomTree, BACSJ Pensiones, BCR Pension, BN Vital, CCSS-OPC, Popular, Vida Plena.
Latin American Pension Fund Investments in Cross-Border Securities – April 2026
Chart comparing levels of pension fund system investments in international mutual funds and other international securities. Data from Chile, Colombia, Costa Rica, Mexico and Peru. Data broken out by instrument, Year-end totals from December 2023 through 2025, and as of April 30, 2026.
Holdings Report – Costa Rican Pension Fund Investment in Cross-Border Securities – October 2025
Excel workbook detailing Costa Rican pension fund allocations to cross-border mutual funds, ETFs and other securities. Includes names of all securities as well as amounts invested in each. Data as of October 31, 2025.
Companies mentioned in this report: Allianz, Amundi, BlackRock, Blackstone, DWS, Franklin Templeton, Invesco, iShares, JP Morgan, Ninety One, PIMCO, Schroders, State Street, Van Eek, Vanguard, WisdomTree, BACSJ Pensiones, BCR Pension, BN Vital, CCSS-OPC, Popular, Vida Plena.
Latin American Pension Fund Investments in Cross-Border Securities – March 2026
Chart comparing levels of pension fund system investments in international mutual funds and other international securities. Data from Chile, Colombia, Costa Rica, Mexico and Peru. Data broken out by instrument, Year-end totals from December 2023 through 2025, and as of March 31, 2026.


