Overview
Towarzystwo Funduszy Inwestycyjnych PZU SA (TFI PZU SA) manages assets worth more than PLN 50 billion and has operated since 1999 as part of the PZU Group. It offers investment funds and long-term savings programs such as PZU Sejf+, Święty Spokój, IKE, IKZE, PPE and PPK. It is also a leader in the occupational pension program segment.
Financials
Revenue history (in m)
Data and insights are generated automatically based on financial statements and may contain errors. This analysis is for informational purposes only and does not constitute an official assessment of the company's credibility or business advice.
Statistics
How the company ranks by revenue within its industry, region and across Poland in 2025.
Results vs industry
Industry
Bank accounts
Was a VAT taxpayer from 2003-12-31 to 2026-03-31. Removed from VAT register
Reason for removal: Art. 96 ust. 7ba (deregistration of a VAT group member upon VAT group registration)
Debt
No entries in the National Debtors Register (KRZ). No proceedings in KRZ
MSiG notices
13 notices recorded in the Court and Commercial Gazette (MSiG).
| Publication date | Event | |
|---|---|---|
| Nov 9, 2022 | Commercial Companies Code notice | |
| Dec 4, 2013 | Financial statement published | |
| Dec 2, 2013 | Financial statement published | |
| Dec 2, 2013 | Financial statement published | |
| Dec 2, 2013 | Financial statement published |
Public aid
No public aid cases recorded in the last 10 years.
Tenders
No recorded participation in tenders.
Public sector contracts
Towarzystwo Funduszy Inwestycyjnych PZU is the contractor in 22 public sector contracts, worth PLN 11.50k in total. They were signed with 6 public buyers.
| Public buyer | Value | |
|---|---|---|
| Szkoła Podstawowa Nr 2 Im.Józefa Pukowca w Pawłowicach | PLN 0.00 | |
| Klub Dziecięcy Pierwsze Kroki w Lubyczy Królewskiej | PLN 0.00 | |
| Komenda Powiatowa Państwowej Straży Pożarnej | PLN 8,602 | |
| Miejski Ośrodek Pomocy Społecznej | PLN 121.90 | |
| Szkoła Podstawowa Nr 2 Im.Józefa Pukowca w Pawłowicach | PLN 0.00 |
Trademarks
Towarzystwo Funduszy Inwestycyjnych PZU holds 5 active trademarks registered with the Polish Patent Office. 1 mark has expired or was not registered. The first mark was filed in 2007.
| Mark | Protected until | |
|---|---|---|
| PZU PWE(word) | Feb 1, 2032 | |
| PZU Pakiet Wyższa Emerytura(word) | Feb 1, 2032 | |
| e-PWE(word) | Feb 1, 2032 | |
| PZU INWESTYCJE | Jul 9, 2030 | |
| TFI ENERGIA S.A. | Jun 18, 2028 |
Regulatory authorisations
| Authority | Type | Status | |
|---|---|---|---|
 KNF | Investment fund company | Active | |
 BDO | BDO register entry | Active |
Authorized Representatives
Manner of representation
1. Two members of the management board acting jointly. 2. A member of the management board acting jointly with a commercial proxy.
Supervisory board
Ownership
| Owner |
|---|
Powszechny Zakład Ubezpieczeń S.A. |
Beneficial owners
| Person | Rights |
|---|---|
Competitors
| Name | Revenue | Website | ||
|---|---|---|---|---|
| Nationale-Nederlanden Powszechne Towarzystwo EmerytalneS.A. | $77,140,003.66 | nn.pl | ||
| PFR Towarzystwo Funduszy InwestycyjnychS.A. | $66,272,628.64 | pfrtfi.pl | ||
| Powszechne Towarzystwo Emerytalne PZUS.A. | $56,847,858.30 | pzu.pl | ||
| KRUK Towarzystwo Funduszy InwestycyjnychS.A. | $52,833,964.42 | kruktfi.pl | ||
| Ipopema Towarzystwo Funduszy InwestycyjnychS.A. | $41,578,756.97 | ipopematfi.pl | ||
| Generali Investments Towarzystwo Funduszy InwestycyjnychS.A. | $40,129,559.04 | generali-investments.pl | ||
| Investors Towarzystwo Funduszy InwestycyjnychS.A. | $33,771,015.70 | investors.pl | ||
| PZU PomocS.A. | $29,922,057.17 | pzu.pl | ||
| Quercus Towarzystwo Funduszy InwestycyjnychS.A. | $26,022,464.96 | quercustfi.pl | ||
| Forum Towarzystwo Funduszy InwestycyjnychS.A. | $26,345,866.20 | forumtfi.pl |
Change history
| Date | Event | |
|---|---|---|
| 2022-11-29 | Address change (Al. Jana Pawła Ii 24, 00-133, Warszawa → Rondo Ignacego Daszyńskiego 4, 00-843, Warszawa) | |
| 2022-11-02 | Share capital change (13,000,000.00 PLN → 15,013,000.00 PLN) | |
| 2007-01-05 | Address change (Ogrodowa 58, 00-876, Warszawa → Al. Jana Pawła Ii 24, 00-133, Warszawa) | |
| 2004-12-31 | Address change (Prosta 30, 00-838, Warszawa → Ogrodowa 58, 00-876, Warszawa) | |
| 2004-09-08 | Share capital change (10,000,000.00 PLN → 13,000,000.00 PLN) |
FAQ
Last updated: 2026-08-18