NYSE:SWZ Total Return Securities (SWZ) Stock Price, News & Analysis $5.83 +0.02 (+0.34%) As of 09:39 AM Eastern This is a fair market value price provided by Massive. Learn more. Add Compare Share Share Stock Analysis Stock AnalysisChartCompetitorsDividendInsider TradesNews and TrendsOwnershipSEC Filings About Total Return Securities Stock (NYSE:SWZ) View Price History Chart DataSkip Price History Chart 1 Day 5 Days 30 Days 90 Days 1 Year Advanced 1 Day 1 Day 5 Days 30 Days 90 Days 1 Year Advanced Show volume Show extended hours Get SWZ alerts:Sign Up Key Stats Today's Range$5.83▼$5.8350-Day Range$5.71▼$6.0252-Week Range$5.68▼$6.31Volume1,404 shsAverage Volume67,135 shsMarket Capitalization$75.62 millionP/E RatioN/ADividend YieldN/APrice TargetN/AConsensus RatingN/A Company Overview Total Return Securities (NYSE: SWZ) is a closed-end investment fund that seeks to provide investors with total returns through a combination of capital appreciation and investment income. The fund’s portfolio is focused primarily on securities issued by companies based in Switzerland. Through its investments, the fund provides exposure to the Swiss equity market across multiple industries rather than operating a conventional business or selling products and services directly. Its performance is therefore influenced by the results of the underlying portfolio companies, developments in Switzerland and broader international market conditions. Publicly available information about Total Return Securities’ corporate history, geographic operations and leadership is limited. The security is commonly associated with The Swiss Helvetia Fund, Inc., a U.S.-listed closed-end fund focused on Swiss investments.AI Generated. May Contain Errors. Read More Receive SWZ Stock News and Ratings via Email Sign-up to receive the latest news and ratings for Total Return Securities and its competitors with MarketBeat's FREE daily newsletter. 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SWZ Stock News HeadlinesTotal Return Securities (NYSE:SWZ) Insider Acquires $28,650.00 in StockOctober 14, 2026 | insidertrades.comInsider Buying: Total Return Securities (NYSE:SWZ) Director Buys 2,000 Shares of StockOctober 1, 2026 | insidertrades.comTrump’s Plan To Cheat HistoryChina has slashed its U.S. Treasury holdings by more than 45% from their peak, while building gold vaults and payment networks that bypass the dollar entirely. Since the Federal Reserve opened in 1913, the dollar has lost most of its purchasing power. Porter Stansberry argues a new monetary order is forming around AI infrastructure, chips and energy, pointing to stocks like Vertiv, GE Vernova and Arista Networks that have surged hundreds of percent in recent years.October 26 at 1:00 AM | Porter & Company (Ad)Total Return Securities (NYSE:SWZ) CEO Acquires $57,700.00 in StockSeptember 30, 2026 | insidertrades.comTotal Return Securities, Inc. Reports Earnings Results for the Half Year Ended June 30, 2026September 4, 2026 | marketscreener.comMTotal Return Securities FundAugust 25, 2026 | money.usnews.comTotal Return Securities Fund IncAugust 17, 2026 | markets.ft.comMorningstar Total Return Bond FundApril 9, 2026 | money.usnews.comSee More Headlines SWZ Stock Analysis - Frequently Asked Questions How have SWZ shares performed this year? Total Return Securities' stock was trading at $6.23 at the start of the year. Since then, SWZ shares have decreased by 6.7% and is now trading at $5.81. Who are Total Return Securities' major shareholders? Total Return Securities' top institutional shareholders include Shaker Financial Services LLC (3.27%), Uncommon Cents Investing Inc (0.64%) and Noble Wealth Management PBC (0.30%). Insiders that own company stock include Css Llc/Il, Phillip Goldstein, Andrew Dakos and Moritz A Sell. View institutional ownership trends. How do I buy shares of Total Return Securities? Shares of SWZ stock can be purchased through any online brokerage account. Popular online brokerages with access to the U.S. stock market include Charles Schwab, E*TRADE, Fidelity, and Vanguard Brokerage Services. What other stocks do shareholders of Total Return Securities own? Based on aggregate information from My MarketBeat watchlists, some other companies that Total Return Securities investors own include Arrowhead Pharmaceuticals (ARWR), IPG Photonics (IPGP), Liquidity Services (LQDT), Elevance Health (ELV), Enterprise Products Partners (EPD), Iron Mountain (IRM) and Johnson & Johnson (JNJ). Company Calendar Today10/26/2026Fiscal Year End12/31/2026Get Stock Alerts Health Indicator TradeSmith's Health IndicatorA long-term volatility-based measure designed for securities held 12 months or longer.Green: Strong and healthy uptrend with normal pullbacks.Yellow: Significant pullback but still within expected volatility.Red: Dropped beyond expected volatility; considered unhealthy. Red Zone (1m+) 1-Year History Oct 25 Jan 26 Apr 26 Jul 26 Oct 26 SWZ's financial health is in the Red zone, according to TradeSmith. SWZ has been in this zone for over one month. Industry, Sector and Symbol Stock ExchangeNYSE SectorFinance Industry Capital Markets Sub-IndustryN/A Current SymbolNYSE:SWZ CIK813623 Webwww.schroders.com Phone800-730-2932FaxN/AEmployeesN/AYear Founded1858Profitability EPS (Trailing Twelve Months)N/A Trailing P/E RatioN/A Forward P/E RatioN/A P/E GrowthN/ANet IncomeN/A Net MarginsN/A Pretax MarginN/A Return on EquityN/A Return on AssetsN/A Debt Debt-to-Equity RatioN/A Current RatioN/A Quick RatioN/A Sales & Book Value Annual Sales$3.34 million Price / Sales22.64 Cash FlowN/A Price / Cash FlowN/A Book Value$8.94 per share Price / Book0.65Miscellaneous Outstanding Shares12,970,000Free Float12,970,000Market Cap$75.62 million OptionableNot Optionable Beta0.66 Social Links 7 Best Space Stocks to Own in 2026The space race is growing fast, and you don’t have to have gotten in early on SpaceX to profit. This report shows seven space stocks you can buy today that may grow as rockets, satellites, defense, space internet, and new space technology become more important.Get This Free Report This page (NYSE:SWZ) was last updated on 10/26/2026 by MarketBeat.com Staff. From Our PartnersExecutive Order 14241 Unleashes Trump’s New DollarA landmark executive order, 14241, is reportedly set to reshape how Americans use money starting this December...Porter & Company | SponsoredYour Social Security check is scheduled for a 22% cutThe U.S. now borrows money just to pay interest on money it already borrowed, a pattern economists call a debt...American Alternative | SponsoredFinancial legend: “This is bad, really bad...”Dr. Martin D. Weiss has publicly predicted six major American financial crashes over his 55-year career leadin...Weiss Ratings | SponsoredBeginner’s Guide to GoldInflation, trade wars, and market volatility have many savers rethinking how they protect retirement funds. 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