NYSE:SWZ The Swiss Helvetia Fund (SWZ) Stock Price, News & Analysis $8.49 +0.11 (+1.31%) (As of 07/26/2024 ET) Add Compare Share Share Today's Range$8.39▼$8.5050-Day Range$7.90▼$8.4852-Week Range$7.12▼$8.57Volume12,954 shsAverage Volume16,353 shsMarket Capitalization$110.29 millionP/E RatioN/ADividend Yield6.01%Price TargetN/A Stock AnalysisStock AnalysisChartCompetitorsDividendFinancialsHeadlinesInsider TradesOwnershipSEC FilingsShort InterestTrendsStock AnalysisChartCompetitorsDividendFinancialsHeadlinesInsider TradesOwnershipSEC FilingsShort InterestTrends Get The Swiss Helvetia Fund alerts: Email Address Ad Monument Traders AllianceThis student turned $1,300 into $45,000 in just 4 Months!With the help of S.A.M. (my new AI-powered scanner) it's now easier than ever to find these unique trades... In fact, it just detected a move happening this MONDAY.See here to see the full details. About The Swiss Helvetia Fund Stock (NYSE:SWZ)The Swiss Helvetia Fund Inc. is a closed-ended equity mutual fund launched and managed by Schroder Investment Management North America Inc. The fund invests in public equity markets of Switzerland. It seeks to invest in stocks of companies operating across diversified sectors. The fund primarily invests in value stocks of companies across all market capitalizations. It employs fundamental analysis with a bottom-up stock picking approach, focusing on factors such as capital appreciation, income, economic and industry trends, quality of management, financial condition, business plan, industry and sector market position, dividend payout ratio, and corporate governance to create its portfolio. The fund benchmarks the performance of its portfolio against the S&P 500 Index and MSCI EAFE Index. It was previously known as The Helvetia Fund, Inc. The Swiss Helvetia Fund Inc. was formed in October 24, 1986 and is domiciled in the United States.Read More SWZ Stock Price History View Price History Chart DataSkip Price History Chart 30 days | 90 days | 365 days | Advanced Chart SWZ Stock News HeadlinesJune 7, 2024 | prnewswire.comTHE SWISS HELVETIA FUND, INC. DECLARES QUARTERLY DISTRIBUTION OF $0.129 PER SHAREMay 14, 2024 | msn.comVontobel launches client-backed Swiss equity fundJuly 26, 2024 | Weiss Ratings (Ad)The next companies to potentially benefit thanks to Nvidia are …Nvidia is pivoting to a new $1 trillion Superproject that could revolutionize the AI industry… again. And it’s enlisting a whole new set of partners.May 14, 2024 | msn.comSwiss Eurovision winner Nemo returns to hero's welcomeMay 3, 2024 | seekingalpha.comSwiss Helvetia Fund: High Yield, Quality Swiss Stocks At A Discount To Net Asset ValueApril 30, 2024 | markets.businessinsider.comHelvetia with continued strong solvencyApril 26, 2024 | msn.comClimate groups picket Swiss National Bank's shareholder meeting over its investmentsApril 20, 2024 | finance.yahoo.comThe Swiss Helvetia Fund Inc. (SWZ)July 26, 2024 | Weiss Ratings (Ad)The next companies to potentially benefit thanks to Nvidia are …Nvidia is pivoting to a new $1 trillion Superproject that could revolutionize the AI industry… again. And it’s enlisting a whole new set of partners.April 10, 2024 | msn.comSwiss government renews contribution to climate fund for developing countriesApril 7, 2024 | msn.comInvestment trusts eye up Swiss escape to avoid EU's Kafkaesque diktatsMarch 8, 2024 | msn.comSwiss look at using Russian assets for Ukraine reparationsMarch 8, 2024 | finance.yahoo.comTHE SWISS HELVETIA FUND, INC. DECLARES QUARTERLY DISTRIBUTION OF $0.129 PER SHAREMarch 5, 2024 | msn.comSwiss regulator offers lifeline to Credit Suisse after lender's troubles rattle global marketsMarch 4, 2024 | msn.comSwiss National Bank posts annual loss of $3.6 billionFebruary 25, 2024 | investing.comSwiss Helvetia Closed Fund (SWZ)January 30, 2024 | money.usnews.comSwiss National Bank Chairman Expects Inflation to RiseDecember 13, 2023 | benzinga.comSwiss Helvetia Fund's Ex-Dividend Date Is Monday, Here's What You Need To KnowSee More Headlines Receive SWZ Stock News and Ratings via Email Sign-up to receive the latest news and ratings for The Swiss Helvetia Fund and its competitors with MarketBeat's FREE daily newsletter. Email Address Company Calendar Ex-Dividend for 6/28 Dividend6/18/2024Dividend Payable6/28/2024Today7/26/2024Fiscal Year End12/31/2024Get Stock AlertsIndustry, Sector and Symbol Stock ExchangeNYSE SectorFinance Industry Investment offices, not elsewhere classified Sub-IndustryN/A Current SymbolNYSE:SWZ CUSIPN/A CIK813623 Webwww.swzfund.com Phone800-730-2932FaxN/AEmployeesN/AYear FoundedN/AProfitability EPS (Most Recent Fiscal Year)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 million Price / Sales36.72 Cash FlowN/A Price / Cash FlowN/A Book Value$8.79 per share Price / Book0.96Miscellaneous Outstanding Shares12,990,000Free Float12,987,000Market Cap$110.16 million OptionableNot Optionable Beta0.80 Beginner's Guide to Pot Stock InvestingClick the link below and we'll send you MarketBeat's guide to pot stock investing and which pot companies show the most promise. Get This Free Report Key ExecutivesMr. Frederick SkillinPortfolio ManagerMr. Stephen M. DeTorePortfolio ManagerKey CompetitorsHorizon Technology FinanceNASDAQ:HRZNAbrdn Life Sciences InvestorsNYSE:HQLBlackRock MuniYield New York Quality FundNYSE:MYNTortoise Energy InfrastructureNYSE:TYGBarings Corporate InvestorsNYSE:MCIView All CompetitorsInstitutional OwnershipAllspring Global Investments Holdings LLCBought 148,310 shares on 7/26/2024Ownership: 16.738%Lazard Asset Management LLCSold 19,009 shares on 5/15/2024Ownership: 5.931%Karpus Management Inc.Bought 40,825 shares on 5/14/2024Ownership: 1.722%Allspring Global Investments Holdings LLCSold 64,870 shares on 4/30/2024Ownership: 15.595%View All Institutional Transactions SWZ Stock Analysis - Frequently Asked Questions How have SWZ shares performed this year? The Swiss Helvetia Fund's stock was trading at $8.20 on January 1st, 2024. Since then, SWZ shares have increased by 3.5% and is now trading at $8.49. View the best growth stocks for 2024 here. Who are The Swiss Helvetia Fund's major shareholders? The Swiss Helvetia Fund's top institutional shareholders include Allspring Global Investments Holdings LLC (16.74%). View institutional ownership trends. How do I buy shares of The Swiss Helvetia Fund? 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. Compare Top Brokerages Here. What other stocks do shareholders of The Swiss Helvetia Fund own? Based on aggregate information from My MarketBeat watchlists, some other companies that The Swiss Helvetia Fund investors own include Intelsat (I), Coty (COTY), AMC Entertainment (AMC), Fossil Group (FOSL), Associated British Foods (ABF), Chaarat Gold (CGH) and American Eagle Outfitters (AEO). 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