NYSE:SWZ Total Return Securities (SWZ) Stock Price, News & Analysis $5.76 -0.06 (-1.03%) Closing price 03:58 PM EasternExtended Trading$5.77 +0.01 (+0.17%) As of 04:10 PM Eastern Extended trading is trading that happens on electronic markets outside of regular trading hours. This is a fair market value extended hours 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$5.76▼$5.8450-Day Range$5.76▼$6.0252-Week Range$5.76▼$6.31Volume72,275 shsAverage Volume70,476 shsMarket Capitalization$74.71 millionP/E RatioN/ADividend YieldN/APrice TargetN/AConsensus RatingN/A Company Overview Total Return Securities (NYSE: SWZ) is a closed-end investment fund focused primarily on publicly traded companies in Switzerland. Rather than operating a commercial business, the fund provides investors with a vehicle for gaining exposure to Swiss equities and the broader Swiss market. The fund’s portfolio may include companies from multiple industries and is managed with the objective of providing shareholders with long-term capital appreciation and income through investments in Swiss securities. Its investment exposure is concentrated geographically in Switzerland, although the companies it holds may conduct business internationally. SWZ has historically been associated with the Swiss Helvetia Fund and has been managed by Schroder Investment Management North America. As an investment fund, its activities are centered on portfolio management, securities selection and shareholder distributions rather than the sale of products or services.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) Stock Passes Above 50 Day Moving Average - Time to Sell?September 17, 2026 | americanbankingnews.comTotal Return Securities, Inc. Reports Earnings Results for the Half Year Ended June 30, 2026September 4, 2026 | marketscreener.comMElon Musk’s Hushed FCC Filing. Dec 8th.Elon Musk quietly filed a document with the federal government tied to artificial intelligence, one of the largest markets in the world. James Altucher, who previously flagged Nvidia in 2008 and Bitcoin in 2013, says the filing could rival Tesla, SpaceX and xAI combined. Few investors know this filing exists, but that is expected to change quickly.September 28 at 1:00 AM | Paradigm Press (Ad)Moritz Sell Acquires 3,000 Shares of Total Return Securities (NYSE:SWZ) StockSeptember 2, 2026 | insidertrades.comTotal 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.comTotal Return Securities Fund Announces Annual MeetingMarch 27, 2026 | globenewswire.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 7.5% and is now trading at $5.76. Who are Total Return Securities' major shareholders? Total Return Securities' top institutional shareholders include Bank of America Corp DE (6.69%), Evolve Private Wealth LLC (1.07%), Almitas Capital LLC (0.89%) and Landscape Capital Management L.L.C. (0.75%). Insiders that own company stock include Css Llc/Il, Andrew Dakos, Phillip Goldstein 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 Associated British Foods (ABF), Fossil Group (FOSL), AMC Entertainment (AMC), Bank of America (BAC), Chaarat Gold (CGH) and Apollo Global Management (APO). Company Calendar Today9/28/2026Fiscal 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 (3d) 1-Year History Sep 25 Dec 25 Mar 26 Jun 26 Sep 26 As of 3 days ago, SWZ's financial health entered the Red zone, according to TradeSmith. 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 / Sales22.37 Cash FlowN/A Price / Cash FlowN/A Book Value$8.94 per share Price / Book0.64Miscellaneous Outstanding Shares12,970,000Free Float12,970,000Market Cap$74.71 million OptionableNot Optionable Beta0.67 Social Links 10 Best Stocks to Own in Fall 2026AI spending is reshaping the market, and the opportunity extends far beyond the biggest chipmakers. Discover 10 stocks set to benefit from powerful trends in AI infrastructure, cloud computing, energy, capital returns, and consumer growth this fall.Get This Free Report This page (NYSE:SWZ) was last updated on 9/28/2026 by MarketBeat.com Staff. From Our PartnersElon Musk’s Hushed FCC Filing. Dec 8th.Elon Musk quietly filed a document with the federal government tied to artificial intelligence, one of the lar...Paradigm Press | SponsoredHere’s the stock symbol I’ve promisedWhitney Tilson of Stansberry Research has long recommended Berkshire Hathaway as a core retirement holding - b...Stansberry Research | SponsoredTrump's New DollarPorter Stansberry says President Trump has signed an executive order initiating what he calls a full U.S. doll...Porter & Company | SponsoredThe next convergence is hereIn 2006, a flooded mine at Cigar Lake sent uranium prices from the 50 range to 136 in eight months. 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