NYSE:SWZ The Swiss Helvetia Fund (SWZ) Stock Price, News & Analysis $7.80 -0.01 (-0.13%) (As of 11/20/2024 ET) Add Compare Share Share Stock Analysis Stock AnalysisChartCompetitorsDividendFinancialsHeadlinesInsider TradesOwnershipSEC FilingsShort InterestTrends About The Swiss Helvetia Fund Stock (NYSE:SWZ) 30 days 90 days 365 days Advanced Chart View Price History Chart DataSkip Price History Chart Get SWZ alerts:Sign Up Key Stats Today's Range$7.77▼$7.8550-Day Range$7.80▼$9.0352-Week Range$7.49▼$9.14Volume11,601 shsAverage Volume33,852 shsMarket Capitalization$101.32 millionP/E RatioN/ADividend Yield6.67%Price TargetN/AConsensus RatingN/A Company OverviewThe 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… Tesla Execs are Freaking Out (Ad)It’s so revolutionary that tech giants like Microsoft, Amazon, and NVIDIA are all lining up to get their hands on it. And Elon Musk has completely restructured Tesla to chase this opportunity. This is a once-in-a-lifetime opportunity that you don’t want to miss.Click here to get the details. 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 SWZ Stock News HeadlinesTHE SWISS HELVETIA FUND, INC. ANNOUNCES RESULTS OF THE 2024 ANNUAL MEETING OF STOCKHOLDERSOctober 23, 2024 | prnewswire.comAM Best assigns Issuer Credit Rating of 'a+' to Helvetia Swiss Insurance Company LtdOctober 13, 2024 | markets.businessinsider.comTrump said you could learn something from this manEarly Warning: A Deep Crack Is Forming In The US Economy Stocks are booming thanks to Trump’s landslide victory. Yet one former Trump advisor says the picture is less rosy than it seems. “I’ve found a deep crack forming in the foundations of the US economy,” he says. “And before too long, it could tear our country apart.” It’s critical you learn more today, BEFORE it impacts your money and your retirement. November 21, 2024 | Wide Moat Research (Ad)Swiss voters reject biodiversity, pension reformsSeptember 24, 2024 | msn.comHelvetia redeems hybrid bondSeptember 17, 2024 | markets.businessinsider.comTHE SWISS HELVETIA FUND, INC. DECLARES QUARTERLY DISTRIBUTION OF $0.129 PER SHARESeptember 6, 2024 | prnewswire.comAnalysis-Swiss Franc Carry Trade Comes Fraught With Safe-Haven Rally RiskSeptember 3, 2024 | money.usnews.comScience-heavy Swiss VC firm Redalpine raises fresh $200M fund for early-stage investmentsAugust 29, 2024 | finance.yahoo.comSee More Headlines SWZ Stock Analysis - Frequently Asked Questions How have SWZ shares performed this year? The Swiss Helvetia Fund's stock was trading at $8.20 at the beginning of 2024. Since then, SWZ shares have decreased by 4.9% and is now trading at $7.80. View the best growth stocks for 2024 here. Who are The Swiss Helvetia Fund's major shareholders? Top institutional shareholders of The Swiss Helvetia Fund include Allspring Global Investments Holdings LLC (16.55%), Shaker Financial Services LLC (2.52%), Dynamic Advisor Solutions LLC (0.16%) and SageView Advisory Group LLC (0.09%). 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), Associated British Foods (ABF), Fossil Group (FOSL), AMC Entertainment (AMC), Bank of America (BAC), Chaarat Gold (CGH) and Apollo Global Management (APO). Company Calendar Ex-Dividend for 9/30 Dividend9/19/2024Dividend Payable9/30/2024Today11/21/2024Fiscal Year End12/31/2024Get Stock AlertsIndustry, Sector and Symbol Stock ExchangeNYSE SectorFinance Industry Investment offices, not elsewhere classified Sub-IndustryFinancial Services 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 / Sales33.77 Cash FlowN/A Price / Cash FlowN/A Book Value$8.79 per share Price / Book0.89Miscellaneous Outstanding Shares12,990,000Free Float12,987,000Market Cap$101.32 million OptionableNot Optionable Beta0.82 Social Links Reduce the RiskMarket downturns give many investors pause, and for good reason. 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