NYSE:SWZ The Swiss Helvetia Fund (SWZ) Stock Price, News & Analysis $9.22 +0.06 (+0.60%) Closing price 03:58 PM EasternExtended Trading$9.22 0.00 (0.00%) As of 04:05 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 Polygon.io. Learn more. Add Compare Share Share Stock Analysis Stock AnalysisChartCompetitorsDividendFinancialsHeadlinesOwnershipSEC FilingsShort InterestTrendsBuy This Stock 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$9.07▼$9.2450-Day Range$8.50▼$9.2252-Week Range$7.49▼$9.29Volume150,436 shsAverage Volume28,160 shsMarket Capitalization$119.71 millionP/E RatioN/ADividend Yield5.97%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… Remove Ads 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. REVISES PAYMENT DATE FOR SPECIAL DISTRIBUTION OF $3.00 PER SHAREMarch 27, 2025 | uk.finance.yahoo.comTHE SWISS HELVETIA FUND, INC. DECLARES SPECIAL DISTRIBUTION OF $3.00 PER SHAREMarch 24, 2025 | prnewswire.comNvidia’s CEO: “This Will Be a Multitrillion-Dollar Industry."If you missed out on the big boom in Nvidia… Listen up, because according to Nvidia's own CEO… Elon Musk’s new technology could help launch an entirely new multitrillion-dollar industry.March 31, 2025 | Brownstone Research (Ad)THE SWISS HELVETIA FUND, INC. DECLARES QUARTERLY DISTRIBUTION OF $0.1458 PER SHAREMarch 7, 2025 | gurufocus.comTHE SWISS HELVETIA FUND, INC. DECLARES QUARTERLY DISTRIBUTION OF $0.1458 PER SHAREMarch 7, 2025 | prnewswire.comSWZ: Will Be Converting To A 'Hedge Fund' Style CEFFebruary 25, 2025 | seekingalpha.comThe Swiss Helvetia Fund Announces Results of Special MeetingFebruary 21, 2025 | globenewswire.comThe Swiss Helvetia Fund Announces Special MeetingJanuary 27, 2025 | globenewswire.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 $7.49 at the beginning of 2025. Since then, SWZ shares have increased by 23.0% and is now trading at $9.2150. View the best growth stocks for 2025 here. Who are The Swiss Helvetia Fund's major shareholders? The Swiss Helvetia Fund's top institutional shareholders include Allspring Global Investments Holdings LLC (15.14%), Lazard Asset Management LLC (5.54%), 1607 Capital Partners LLC (3.54%) and Saba Capital Management L.P. (2.51%). View institutional ownership trends. How do I buy shares of The Swiss Helvetia Fund? Shares of SWZ stock can be purchased through any online brokerage account. Popular online brokerages with access to the U.S. stock market include Charles Schwab, E*TRADE, Fidelity, and Vanguard Brokerage Services. What other stocks do shareholders of The Swiss Helvetia Fund own? Based on aggregate information from My MarketBeat watchlists, some other companies that The Swiss Helvetia Fund investors own include Intelsat (I), Associated British Foods (ABF), Fossil Group (FOSL), AMC Entertainment (AMC), Bank of America (BAC), Chaarat Gold (CGH) and Apollo Global Management (APO). Company Calendar Record date for 3/31 Dividend3/18/2025Ex-Dividend for 3/31 Dividend3/18/2025Today3/31/2025Dividend Payable3/31/2025Record date for 4/14 Dividend4/03/2025Dividend Payable4/14/2025Ex-Dividend for 4/14 Dividend4/15/2025Fiscal Year End12/31/2025Get Stock AlertsIndustry, Sector and Symbol Stock ExchangeNYSE SectorFinance Industry Investment offices, not elsewhere classified Sub-IndustryFinancial Services Current SymbolNYSE:SWZ CIK813623 Webwww.swzfund.com Phone800-730-2932FaxN/AEmployeesN/AYear FoundedN/AProfitability EPS (Most Recent Fiscal Year)N/A Trailing P/E RatioN/A Forward P/E RatioN/A P/E GrowthN/ANet IncomeN/A Net MarginsN/A Pretax MarginN/A Return on EquityN/A Return on AssetsN/A Debt Debt-to-Equity RatioN/A Current RatioN/A Quick RatioN/A Sales & Book Value Annual Sales$-2,596,943.00 Price / Sales-45.85 Cash FlowN/A Price / Cash FlowN/A Book ValueN/A Price / BookN/AMiscellaneous Outstanding Shares12,991,000Free Float12,987,000Market Cap$119.06 million OptionableNot Optionable Beta0.83 Social Links These 7 Stocks Will Be Magnificent in 2025Discover the next wave of investment opportunities with our report, 7 Stocks That Will Be Magnificent in 2025. Explore companies poised to replicate the growth, innovation, and value creation of the tech giants dominating today's markets.Get This Free Report This page (NYSE:SWZ) was last updated on 3/31/2025 by MarketBeat.com Staff From Our PartnersA market crash is coming—here’s whenThe stock market cycle I've used to identify the most likely day of the next market crash is the exact same in...Chaikin Analytics | SponsoredYour Wealth is Under AttackPlease don't wait—this is your moment to take action. Download your Wealth Protection Guide now, claim your fr...American Alternative | SponsoredA brutally honest economic warning for 2025 (see proof)New York Times best-selling financial author and world-renowned economist Addison Wiggin (a man who’s worked s...Banyan Hill Publishing | Sponsored$2 Trillion Disappears Because of Fed's Secretive New Move$2 trillion has disappeared from the US government's books. 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