Equities

Swiss Helvetia Fund Inc

SWZ:NYQ

Swiss Helvetia Fund Inc

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Financials
  • Price (USD)9.61
  • Today's Change-0.06 / -0.62%
  • Shares traded38.63k
  • 1 Year change+11.87%
  • Beta--
Data delayed at least 15 minutes, as of Sep 17 2021 21:10 BST.
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About the company

The Swiss Helvetia Fund, Inc. (the Fund) is a non-diversified, closed-end investment company. The Fund's investment objective is to seek long-term growth of capital through investment in equity and equity-linked securities of Swiss companies. The Fund may also acquire and hold equity and equity-linked securities of non-Swiss companies in limited instances. The Fund primarily invests in securities of Swiss issuers. The Fund also invests in various industries, such as pharmaceuticals, food and beverage, industrial goods and services, banks, personal and household goods, construction and materials, biotechnology, medical equipment, chemicals, technology, financial services, insurance, telecommunications and retail. The Fund operates from approximately 40 offices in 30 countries across Europe, the United States, Asia and the Middle East. Schroder Investment Management North America Inc. acts as an investment advisor for the Fund.

  • Revenue in -- (TTM)--
  • Net income in --
  • Incorporated1990
  • Employees--
  • Location
    Swiss Helvetia Fund Inc615 E Michigan StMILWAUKEE 53202-5210United StatesUSA
  • Phone+1 (212) 867-7660
  • Fax+1 (302) 655-5049
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Institutional shareholders

32.90%Per cent of shares held by top holders
HolderShares% Held
Wells Capital Management, Inc.as of 30 Jun 20211.13m8.52%
Lazard Asset Management LLCas of 30 Jun 2021805.30k6.07%
City of London Investment Management Co. Ltd.as of 30 Jun 2021688.01k5.19%
CSS LLCas of 30 Jun 2021455.51k3.44%
1607 Capital Partners LLCas of 30 Jun 2021353.52k2.67%
Deschutes Portfolio Strategy LLCas of 30 Jun 2021311.90k2.35%
Gardner Russo & Quinn LLCas of 30 Jun 2021227.49k1.72%
Commonwealth Equity Services LLCas of 30 Jun 2021154.98k1.17%
Shaker Financial Services LLCas of 30 Jun 2021126.99k0.96%
Blue Bell Private Wealth Management LLCas of 30 Jun 2021110.05k0.83%
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Data from 30 Jun 2021 - 30 Jun 2021Source: FactSet Research Systems Inc.
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