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as of 10-16-2026 3:54pm EST
Swiss Helvetia Fund Inc is a non-diversified, closed-end investment company. Its investment objective is to seek long-term capital appreciation through investment in equity and equity-linked securities of Swiss companies. It actively manages investment solutions spanning public and private markets, wealth management, and Solutions.
| Founded: | 1986 | Country: | United States |
| Employees: | N/A | City: | N/A |
| Market Cap: | 75.5M | IPO Year: | N/A |
| Target Price: | N/A | AVG Volume (30 days): | 31.6K |
| Analyst Decision: | N/A | Number of Analysts: | N/A |
| Dividend Yield: | Dividend Payout Frequency: | Quarterly | |
| EPS: | N/A | EPS Growth: | N/A |
| 52 Week Low/High: | $5.68 - $6.31 | Next Earning Date: | N/A |
| Revenue: | N/A | Revenue Growth: | N/A |
| Revenue Growth (this year): | N/A | Revenue Growth (next year): | N/A |
| P/E Ratio: | N/A | Index: | N/A |
| Free Cash Flow: | N/A | FCF Growth: | N/A |
Stock Insider Trading Activity of Swiss Helvetia Fund Inc. (The) (SWZ)
Secretary
Avg Cost/Share
$5.73
Shares
5,000
Total Value
$28,637.00
Owned After
124,229
SEC Form 4
Director
Avg Cost/Share
$5.77
Shares
2,000
Total Value
$11,530.00
Owned After
30,246
SEC Form 4
Director
Avg Cost/Share
$5.98
Shares
3,000
Total Value
$17,940.00
Owned After
30,246
SEC Form 4
Secretary
Avg Cost/Share
$5.93
Shares
1,366
Total Value
$8,100.38
Owned After
3,400
SEC Form 4
Secretary
Avg Cost/Share
$5.93
Shares
1,700
Total Value
$10,080.32
Owned After
3,400
SEC Form 4
Director
Avg Cost/Share
$5.91
Shares
1,000
Total Value
$5,910.00
Owned After
30,246
SEC Form 4
Director
Avg Cost/Share
$5.86
Shares
2,000
Total Value
$11,720.00
Owned After
30,246
SEC Form 4
Director
Avg Cost/Share
$5.90
Shares
517
Total Value
$3,050.30
Owned After
30,246
SEC Form 4
Director
Avg Cost/Share
$5.90
Shares
483
Total Value
$2,849.70
Owned After
30,246
SEC Form 4
Director
Avg Cost/Share
$5.93
Shares
1,000
Total Value
$5,930.00
Owned After
30,246
SEC Form 4
| Insider | Ticker | Relationship | Date | Transaction | Avg Cost | Shares | Total Value | Owned After | SEC Forms |
|---|---|---|---|---|---|---|---|---|---|
| GOLDSTEIN PHILLIP | SWZ | Secretary | Oct 8, 2026 | Buy | $5.73 | 5,000 | $28,637.00 | 124,229 | |
| SELL MORITZ A | SWZ | Director | Sep 28, 2026 | Buy | $5.77 | 2,000 | $11,530.00 | 30,246 | |
| SELL MORITZ A | SWZ | Director | Aug 31, 2026 | Buy | $5.98 | 3,000 | $17,940.00 | 30,246 | |
| Das Rajeev P | SWZ | Secretary | Aug 24, 2026 | Buy | $5.93 | 1,366 | $8,100.38 | 3,400 | |
| Das Rajeev P | SWZ | Secretary | Aug 21, 2026 | Buy | $5.93 | 1,700 | $10,080.32 | 3,400 | |
| SELL MORITZ A | SWZ | Director | Aug 10, 2026 | Buy | $5.91 | 1,000 | $5,910.00 | 30,246 | |
| SELL MORITZ A | SWZ | Director | Jul 23, 2026 | Buy | $5.86 | 2,000 | $11,720.00 | 30,246 | |
| SELL MORITZ A | SWZ | Director | Jul 22, 2026 | Buy | $5.90 | 517 | $3,050.30 | 30,246 | |
| SELL MORITZ A | SWZ | Director | Jul 21, 2026 | Buy | $5.90 | 483 | $2,849.70 | 30,246 | |
| SELL MORITZ A | SWZ | Director | Jul 20, 2026 | Buy | $5.93 | 1,000 | $5,930.00 | 30,246 |
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Disclaimer
The information presented on this page, "SWZ Swiss Helvetia Fund Inc. (The) - Stocks Price | History | Analysis", including historical data, forecasts, news, insider information, and predictions, is provided for educational purposes only. It should not be considered as financial advice or a recommendation to buy or sell any securities. Decisions regarding investments should be made only after careful consideration and consultation with a qualified financial advisor. We do not endorse or guarantee the accuracy or reliability of the information provided, and we disclaim any liability for financial losses incurred as a result of decisions made based on the information presented.