as of 07-17-2026 1:23pm 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: | 77.3M | IPO Year: | N/A |
| Target Price: | N/A | AVG Volume (30 days): | 45.5K |
| 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: | $5.84 - $6.43 | 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 |
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Disclaimer: This prediction is generated by an AI model and should not be considered as financial advice. Always conduct your own research and consult with financial professionals before making investment decisions.
Secretary
Avg Cost/Share
$5.95
Shares
5,980
Total Value
$35,581.00
Owned After
119,214
SEC Form 4
President and CEO
Avg Cost/Share
$5.92
Shares
5,000
Total Value
$29,601.43
Owned After
131,000
Director
Avg Cost/Share
$5.93
Shares
2,000
Total Value
$11,850.00
Owned After
20,246
SEC Form 4
Director
Avg Cost/Share
$5.89
Shares
2,091
Total Value
$12,305.54
Owned After
20,246
SEC Form 4
Director
Avg Cost/Share
$5.91
Shares
1,853
Total Value
$10,951.23
Owned After
20,246
SEC Form 4
Director
Avg Cost/Share
$5.91
Shares
147
Total Value
$868.77
Owned After
20,246
SEC Form 4
Director
Avg Cost/Share
$5.96
Shares
2,000
Total Value
$11,920.00
Owned After
20,246
SEC Form 4
Director
Avg Cost/Share
$5.95
Shares
155
Total Value
$922.25
Owned After
20,246
SEC Form 4
Director
Avg Cost/Share
$6.01
Shares
1,000
Total Value
$6,010.00
Owned After
20,246
SEC Form 4
Director
Avg Cost/Share
$6.07
Shares
1,002
Total Value
$6,077.13
Owned After
20,246
SEC Form 4
| Insider | Ticker | Relationship | Date | Transaction | Avg Cost | Shares | Total Value | Owned After | SEC Forms |
|---|---|---|---|---|---|---|---|---|---|
| GOLDSTEIN PHILLIP | SWZ | Secretary | Jul 6, 2026 | Buy | $5.95 | 5,980 | $35,581.00 | 119,214 | |
| Dakos Andrew | SWZ | President and CEO | Jul 2, 2026 | Buy | $5.92 | 5,000 | $29,601.43 | 131,000 | |
| SELL MORITZ A | SWZ | Director | Jun 29, 2026 | Buy | $5.93 | 2,000 | $11,850.00 | 20,246 | |
| SELL MORITZ A | SWZ | Director | Jun 26, 2026 | Buy | $5.89 | 2,091 | $12,305.54 | 20,246 | |
| SELL MORITZ A | SWZ | Director | Jun 18, 2026 | Buy | $5.91 | 1,853 | $10,951.23 | 20,246 | |
| SELL MORITZ A | SWZ | Director | Jun 17, 2026 | Buy | $5.91 | 147 | $868.77 | 20,246 | |
| SELL MORITZ A | SWZ | Director | Jun 16, 2026 | Buy | $5.96 | 2,000 | $11,920.00 | 20,246 | |
| SELL MORITZ A | SWZ | Director | Jun 15, 2026 | Buy | $5.95 | 155 | $922.25 | 20,246 | |
| SELL MORITZ A | SWZ | Director | May 29, 2026 | Buy | $6.01 | 1,000 | $6,010.00 | 20,246 | |
| SELL MORITZ A | SWZ | Director | Apr 24, 2026 | Buy | $6.07 | 1,002 | $6,077.13 | 20,246 |
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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.