SWZ (Swiss Helvetia Fund) Insider Ownership: 1.04 % (As of Jul. 10, 2026)


SWZ Swiss Helvetia Fund Inc SWZ
34 GF Score
Price $5.94
! 2 Warning Signs
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What is Swiss Helvetia Fund Insider Ownership?

Swiss Helvetia Fund SWZ -0.17% 34 Insider Ownership is 1.04 % as of Jul. 10, 2026. GuruFocus rates SWZ with a GF Score™ of 34/100. The stock has 2 warning signs investors should review.

Insider ownership is the percentage of shares that are owned by company insiders relative to the total shares outstanding. As of today, Swiss Helvetia Fund's insider ownership is 1.04%.

Institutional Ownership is the percentage of shares that are owned by institutions out of the total shares outstanding. As of today, Swiss Helvetia Fund's Institutional Ownership is 38.22%.

Float Percentage Of Total Shares Outstanding is the percentage of float shares relative to the total shares outstanding. As of today, Swiss Helvetia Fund's Float Percentage Of Total Shares Outstanding is 97.95%.

Swiss Helvetia Fund Insider Ownership Historical Data

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The historical data trend for Swiss Helvetia Fund's Insider Ownership can be seen below:

* For Operating Data section: All numbers are indicated by the unit behind each term and all currency related amount are in USD.
* For other sections: All numbers are in millions except for per share data, ratio, and percentage. All currency related amount are indicated in the company's associated stock exchange currency.

Swiss Helvetia Fund Insider Ownership Chart

Swiss Helvetia Fund Historical Data

The historical data trend for Swiss Helvetia Fund can be seen below:

2025-06-30 2025-07-31 2025-08-31 2025-09-30 2025-10-31 2025-11-30 2026-01-31 2026-02-28 2026-05-31 2026-06-30
Insider Ownership 0.16 0.16 0.16 0.16 0.17 0.17 0.58 0.83 1.00 1.04
SWZ
34GF Score
Swiss Helvetia Fund Inc SWZ
Insider Ownership is just one metric. See GF Score™, valuation, warning signs, and more.
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Swiss Helvetia Fund Insider Ownership Calculation

The percentage of shares that are owned by company insiders relative to the total shares outstanding.

Frequently Asked Questions Learn more about Insider Ownership →
What does a Insider Ownership of 1.04 % mean?
Swiss Helvetia Fund (SWZ) has a Insider Ownership of 1.04 % as of Jul. 10, 2026. Insider ownership equals the percent of shares owned by company insiders relative to total shares. View historical data on Swiss Helvetia Fund and its competitors.
Is Swiss Helvetia Fund's Insider Ownership too high?
Swiss Helvetia Fund's current Insider Ownership is 1.04 %. Overall, Swiss Helvetia Fund has a GF Score™ of 34/100, reflecting its overall financial health beyond just this single metric.
How does Swiss Helvetia Fund's Insider Ownership compare to GECC and GEG?
Swiss Helvetia Fund's Insider Ownership of 1.04 % can be compared against companies in the Asset Management industry. See the competitive comparison table and distribution chart on this page for a detailed peer-by-peer breakdown.
What is a good Insider Ownership for an Asset Management company?
A good Insider Ownership depends on the Asset Management industry context. However, Insider Ownership should not be evaluated in isolation — investors should consider it alongside profitability, growth, and financial strength metrics. Use the industry distribution chart on this page to see where any company falls relative to its peers.
What does a high Insider Ownership mean?
A high Insider Ownership can signal that a stock is expensive relative to its fundamentals. Insider ownership equals the percent of shares owned by company insiders relative to total shares. View historical data on Swiss Helvetia Fund and its competitors. Swiss Helvetia Fund's current Insider Ownership is 1.04 %. However, context matters — high-growth companies often justify higher valuations. Always evaluate alongside other metrics like GF Score™ and GF Value™.
Is Swiss Helvetia Fund stock overvalued right now?
Swiss Helvetia Fund (SWZ) has a current Insider Ownership of 1.04 %. The current Insider Ownership is 1.04 %. Swiss Helvetia Fund's overall GF Score™ is 34/100 with 2 warning signs to review. Investors should evaluate multiple metrics — including profitability, growth, and financial strength — before making a decision.
How is Insider Ownership calculated?
Insider Ownership is calculated from a company's financial statements. For Swiss Helvetia Fund (SWZ), the current Insider Ownership is 1.04 % as of Jul. 10, 2026. GuruFocus calculates this using data sourced from SEC filings and annual reports. See the calculation section and 30-year financial data on this page for the full breakdown.

Swiss Helvetia Fund Business Description

Address c/o Ultimus Fund Solutions, LLC, 225 Pictoria Avenue, Suite 450, Cincinnati, OH, USA, 45246
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.
34GF Score

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Insider Ownership is just one metric. See GF Value™, 30-year financials, guru trades, warning signs, and more.

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