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Ken Fisher

Fisher Asset Management, LLC

Ken Fisher, the son of legendary investor Philip Fisher, founded Fisher Investments. He wrote the “Portfolio Strategy” column for Forbes for over 20 years, making him one of the longest-serving contributing columnists in the magazine's history.

Shares Held
Asset Size
% Top 10
2127
$309.75B
32.24%
Latest2025Q3
Top BuysIEF (US)
Top SellsSPTL (US)

Latest Changes

Indicators
Latest (2025Q3)
Previous (2025Q2)
Change
Mkt Value (report date)
309.75B
282.50B
+9.64%
Shares Held
2127
2435
-12.65%
Buys
548
476
+15.13%
Sells
474
514
-7.78%

Sector Allocation

No.
Name
% Portfolio
Shares Traded
Mkt Value (Date)
Market Value
Shares Held
Report Date
Watchlist
5.18%
+1.49M
$16.05B
$16.06B
86.06M
2025-12-31
4.84%
+704.29K
$14.99B
$14.04B
55.15M
2025-12-31
4.19%
+47.17M
$12.97B
$13.01B
134.83M
2025-12-31
3.95%
+458.01K
$12.24B
$13.10B
25.30M
2025-12-31
3.85%
+583.08K
$11.93B
$9.26B
38.11M
2025-12-31
2.50%
+489.92K
$7.75B
$7.38B
33.59M
2025-12-31
2.27%
+3.34M
$7.03B
$7.06B
83.98M
2025-12-31
1.92%
+110.13K
$5.95B
$5.39B
6.77M
2025-12-31
1.78%
+313.77K
$5.51B
$5.07B
18.15M
2025-12-31
1.76%
+54.07K
$5.44B
$4.53B
9.49M
2025-12-31

Latest Trades

No.
Name
Action
Shares Traded
% Change
Shares Held
Mkt Value (Date)
Report Date
Watchlist
Sony Financial Group Ord Shs (JP)
8729
Exit
-7.48M
-100.00%
0.00
$0.00
2026-02-28
Mitsubishi UFJ Financial Group Ord Shs (JP)
8306
Buy
+1.02M
+10.40%
8.77M
$166.74M
2026-02-28
Unicredit Ord Shs (IT)
CRDI
Sell
-890.24K
-55.90%
701.97K
$59.96M
2026-02-28
4
Fanuc Ord Shs (JP)
6954
Buy
+752.30K
+21.90%
2.68M
$122.20M
2026-02-28
5
Novartis Ord Shs (CH)
NOVN
Buy
+694.03K
+29.50%
1.66M
$279.14M
2026-02-28
6
Intesa Sanpaolo Ord Shs (IT)
ISP
Sell
-428.47K
-1.50%
27.49M
$189.22M
2026-02-28
7
Tokyo Electron Ord Shs (JP)
8035
Buy
+388.00K
+48.70%
408.40K
$115.13M
2026-02-28
8
ABB Ord Shs (CH)
ABBN
Sell
-328.06K
-9.50%
3.12M
$291.30M
2026-02-28
New
+267.53K
+50.00%
267.53K
$5.75M
2026-02-28
10
HSBC Holdings Ord Shs (GB)
HSBA
Sell
-255.67K
-2.40%
10.22M
$192.11M
2026-02-28

Holding Performance

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