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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
2299
$236.71B
29.14%
Latest2025Q2
Top BuysLYG (US)
Top SellsVWAPY (US)

Latest Changes

Indicators
Latest (2025Q2)
Previous (2025Q1)
Change
Mkt Value (report date)
236.71B
235.65B
+0.45%
Shares Held
2299
2329
-1.29%
Buys
473
476
-0.63%
Sells
503
511
-1.57%

Sector Allocation

No.
Name
% Portfolio
Shares Traded
Mkt Value (Date)
Market Value
Shares Held
Report Date
5.00%
-6.00M
$11.84B
$10.93B
53.29M
2025-03-31
4.15%
-7.60M
$9.83B
$14.34B
90.74M
2025-03-31
4.00%
-3.03M
$9.46B
$12.53B
25.20M
2025-03-31
3.36%
+4.62M
$7.96B
$8.08B
97.40M
2025-03-31
2.62%
-12.58M
$6.20B
$7.15B
32.58M
2025-03-31
2.42%
-13.60M
$5.72B
$6.52B
37.02M
2025-03-31
2.21%
+5.74M
$5.24B
$5.26B
54.96M
2025-03-31
1.90%
+967.70K
$4.51B
$5.33B
18.37M
2025-03-31
1.90%
+202.34K
$4.49B
$4.24B
5.44M
2025-03-31
1.57%
-224.33K
$3.72B
$4.76B
6.45M
2025-03-31

Latest Trades

No.
Name
Action
Shares Traded
% Change
Shares Held
Mkt Value (Date)
Report Date
HSBC Holdings Ord Shs (GB)
HSBA
Buy
+9.97M
+49.30%
10.22M
$123.63M
2025-06-30
Mitsubishi UFJ Financial Group Ord Shs (JP)
8306
Buy
+1.17M
+13.10%
7.71M
$105.64M
2025-06-30
Mitsubishi Heavy Industries Ord Shs (JP)
7011
Buy
+664.30K
+5.90%
10.48M
$261.57M
2025-06-30
4
Hong Kong Exchanges and Clearing Ord Shs (HK)
0388
Buy
+295.06K
+13.40%
1.90M
$101.61M
2025-06-30
5
ABB Ord Shs (CH)
ABBN
Buy
+263.78K
+7.10%
3.43M
$204.88M
2025-06-30
6
Novo Nordisk Ord Shs Class B (DK)
NOVOb
Buy
+198.70K
+8.60%
2.11M
$145.79M
2025-06-30
7
Lvmh Ord Shs (FR)
LVMH
Buy
+29.25K
+10.30%
251.99K
$131.29M
2025-06-30
8
Shell Ord Shs (GB)
SHEL
Sell
-17.21K
-0.40%
3.96M
$138.57M
2025-06-30
9
Atlas Copco Ord Shs Class A (SE)
ATCOa
Sell
-23.00
0.00%
2.15M
$34.69M
2025-06-30
10
Siemens N Ord Shs (DE)
SIEGn
Sell
-3.00
0.00%
782.03K
$199.47M
2025-06-30

Holding Performance

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