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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
2028
$288.33B
31.00%
Latest2025Q3
Top BuysIEF (US)
Top SellsVCIT (US)

Latest Changes

Indicators
Latest (2025Q3)
Previous (2025Q2)
Change
Mkt Value (report date)
288.33B
282.50B
+2.06%
Shares Held
2028
2435
-16.71%
Buys
546
476
+14.71%
Sells
495
514
-3.70%

Sector Allocation

No.
Name
% Portfolio
Shares Traded
Mkt Value (Date)
Market Value
Shares Held
Report Date
5.47%
+2.05M
$15.78B
$15.78B
84.56M
2025-09-30
4.81%
+886.47K
$13.86B
$13.86B
54.44M
2025-09-30
4.46%
+545.03K
$12.87B
$12.87B
24.84M
2025-09-30
3.16%
+837.89K
$9.12B
$9.12B
37.52M
2025-09-30
2.93%
+30.01M
$8.46B
$8.46B
87.66M
2025-09-30
2.52%
+621.67K
$7.27B
$7.27B
33.10M
2025-09-30
2.35%
-21.62M
$6.78B
$6.78B
80.64M
2025-09-30
1.84%
+121.68K
$5.30B
$5.30B
6.66M
2025-09-30
1.73%
+168.17K
$4.98B
$4.98B
17.83M
2025-09-30
1.72%
+347.03K
$4.96B
$4.96B
15.72M
2025-09-30

Latest Trades

No.
Name
Action
Shares Traded
% Change
Shares Held
Mkt Value (Date)
Report Date
HSBC Holdings Ord Shs (GB)
HSBA
Buy
+10.22M
+49.30%
10.48M
$165.64M
2025-12-31
Nestle Ord Shs (CH)
NESN
Buy
+192.14K
+8.40%
2.08M
$207.44M
2025-12-31
ASML Holding Ord Shs (NL)
ASML
Buy
+17.54K
+6.30%
259.46K
$280.81M
2025-12-31
4
BNP Paribas Ord Shs (FR)
BNPP
Buy
+37.00
0.00%
1.21M
$115.23M
2025-12-31
5
Next Ord Shs (GB)
NXT
Sell
-6.27K
-3.50%
172.56K
$31.80M
2025-12-11
6
IMI Ord Shs (GB)
IMI
Buy
+8.37K
+4.20%
189.94K
$6.36M
2025-12-02
7
B&M European Value Retail Ord Shs (GB)
BMEB
Exit
-118.46K
-100.00%
0.00
$0.00
2025-11-30
New
+99.94K
+50.00%
99.94K
$7.20M
2025-11-30
9
Shenzhen Overseas Chinese Town Ord Shs A (CN)
000069
Buy
+66.40K
+20.70%
253.30K
$95.18K
2025-11-30
10
BOE Technology Group Ord Shs A (CN)
000725
Buy
+46.70K
+12.10%
338.00K
$184.30K
2025-11-30

Holding Performance

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