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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
2036
$292.01B
30.60%
Latest2025Q3
Top BuysIEF (US)
Top SellsVCIT (US)

Latest Changes

Indicators
Latest (2025Q3)
Previous (2025Q2)
Change
Mkt Value (report date)
292.01B
282.50B
+3.37%
Shares Held
2036
2435
-16.39%
Buys
504
476
+5.88%
Sells
520
514
+1.17%

Sector Allocation

No.
Name
% Portfolio
Shares Traded
Mkt Value (Date)
Market Value
Shares Held
Report Date
5.40%
+2.05M
$15.78B
$15.78B
84.56M
2025-09-30
4.75%
+886.47K
$13.86B
$13.86B
54.44M
2025-09-30
4.41%
+545.03K
$12.87B
$12.87B
24.84M
2025-09-30
3.12%
+837.89K
$9.12B
$9.12B
37.52M
2025-09-30
2.90%
+30.01M
$8.46B
$8.46B
87.66M
2025-09-30
2.49%
+621.67K
$7.27B
$7.27B
33.10M
2025-09-30
2.32%
-21.62M
$6.78B
$6.78B
80.64M
2025-09-30
1.82%
+121.68K
$5.30B
$5.30B
6.66M
2025-09-30
1.71%
+168.17K
$4.98B
$4.98B
17.83M
2025-09-30
1.70%
+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
Rio Tinto Ord Shs (GB)
RIO
Buy
+21.33M
+49.40%
21.83M
$1.90B
2026-01-21
Rio Tinto Ord Shs (AU)
RIO
Buy
+1.09M
+48.10%
1.17M
$119.90M
2026-01-21
Glencore Ord Shs (GB)
GLEN
Buy
+130.92K
+47.80%
142.87K
$984.51K
2026-01-21
4
HSBC Holdings Ord Shs (GB)
HSBA
Buy
+10.22M
+49.30%
10.48M
$165.64M
2025-12-31
5
Shenzhen Overseas Chinese Town Ord Shs A (CN)
000069
Exit
-253.30K
-100.00%
0.00
$0.00
2025-12-31
6
Nestle Ord Shs (CH)
NESN
Buy
+192.14K
+8.40%
2.08M
$207.44M
2025-12-31
7
Nibe Industrier Ord Shs Class B (SE)
NIBEb
Sell
-87.72K
-39.00%
136.77K
$530.92K
2025-12-31
8
Bank of China Ord Shs A (CN)
601988
Buy
+54.00K
+13.90%
333.29K
$272.97K
2025-12-31
9
China Vanke Ord Shs A (CN)
000002
Exit
-53.20K
-100.00%
0.00
$0.00
2025-12-31
10
China CITIC Bank Ord Shs A (CN)
601998
Buy
+41.70K
+18.00%
189.10K
$208.13K
2025-12-31

Holding Performance

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