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TWG — TOP WEALTH GROUP HLDG LTD

Reported value held$40.35K
Funds holding (latest)4
SectorConsumer Staples
Funds holding (Q2 2026)1
Institutional value$1.95K · 884 sh
New / Add / Cut / Exit0 / 1 / 0 / 1
Top-5 / Top-10 concentration100.0% / 100.0%
Institutional holdings change Accumulating +116.1% (+475 sh)
Institutional value change Up +28.9%

As of Q2 2026, 1 SEC-registered investment managers reported holding TWG (TOP WEALTH GROUP HLDG LTD) in their latest 13F filings, with a combined reported value of $1.95K across 884 shares. That is +116.1% by share count (+475 shares) versus the previous quarter, while reported value moved +28.9%. Ownership is concentrated: the five largest holders account for 100.0% of reported value and the top ten for 100.0%.

Compared with the prior quarter, 1 added to existing stakes, 1 exited entirely. 13F holdings are quarter-end snapshots, so these moves reflect positioning as of Q2 2026, not real-time trading.

TWG is classified in the Consumer Staples sector.

All figures on this page are computed from SEC Form 13F quarterly filings. 13F filers disclose long positions of $100,000 or more within 45 days of quarter end; short positions, options overlays and intra-quarter trades are not included, so treat the numbers as a quarterly snapshot of institutional ownership rather than real-time positioning.

Q2 2026 — 1 funds

FundSharesValuePortfolio WeightChange
UBS Group AG history 884 $1.95K 0.00% Add

Q1 2026 — 2 funds

FundSharesValuePortfolio WeightChange
UBS Group AG history 407 $1.50K 0.00% New
Citigroup Inc history 2 $7 0.00% New

Q4 2025 — 1 funds

FundSharesValuePortfolio WeightChange
Citadel Advisors history 11.44K $37.63K 0.00% New

Q3 2025 — 1 funds

FundSharesValuePortfolio WeightChange
Morgan Stanley history 111 $763 0.00% Reduce

Q2 2025 — 2 funds

FundSharesValuePortfolio WeightChange
UBS Group AG history 199.59K $25.75K 0.00% Reduce
Morgan Stanley history 10.06K $1.30K 0.00% Hold

Q1 2025 — 2 funds

FundSharesValuePortfolio WeightChange
UBS Group AG history 236.93K $38.38K 0.00% Add
Morgan Stanley history 10.06K $1.62K 0.00% Hold

New Positions (Q2 2026)

No fund opened a new position this quarter.

Fully Exited (vs previous quarter)

Fund Position History — shares by quarter (top 4 funds)

FundQ2 2026Q1 2026Q4 2025Q3 2025Q2 2025Q1 2025Q4 2024Q3 2024Q2 2024
UBS Group AG 884 407 — — 199.59K 236.93K 151.42K 4.01K 8.11K
Citadel Advisors — — 11.44K — — — — — —
Morgan Stanley — — — 111 10.06K 10.06K 10.06K — —
Citigroup Inc — 2 — — — — — — —

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