TWG — TOP WEALTH GROUP HLDG LTD
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
| Fund | Shares | Value | Portfolio Weight | Change |
|---|---|---|---|---|
| UBS Group AG history | 884 | $1.95K | 0.00% | Add |
Q1 2026 — 2 funds
| Fund | Shares | Value | Portfolio Weight | Change |
|---|---|---|---|---|
| UBS Group AG history | 407 | $1.50K | 0.00% | New |
| Citigroup Inc history | 2 | $7 | 0.00% | New |
Q4 2025 — 1 funds
| Fund | Shares | Value | Portfolio Weight | Change |
|---|---|---|---|---|
| Citadel Advisors history | 11.44K | $37.63K | 0.00% | New |
Q3 2025 — 1 funds
| Fund | Shares | Value | Portfolio Weight | Change |
|---|---|---|---|---|
| Morgan Stanley history | 111 | $763 | 0.00% | Reduce |
Q2 2025 — 2 funds
| Fund | Shares | Value | Portfolio Weight | Change |
|---|---|---|---|---|
| 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
| Fund | Shares | Value | Portfolio Weight | Change |
|---|---|---|---|---|
| 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)
- Citigroup Inc sold 2 sh · $7
Fund Position History — shares by quarter (top 4 funds)
| Fund | Q2 2026 | Q1 2026 | Q4 2025 | Q3 2025 | Q2 2025 | Q1 2025 | Q4 2024 | Q3 2024 | Q2 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 | — | — | — | — | — | — | — |
▲ Bought Low (fund opened/added, stock rose ≥5% next quarter) ▼ Sold High (fund reduced, stock fell ≥5% next quarter)
Drag / scroll to zoom · Default shows the most recent year · Annotations come from quarterly fund actions in 13F filings · Hover a marker for details