Top Wealth Group Holding Ltd(TWG)— Stock Profile, AI Score & Financials

Consumer Staples · Nasdaq · AI-powered stock analysis, 32-signal quality score, SEC EDGAR financials, and institutional holdings. Updated .

Top Wealth Group Holding Ltd (TWG) stock profile, AI quality score, and SEC EDGAR financial data, a Consumer Staples sector company. TWG is not currently included in 13F Pro's AI-ranked quality universe — below the main board's size threshold of $25m annual revenue or $100m total assets. this company reported $16.9m in revenue and is scored on the micro-cap board instead. Based on the latest XBRL financial filings (FY 2025), Top Wealth Group Holding Ltd reports quarterly revenue of $9.1M, net income of $3.2M. Top institutional holders of TWG by reported 13-F value include Marex Group plc, UBS Group AG, Caitong International Asset Management , Ltd, based on the most recent SEC filings. TWG trades on the Nasdaq exchange and files with the SEC under CIK 1978057. 13F Pro's AI research platform runs 10 specialized AI analysts — value, growth, momentum, macro, and activist specialists — that debate TWG daily and publish AI-generated analysis with cited SEC sources. The platform aggregates historical XBRL financial facts, 10-Q and 10-K filings, insider Form 4 transactions, and institutional 13-F holdings for Top Wealth Group Holding Ltd directly from SEC EDGAR.

Revenue

$9.1M

Net Income

$3.2M

TWG key financials by period

Top Wealth Group Holding Ltd reported revenue, net income and margins by fiscal period, from SEC filings.
PeriodFormRevenueNet incomeOperating margin
FY 202520-F$9.1M$3.2M34.9%
FY 202420-F$4.7M$-2.0M-42.5%
FY 202320-F$16.9M$2.4M18.0%
FY 202220-F$8.5M$1.9M26.8%
FY 202120-F$19.6K$-11.0K-86.1%

Institutions holding TWG

Institutional investors reporting a position in Top Wealth Group Holding Ltd on SEC Form 13F.
InstitutionSharesValueReported
Marex Group plc48,562$106.8K2026-06-30
UBS Group AG884$1.9K2026-06-30
Caitong International Asset Management , Ltd8$18.002026-06-30
TWG

Top Wealth Group Holding Ltd

TWG
NasdaqSmall CapConsumer Staples

13F Pro Quality Score

Not in ranked universe

Below size threshold

Below the main board's size threshold of $25M annual revenue or $100M total assets. This company reported $16.9M in revenue and is scored on the micro-cap board instead.

Financial data, filings, and institutional holdings below are still tracked in full — only the proprietary quality composite is unavailable for this name.

Price Chart

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Key Metrics

Revenue

FY 2025
EDGAR

$9.13M

Net Income

FY 2025
EDGAR

$3.19M

EPS (Diluted)

FY 2025
EDGAR

$3.87

ROIC

FY 2025
EDGAR

11.4%

Debt/Equity

FY 2025
EDGAR

0.01

Top Institutional Holders

as of Q2 2026
$108.8K total
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