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.

Revenue

$9.13M

Quarter to Dec 31

Net income

$3.19M

Quarter to Dec 31

Operating margin

34.9%

Quarter to Dec 31

Top Institutional Holders

as of Q2 2026
$108.8K total
Marex Group plc
$106.8K-11.3%
UBS Group AG
$1.9K+117.2%
Caitong International Asset Management Co., Ltd
$18New
See all 3 institutional holders →
Reading the latest SEC filing…

Key Metrics

Revenue

FY 2025
EDGAR

Net Income

FY 2025
EDGAR

EPS (Diluted)

FY 2025
EDGAR

Operating Margin

FY 2025
EDGAR

ROIC

FY 2025
EDGAR

Debt/Equity

FY 2025
EDGAR

Loading ratio trend…

TWG key financials by period

Reported revenue, net income and operating margin by fiscal year, from Top Wealth Group Holding Ltd's annual filings on SEC EDGAR.

Top Wealth Group Holding Ltd reported revenue, net income and margins by fiscal period, from SEC filings.
PeriodRevenueNet incomeOp. margin
FY 2025$9.1M$3.2M34.9%
FY 2024$4.7M$-2.0M-42.5%
FY 2023$16.9M$2.4M18.0%
FY 2022$8.5M$1.9M26.8%
FY 2021$19.6K$-11.0K-86.1%
Source: TWG filings on SEC EDGAR →

About Top Wealth Group Holding Ltd (TWG): stock profile, AI score and financials

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, an operating margin of 34.9%. 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.

SEC EDGAR: CIK 1978057 →