Top Wealth Group Holding Ltd(TWG)Stock Analysis
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Quality rankings require at least $50M annual revenue or $250M total assets to filter out micro-caps and shell companies. This company reported $16.9M in revenue.
Financial data, filings, and institutional holdings below are still tracked in full — only the proprietary quality composite is unavailable for this name.
TWG Stock Analysis & AI Quality Score
AI stock analysis and institutional research for Top Wealth Group Holding Ltd (TWG), a Consumer Staples sector company. TWG is not currently included in 13F Pro's AI-ranked quality universe — quality rankings require at least $50m annual revenue or $250m total assets to filter out micro-caps and shell companies. this company reported $16.9m in revenue. 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, free cash flow of $-6.2M. Top institutional holders of TWG by reported 13-F value include Marex Group plc, UBS Group AG, CITIGROUP, 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
FY 2025
$9.1M
Net Income
FY 2025
$3.2M
Free Cash Flow
FY 2025
$-6.2M
ROIC
FY 2025
11.5%
D/E Ratio
FY 2025
0.01
AI Insight: TWG Financial Trends
Equity base nearly quintupled from Q4 2023 to Q4 2025 while debt remained flat, signaling strong capital accumulation.
• Equity grew from $5M (Q4 2023) to $28M (Q4 2025), a 460% increase over two years.
• Total debt stable at $1M through Q4 2024, declining to $0M by Q4 2025.
⚠ Revenue, net income, operating income, and operating cash flow absent from all periods—limits ability to assess earnings quality.
AI Insight: TWG Ratio Trends
Leverage collapsed to 0.01 D/E by Q4 2025, signaling aggressive deleveraging but leaving capital efficiency metrics opaque.
• Debt-to-equity ratio plummeted from 0.16 in Q4 2023 to 0.01 in Q4 2025, reducing financial risk substantially.
⚠ Operating margin, NPM, ROE, ROA, and ROIC all absent from Q4 2024 and Q4 2025 data—profitability visibility lost.
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Available Research
13F Pro tracks comprehensive data for Top Wealth Group Holding Ltd including:
Top Institutional Holders of TWG
Marex Group plc
$202.1K54,776 shUBS Group AG
$1.5K407 shCITIGROUP INC
$7.002 sh
| Fund | Value | Shares |
|---|---|---|
| Marex Group plc | $202.1K | 54,776 |
| UBS Group AG | $1.5K | 407 |
| CITIGROUP INC | $7.00 | 2 |
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Popular Research
Is TWG a good stock to buy?
13F Pro's AI-powered analysis of Top Wealth Group Holding Ltd (TWG) draws on SEC EDGAR-sourced fundamentals, institutional 13F holdings, and insider Form 4 transactions in the Consumer Staples sector (listed on Nasdaq). The 32-signal AI Quality Score, current rank, and full bull/bear verdict for TWG are available on the TWG stock profile dashboard — with the same data, AI insights, ratios, and institutional activity refreshed after every 10-K, 10-Q, 13F, and Form 4 filing.
Which hedge funds own TWG?
Institutional investors are required to disclose their holdings quarterly via SEC Form 13F. 13F Pro aggregates these filings to show which hedge funds, mutual funds, and asset managers are buying or selling TWG. Combined with insider transaction data from Form 4 filings and AI-powered analysis from 10 specialized research agents, 13F Pro provides a comprehensive view of Top Wealth Group Holding Ltd's investment landscape.