UBS Group’s Top Wealth Group Holding Ltd TWG Stock Holding History

UBS Group’s Portfolio TWG Stock Details TWG Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$1.95K	Buy	884 +477	+117%	+$1.46K	﹤0.01%	9440
2026 Q1	$1.5K	Buy	+407	New	+$1.56K	﹤0.01%	9514
2025 Q3	–	Sell	-2,218	Closed	-$25.7K	–	11081
2025 Q2	$25.7K	Sell	2,218 -415	-16%	-$5.34K	﹤0.01%	8276
2025 Q1	$38.4K	Buy	2,633 +951	+57%	+$17.2K	﹤0.01%	7777
2024 Q4	$41.8K	Buy	1,682 +1,637	+3,638%	+$244K	﹤0.01%	7408
2024 Q3	$7.26K	Sell	45 -45	-50%	-$3.92K	﹤0.01%	7919
2024 Q2	$6.99K	Buy	+90	New	+$9.9K	﹤0.01%	7871

Other funds holding TWG

Marex Group London $23.6B AUM 57.16% 1-Year Est. Return

CIAM

Caitong International Asset Management Hong Kong $729M AUM 1,176.98% 1-Year Est. Return

UBS Group's TWG Position: Q2 2026 in Review

UBS Group increased its Top Wealth Group Holding Ltd (TWG) stake by 117% in Q2 2026, buying an estimated $1.46K and bringing the position to 884 shares worth $1.95K. The position accounts for ﹤0.01% of the portfolio, ranked #9440.

UBS Group first reported a position in TWG in Q2 2024 and has held it in 7 quarters since. The position peaked at $41.8K in Q4 2024. 3 funds tracked by Wall St. Rank hold TWG as of Q2 2026.

UBS Group held 884 shares of Top Wealth Group Holding Ltd worth $1.95K as of Q2 2026.
UBS Group bought 477 Top Wealth Group Holding Ltd shares in Q2 2026, an estimated $1.46K.
Top Wealth Group Holding Ltd made up ﹤0.01% of UBS Group's portfolio in Q2 2026, its #9440 holding.
UBS Group first reported a position in Top Wealth Group Holding Ltd in Q2 2024 and has held it in 7 quarters since.
UBS Group's Top Wealth Group Holding Ltd position peaked at $41.8K in Q4 2024.
3 funds tracked by Wall St. Rank held Top Wealth Group Holding Ltd as of Q2 2026.

Based on UBS Group's 13F filing for Q2 2026, filed 13 Aug 2026.