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B Group, Inc.
The B Group, Inc. is a New York-based investment adviser registered with the SEC. The firm provides asset management services, including investment advisory to individuals and institutional clients. Founded in 2008, The B Group manages client portfolios across a variety of asset classes. The firm primarily serves high-net-worth individuals, corporations, and other institutional investors.
Investment Strategy
The B Group, Inc. employs a diversified investment approach, constructing customized portfolios for clients based on risk tolerance, investment objectives, and market conditions. They focus on long-term appreciation through a mix of equities, fixed income, and alternative investments, emphasizing risk management and capital preservation while seeking growth opportunities.
Latest 13F Filing Activity
B Group, Inc. filed their most recent 13F report on Jun 30, 2025 disclosing 15 equity positions with a total 13F market value of $130M. The fund increased holdings in Akero Therapeutics Inc., Taysha Gene Therapies Inc., Ultragenyx Pharmaceutical in among other positions. B Group, Inc. reduced exposure to Insmed Inc., Adma Biologics Inc., Iovance Biotherapeutics Inc. among others.
Top Holdings
Equity Positions (15)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
A ADMA | ADMA BIOLOGICS INC | 32.48% | $42.2M | 2,317,542 | $17.18 | $18.21 | -$3.8M |
I INSM | INSMED INC | 12.01% | $15.6M | 155,000 | $69.04 | $100.64 | -$4.4M |
Z ZLAB | ZAI LAB LTD | 10.77% | $14.0M | 400,000 | $26.19 | $34.97 | -$468.0K |
A AKRO | AKERO THERAPEUTICS INC | 9.55% | $12.4M | 232,446 | $27.82 | $53.36 | +$2.6M |
C CLLS | CELLECTIS S A | 3.82% | $5.0M | 3,256,501 | $1.77 | $1.53 | +$928.1K |
Industry Allocation
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