UBS Group’s American Express AXP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $1.38B | Buy |
4,566,249
+1,357,822
| +42% | +$455M | 0.21% | 82 |
|
|
2025
Q4 | $1.19B | Sell |
3,208,427
-652,011
| -17% | -$233M | 0.19% | 89 |
|
|
2025
Q3 | $1.28B | Buy |
3,860,438
+118,013
| +3% | +$37.5M | 0.2% | 78 |
|
|
2025
Q2 | $1.19B | Sell |
3,742,425
-721,075
| -16% | -$203M | 0.21% | 82 |
|
|
2025
Q1 | $1.2B | Buy |
4,463,500
+879,088
| +25% | +$260M | 0.22% | 73 |
|
|
2024
Q4 | $1.06B | Buy |
3,584,412
+419,658
| +13% | +$121M | 0.2% | 89 |
|
|
2024
Q3 | $858M | Buy |
3,164,754
+337,083
| +12% | +$83.9M | 0.19% | 104 |
|
|
2024
Q2 | $655M | Buy |
2,827,671
+45,172
| +2% | +$10.5M | 0.16% | 117 |
|
|
2024
Q1 | $634M | Buy |
2,782,499
+499,143
| +22% | +$104M | 0.16% | 120 |
|
|
2023
Q4 | $428M | Buy |
2,283,356
+173,463
| +8% | +$27.9M | 0.13% | 160 |
|
|
2023
Q3 | $315M | Sell |
2,109,893
-334,242
| -14% | -$54.7M | 0.11% | 185 |
|
|
2023
Q2 | $426M | Buy |
2,444,135
+624,734
| +34% | +$101M | 0.14% | 142 |
|
|
2023
Q1 | $300M | Sell |
1,819,401
-35,694
| -2% | -$5.92M | 0.11% | 186 |
|
|
2022
Q4 | $274M | Buy |
1,855,095
+534,843
| +41% | +$79.2M | 0.1% | 208 |
|
|
2022
Q3 | $178M | Sell |
1,320,252
-327,076
| -20% | -$49.5M | 0.08% | 264 |
|
|
2022
Q2 | $228M | Sell |
1,647,328
-57,696
| -3% | -$9.53M | 0.09% | 235 |
|
|
2022
Q1 | $319M | Sell |
1,705,024
-239,056
| -12% | -$43.2M | 0.11% | 203 |
|
|
2021
Q4 | $318M | Sell |
1,944,080
-51,423
| -3% | -$8.77M | 0.09% | 218 |
|
|
2021
Q3 | $334M | Buy |
1,995,503
+216,417
| +12% | +$36.2M | 0.11% | 195 |
|
|
2021
Q2 | $294M | Sell |
1,779,086
-410,874
| -19% | -$64.4M | 0.09% | 213 |
|
|
2021
Q1 | $310M | Buy |
2,189,960
+171,821
| +9% | +$22.7M | 0.1% | 200 |
|
|
2020
Q4 | $244M | Buy |
2,018,139
+227,616
| +13% | +$25.2M | 0.08% | 246 |
|
|
2020
Q3 | $180M | Sell |
1,790,523
-140,108
| -7% | -$13.8M | 0.07% | 262 |
|
|
2020
Q2 | $184M | Buy |
1,930,631
+145,509
| +8% | +$13.4M | 0.08% | 251 |
|
|
2020
Q1 | $153M | Sell |
1,785,122
-237,922
| -12% | -$27.7M | 0.07% | 256 |
|
|
2019
Q4 | $252M | Sell |
2,023,044
-118,821
| -6% | -$14.2M | 0.09% | 225 |
|
|
2019
Q3 | $253M | Buy |
2,141,865
+341,022
| +19% | +$41.8M | 0.1% | 200 |
|
|
2019
Q2 | $222M | Buy |
1,800,843
+113,245
| +7% | +$13.3M | 0.09% | 224 |
|
|
2019
Q1 | $184M | Buy |
1,687,598
+324,284
| +24% | +$34.1M | 0.08% | 238 |
|
|
2018
Q4 | $130M | Buy |
1,363,314
+18,134
| +1% | +$1.9M | 0.06% | 305 |
|
|
2018
Q3 | $143M | Buy |
1,345,180
+138,002
| +11% | +$14.4M | 0.06% | 305 |
|
|
2018
Q2 | $118M | Sell |
1,207,178
-44,599
| -4% | -$4.38M | 0.05% | 344 |
|
|
2018
Q1 | $117M | Sell |
1,251,777
-226,505
| -15% | -$21.9M | 0.05% | 342 |
|
|
2017
Q4 | $147M | Buy |
1,478,282
+423,603
| +40% | +$40.3M | 0.06% | 307 |
|
|
2017
Q3 | $95.4M | Sell |
1,054,679
-21,457
| -2% | -$1.84M | 0.04% | 382 |
|
|
2017
Q2 | $90.7M | Sell |
1,076,136
-21,626
| -2% | -$1.71M | 0.05% | 376 |
|
|
2017
Q1 | $86.8M | Buy |
1,097,762
+235,165
| +27% | +$18.4M | 0.05% | 376 |
|
|
2016
Q4 | $63.9M | Sell |
862,597
-107,072
| -11% | -$7.41M | 0.04% | 445 |
|
|
2016
Q3 | $62.1M | Sell |
969,669
-285,708
| -23% | -$18.4M | 0.04% | 446 |
|
|
2016
Q2 | $76.3M | Buy |
1,255,377
+92,478
| +8% | +$5.86M | 0.05% | 371 |
|
|
2016
Q1 | $71.4M | Buy |
1,162,899
+14,726
| +1% | +$857K | 0.05% | 356 |
|
|
2015
Q4 | $79.9M | Sell |
1,148,173
-122,253
| -10% | -$8.9M | 0.05% | 369 |
|
|
2015
Q3 | $94.2M | Sell |
1,270,426
-810,254
| -39% | -$62.3M | 0.07% | 295 |
|
|
2015
Q2 | $162M | Sell |
2,080,680
-462,891
| -18% | -$36.7M | 0.11% | 214 |
|
|
2015
Q1 | $199M | Sell |
2,543,571
-117,338
| -4% | -$9.75M | 0.14% | 174 |
|
|
2014
Q4 | $248M | Buy |
+2,660,909
| New | +$239M | 0.17% | 139 |
|
Other funds holding AXP
VCM
VPM
UBS Group's AXP Position: Q1 2026 in Review
UBS Group increased its American Express (AXP) stake by 42% in Q1 2026, buying an estimated $455M and bringing the position to 4,566,249 shares worth $1.38B. The position accounts for 0.21% of the portfolio, ranked #82.
UBS Group first reported a position in AXP in Q4 2014 and has held it in 46 quarters since. 2,890 funds tracked by Wall St. Rank hold AXP as of Q1 2026.
- UBS Group held 4,566,249 shares of American Express worth $1.38B as of Q1 2026.
- UBS Group bought 1,357,822 American Express shares in Q1 2026, an estimated $455M.
- American Express made up 0.21% of UBS Group's portfolio in Q1 2026, its #82 holding.
- UBS Group first reported a position in American Express in Q4 2014 and has held it in 46 quarters since.
- 2,890 funds tracked by Wall St. Rank held American Express as of Q1 2026.
Based on UBS Group's 13F filing for Q1 2026, filed 5 May 2026.