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 | $68.7M | Buy |
227,158
+172,758
| +318% | +$57.9M | 0.01% | 1334 |
|
|
2025
Q4 | $20.1M | Buy |
54,400
+39,700
| +270% | +$14.2M | ﹤0.01% | 2588 |
|
|
2025
Q3 | $4.88M | Buy |
14,700
+3,700
| +34% | +$1.18M | ﹤0.01% | 4063 |
|
|
2025
Q2 | $3.51M | Sell |
11,000
-24,500
| -69% | -$6.9M | ﹤0.01% | 4237 |
|
|
2025
Q1 | $9.55M | Sell |
35,500
-131,900
| -79% | -$39M | ﹤0.01% | 3080 |
|
|
2024
Q4 | $49.7M | Sell |
167,400
-5,800
| -3% | -$1.67M | 0.01% | 1470 |
|
|
2024
Q3 | $47M | Sell |
173,200
-52,000
| -23% | -$12.9M | 0.01% | 1187 |
|
|
2024
Q2 | $52.1M | Sell |
225,200
-20,000
| -8% | -$4.63M | 0.01% | 1011 |
|
|
2024
Q1 | $55.8M | Sell |
245,200
-35,600
| -13% | -$7.38M | 0.01% | 980 |
|
|
2023
Q4 | $52.6M | Buy |
280,800
+30,000
| +12% | +$4.83M | 0.02% | 947 |
|
|
2023
Q3 | $37.4M | Buy |
250,800
+105,700
| +73% | +$17.3M | 0.01% | 1023 |
|
|
2023
Q2 | $25.3M | Buy |
145,100
+16,300
| +13% | +$2.63M | 0.01% | 1271 |
|
|
2023
Q1 | $21.2M | Buy |
128,800
+29,400
| +30% | +$4.88M | 0.01% | 1349 |
|
|
2022
Q4 | $14.7M | Sell |
99,400
-30,200
| -23% | -$4.47M | 0.01% | 1640 |
|
|
2022
Q3 | $17.5M | Buy |
129,600
+20,000
| +18% | +$3.03M | 0.01% | 1373 |
|
|
2022
Q2 | $15.2M | Buy |
109,600
+23,400
| +27% | +$3.87M | 0.01% | 1513 |
|
|
2022
Q1 | $16.1M | Sell |
86,200
-334,500
| -80% | -$60.4M | 0.01% | 1603 |
|
|
2021
Q4 | $68.8M | Buy |
420,700
+278,100
| +195% | +$47.4M | 0.02% | 768 |
|
|
2021
Q3 | $23.9M | Buy |
142,600
+94,100
| +194% | +$15.7M | 0.01% | 1363 |
|
|
2021
Q2 | $8.01M | Sell |
48,500
-196,656
| -80% | -$30.8M | ﹤0.01% | 2227 |
|
|
2021
Q1 | $34.7M | Sell |
245,156
-838,444
| -77% | -$111M | 0.01% | 1065 |
|
|
2020
Q4 | $131M | Buy |
1,083,600
+852,100
| +368% | +$94.4M | 0.04% | 394 |
|
|
2020
Q3 | $23.2M | Buy |
231,500
+17,400
| +8% | +$1.71M | 0.01% | 1077 |
|
|
2020
Q2 | $20.4M | Sell |
214,100
-47,200
| -18% | -$4.35M | 0.01% | 1069 |
|
|
2020
Q1 | $22.4M | Buy |
261,300
+101,300
| +63% | +$11.8M | 0.01% | 930 |
|
|
2019
Q4 | $19.9M | Buy |
160,000
+71,300
| +80% | +$8.52M | 0.01% | 1384 |
|
|
2019
Q3 | $10.5M | Buy |
88,700
+18,100
| +26% | +$2.22M | ﹤0.01% | 1727 |
|
|
2019
Q2 | $8.71M | Hold |
70,600
| – | – | ﹤0.01% | 1878 |
|
|
2019
Q1 | $7.72M | Buy |
70,600
+55,600
| +371% | +$5.84M | ﹤0.01% | 1867 |
|
|
2018
Q4 | $1.43M | Hold |
15,000
| – | – | ﹤0.01% | 3361 |
|
|
2018
Q3 | $1.6M | Hold |
15,000
| – | – | ﹤0.01% | 3418 |
|
|
2018
Q2 | $1.47M | Sell |
15,000
-24,600
| -62% | -$2.42M | ﹤0.01% | 3440 |
|
|
2018
Q1 | $3.69M | Sell |
39,600
-83,400
| -68% | -$8.08M | ﹤0.01% | 2587 |
|
|
2017
Q4 | $12.2M | Buy |
+123,000
| New | +$11.7M | 0.01% | 1563 |
|
|
2017
Q3 | – | Sell |
-14,100
| Closed | -$1.19M | – | 7711 |
|
|
2017
Q2 | $1.19M | Sell |
14,100
-80,900
| -85% | -$6.4M | ﹤0.01% | 3463 |
|
|
2017
Q1 | $7.51M | Sell |
95,000
-280,400
| -75% | -$21.9M | ﹤0.01% | 1733 |
|
|
2016
Q4 | $27.8M | Buy |
375,400
+177,200
| +89% | +$12.3M | 0.02% | 825 |
|
|
2016
Q3 | $12.7M | Sell |
198,200
-100,000
| -34% | -$6.42M | 0.01% | 1257 |
|
|
2016
Q2 | $18.1M | Buy |
298,200
+190,000
| +176% | +$12M | 0.01% | 996 |
|
|
2016
Q1 | $6.64M | Sell |
108,200
-21,500
| -17% | -$1.25M | ﹤0.01% | 1624 |
|
|
2015
Q4 | $9.02M | Buy |
129,700
+90,000
| +227% | +$6.55M | 0.01% | 1472 |
|
|
2015
Q3 | $2.94M | Sell |
39,700
-72,000
| -64% | -$5.54M | ﹤0.01% | 2405 |
|
|
2015
Q2 | $8.68M | Buy |
111,700
+84,400
| +309% | +$6.7M | 0.01% | 1579 |
|
|
2015
Q1 | $2.13M | Sell |
27,300
-21,000
| -43% | -$1.74M | ﹤0.01% | 2867 |
|
|
2014
Q4 | $4.49M | Buy |
+48,300
| New | +$4.33M | ﹤0.01% | 2187 |
|
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. 2,888 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.
- 2,888 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.