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 | $19.7M | Sell |
65,100
-98,700
| -60% | -$33.1M | ﹤0.01% | 2606 |
|
|
2025
Q4 | $60.6M | Buy |
163,800
+83,800
| +105% | +$30M | 0.01% | 1426 |
|
|
2025
Q3 | $26.6M | Buy |
80,000
+15,300
| +24% | +$4.87M | ﹤0.01% | 2255 |
|
|
2025
Q2 | $20.6M | Sell |
64,700
-68,200
| -51% | -$19.2M | ﹤0.01% | 2326 |
|
|
2025
Q1 | $35.8M | Sell |
132,900
-390,400
| -75% | -$115M | 0.01% | 1778 |
|
|
2024
Q4 | $155M | Buy |
523,300
+116,300
| +29% | +$33.4M | 0.03% | 646 |
|
|
2024
Q3 | $110M | Buy |
407,000
+50,000
| +14% | +$12.5M | 0.02% | 676 |
|
|
2024
Q2 | $82.7M | Sell |
357,000
-40,000
| -10% | -$9.26M | 0.02% | 738 |
|
|
2024
Q1 | $90.4M | Sell |
397,000
-13,100
| -3% | -$2.72M | 0.02% | 699 |
|
|
2023
Q4 | $76.8M | Buy |
410,100
+169,300
| +70% | +$27.3M | 0.02% | 720 |
|
|
2023
Q3 | $35.9M | Buy |
240,800
+98,300
| +69% | +$16.1M | 0.01% | 1050 |
|
|
2023
Q2 | $24.8M | Sell |
142,500
-286,400
| -67% | -$46.2M | 0.01% | 1285 |
|
|
2023
Q1 | $70.7M | Sell |
428,900
-148,000
| -26% | -$24.6M | 0.03% | 608 |
|
|
2022
Q4 | $85.2M | Buy |
576,900
+11,700
| +2% | +$1.73M | 0.03% | 551 |
|
|
2022
Q3 | $76.3M | Sell |
565,200
-16,000
| -3% | -$2.42M | 0.03% | 523 |
|
|
2022
Q2 | $80.6M | Sell |
581,200
-1,116,800
| -66% | -$184M | 0.03% | 521 |
|
|
2022
Q1 | $318M | Buy |
1,698,000
+276,800
| +19% | +$50M | 0.11% | 204 |
|
|
2021
Q4 | $233M | Buy |
1,421,200
+660,600
| +87% | +$113M | 0.07% | 304 |
|
|
2021
Q3 | $127M | Buy |
760,600
+104,100
| +16% | +$17.4M | 0.04% | 454 |
|
|
2021
Q2 | $108M | Sell |
656,500
-423,068
| -39% | -$66.3M | 0.04% | 489 |
|
|
2021
Q1 | $153M | Sell |
1,079,568
-206,032
| -16% | -$27.2M | 0.05% | 348 |
|
|
2020
Q4 | $155M | Buy |
1,285,600
+576,500
| +81% | +$63.8M | 0.05% | 341 |
|
|
2020
Q3 | $71.1M | Sell |
709,100
-4,800
| -0.7% | -$472K | 0.03% | 505 |
|
|
2020
Q2 | $68M | Buy |
713,900
+233,200
| +49% | +$21.5M | 0.03% | 481 |
|
|
2020
Q1 | $41.2M | Sell |
480,700
-126,800
| -21% | -$14.8M | 0.02% | 629 |
|
|
2019
Q4 | $75.6M | Buy |
607,500
+341,500
| +128% | +$40.8M | 0.03% | 557 |
|
|
2019
Q3 | $31.5M | Buy |
266,000
+21,900
| +9% | +$2.69M | 0.01% | 941 |
|
|
2019
Q2 | $30.1M | Buy |
244,100
+30,000
| +14% | +$3.52M | 0.01% | 957 |
|
|
2019
Q1 | $23.4M | Buy |
214,100
+91,400
| +74% | +$9.6M | 0.01% | 1052 |
|
|
2018
Q4 | $11.7M | Sell |
122,700
-80,900
| -40% | -$8.46M | 0.01% | 1454 |
|
|
2018
Q3 | $21.7M | Sell |
203,600
-204,100
| -50% | -$21.2M | 0.01% | 1147 |
|
|
2018
Q2 | $40M | Buy |
407,700
+220,800
| +118% | +$21.7M | 0.02% | 767 |
|
|
2018
Q1 | $17.4M | Sell |
186,900
-184,300
| -50% | -$17.9M | 0.01% | 1252 |
|
|
2017
Q4 | $36.9M | Buy |
371,200
+75,000
| +25% | +$7.14M | 0.02% | 818 |
|
|
2017
Q3 | $26.8M | Buy |
296,200
+77,600
| +35% | +$6.67M | 0.01% | 933 |
|
|
2017
Q2 | $18.4M | Sell |
218,600
-125,900
| -37% | -$9.96M | 0.01% | 1088 |
|
|
2017
Q1 | $27.3M | Sell |
344,500
-170,000
| -33% | -$13.3M | 0.01% | 842 |
|
|
2016
Q4 | $38.1M | Buy |
514,500
+85,300
| +20% | +$5.91M | 0.02% | 664 |
|
|
2016
Q3 | $27.5M | Sell |
429,200
-100,000
| -19% | -$6.42M | 0.02% | 788 |
|
|
2016
Q2 | $32.2M | Buy |
529,200
+64,200
| +14% | +$4.07M | 0.02% | 680 |
|
|
2016
Q1 | $28.6M | Buy |
465,000
+19,400
| +4% | +$1.13M | 0.02% | 691 |
|
|
2015
Q4 | $31M | Buy |
445,600
+31,700
| +8% | +$2.31M | 0.02% | 725 |
|
|
2015
Q3 | $30.7M | Sell |
413,900
-15,500
| -4% | -$1.19M | 0.02% | 671 |
|
|
2015
Q2 | $33.4M | Buy |
429,400
+30,600
| +8% | +$2.43M | 0.02% | 695 |
|
|
2015
Q1 | $31.2M | Buy |
398,800
+287,300
| +258% | +$23.9M | 0.02% | 714 |
|
|
2014
Q4 | $10.4M | Buy |
+111,500
| New | +$10M | 0.01% | 1478 |
|
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.