Position in AXP
as of Jun 30, 2026
· filed Aug 4, 2026
Position Value
$304,735,513
+$62,089,083 QoQ
Shares Held
900,918
+12.3% QoQ
Ownership
0.133%
of shares outstanding
% of Portfolio
0.16%
of 13F equity value
Holder Rank
#70
of 2,990 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in AXP Over Time
Shares Held
Position Value (USD)
Position in Credit Services
Financial Services · as of Jun 30, 2026PRINCIPAL FINANCIAL GROUP INC holds $3,764,235,290 across 24 Credit Services names. AXP ranks #3 (8.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | V |
Visa Inc.
|
4,693,213 | $1,610,194,447 | |
| 2 | MA |
Mastercard Inc
|
2,356,440 | $1,210,267,583 | |
| 3 | AXP |
American Express Co
This page
|
900,918 | $304,735,513 | |
| 4 | COF |
Capital One Financial Corp
|
706,354 | $141,708,739 | |
| 5 | AGM |
Federal Agricultural Mortgage Corp
|
345,943 | $68,936,060 | |
| 6 | OMF |
OneMain Holdings, Inc.
|
808,290 | $49,281,440 | |
| 7 | ENVA |
Enova International, Inc.
|
196,172 | $47,224,484 | |
| 8 | PYPL |
PayPal Holdings, Inc.
|
1,087,091 | $46,940,589 |
All Filings in AXP
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $304,735,513 | 900,918 | Shares | Defined | 2026-08-04 | |
| 2026-03-31 | $242,646,430 | 802,190 | Shares | Defined | 2026-05-04 | |
| 2025-12-31 | $302,640,186 | 818,057 | Shares | Defined | 2026-02-02 | |
| 2025-09-30 | $202,381,102 | 609,288 | Shares | Defined | 2025-11-04 | |
| 2025-06-30 | $202,270,959 | 634,118 | Shares | Defined | 2025-08-08 | |
| 2025-03-31 | $183,036,866 | 680,308 | Shares | Defined | 2025-04-28 | |
| 2024-12-31 | $191,433,407 | 645,013 | Shares | Defined | 2025-01-31 | |
| 2024-09-30 | $177,096,854 | 653,012 | Shares | Defined | 2024-10-31 | |
| 2024-06-30 | $144,635,622 | 624,641 | Shares | Defined | 2024-07-29 | |
| 2024-03-31 | $145,477,515 | 638,928 | Shares | Defined | 2024-04-29 | |
| 2023-12-31 | $120,669,252 | 644,119 | Shares | Defined | 2024-02-07 | |
| 2023-09-30 | $97,280,532 | 652,058 | Shares | Defined | 2023-11-02 | |
| 2023-06-30 | $118,037,048 | 677,595 | Shares | Defined | 2023-08-07 | |
| 2023-03-31 | $113,253,679 | 686,594 | Shares | Defined | 2023-05-09 | |
| 2022-12-31 | $100,686,896 | 681,468 | Shares | Defined | 2023-02-09 | |
| 2022-09-30 | $95,160,116 | 705,360 | Shares | Defined | 2022-11-09 | |
| 2022-06-30 | $102,983,153 | 742,917 | Shares | Defined | 2022-08-10 | |
| 2022-03-31 | $138,289,492 | 739,516 | Shares | Defined | 2022-05-09 | |
| 2021-12-31 | $123,784,340 | 756,628 | Shares | Defined | 2022-02-09 | |
| 2021-09-30 | $133,208,630 | 795,133 | Shares | Defined | 2021-11-09 | |
| 2021-06-30 | $131,384,781 | 795,163 | Shares | Defined | 2021-08-10 | |
| 2021-03-31 | $107,707,125 | 761,504 | Shares | Defined | 2021-05-10 | |
| 2020-12-31 | $99,917,363 | 826,378 | Shares | Defined | 2021-02-23 | |
| 2020-09-30 | $88,664,207 | 884,431 | Shares | Defined | 2020-11-06 | |
| 2020-06-30 | $89,964,475 | 945,005 | Shares | Defined | 2020-08-05 | |
| 2020-03-31 | $81,406,634 | 950,901 | Shares | Defined | 2020-05-12 | |
| No filing history on record for this holder in this stock. | ||||||