Position in AXP
as of Mar 31, 2026
· filed May 5, 2026
Position Value
$1,381,198,994
+$194,241,427 QoQ
Shares Held
4,566,249
+42.3% QoQ
Ownership
0.669%
of shares outstanding
% of Portfolio
0.33%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
25 quarters on record
Voting authority
Sole 45.07119519763377.ToString("F0")%
Shared 0.ToString("F0")%
None 54.92880480236623.ToString("F0")%
Common Shares in AXP Over Time
Shares Held
Position Value (USD)
Derivatives in AXP
reported options exposure · as of Mar 31, 2026CallValue
$68,710,751
CallShares
227,158
PutValue
$19,691,448
PutShares
65,100
Notional value of option positions as reported on Form 13F. Calls and puts are disclosed separately and do not net against the common-share stake above.
Position in Credit Services
Financial Services · as of Mar 31, 2026UBS Group AG holds $8,834,028,114 across 50 Credit Services names. AXP ranks #3 (15.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | V |
Visa Inc.
|
12,048,170 | $3,641,438,893 | |
| 2 | MA |
Mastercard Inc
|
3,642,800 | $1,820,161,443 | |
| 3 | AXP |
American Express Co
This page
|
4,566,249 | $1,381,198,994 | |
| 4 | SOFI |
SoFi Technologies, Inc.
|
36,417,201 | $578,305,150 | |
| 5 | COF |
Capital One Financial Corp
|
2,673,573 | $487,739,918 | |
| 6 | PYPL |
PayPal Holdings, Inc.
|
5,636,577 | $254,942,374 | |
| 7 | AFRM |
Affirm Holdings, Inc.
|
2,302,217 | $105,487,581 | |
| 8 | SYF |
Synchrony Financial
|
1,337,923 | $91,005,521 |
All Filings in AXP
Export CSV
50 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $68,710,751 | 227,158 | Call | Defined | 2026-05-05 | |
| 2026-03-31 | $19,691,448 | 65,100 | Put | Defined | 2026-05-05 | |
| 2026-03-31 | $1,381,198,994 | 4,566,249 | Shares | Defined | 2026-05-05 | |
| 2025-12-31 | $20,125,280 | 54,400 | Call | Defined | 2026-01-29 | |
| 2025-12-31 | $60,597,810 | 163,800 | Put | Defined | 2026-01-29 | |
| 2025-12-31 | $1,186,957,567 | 3,208,427 | Shares | Defined | 2026-01-29 | |
| 2025-09-30 | $1,282,283,084 | 3,860,438 | Shares | Defined | 2025-11-13 | |
| 2025-09-30 | $26,572,800 | 80,000 | Put | Defined | 2025-11-13 | |
| 2025-09-30 | $4,882,752 | 14,700 | Call | Defined | 2025-11-13 | |
| 2025-06-30 | $20,638,006 | 64,700 | Put | Defined | 2025-08-14 | |
| 2025-06-30 | $3,508,780 | 11,000 | Call | Defined | 2025-08-14 | |
| 2025-06-30 | $1,193,758,724 | 3,742,425 | Shares | Defined | 2025-08-14 | |
| 2025-03-31 | $1,200,904,672 | 4,463,500 | Shares | Defined | 2025-05-13 | |
| 2025-03-31 | $9,551,275 | 35,500 | Call | Defined | 2025-05-13 | |
| 2025-03-31 | $35,756,745 | 132,900 | Put | Defined | 2025-05-13 | |
| 2024-12-31 | $1,063,817,634 | 3,584,412 | Shares | Defined | 2025-02-14 | |
| 2024-12-31 | $155,310,207 | 523,300 | Put | Defined | 2025-02-14 | |
| 2024-12-31 | $49,682,646 | 167,400 | Call | Defined | 2025-02-14 | |
| 2024-09-30 | $110,378,400 | 407,000 | Put | Defined | 2024-11-14 | |
| 2024-09-30 | $858,281,281 | 3,164,754 | Shares | Defined | 2024-11-14 | |
| 2024-09-30 | $46,971,840 | 173,200 | Call | Defined | 2024-11-14 | |
| 2024-06-30 | $82,663,350 | 357,000 | Put | Defined | 2024-08-14 | |
| 2024-06-30 | $654,747,214 | 2,827,671 | Shares | Defined | 2024-08-14 | |
| 2024-06-30 | $52,145,060 | 225,200 | Call | Defined | 2024-08-14 | |
| 2024-03-31 | $55,829,588 | 245,200 | Call | Defined | 2024-05-13 | |
| 2024-03-31 | $90,392,930 | 397,000 | Put | Defined | 2024-05-13 | |
| 2024-03-31 | $633,547,195 | 2,782,499 | Shares | Defined | 2024-05-13 | |
| 2023-12-31 | $52,605,072 | 280,800 | Call | Defined | 2024-02-09 | |
| 2023-12-31 | $76,828,134 | 410,100 | Put | Defined | 2024-02-09 | |
| 2023-12-31 | $427,763,911 | 2,283,356 | Shares | Defined | 2024-02-09 | |
| 2023-09-30 | $37,416,852 | 250,800 | Call | Defined | 2023-11-09 | |
| 2023-09-30 | $314,774,935 | 2,109,893 | Shares | Defined | 2023-11-09 | |
| 2023-09-30 | $35,924,952 | 240,800 | Put | Defined | 2023-11-09 | |
| 2023-06-30 | $25,276,420 | 145,100 | Call | Defined | 2023-08-11 | |
| 2023-06-30 | $24,823,500 | 142,500 | Put | Defined | 2023-08-11 | |
| 2023-06-30 | $425,768,315 | 2,444,135 | Shares | Defined | 2023-08-11 | |
| 2023-03-31 | $70,747,055 | 428,900 | Put | Defined | 2023-05-12 | |
| 2023-03-31 | $300,110,194 | 1,819,401 | Shares | Defined | 2023-05-12 | |
| 2023-03-31 | $21,245,560 | 128,800 | Call | Defined | 2023-05-12 | |
| 2022-12-31 | $274,090,284 | 1,855,095 | Shares | Defined | 2023-02-08 | |
| 2022-12-31 | $14,686,350 | 99,400 | Call | Defined | 2023-02-08 | |
| 2022-12-31 | $85,236,975 | 576,900 | Put | Defined | 2023-02-08 | |
| 2022-09-30 | $76,251,132 | 565,200 | Put | Defined | 2022-11-10 | |
| 2022-09-30 | $17,484,336 | 129,600 | Call | Defined | 2022-11-10 | |
| 2022-09-30 | $178,115,196 | 1,320,252 | Shares | Defined | 2022-11-10 | |
| 2022-06-30 | $15,192,752 | 109,600 | Call | Defined | 2022-08-10 | |
| 2022-06-30 | $228,352,606 | 1,647,328 | Shares | Defined | 2022-08-10 | |
| 2022-06-30 | $80,565,944 | 581,200 | Put | Defined | 2022-08-10 | |
| 2022-03-31 | $318,839,488 | 1,705,024 | Shares | Defined | 2022-05-16 | |
| 2022-03-31 | $16,119,400 | 86,200 | Call | Defined | 2022-05-16 | |
| No filing history on record for this holder in this stock. | ||||||