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Disclosery

UBS Group AG: AXP position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of UBS Group AG on AXP, newest first. How the timeline and the estimate are built.

UBS Group AG held 9,136,260 AXP shares at 2026-06-30 per its 13F-HR filed 2026-08-13.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 9,136,260 shares
    Change vs previous 13F -677,394 shares

    0.26% of the 13F portfolio, value $3,090,339,948.

    13F-HR 0000861177-26-000004 filed by UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC
    Filed (acceptance time not in the bulk data set), ingested

    • UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC: 5,053,409 shares
    • UBS Group AG: 4,082,851 shares

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 9,813,654 shares
    Change vs previous 13F +1,798,673 shares

    0.28% of the 13F portfolio, value $2,968,434,065.

    13F-HR 0000861177-26-000003 filed by UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC
    Filed (acceptance time not in the bulk data set), ingested

    • UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC: 5,247,405 shares
    • UBS Group AG: 4,566,249 shares

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 8,014,981 shares
    Change vs previous 13F -568,928 shares

    0.3% of the 13F portfolio, value $2,965,142,221.

    13F-HR 0000861177-26-000001 filed by UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC
    Filed (acceptance time not in the bulk data set), ingested

    • UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC: 4,806,554 shares
    • UBS Group AG: 3,208,427 shares

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 8,583,909 shares
    Change vs previous 13F -1,046,083 shares

    0.29% of the 13F portfolio, value $2,851,231,214.

    13F-HR 0001193125-25-282311 filed by UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC
    Filed (acceptance time not in the bulk data set), ingested

    • UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC: 4,723,471 shares
    • UBS Group AG: 3,860,438 shares

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 9,629,992 shares
    Change vs previous 13F +72,685 shares

    0.32% of the 13F portfolio, value $3,071,774,852.

    13F-HR 0000950123-25-008300 filed by UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC
    Filed (acceptance time not in the bulk data set), ingested

    • UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC: 5,887,567 shares
    • UBS Group AG: 3,742,425 shares

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F 9,557,307 shares
    Change vs previous 13F +957,626 shares

    0.31% of the 13F portfolio, value $2,571,393,450.

    13F-HR 0000950123-25-005812 filed by UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC
    Filed (acceptance time not in the bulk data set), ingested

    • UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC: 5,093,807 shares
    • UBS Group AG: 4,463,500 shares

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-12-31
    13F 8,599,681 shares
    Change vs previous 13F +827,941 shares

    0.29% of the 13F portfolio, value $2,552,299,323.

    13F-HR 0000950123-25-002466 filed by UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC
    Filed (acceptance time not in the bulk data set), ingested

    • UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC: 5,015,269 shares
    • UBS Group AG: 3,584,412 shares

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-09-30
    13F 7,771,740 shares
    Change vs previous 13F not available

    0.28% of the 13F portfolio, value $2,107,695,888.

    13F-HR 0000950123-24-011473 filed by UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC
    Filed (acceptance time not in the bulk data set), ingested

    • UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC: 4,606,986 shares
    • UBS Group AG: 3,164,754 shares

    Acceptance time not in the bulk data set (spec §4.2).