UBS · AXP Holdings Trend
American Express · SEC 13F
UBS Holdings of AXP by Quarter
Quarter Shares Value
| Quarter | Shares | Value | QoQ Change |
|---|---|---|---|
| 2024Q1 | 6.2M | $1.4B | — |
| 2024Q2 | 7.2M | $1.7B | +17.6% |
| 2024Q3 | 7.8M | $2.1B | +26.5% |
| 2024Q4 | 8.6M | $2.6B | +21.1% |
| 2025Q1 | 9.6M | $2.6B | +0.7% |
| 2025Q2 | 9.6M | $3.1B | +19.5% |
| 2025Q3 | 8.6M | $2.9B | -7.2% |
| 2025Q4 | 8.0M | $3.0B | +4.0% |
| 2026Q1 | 9.8M | $3.0B | +0.1% |
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Data source: SEC EDGAR Form 13F