American Express Co
Close on Nov 2, 2026Market cap $221.49BP/E 19.9Yield 1.00%
American Express 401(k) Plan — Total Investments at Fair Value by Year
401(k) Plan — Total Investments at Fair Value ($K)
American Express 401(k) Plan — Total Investments at Fair Value: 9,493,205 in FY2025, up 16.7% from a year earlier. That is the highest of the 8 years on record here.
Where the FY2025 figure comes from
“|| Total investments, at fair value | $ | 9,493,205”
Source: Form 11-K FY2025 (0000004962-26-000276, filed 2026-06-17) ↗
Annual history
Hover a value to see the sentence it was read from; calculated values show their formula
| Period | Ended | 401(k) Plan — Total Investments at Fair Value ($K) | Year on year | Source |
|---|---|---|---|---|
| FY2025 | Dec 31, 2025 | 9,493,205 | +16.7% | Form 11-K FY2025 (0000004962-26-000276, filed 2026-06-17) ↗ |
| FY2024 | Dec 31, 2024 | 8,137,170 | +17.8% | Form 11-K FY2025 (0000004962-26-000276, filed 2026-06-17) ↗ |
| FY2023 | Dec 31, 2023 | 6,905,677 | +23.5% | Form 11-K FY2024 (0000004962-25-000071, filed 2025-06-18) ↗ |
| FY2022 | Dec 31, 2022 | 5,591,190 | -19.1% | Form 11-K FY2023 (0000004962-24-000047, filed 2024-06-17) ↗ |
| FY2021 | Dec 31, 2021 | 6,909,783 | +11.1% | Form 11-K FY2022 (0000004962-23-000020, filed 2023-06-14) ↗ |
| FY2020 | Dec 31, 2020 | 6,217,827 | +13.6% | Form 11-K FY2021 (0000004962-22-000035, filed 2022-06-16) ↗ |
| FY2019 | Dec 31, 2019 | 5,472,731 | +24.0% | Form 11-K FY2020 (0000004962-21-000037, filed 2021-06-23) ↗ |
| FY2018 | Dec 31, 2018 | 4,414,699 | – | Form 11-K FY2019 (0000004962-20-000069, filed 2020-06-22) ↗ |
Breakdown
What makes up 401(k) Plan — Total Investments at Fair Value
- 401(k) Plan — Common Stocks (Including AXP Common Stock, $K)3,427,888 · FY2025
- 401(k) Plan — U.S. Government and Agency Obligations ($K)423,470 · FY2025
- 401(k) Plan — Self-Directed Brokerage Accounts ($K)265,767 · FY2025
- 401(k) Plan — Mutual Funds ($K)212,084 · FY2025
- 401(k) Plan — Corporate Debt Instruments ($K)145,940 · FY2025
- 401(k) Plan — Money Market Funds ($K)77,166 · FY2025
Cite this data
StockData. (2026). American Express 401(k) Plan — Total Investments at Fair Value, annual FY2018–FY2025 [Data set]. Compiled from American Express SEC filings and investor materials. https://stockdatahq.com/stocks/axp/kpis/11k-total-inv-fv-k
See every metric in the American Express KPI table. Data updated Oct 25, 2026.