American Express Co (AXP) operating KPIs
AXPNYSEFinance ServicesFiscal year ends December 31
Financials through Q2 FY2026, quarter ended Jun 30, 2026Last filing: 10-Q on Oct 23, 2026Score 14/3013% above fair value
$319.11−4.60 (-1.42%)
Close on Oct 30, 2026Market cap $215.50BP/E 19.3Yield 1.03%
American Express 401(k) Plan — Total Investments at Fair Value ($K)
Annual figures from American Express's filings and investor materials
Latest, FY2025
9,493,205
Period ended Dec 31, 2025
Change on a year earlier
+16.7%
8,137,170 in FY2024
History
8 years
Since FY2018
Sources
7
Documents cited below
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 ($K) | Year on year | Source |
|---|---|---|---|---|
| FY2025 | Dec 31, 2025 | 9,493,205 | +16.7% | Form 11-K FY2025 (0000004962-26-000276, filed 2026-06-17) ↗ |
| FY2024 | Dec 31, 2024 | 8,137,170 | +17.8% | Form 11-K FY2025 (0000004962-26-000276, filed 2026-06-17) ↗ |
| FY2023 | Dec 31, 2023 | 6,905,677 | +23.5% | Form 11-K FY2024 (0000004962-25-000071, filed 2025-06-18) ↗ |
| FY2022 | Dec 31, 2022 | 5,591,190 | -19.1% | Form 11-K FY2023 (0000004962-24-000047, filed 2024-06-17) ↗ |
| FY2021 | Dec 31, 2021 | 6,909,783 | +11.1% | Form 11-K FY2022 (0000004962-23-000020, filed 2023-06-14) ↗ |
| FY2020 | Dec 31, 2020 | 6,217,827 | +13.6% | Form 11-K FY2021 (0000004962-22-000035, filed 2022-06-16) ↗ |
| FY2019 | Dec 31, 2019 | 5,472,731 | +24.0% | Form 11-K FY2020 (0000004962-21-000037, filed 2021-06-23) ↗ |
| FY2018 | Dec 31, 2018 | 4,414,699 | – | Form 11-K FY2019 (0000004962-20-000069, filed 2020-06-22) ↗ |
Breakdown
What makes up 401(k) plan — total investments at fair value ($k)
- 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 ($K), 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.