American Express Co.

ISIN US0258161092

 | 

WKN 850226

Marktkapitalisatie (in EUR)
184,197 m
Land
United States
Sector
Finance
Dividendrendement
1.04%
 

Overzicht

Koers

Beschrijving

American Express Co. engages in the provision of card-issuing, merchant-acquiring, and card network businesses. Its products and services include credit cards, business credit cards, corporate programs, gift cards, savings accounts and CDs, and the American Express App. It operates through the following segments: the United States Consumer Services (USCS), Commercial Services (CS), International Card Services (ICS), Global Merchant and Network Services (GMNS), and Corporate and Other. The USCS segment includes proprietary consumer cards and provides services to United States consumers. The CS segment offers corporate and small business cards and provides services to United States businesses. The ICS segment provides consumers, small businesses, and corporate cards outside the United States. The GMNS segment is involved in operating a global payments network that processes and settles card transactions, acquires merchants, and provides multi-channel marketing programs and capabilities, services and data analytics. The Corporate and Other segment covers corporate functions and certain other businesses and operations. It also operates through the following geographical segments: United States, EMEA, APAC, LACC, and Other. The EMEA segment represents Europe, the Middle East, and Africa. The APAC segment refers to Asia Pacific, Australia, and New Zealand. The LACC segment focuses on Latin America, Canada, and the Caribbean. The Other segment includes net costs which are not directly allocated to specific geographic regions. The company was founded by Henry Wells, William G. Fargo, and John Warren Butterfield on March 28, 1850 and is headquartered in New York, NY.
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Finance Specialty Finance and Services Specialty Finance United States

Grafiek

Financiële kerngegevens

Kerncijfers

Marktkapitalisatie, EUR 184,197 m
WPA, EUR 13.84
KBV 6.3
K/W 19.7
Dividendrendement 1.04%

Winst- en verliesrekening (2025)

Omzet, EUR 71,342 m
Netto-inkomen, EUR 9,537 m
Winstmarge 13.37%

In welke ETF zit American Express Co.?

Er zijn 68 ETF's die American Express Co. bevatten. Al deze ETF's staan in de tabel hieronder. De ETF met de grootste weging van American Express Co. is de iShares MSCI World Financials Sector Advanced UCITS ETF USD (Dist).
ETF Weight Investment focus Fund size (in m EUR)
iShares MSCI World UCITS ETF (Dist) 0.21%
Aandelen
Wereld
7.611
UBS Core MSCI World UCITS ETF USD acc 0.21%
Aandelen
Wereld
8.011
JPMorgan Active US Value UCITS ETF USD (acc) 0.72%
Aandelen
Verenigde Staten
Waarde
61
JPMorgan Active US Value UCITS ETF EUR Hedged (acc) 0.72%
Aandelen
Verenigde Staten
Waarde
4
JPMorgan Global Research Enhanced Index Equity SRI Paris Aligned UCITS ETF USD (dist) 0.32%
Aandelen
Wereld
Sociaal/Milieu
Klimaatverandering
35
Vanguard LifeStrategy 80% Equity UCITS ETF (EUR) Accumulating 0.09%
Aandelen
Wereld
Multi-assetstrategie
1.010
iShares STOXX USA Equity Multifactor UCITS ETF USD (Dist) 0.02%
Aandelen
Verenigde Staten
Multi-factorstrategie
2
VanEck World Equal Weight Screened UCITS ETF A 0.42%
Aandelen
Wereld
Equal Weighted
1.233
VanEck Multi-Asset Conservative Allocation UCITS ETF 0.12%
Aandelen
Wereld
Sociaal/Milieu
Multi-assetstrategie
21
JPMorgan US Hedged Equity Laddered Overlay Active UCITS ETF USD (Dist) 0.37%
Aandelen
Verenigde Staten
Buffer
Alternatieve beleggingen
5
Goldman Sachs Alpha Enhanced World Equity Active UCITS ETF CLASS USD (Acc) 0.17%
Aandelen
Wereld
161
Vanguard FTSE All-World UCITS ETF (USD) Accumulating 0.18%
Aandelen
Wereld
35.214
iShares MSCI USA ESG Enhanced CTB UCITS ETF USD (Dist) 0.38%
Aandelen
Verenigde Staten
Sociaal/Milieu
13.815
Goldman Sachs Paris-Aligned Climate World Equity UCITS ETF USD (Acc) 0.22%
Aandelen
Wereld
Sociaal/Milieu
Klimaatverandering
7
UBS MSCI World Socially Responsible UCITS ETF USD dis 0.93%
Aandelen
Wereld
Sociaal/Milieu
Klimaatverandering
3.875
iShares MSCI North America UCITS ETF 0.28%
Aandelen
Noord-Amerika
1.210
UBS Core MSCI World UCITS ETF USD dis 0.21%
Aandelen
Wereld
1.713
Invesco Global Enhanced Equity UCITS ETF Acc 0.13%
Aandelen
Wereld
Multi-factorstrategie
504
Vanguard FTSE Developed World UCITS ETF Acc 0.20%
Aandelen
Wereld
5.435
JPMorgan Global Research Enhanced Index Equity (ESG) UCITS ETF USD (dist) 0.23%
Aandelen
Wereld
Sociaal/Milieu
1.586
JPMorgan BetaBuilders US Equity UCITS ETF (Dist) 0.29%
Aandelen
Verenigde Staten
4
UBS Core MSCI World UCITS ETF hGBP dis 0.21%
Aandelen
Wereld
97
Vanguard LifeStrategy 40% Equity UCITS ETF Distributing 0.03%
Aandelen
Wereld
Multi-assetstrategie
38
VanEck Multi-Asset Balanced Allocation UCITS ETF 0.35%
Aandelen
Wereld
Sociaal/Milieu
Multi-assetstrategie
39
UBS S&P 500 Scored & Screened UCITS ETF USD dis 0.43%
Aandelen
Verenigde Staten
Sociaal/Milieu
509
iShares MSCI ACWI UCITS ETF USD (Acc) 0.19%
Aandelen
Wereld
25.570
Vanguard LifeStrategy 80% Equity UCITS ETF Distributing 0.09%
Aandelen
Wereld
Multi-assetstrategie
76
iShares MSCI USA Screened UCITS ETF USD (Dist) 0.32%
Aandelen
Verenigde Staten
Sociaal/Milieu
1.352
Vanguard ESG Global All Cap UCITS ETF (USD) Distributing 0.20%
Aandelen
Wereld
Sociaal/Milieu
508
UBS Core MSCI World UCITS ETF hEUR acc 0.21%
Aandelen
Wereld
711
UBS Core MSCI USA UCITS ETF EUR Hedged dis 0.29%
Aandelen
Verenigde Staten
188
Vanguard S&P 500 UCITS ETF (USD) Distributing 0.29%
Aandelen
Verenigde Staten
42.434
Goldman Sachs ActiveBeta® Paris-Aligned Sustainable US Large Cap Equity UCITS ETF CLASS USD (Acc.) 0.49%
Aandelen
Verenigde Staten
Multi-factorstrategie
113
Vanguard FTSE Developed World UCITS ETF Distributing 0.20%
Aandelen
Wereld
3.662
UBS MSCI USA Socially Responsible UCITS ETF USD dis 1.35%
Aandelen
Verenigde Staten
Sociaal/Milieu
Klimaatverandering
683
UBS MSCI USA Socially Responsible UCITS ETF hEUR dis 1.35%
Aandelen
Verenigde Staten
Sociaal/Milieu
Klimaatverandering
204
Vanguard FTSE North America UCITS ETF (USD) Accumulating 0.28%
Aandelen
Noord-Amerika
2.390
JPMorgan US Equity Premium Income Active UCITS ETF EUR Hedged (Dist) 1.29%
Aandelen
Verenigde Staten
Covered Call
Alternatieve beleggingen
17
Vanguard ESG North America All Cap UCITS ETF (USD) Distributing 0.32%
Aandelen
Noord-Amerika
Sociaal/Milieu
25
JPMorgan US Equity Premium Income Active UCITS ETF USD (dist) 1.29%
Aandelen
Verenigde Staten
Covered Call
Alternatieve beleggingen
311
iShares MSCI World SRI UCITS ETF USD (Dist) 0.91%
Aandelen
Wereld
Sociaal/Milieu
1.482
iShares Edge MSCI USA Momentum Factor UCITS ETF USD (Dist) 0.74%
Aandelen
Verenigde Staten
Momentum
12
Invesco Global Enhanced Equity UCITS ETF GBP PfHdg Acc 0.13%
Aandelen
Wereld
Multi-factorstrategie
2
iShares MSCI World Financials Sector Advanced UCITS ETF USD (Dist) 1.36%
Aandelen
Wereld
Financieel
Sociaal/Milieu
123
JPMorgan Active US Value UCITS ETF USD (dist) 0.72%
Aandelen
Verenigde Staten
Waarde
6
Vanguard LifeStrategy 20% Equity UCITS ETF Accumulating 0.03%
Aandelen
Wereld
Multi-assetstrategie
96
JPMorgan Global Equity Multi-Factor UCITS ETF USD (Dist) 0.24%
Aandelen
Wereld
Multi-factorstrategie
0
Vanguard LifeStrategy 20% Equity UCITS ETF Distributing 0.03%
Aandelen
Wereld
Multi-assetstrategie
15
Vanguard LifeStrategy 60% Equity UCITS ETF Accumulating 0.06%
Aandelen
Wereld
Multi-assetstrategie
772
Xtrackers MSCI World UCITS ETF 1D 0.19%
Aandelen
Wereld
4.322
Invesco Global Enhanced Equity UCITS ETF EUR PfHdg Acc 0.13%
Aandelen
Wereld
Multi-factorstrategie
7
JPMorgan US Equity Premium Income Active UCITS ETF EUR (Dist) 1.29%
Aandelen
Verenigde Staten
Covered Call
Alternatieve beleggingen
40
Vanguard S&P 500 UCITS ETF (USD) Accumulating 0.29%
Aandelen
Verenigde Staten
27.402
iShares MSCI World Screened UCITS ETF USD (Dist) 0.23%
Aandelen
Wereld
Sociaal/Milieu
1.072
iShares MSCI World Paris-Aligned Climate UCITS ETF USD (Dist) 0.43%
Aandelen
Wereld
Sociaal/Milieu
Klimaatverandering
121
JPMorgan All Country Research Enhanced Index Equity Active UCITS ETF USD (dist) 0.21%
Aandelen
Wereld
Sociaal/Milieu
53
UBS Core MSCI USA UCITS ETF USD dis 0.29%
Aandelen
Verenigde Staten
1.177
Vanguard FTSE All-World UCITS ETF (USD) Distributing 0.18%
Aandelen
Wereld
20.593
Amundi MSCI North America ESG Broad Transition UCITS ETF Dist 0.34%
Aandelen
Noord-Amerika
Sociaal/Milieu
Klimaatverandering
36
Vanguard LifeStrategy 40% Equity UCITS ETF Accumulating 0.03%
Aandelen
Wereld
Multi-assetstrategie
216
iShares MSCI World ESG Enhanced CTB UCITS ETF USD (Dist) 0.35%
Aandelen
Wereld
Sociaal/Milieu
732
Vanguard FTSE North America UCITS ETF (USD) Distributing 0.28%
Aandelen
Noord-Amerika
2.645
Goldman Sachs Alpha Enhanced US Equity Active UCITS ETF USD (Acc) 0.14%
Aandelen
Verenigde Staten
258
JPMorgan US Research Enhanced Index Equity Active UCITS ETF USD (dist) 0.33%
Aandelen
Verenigde Staten
Sociaal/Milieu
1.040
iShares Core S&P 500 UCITS ETF USD (Dist) 0.29%
Aandelen
Verenigde Staten
17.752
iShares MSCI USA SRI UCITS ETF USD (Dist) 1.32%
Aandelen
Verenigde Staten
Sociaal/Milieu
315
Vanguard LifeStrategy 60% Equity UCITS ETF Distributing 0.06%
Aandelen
Wereld
Multi-assetstrategie
96
JPMorgan US Research Enhanced Index Equity SRI Paris Aligned UCITS ETF USD (dist) 0.45%
Aandelen
Verenigde Staten
Sociaal/Milieu
Klimaatverandering
2

Performance

Returns overview

YTD -15.26%
1 month +6.98%
3 months -9.24%
6 months -12.54%
1 year +17.16%
3 years +85.72%
5 years +115.11%
Since inception (MAX) +260.27%
2025 +11.84%
2024 +68.30%
2023 +24.07%
2022 -5.25%

Monthly returns in a heat map

Risk

Risk metrics in this section:
 
  • Volatility, annualised, measured for 1, 3 and 5 year periods. The annualised volatility reflects the degree of price fluctuations during a one year period. The higher the volatility, the more significantly the price of the asset (stock, ETF, etc.) has changed in the past. Assets with higher volatility are generally considered more risky. We calculate the volatility based on the data for the past 1, 3 and 5 years so that you can see if price fluctuations for the ETF became stronger or weaker over time.
  • Return per risk for 1, 3 and 5 year periods. This is the annualised (i.e. converted to a one year period) past return divided by the past annualised volatility. The metric puts the historical return of an asset in relation to its historical risk and gives you a retrospective indication of the degree of price fluctuation you had to bear with in order to obtain the return. We calculate this parameter for 1, 3 and 5 year periods to display its evolution over time.
  • Maximum drawdown for a period. This shows the worst possible loss an investor could have suffered during the respective period, by first buying and subsequently selling the asset at the least favourable prices. For example, if there was the following sequence of daily ETF prices: 10€, 5€, 12€, 20€, an investor would have suffered the worst loss by buying for 10€ and subsequently selling for 5€. Therefore in this case the maximum drawdown would be (5€ - 10€)/10€ = -50%.
ETF returns include dividend payments (if applicable).
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Risk overview

Volatility 1 year 27.01%
Volatility 3 years 27.63%
Volatility 5 years 28.98%
Return per risk 1 year 0.64
Return per risk 3 years 0.83
Return per risk 5 years 0.57
Maximum drawdown 1 year -22.92%
Maximum drawdown 3 years -32.50%
Maximum drawdown 5 years -32.50%
Maximum drawdown since inception -49.05%

Rolling 1 year volatility

— Data provided by Trackinsight, etfinfo, Xignite Inc., gettex, FactSet and justETF GmbH.

Quotes are either real-time (gettex) or 15 minutes delayed stock exchange quotes or NAVs (daily published by the fund provider). By default, ETF returns include dividend payments (if applicable). There is no warranty for completeness, accuracy and correctness for the displayed information.