American Express Co.

ISIN US0258161092

 | 

WKN 850226

Market cap (in EUR)
224,057 m
Country
United States
Sector
Finance
Dividend yield
0.82%
 

Overview

Quote

Description

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

Chart

Financials

Key metrics

Market capitalisation, EUR 224,057 m
EPS, EUR 13.49
P/B ratio 8.1
P/E ratio 25.7
Dividend yield 0.82%

Income statement (2024)

Revenue, EUR 68,585 m
Net income, EUR 9,294 m
Profit margin 13.55%

What ETF is American Express Co. in?

There are 63 ETFs which contain American Express Co.. All of these ETFs are listed in the table below. The ETF with the largest weighting of American Express Co. is the iShares MSCI World Financials Sector Advanced UCITS ETF USD (Dist).
ETF Weight Investment focus Fund size (in m EUR)
UBS Core MSCI World UCITS ETF USD acc 0.24%
Equity
World
5,308
iShares MSCI World UCITS ETF (Dist) 0.24%
Equity
World
7,372
JPMorgan Active US Value UCITS ETF USD (acc) 1.57%
Equity
United States
Value
59
JPMorgan Active US Value UCITS ETF EUR Hedged (acc) 1.57%
Equity
United States
Value
4
JPMorgan Global Research Enhanced Index Equity SRI Paris Aligned UCITS ETF USD (dist) 0.36%
Equity
World
Social/Environmental
Climate Change
43
Vanguard LifeStrategy 80% Equity UCITS ETF (EUR) Accumulating 0.09%
Equity
World
Multi-Asset Strategy
865
iShares STOXX USA Equity Multifactor UCITS ETF USD (Dist) 0.02%
Equity
United States
Multi-Factor Strategy
1
VanEck World Equal Weight Screened UCITS ETF A 0.48%
Equity
World
Equal Weighted
1,144
VanEck Multi-Asset Conservative Allocation UCITS ETF 0.12%
Equity
World
Social/Environmental
Multi-Asset Strategy
20
JPMorgan US Hedged Equity Laddered Overlay Active UCITS ETF USD (Dist) 0.40%
Equity
United States
Buffer
Alternative Investments
5
Vanguard FTSE All-World UCITS ETF (USD) Accumulating 0.21%
Equity
World
26,565
iShares MSCI USA ESG Enhanced CTB UCITS ETF USD (Dist) 0.53%
Equity
United States
Social/Environmental
13,364
UBS MSCI World Socially Responsible UCITS ETF USD dis 1.06%
Equity
World
Social/Environmental
Climate Change
3,945
iShares MSCI North America UCITS ETF 0.33%
Equity
North America
1,093
UBS Core MSCI World UCITS ETF USD dis 0.24%
Equity
World
1,287
Invesco Global Enhanced Equity UCITS ETF Acc 0.09%
Equity
World
Multi-Factor Strategy
267
Vanguard FTSE Developed World UCITS ETF Acc 0.23%
Equity
World
4,756
JPMorgan Global Research Enhanced Index Equity (ESG) UCITS ETF USD (dist) 0.25%
Equity
World
Social/Environmental
1,907
JPMorgan BetaBuilders US Equity UCITS ETF (Dist) 0.33%
Equity
United States
2
UBS Core MSCI World UCITS ETF hGBP dis 0.24%
Equity
World
92
Vanguard LifeStrategy 40% Equity UCITS ETF Distributing 0.03%
Equity
World
Multi-Asset Strategy
34
VanEck Multi-Asset Balanced Allocation UCITS ETF 0.35%
Equity
World
Social/Environmental
Multi-Asset Strategy
38
UBS S&P 500 Scored & Screened UCITS ETF USD dis 0.49%
Equity
United States
Social/Environmental
535
iShares MSCI ACWI UCITS ETF USD (Acc) 0.23%
Equity
World
21,304
Vanguard LifeStrategy 80% Equity UCITS ETF Distributing 0.09%
Equity
World
Multi-Asset Strategy
64
iShares MSCI USA Screened UCITS ETF USD (Dist) 0.36%
Equity
United States
Social/Environmental
1,350
Vanguard ESG Global All Cap UCITS ETF (USD) Distributing 0.24%
Equity
World
Social/Environmental
486
UBS Core MSCI World UCITS ETF hEUR acc 0.24%
Equity
World
292
UBS Core MSCI USA UCITS ETF EUR Hedged dis 0.34%
Equity
United States
328
Vanguard S&P 500 UCITS ETF (USD) Distributing 0.33%
Equity
United States
42,628
Goldman Sachs ActiveBeta® Paris-Aligned Sustainable US Large Cap Equity UCITS ETF CLASS USD (Acc.) 0.16%
Equity
United States
Multi-Factor Strategy
153
Vanguard FTSE Developed World UCITS ETF Distributing 0.23%
Equity
World
3,486
iShares MSCI USA Quality Dividend Advanced UCITS ETF USD (Dist) 0.40%
Equity
United States
Dividend
546
UBS MSCI USA Socially Responsible UCITS ETF USD dis 1.49%
Equity
United States
Social/Environmental
Climate Change
712
UBS MSCI USA Socially Responsible UCITS ETF hEUR dis 1.49%
Equity
United States
Social/Environmental
Climate Change
317
Vanguard FTSE North America UCITS ETF (USD) Accumulating 0.32%
Equity
North America
2,118
Vanguard ESG North America All Cap UCITS ETF (USD) Distributing 0.35%
Equity
North America
Social/Environmental
27
JPMorgan US Equity Premium Income Active UCITS ETF USD (dist) 1.12%
Equity
United States
Covered Call
Alternative Investments
221
iShares MSCI World SRI UCITS ETF USD (Dist) 1.05%
Equity
World
Social/Environmental
1,446
iShares MSCI World Financials Sector Advanced UCITS ETF USD (Dist) 2.37%
Equity
World
Financials
Social/Environmental
539
JPMorgan Active US Value UCITS ETF USD (dist) 1.57%
Equity
United States
Value
6
Vanguard LifeStrategy 20% Equity UCITS ETF Accumulating 0.03%
Equity
World
Multi-Asset Strategy
86
JPMorgan Global Equity Multi-Factor UCITS ETF USD (Dist) 0.33%
Equity
World
Multi-Factor Strategy
0
Vanguard LifeStrategy 20% Equity UCITS ETF Distributing 0.03%
Equity
World
Multi-Asset Strategy
14
Vanguard LifeStrategy 60% Equity UCITS ETF Accumulating 0.06%
Equity
World
Multi-Asset Strategy
662
JPMorgan Active US Equity UCITS ETF USD (dist) 0.90%
Equity
United States
Social/Environmental
7
Xtrackers MSCI World UCITS ETF 1D 0.22%
Equity
World
4,457
Invesco Global Enhanced Equity UCITS ETF EUR PfHdg Acc 0.09%
Equity
World
Multi-Factor Strategy
0
Vanguard S&P 500 UCITS ETF (USD) Accumulating 0.33%
Equity
United States
25,467
iShares MSCI World Screened UCITS ETF USD (Dist) 0.26%
Equity
World
Social/Environmental
946
iShares MSCI World Paris-Aligned Climate UCITS ETF USD (Dist) 0.47%
Equity
World
Social/Environmental
Climate Change
133
JPMorgan All Country Research Enhanced Index Equity Active UCITS ETF USD (dist) 0.22%
Equity
World
Social/Environmental
52
UBS Core MSCI USA UCITS ETF USD dis 0.34%
Equity
United States
1,178
Vanguard FTSE All-World UCITS ETF (USD) Distributing 0.21%
Equity
World
18,591
Amundi MSCI North America ESG Broad Transition UCITS ETF Dist 0.58%
Equity
North America
Social/Environmental
Climate Change
43
Vanguard LifeStrategy 40% Equity UCITS ETF Accumulating 0.03%
Equity
World
Multi-Asset Strategy
186
iShares MSCI World ESG Enhanced CTB UCITS ETF USD (Dist) 0.47%
Equity
World
Social/Environmental
960
Vanguard FTSE North America UCITS ETF (USD) Distributing 0.32%
Equity
North America
2,482
JPMorgan US Research Enhanced Index Equity (ESG) UCITS ETF USD (dist) 0.39%
Equity
United States
Social/Environmental
933
iShares Core S&P 500 UCITS ETF USD (Dist) 0.33%
Equity
United States
17,419
iShares MSCI USA SRI UCITS ETF USD (Dist) 1.48%
Equity
United States
Social/Environmental
328
Vanguard LifeStrategy 60% Equity UCITS ETF Distributing 0.06%
Equity
World
Multi-Asset Strategy
87
JPMorgan US Research Enhanced Index Equity SRI Paris Aligned UCITS ETF USD (dist) 0.56%
Equity
United States
Social/Environmental
Climate Change
3

Performance

Returns overview

YTD +13.17%
1 month +5.55%
3 months +12.06%
6 months +25.11%
1 year +12.78%
3 years +134.25%
5 years +236.67%
Since inception (MAX) +330.18%
2024 +68.30%
2023 +24.07%
2022 -5.25%
2021 +49.59%

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 32.93%
Volatility 3 years 27.98%
Volatility 5 years 28.96%
Return per risk 1 year 0.39
Return per risk 3 years 1.17
Return per risk 5 years 0.95
Maximum drawdown 1 year -32.50%
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.