American Express Co.
American Express Company (Amex) is a multinational financial services corporation and bank holding company founded in 1850, headquartered at 200 Vesey Street in New York City. It is one of the world’s major payment card issuers and a Fortune 500 company. Amex employs roughly 77,300 people globally and serves individuals, businesses, and merchants with a focus on premium branded cards, travel, and financial services. Its business spans global payments, card issuance, merchant services, and financial products.
Investment Strategy
American Express operates primarily as a global payments and premium lifestyle platform, specializing in integrated payment solutions, credit cards, and merchant services. Rather than traditional portfolio investing, Amex’s growth strategy centers on technology enablement, expanding its cardmember base, deepening customer relationships, and forging strategic partnerships. The company combines prudent risk management, customer loyalty, and innovation in its products, such as premium rewards and exclusive experiences, to maintain sustainable growth and market leadership. American Express Ventures further invests in technology startups that enhance or expand the core business ecosystem.
Top Holdings
Equity Positions (2)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
G GBTG | Global Business Travel Group, Inc. | 99.98% | $994.1M | 157,786,199 | $6.45 | $6.30 | -$151.5M |
C CARV | Carver Bancorp Inc | 0.02% | $233.4K | 134,905 | $1.97 | $1.73 | +$43.2K |