American Express Equity securities decreased by 4.3% to $44.00M in Q1 2026 compared to the prior quarter. Year-over-year, this metric declined by 4.3%, from $46.00M to $44.00M. Over 3 years (FY 2022 to FY 2025), Equity securities shows an upward trend with a 3.9% CAGR. This decline may warrant attention — for this metric, higher values are generally preferred.
An increase reflects positive market performance of the underlying investments or additional capital deployment into equities.
This represents the fair market value of the company's investment portfolio consisting of equity securities in other ent...
Standard for companies with large corporate venture arms or significant treasury investment portfolios.
ins_equity_securities| Q4 '22 | Q1 '23 | Q2 '23 | Q3 '23 | Q4 '23 | Q1 '24 | Q2 '24 | Q3 '24 | Q4 '24 | Q1 '25 | Q2 '25 | Q3 '25 | Q4 '25 | Q1 '26 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Value | $41.00M | $42.00M | $42.00M | $66.00M | $66.00M | $64.00M | $41.00M | $43.00M | $48.00M | $46.00M | $45.00M | $46.00M | $46.00M | $44.00M |
| QoQ Change | — | +2.4% | +0.0% | +57.1% | +0.0% | -3.0% | -35.9% | +4.9% | +11.6% | -4.2% | -2.2% | +2.2% | +0.0% | -4.3% |
| YoY Change | — | — | — | — | +61.0% | +52.4% | -2.4% | -34.8% | -27.3% | -28.1% | +9.8% | +7.0% | -4.2% | -4.3% |