American Express Company (AXP) — Strategic Asset Allocation Index

Latest as of March 2026: 7.7%

American Express Company (AXP) has a Strategic Asset Allocation Index of 7.7% as of March 2026. Strategic assets (PP&E of $- plus long-term investments of $2.63 Billion) total $2.63 Billion, measured against net assets of $33.99 Billion. A higher index reflects capital-intensive or investment-heavy strategies where strategic assets dominate the equity base.

SAAI

7.7%
Strategic Assets / Net Assets

Strategic Assets

$2.63 Billion
PP&E + LT Investments

PP&E

$-
USD

Net Assets

$33.99 Billion
USD

American Express Company Strategic Asset Allocation Index (2000–2025)

This chart shows how American Express Company's Strategic Asset Allocation Index has evolved across 26 annual periods from 2000 to 2025. As of March 2026, the index stands at 7.7%, representing strategic assets of $2.63 Billion against net assets of $33.99 Billion USD. Explore American Express Company cash flow conversion to assess how effectively this company generates cash.

Annual Strategic Asset Allocation Index for American Express Company (2000–2025)

The table below presents the year-by-year Strategic Asset Allocation Index for American Express Company from 2000 to 2025, covering 26 annual filings. Each row shows PP&E, long-term investments, strategic assets combined, net assets, the index percentage, and the change in percentage points compared to the prior year. For the full company profile including market capitalisation, see market value of American Express Company.

Year SAAI Strategic Assets (USD) PP&E LT Investments Net Assets Change (pp)
2025 24.4% $8.16 Billion $7.12 Billion $1.04 Billion $33.47 Billion ▼ -0.1 pp
2024 24.5% $7.42 Billion $6.17 Billion $1.24 Billion $30.26 Billion ▼ -1.6 pp
2023 26.1% $7.32 Billion $5.14 Billion $2.19 Billion $28.06 Billion ▼ -15.2 pp
2022 41.3% $10.21 Billion $5.21 Billion $5.00 Billion $24.71 Billion ▲ +5.3 pp
2021 36.0% $7.99 Billion $4.99 Billion $3.00 Billion $22.18 Billion ▼ -81.5 pp
2020 117.5% $27.02 Billion $5.01 Billion $22.00 Billion $22.98 Billion ▼ -271.8 pp
2019 389.4% $89.83 Billion $4.83 Billion $85.00 Billion $23.07 Billion ▲ +343.4 pp
2018 45.9% $10.11 Billion $4.42 Billion $5.69 Billion $22.00 Billion ▼ -0.7 pp
2017 46.6% $8.51 Billion $4.33 Billion $4.18 Billion $18.26 Billion ▲ +5.6 pp
2016 41.0% $8.41 Billion $4.43 Billion $3.98 Billion $20.50 Billion ▼ -258.5 pp
2015 299.6% $62.91 Billion $4.11 Billion $58.80 Billion $21.00 Billion ▼ -58.6 pp
2014 358.2% $74.04 Billion $3.94 Billion $70.10 Billion $20.67 Billion ▼ -12.7 pp
2013 370.8% $70.46 Billion $3.88 Billion $66.58 Billion $19.00 Billion ▲ +11.1 pp
2012 359.8% $67.94 Billion $3.63 Billion $64.31 Billion $18.89 Billion ▲ +16.4 pp
2011 343.4% $64.53 Billion $3.37 Billion $61.17 Billion $18.79 Billion ▲ +325.2 pp
2010 18.2% $2.90 Billion $2.90 Billion $- $16.00 Billion ▼ -1.2 pp
2009 19.3% $2.78 Billion $2.78 Billion $- $14.41 Billion ▼ -5.6 pp
2008 24.9% $2.95 Billion $2.95 Billion $- $11.84 Billion ▲ +0.5 pp
2007 24.4% $2.69 Billion $2.69 Billion $- $11.03 Billion ▲ +1.1 pp
2006 23.3% $2.45 Billion $2.45 Billion $- $10.51 Billion ▲ +2.2 pp
2005 21.1% $2.23 Billion $2.23 Billion $- $10.55 Billion ▲ +1.9 pp
2004 19.2% $3.08 Billion $3.08 Billion $- $16.02 Billion ▼ -1.5 pp
2003 20.8% $3.18 Billion $3.18 Billion $- $15.32 Billion ▼ -0.7 pp
2002 21.5% $2.98 Billion $2.98 Billion $- $13.86 Billion ▼ -1.9 pp
2001 23.4% $2.81 Billion $2.81 Billion $- $12.04 Billion ▲ +1.9 pp
2000 21.4% $2.51 Billion $2.51 Billion $- $11.68 Billion
pp = percentage points