Chuck Grassley

R-IA Senator for Iowa Republican In Congress since 1975

Chuck Grassley reported no stock trades since Oct 4, 2023. The 2025 annual report lists 64 assets.

Reported holdings

2025 annual report · filed May 14, 2026 · values at year end, in the ranges disclosed · changes vs 2024

Original

$4M–$9.1M sum of 64 disclosed ranges

Fund 43
Other 15
Cash 6

AssetOwner Valuevs 2024
IGFFXAmerican Funds International Growth and Income FunFundBARBARA IRA RJSpouse$250K–$500KSame band
SOPYXClearBridge Dividend Strategy Fund Class IFundBARBARA IRA RJSpouse$250K–$500KSame band
GSFTXColumbia Dividend Income Fund Institutional ClassFundBARBARA IRA RJSpouse$250K–$500KSame band
HHDFXHamlin High Dividend Equity Fd Inst ClFundBARBARA IRA RJSpouse$250K–$500K▲ $100K–$250K
MRFIXMFS Research Fund Class IFundGRASSLEY FREEDOMJoint$250K–$500KSame band
PRCOXT. Rowe Price U.S. Equity Research FundFundGRASSLEY FREEDOMJoint$250K–$500KSame band
ALTVXAllianceBern Muni Income Natl Adv (NASDAQ)FundGRASSLEY FREEDOMJoint$100K–$250KSame band
WFMIXAllspring Special Mid Cap Value Fund Insti ClassFundGRASSLEY FREEDOMJoint$100K–$250K▲ $50K–$100K
BMCIXBLACKROCK HIGH EQUITY INCOME FUND - InstitutionalFundBARBARA IRA RJSpouse$100K–$250KNew
MADVXBlackrock Eq Dividend IFundGRASSLEY FREEDOMJoint$100K–$250KSame band
EQ/EQUITY 500 INDEXFundAXA EQUITABLE LIFE INS ACCUMULATORSelf$100K–$250KSame band
Farm Land-All located in Butler County, Iowa, Beaver TownshipOtherGrassley Family Farms, L.L.C.Self$100K–$250KSame band
Farmland - all located in Butler County, Iowa, Beaver TownshipOtherGrassley Family Farms, L.L.C.Self$100K–$250KSame band
Farmland - all located in Butler County, Iowa, Beaver TownshipOtherGrassley Family Farms, L.L.C.Self$100K–$250KSame band
Farmland - all located in Butler County, Iowa, Beaver TownshipOtherGrassley Family Farms, L.L.C.Self$100K–$250KSame band
Farmland - all located in Butler County, Iowa, Beaver TownshipOtherGrassley Family Farms, L.L.C.Self$100K–$250KSame band
Farmland - all located in Butler County, Iowa, Beaver TownshipOtherGrassley Family Farms, L.L.C.Self$100K–$250KSame band
JMGRXJanus Henderson Enterprise Fund - I SharesFundGRASSLEY FREEDOMJoint$100K–$250K▲ $50K–$100K
PBCKXPrincipal Funds Inc. Blue Chip Fd Inst ClFundGRASSLEY FREEDOMJoint$100K–$250KSame band
PRINXT. Rowe Price Summit Municipal Inc (NASDAQ)FundGRASSLEY FREEDOMJoint$100K–$250KSame band
ARSIXASTON/River Road Small Cap Value I (NASDAQ)FundGRASSLEY FREEDOMJoint$50K–$100KSame band
AMRMXAmerican Funds American Mutual AFundBarbara Grassley RJ AccountSpouse$50K–$100KSame band
CAIFXAmerican Funds Capital Inc Bldr F2 (NASDAQ)FundCHUCK SEP IRASelf$50K–$100KSame band
BIICXBlackRock Multi-Asset Income InstlFundCHUCK SEP IRASelf$50K–$100KSame band
GSFTXColumbia Dividend Income ZFundCHUCK SEP IRASelf$50K–$100KSame band
Community Bank & Trust (formerly Communiy National Bank)CashJoint$50K–$100K▲ $15K–$50K
Community Bank & Trust (formerly Communiy National Bank)CashSelf$50K–$100K▼ $100K–$250K
Farmland - all located in Butler County, Iowa, Beaver TownshipOtherGrassley Family Farms, L.L.C.Self$50K–$100K▼ $100K–$250K
Farmland - all located in Butler County, Iowa, Beaver TownshipOtherGrassley Family Farms, L.L.C.Self$50K–$100K▼ $100K–$250K
JMIEXJpmorgan Emerging Markets Equity Fund Class LFundGRASSLEY FREEDOMJoint$50K–$100KSame band
MQGIXMFS International Growth I (NASDAQ)FundGRASSLEY FREEDOMJoint$50K–$100KSame band
Moderate Growth Aged Based 19 and Older Money MarketFundGrandchildren 529 AccountSelf$50K–$100KSame band
Moderate Growth Aged Based 19 and Older Money MarketFundGrandchildren 529 College SavingsSpouse$50K–$100KSame band
TROSXT. Rowe Price Overseas Stock FundFundGRASSLEY FREEDOMJoint$50K–$100KSame band
VIGVanguard Div Appreciation ETFFundCHUCK SEP IRASelf$50K–$100K▲ $15K–$50K
VDIGXVanguard Dividend Growth Fund Investor SharesFundCHUCK SEP IRASelf$50K–$100KSame band
WIAEXWasatch Small Cap Growth Fund Institutional ClassFundGRASSLEY FREEDOMJoint$50K–$100KSame band
AXA INTL VALUE VOLATILITYFundAXA EQUITABLE LIFE INS ACCUMULATORSelf$15K–$50KSame band
AXA MID CAP VALUE VOLATFundAXA EQUITABLE LIFE INS ACCUMULATORSelf$15K–$50KSame band
IGFFXAmerican Funds Intl Gr and Inc F2FundCHUCK SEP IRASelf$15K–$50KSame band
AuguStar FinancialOtherSelf$15K–$50KSame band
BMCIXBLACKROCK HIGH EQUITY INCOME FUND - InstitutionalFundCHUCK SEP IRASelf$15K–$50KNew
SVAIXFederated Strategic Value Dividend Instl (NASDAQ)FundCHUCK SEP IRASelf$15K–$50KSame band
HHDFXHamlin High Dividend Equity InstlFundCHUCK SEP IRASelf$15K–$50KSame band
GLIFXLazard Global Listed Infrastructure Portfolio InstFundCHUCK SEP IRASelf$15K–$50KSame band
EPSYXMainstay Epoch Global Equity Yield Fund Class IFundCHUCK SEP IRASelf$15K–$50KSame band
New York Life InsuranceOtherSelf$15K–$50KSame band
PPSIXPrincipal Preferred Securities InstFundCHUCK SEP IRASelf$15K–$50KSame band
RAYMOND JAMES BANK DEPOSIT PROGRAMCashBARBARA IRA RJSpouse$15K–$50KSame band
RAYMOND JAMES BANK DEPOSIT PROGRAMCashGRASSLEY FREEDOMJoint$15K–$50K▼ $50K–$100K
RAYMOND JAMES BANK DEPOSIT PROGRAMCashGRASSLEY CAPITAL ACCESS JOINTJoint$15K–$50K▼ $50K–$100K
VYMVanguard High Dividend Yield ETFFundCHUCK SEP IRASelf$15K–$50KSame band
MYSIXVictory Trivalent International Sm-Cp YFundGRASSLEY FREEDOMJoint$15K–$50KSame band
AuguStar FinancialOtherSelf$1K–$15K▼ $15K–$50K
EQ/CORE BOND INDEXFundAXA EQUITABLE LIFE INS ACCUMULATORSelf$1K–$15KSame band
Farmstead where Senator Grassley was bornOtherGrassley Family Farms, L.L.C.Self$1K–$15KSame band
Landus CooperativeOtherJoint$1K–$15KSame band
Metlife Insurance CompanyOtherSpouse$1K–$15KSame band
New York Life InsuranceOtherSelf$1K–$15K▼ $15K–$50K
NEANuveen AMT-Free Quality Municipal Income FundFundGRASSLEY CAPITAL ACCESS JOINTJoint$1K–$15KSame band
RAYMOND JAMES BANK DEPOSIT PROGRAMCashCHUCK SEP IRASelf$1K–$15KSame band
Conservative Income PortfolioFundGrandchildren 529 AccountSelfUnder $1K▼ $1K–$15K
Conservative Income PortfolioFundGrandchildren 529 College SavingsSpouseUnder $1K▼ $1K–$15K
PMDIXPrincipal Small-MidCap Dividend Income Fund InstitFundBARBARA IRA RJSpouseUnder $1K▼ $100K–$250K

Source filings

Every report we read for this page · newest first

May 14, 2026 2025 annual report 64 assets View original
May 13, 2025 2024 annual report 68 assets View original
May 14, 2024 2023 annual report 67 assets View original

From STOCK Act disclosures filed with the Secretary of the Senate. Amounts are the disclosed ranges. Trades cover the last three years; holdings come from the latest annual report. How we read these reports.