Joseph R. Biden Jr. (D-) Congressional Trading Profile | Disclosed Capitol
Joseph R. Biden Jr. Congressional Trading Profile
Joseph R. Biden Jr. is a President affiliated with the Democratic Party, serving in the US Congress. Disclosed Capitol tracks 13 disclosed stock trades from Joseph R. Biden Jr., filed under the STOCK Act. The full trade history, holdings, sector allocation, and risk metrics are below.
Joseph R. Biden Jr. (Democratic Party) has disclosed 13 trades under the STOCK Act; top tickers traded: N/A, BOND.
Joseph R. Biden Jr.'s most recent trades
Full trade list with transaction dates, disclosure dates, tickers, and amount ranges is in the interactive table below.
Top holdings & sectors
Most-traded tickers: N/A, BOND. Sector allocation and portfolio weighting appear in the Holdings panel.
Portfolio performance vs. S&P 500
Performance metrics require at least 5 enriched trades. New filings flow in as members of Congress disclose them under the STOCK Act.
Executive Branch ServiceOGE
From U.S. Office of Government Ethics Form 278 public financial disclosures. In-office performance covers disclosed transactions only; nominee holdings snapshots are descriptive and never enter performance math.
PresidentCabinet
President · Biden · 2021-01-20 → 2025-01-20
Insufficient transaction data for in-office performance
Disclosed Holdings (showing 20 of 209)
Asset
Ticker
Type
Value
Filed
U.S. bank #2 (cash)
CASH
Cash
$500,001 - $1,000,000
2025
U.S. bank #3 (cash)
CASH
Cash
$100,001 - $250,000
2025
-Target Date 2025 Portfolio
FUND
Fund
$50,001 - $100,000
Joseph R. Biden Jr.
DEM
Executive
Data as of 3:23 AM UTC
CAGR
—
Trades
13
Win Rate
—
Sharpe
—
Beta
—
Max DD
—
CAGR
—
Trades
13
Win Rate
—
Sharpe
—
Beta
—
Max DD
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Joseph R. Biden Jr. portfolio vs S&P 500
Hypothetical $10,000 invested at their first disclosed trade date. · log scale
Loading portfolio history...
Hypothetical backtest based on disclosed trades. Past performance does not predict future results. Not investment advice.
Description
Ticker
Buy/Sell
Trade Date
Amount
Share
BNY Mellon IP Tech Growth
OTHER
SELL
May 24, 2021
$15K - $50K
Guggenheim VIF SMid Cap Valu
OTHER
SELL
May 24, 2021
$1K - $15K
Invesco V.I. Health Care
OTHER
SELL
May 24, 2021
$15K - $50K
MFS VIT Utilities
OTHER
SELL
May 24, 2021
$1K - $15K
American Century Ultra
OTHER
BUY
May 24, 2021
$15K - $50K
Blackrock Equity Dividend VI
OTHER
BUY
May 24, 2021
$15K - $50K
Guggenheim VIF All Cap Value
OTHER
BUY
May 24, 2021
$1K - $15K
Guggenheim VIF High Yield
OTHER
BUY
May 24, 2021
$1K - $15K
Guggenheim VIF Small Cap Val
OTHER
BUY
May 24, 2021
$1K - $15K
Guggenheim VIF Styleplus Mid
OTHER
SELL
May 24, 2021
$1K - $15K
13 trades
2025
VA Retirement System, defined benefit plan
N/A
Other
$50,001 - $100,000
2025
U.S. brokerage account (cash)
CASH
Cash
$15,001 - $50,000
2025
Nuveen Lifecycle Index 2010 Fund
FUND
Fund
$15,001 - $50,000
2025
Giacoppa Corp, S-Corp (speaking and writing engagements)*