Nancy Pelosi Portfolio Returns By Year | Lambda Finance
Nancy Pelosi’s portfolio returned 18 percent in 2025, 54 percent in 2024, and 66 percent in 2023. This report compiles the yearly performance figures from her public disclosures so you can see the pattern year by year and how it compares with the broader market.
The Lambda Finance team reviewed every STOCK Act filing compiled by Quiver Quantitative, Unusual Whales, and New York Post analyses through February 2026. We focused on the simulated portfolio that tracks disclosed trades and options activity. You will see annual returns, cumulative growth milestones, outperformance versus the S&P 500, and key drivers behind each year’s results. These benchmarks give a clear, year-by-year view of one of the most closely watched congressional portfolios.
Annual Portfolio Returns by Year
| Year | Pelosi Return (%) | S&P 500 (%) | Outperformance (points) |
|---|---|---|---|
| 2023 | 66 | 26 | +40 |
| 2024 | 54 | 25 | +29 |
| 2025 | 18 | 17 | +1 |
The portfolio beat the S&P 500 in every year shown, with the widest margin in 2023 during the early AI rally.
The data matters because it shows consistent outperformance even as market conditions changed. The smaller 2025 gap reflects a more mixed market year, yet the portfolio still finished ahead. Firms and investors that track similar patterns often note how concentrated tech exposure drove the larger gains in 2023 and 2024.
Cumulative Return Since Tracking Began
| Period | Pelosi Return (%) | S&P 500 (%) |
|---|---|---|
| Since May 2014 | 768 | 266 |
| 10-Year (2015–2025) | 838 | 256 |
The side-by-side view highlights the long-term difference. The Pelosi strategy has delivered nearly three times the market return over the past decade-plus.
These figures come directly from Quiver Quantitative’s daily tracking of disclosed trades. The gap matters because it compounds over time. A 100,000 dollar investment at the Pelosi rate since 2014 would now be worth roughly 868,000 dollars versus 366,000 dollars in the S&P 500. The pattern holds across multiple tracking periods and supports the value of the stock selection that appears in the filings.
Yearly Outperformance vs S&P 500 and Congress Average
| Year | Pelosi vs S&P 500 (points) | Pelosi vs Congress Avg (points) |
|---|---|---|
| 2023 | +40 | +31 |
| 2024 | +29 | +22 |
| 2025 | +1 | +2 |
The portfolio stayed ahead of both the broad market and the average congressional trader each year.
This comparison matters because only about 32 percent of all members beat the S&P 500 in 2025. Pelosi’s results rank near the top of that group even in the narrower-margin year. The data shows that while most congressional portfolios roughly match the market, a small number like this one pull ahead consistently.
Key Drivers Behind Yearly Performance
| Year | Main Positive Driver | Main Drag (if any) |
|---|---|---|
| 2023 | Heavy AI/tech exposure (NVDA) | None notable |
| 2024 | Continued tech rally | Salesforce position |
| 2025 | Broadcom and NVIDIA options | Cloud software holdings |
Compiled from trade disclosures and performance trackers, tech and AI names powered the strongest years.
These drivers matter because they explain the swings. The portfolio leaned into growth areas that worked in 2023 and 2024, while single holdings created smaller drags in later years. The pattern is clear: concentrated bets on sectors with strong momentum produced the largest yearly gains.
Related Resources at Lambda Finance
For the full list of stocks see our report on What Stocks Does Congress Own. Everyday investor benchmarks are in Average Retail Investor Returns and Average Retail Trader Account Size. Teams exploring AI tools for tracking markets can review AI Usage in Finance. For high-profile congressional portfolio comparisons, see our Nancy Pelosi Stock Performance.
In summary, Nancy Pelosi’s portfolio delivered 66 percent in 2023, 54 percent in 2024, and 18 percent in 2025, beating the S&P 500 each year and the average congressional trader in every period shown. Cumulative returns since 2014 reach 768 percent versus 266 percent for the market. The yearly figures highlight consistent outperformance driven by tech and AI exposure, with smaller gaps in more balanced market years.
If you would like a custom comparison for your own portfolio or help building a watch list based on these filings, the team at Lambda Finance is ready. The data is already compiled and waiting.