Nancy Pelosi Rate Of Return | Lambda Finance

Nancy Pelosi’s rate of return on her stock trades has been one of the most talked about topics in investing circles for years. This report shows the actual numbers from her public filings and how her portfolio has stacked up against the market.

The Lambda Finance team compiled data from Quiver Quantitative, New York Post analysis of 2025 filings, and Capitol Trades reports through February 2026. We looked at disclosed trades and estimated portfolio performance based on consistent tracking methods. You will see her recent annual returns, long-term cumulative gains, how she compares to the S&P 500, and what drove the results in 2025. These benchmarks give a clear picture of the returns lawmakers like Pelosi have posted.

Nancy Pelosi Annual Portfolio Returns vs S&P 500

Pelosi posted strong double-digit gains each year, beating the S&P 500 in all three. The numbers make it pretty clear that her portfolio has delivered solid results even in a year like 2025 when the market was more mixed. The 2025 gain of 18 percent came despite a big drag from her Salesforce position that dropped about 20 percent. The pattern shows consistent outperformance over the period, though the gap narrowed last year compared to the big wins in 2023 and 2024.

Cumulative Return Since Tracking Began in 2014

The side-by-side view highlights the long-term difference. Pelosi’s tracked strategy has nearly quadrupled the market return over the past eleven plus years.

These figures matter because they come from actual disclosed trades and options activity rather than estimates. The gap shows how timing and stock selection added up over time. If you had followed the same approach from mid-2014, your money would have grown almost three times more than a simple S&P 500 index fund.

Long-Term Historical Return 1987–2025

This longer view covers her time before and during Congress. The starting amount was roughly 785,000 dollars in the late 1980s.

The data matters because it shows the full picture across decades. Even with market crashes and recoveries, the portfolio grew dramatically more than the broad index. The huge cumulative number is why her returns stay in the headlines, though exact starting values and private holdings can make precise calculations tricky.

Key Factors in 2025 Performance

Compiled from trade filings, the 2025 results were helped by big tech names like NVIDIA and Broadcom but held back by the cloud software position.

This matters because it shows how concentrated bets can swing results in either direction. Pelosi’s approach leaned into growth areas that worked in prior years, but one weaker holding kept the return from matching the 50-plus percent levels seen before. The data suggests that even top performers have years where a single stock makes a noticeable difference.

Related Resources at Lambda Finance

For the full picture on congressional trading see our report on What Stocks Does Congress Own. Teams tracking everyday results may want Average Retail Investor Returns. Those exploring AI tools for market analysis can review AI Usage in Finance or How Can AI Be Used in Finance. For high-profile congressional portfolio comparisons, see our Nancy Pelosi Portfolio Size.

In summary, Nancy Pelosi’s rate of return has been strong with 18 percent in 2025, 54 percent in 2024, and 66 percent in 2023, beating the S&P 500 each year. Long-term gains since 2014 sit at 768 percent versus 266 percent for the market, and the decades-long track record shows massive cumulative growth. The numbers highlight consistent outperformance driven by tech bets, though single holdings can still create big swings.

If you want a custom breakdown of these trades or help building a watch list based on the latest filings, the team at Lambda Finance is ready. The data is already compiled and waiting.

Sources

• Quiver Quantitative – Nancy Pelosi Congressional Trading Tracker
• New York Post – Nancy Pelosi Stock Trades Analysis
• Capitol Trades – Nancy Pelosi Trading Activity