Financial Services Sector

Members of Parliament invested in the Financial Services Sector

302 investments

137 companies

Investors

Filed	Name	Company	Pur. £	Cur. £	P/L %	MPV*
Apr '24	Felicity Buchan	JP Morgan / NYQ:JPM	£180.08	£300.77	67.02%	£116,914.14
May '11	Lord Glendonbrook	JP Morgan / NYQ:JPM	£44.96	£300.77	568.97%	£468,280.69
Jul '16	Lord Glendonbrook	JP Morgan / NYQ:JPM	£63.93	£300.77	370.47%	£329,327.38
Jan '23	Lord Goldsmith	JP Morgan / NYQ:JPM	£137.37	£300.77	118.95%	£153,264.18
Apr '22	Lord Grabiner	JP Morgan / NYQ:JPM	£131.54	£300.77	128.65%	£160,057.02
Apr '10	Lord Lloyd-Webber	JP Morgan / NYQ:JPM	£45.39	£300.31	561.62%	£463,135.06
Jun '21	Lord Morse	JP Morgan / NYQ:JPM	£165.66	£300.31	81.28%	£126,896.65
Feb '19	Lord Reay	JP Morgan / NYQ:JPM	£105.16	£300.31	185.57%	£199,902.04
Apr '24	Felicity Buchan	Bank Of America / NYQ:BAC	£35.23	£51.81	47.06%	£102,943.52
May '24	Lord Goldsmith	Bank Of America / NYQ:BAC	£36.88	£51.81	40.48%	£98,337.85
Apr '24	Sir Bernard Jenkin	Capital / LSE:SCSP.L	£0.01	£0.01	-14.29%	£60,000.00**
Apr '24	James Sunderland	Lloyds Bank / NYQ:LYG	£2.49	£5.81	133.33%	£163,333.33
Dec '16	Lord Blackwell	Lloyds Bank / NYQ:LYG	£3.09	£5.81	88.03%	£131,618.12
Oct '19	Lord Farmer	Lloyds Bank / NYQ:LYG	£2.61	£2.65	1.53%	£71,072.80**
Sep '16	Lord Gadhia	Lloyds Bank / NYQ:LYG	£2.88	£2.76	-4.17%	£67,083.33**
Mar '14	Lord Glendonbrook	Lloyds Bank / NYQ:LYG	£5.35	£5.81	8.60%	£76,018.69
Apr '17	Lord Hodgson of Astley Abbotts	Lloyds Bank / NYQ:LYG	£3.23	£5.81	79.88%	£125,913.31
Mar '24	Lord Jamieson	Lloyds Bank / NYQ:LYG	£2.50	£5.81	132.40%	£162,680.00
Nov '21	Lord Levy	Lloyds Bank / NYQ:LYG	£2.60	£2.51	-3.46%	£67,576.92**
Mar '17	Lord Lloyd-Webber	Lloyds Bank / NYQ:LYG	£3.47	£5.86	68.88%	£118,213.26
Jan '17	Lord Lupton	Lloyds Bank / NYQ:LYG	£3.31	£5.86	77.04%	£123,927.50
Apr '10	Lord Marland	Lloyds Bank / NYQ:LYG	£4.13	£2.76	-33.17%	£46,779.66**
Aug '16	Baroness Noakes	Lloyds Bank / NYQ:LYG	£2.90	£4.51	55.52%	£108,862.07**
Oct '14	Lord Suri	Lloyds Bank / NYQ:LYG	£4.74	£4.27	-9.92%	£63,059.07**
Aug '24	Clive Jones	Lloyds Bank / NYQ:LYG	£2.97	£5.86	97.31%	£138,114.48
Apr '24	Theresa Villiers	Rit Capital Partners / LSE:RCP.L	£1,786.00	£2,185.00	22.34%	£85,638.30
Apr '22	Lord Kestenbaum	Rit Capital Partners / LSE:RCP.L	£2,545.00	£2,200.00	-13.56%	£60,510.81
Apr '17	Lord MacGregor of Pulham Market	Rit Capital Partners / LSE:RCP.L	£1,876.00	£2,200.00	17.27%	£82,089.55
Oct '15	The Duke of Wellington	Rit Capital Partners / LSE:RCP.L	£1,545.00	£2,200.00	42.39%	£99,676.38
Apr '24	Theresa Villiers	Scottish Mortgage Investment Trust / LSE:SMT.L	£827.40	£1,235.50	49.32%	£104,526.22
Jul '20	Lord Fairfax of Cameron	Scottish Mortgage Investment Trust / LSE:SMT.L	£865.00	£1,235.50	42.83%	£99,982.66
Jul '25	Lord Leigh of Hurley	Scottish Mortgage Investment Trust / LSE:SMT.L	£1,063.00	£1,210.00	13.83%	£79,680.15
Mar '22	Lord Agnew of Oulton	Aviva / LSE:AV.L	£508.42	£616.40	21.24%	£84,866.68**
Apr '22	Lord Donoughue	Aviva / LSE:AV.L	£564.34	£634.60	12.45%	£78,714.66
Sep '16	Lord Gadhia	Aviva / LSE:AV.L	£576.45	£478.20	-17.04%	£58,069.49**
Nov '19	Lord Lee of Trafford	Aviva / LSE:AV.L	£530.66	£626.00	17.97%	£82,576.76
Apr '10	Lord Sharman	Aviva / LSE:AV.L	£497.50	£626.00	25.83%	£88,080.40
Feb '25	Lord Hayward	Aviva / LSE:AV.L	£507.20	£634.60	25.12%	£87,582.80
Jul '25	Lord Gadhia	Aviva / LSE:AV.L	£635.20	£634.60	-0.09%	£69,933.88
Mar '22	Lord Agnew of Oulton	Intermediate Capital Group / LSE:ICG.L	£1,425.50	£1,862.00	30.62%	£91,434.58
Mar '13	Lord Alderdice	Artis / NYQ:APAM	£38.83	£44.23	13.91%	£79,734.74
May '16	Lord Allen of Kensington	Moelis / NYQ:MC	£26.76	£72.90	172.42%	£190,695.07
Jun '22	Lord Allen of Kensington	Thg / NYQ:THG	£144.67	£171.34	18.44%	£82,904.54
Jan '21	Lord Spencer of Alresford	Thg / NYQ:THG	£119.80	£162.08	35.29%	£94,704.51**
Sep '21	Lord Altrincham	Legal & General Group / LSE:LGEN.L	£274.70	£264.80	-3.60%	£67,477.24
Feb '21	Lord Etherton	Legal & General Group / LSE:LGEN.L	£271.70	£264.80	-2.54%	£68,222.30
Jul '16	Lord Glendonbrook	Legal & General Group / LSE:LGEN.L	£197.30	£264.80	34.21%	£93,948.30
Jan '22	Lord Glendonbrook	Legal & General Group / LSE:LGEN.L	£299.00	£264.80	-11.44%	£61,993.31
Jan '22	Lord Glendonbrook	Legal & General Group / LSE:LGEN.L	£299.00	£264.80	-11.44%	£61,993.31
May '22	Lord Glendonbrook	Legal & General Group / LSE:LGEN.L	£246.70	£264.80	7.34%	£75,135.79
Oct '16	Lord Hamilton of Epsom	Legal & General Group / LSE:LGEN.L	£208.10	£227.50	9.32%	£76,525.71**
Oct '19	Lord Lee of Trafford	Legal & General Group / LSE:LGEN.L	£232.70	£260.70	12.03%	£78,422.87
May '22	Lord Londesborough	Legal & General Group / LSE:LGEN.L	£248.70	£260.70	4.83%	£73,377.57
Nov '23	Lord Mance	Legal & General Group / LSE:LGEN.L	£221.80	£260.70	17.54%	£82,276.83
Jul '14	Baroness Noakes	Legal & General Group / LSE:LGEN.L	£224.70	£260.70	16.02%	£81,214.96
Jan '17	Lord Patten	Legal & General Group / LSE:LGEN.L	£246.60	£260.70	5.72%	£74,002.43
Jan '21	Lord Taverne	Legal & General Group / LSE:LGEN.L	£275.30	£227.50	-17.36%	£57,845.99**
May '24	Lord Nash	Legal & General Group / LSE:LGEN.L	£248.90	£235.80	-5.26%	£66,315.79**
May '10	Lord Ashcroft	Bcb / NGM:BCBP	£9.42	£7.64	-18.90%	£56,772.82
Aug '13	Lord Borwick	Hansa Trust / LSE:HAN.L	£150.10	£275.00	83.21%	£128,247.83
Dec '19	Lord Bridges of Headley	Banco Santander / NYQ:BSAC	£23.29	£36.81	58.05%	£110,635.47
Apr '10	Lord Burns	Banco Santander / NYQ:BSAC	£24.92	£36.81	47.69%	£103,386.11
Dec '23	Lord Browne of Madingley	Riverstone / LSE:RSE.L	£760.00	£715.00	-5.92%	£65,855.26
Apr '10	Baroness Byford	Barclays / NYQ:BCS	£21.03	£26.55	26.23%	£88,364.27
Oct '20	Lord Farmer	Barclays / NYQ:BCS	£5.00	£9.73	94.60%	£136,220.00**
Mar '21	Lord Gadhia	Barclays / NYQ:BCS	£9.69	£10.56	8.98%	£76,284.83**
Jul '25	Lord Gadhia	Barclays / NYQ:BCS	£18.64	£26.55	42.44%	£99,704.94
Apr '10	Baroness Byford	Bank Of Montreal / NYQ:BMO	£63.27	£139.23	120.06%	£154,039.82
Jul '21	The Earl of Lindsay	Bank Of Montreal / NYQ:BMO	£101.97	£138.02	35.35%	£94,747.48
Jan '13	Lord Sassoon	Bank Of Montreal / NYQ:BMO	£64.52	£138.02	113.92%	£149,742.73
Apr '10	Baroness Byford	Hsbc / LSE:HSBA.L	£691.00	£1,258.60	82.14%	£127,499.27
May '21	Lord Clarke of Nottingham	Hsbc / LSE:HSBA.L	£443.90	£1,258.60	183.53%	£198,472.63
Apr '10	Baroness Dunn	Hsbc / LSE:HSBA.L	£712.50	£1,258.60	76.65%	£123,651.93
Jan '23	Lord Gadhia	Hsbc / LSE:HSBA.L	£602.00	£693.00	15.12%	£80,581.40**
Apr '24	Lord Grabiner	Hsbc / LSE:HSBA.L	£644.50	£743.50	15.36%	£80,752.52**
Mar '17	Lord Lloyd-Webber	Hsbc / LSE:HSBA.L	£647.20	£1,277.20	97.34%	£138,139.67
Oct '10	Baroness Noakes	Hsbc / LSE:HSBA.L	£665.50	£1,011.80	52.04%	£106,425.24**
Jun '19	Lord Patten	Hsbc / LSE:HSBA.L	£647.80	£1,277.20	97.16%	£138,011.73
Jun '25	Lord Ponsonby of Shulbrede	Hsbc / LSE:HSBA.L	£886.40	£1,277.20	44.09%	£100,861.91
Apr '10	Baroness Byford	Toronto Dominion Bank / NYQ:TD	£37.85	£93.62	147.38%	£173,164.22
Mar '25	Lord Fink	Toronto Dominion Bank / NYQ:TD	£61.15	£93.62	53.10%	£107,169.26
Apr '10	Baroness Byford	Prudential / LSE:PRU.L	£482.90	£1,199.00	148.29%	£173,803.49
May '23	Lord Fink	Prudential / LSE:PRU.L	£1,195.00	£1,199.00	0.33%	£70,234.31
Sep '16	Lord Gadhia	Prudential / LSE:PRU.L	£1,139.75	£700.60	-38.53%	£43,028.83**
May '11	Lord Glendonbrook	Prudential / LSE:PRU.L	£620.40	£1,199.00	93.26%	£135,283.62
Apr '23	Lord Grabiner	Prudential / LSE:PRU.L	£1,140.50	£731.80	-35.84%	£44,915.39**
Mar '17	Lord Lloyd-Webber	Prudential / LSE:PRU.L	£1,426.34	£1,181.00	-17.20%	£57,959.49
Jun '21	Lord Morse	Prudential / LSE:PRU.L	£1,430.76	£1,181.00	-17.46%	£57,780.56
Sep '22	Lord Remnant	Prudential / LSE:PRU.L	£976.40	£700.60	-28.25%	£50,227.36**
Aug '17	Lord Turner of Ecchinswell	Prudential / LSE:PRU.L	£1,500.47	£1,056.00	-29.62%	£49,264.42**
Mar '25	Lord Fink	Prudential / LSE:PRU.L	£838.20	£1,199.00	43.04%	£100,131.23
Aug '14	Lord Carter of Coles	Visa / NYQ:V	£53.04	£326.98	516.48%	£431,534.70
Jun '19	Baroness Deech	Visa / NYQ:V	£173.74	£326.98	88.20%	£131,740.53
May '11	Lord Glendonbrook	Visa / NYQ:V	£19.97	£326.98	1,537.77%	£1,146,436.30
Apr '21	Lord Grabiner	Visa / NYQ:V	£222.52	£326.98	46.94%	£102,860.87
Jun '15	Lord Lloyd-Webber	Visa / NYQ:V	£68.21	£325.26	376.85%	£333,795.65
Nov '23	Lord Mance	Visa / NYQ:V	£244.77	£325.26	32.88%	£93,018.75
Jan '20	Lord Owen	Visa / NYQ:V	£195.33	£325.26	66.52%	£116,562.74
Aug '17	Lord Sterling of Plaistow	Visa / NYQ:V	£103.22	£325.26	215.11%	£220,579.35
May '24	Lord Reay	Visa / NYQ:V	£277.74	£336.90	21.30%	£84,910.35**
Mar '25	Lord Fink	Visa / NYQ:V	£344.18	£326.98	-5.00%	£66,501.83
Jun '25	Lord Lupton	Visa / NYQ:V	£340.38	£325.26	-4.44%	£66,890.54
Jul '18	Lord Carter of Coles	AIA Group / HKG:1299.HK	£68.50	£88.85	29.71%	£90,795.62
May '23	Lord Londesborough	AIA Group / HKG:1299.HK	£79.20	£55.50	-29.92%	£49,053.03**
Nov '23	Lord Mance	AIA Group / HKG:1299.HK	£70.40	£86.45	22.80%	£85,958.80
May '23	Lord Sterling of Plaistow	AIA Group / HKG:1299.HK	£82.10	£56.30	-31.43%	£48,002.44**
Oct '25	Lord Sterling of Plaistow	AIA Group / HKG:1299.HK	£71.00	£86.45	21.76%	£85,232.39
Jul '18	Lord Carter of Coles	Berkshire Hathaway / NYQ:BRK-A	£301,550.00	£709,500.00	135.28%	£164,699.05
Oct '13	Lord Glendonbrook	Berkshire Hathaway / NYQ:BRK-A	£172,485.00	£709,500.00	311.34%	£287,938.08
Jul '21	Lord Londesborough	Berkshire Hathaway / NYQ:BRK-A	£420,676.00	£713,000.00	69.49%	£118,642.38
Nov '23	Lord Lupton	Berkshire Hathaway / NYQ:BRK-A	£547,836.00	£713,000.00	30.15%	£91,103.91
Aug '17	Lord Sterling of Plaistow	Berkshire Hathaway / NYQ:BRK-A	£268,540.00	£713,000.00	165.51%	£185,856.86
Oct '15	The Duke of Wellington	Berkshire Hathaway / NYQ:BRK-A	£206,020.00	£713,000.00	246.08%	£242,258.03
Jul '25	Lord Leigh of Hurley	Berkshire Hathaway / NYQ:BRK-A	£714,710.00	£713,000.00	-0.24%	£69,832.52
Aug '18	Lord Carter of Coles	Discover Financial Services / NYQ:DFS	£71.41	£200.05	180.14%	£196,099.98**
Jun '23	Lord Sterling of Plaistow	Discover Financial Services / NYQ:DFS	£113.10	£126.93	12.23%	£78,559.68**
Aug '18	Lord Carter of Coles	Hdfc Bank / NYQ:HDB	£51.67	£36.44	-29.48%	£49,367.14**
Nov '23	Lord Mance	Hdfc Bank / NYQ:HDB	£56.35	£32.44	-42.43%	£40,298.14
May '22	Lord Carter of Coles	London Stock Exchange Group / LSE:LSEG.L	£7,492.00	£8,296.00	10.73%	£77,512.01
May '21	Lord Glendonbrook	London Stock Exchange Group / LSE:LSEG.L	£7,540.00	£8,296.00	10.03%	£77,018.57
Apr '22	Lord Grabiner	London Stock Exchange Group / LSE:LSEG.L	£8,116.00	£8,296.00	2.22%	£71,552.49
Jul '20	Lord Levene of Portsoken	London Stock Exchange Group / LSE:LSEG.L	£8,478.00	£8,258.00	-2.59%	£68,183.53
Jul '21	Lord Londesborough	London Stock Exchange Group / LSE:LSEG.L	£7,318.00	£8,258.00	12.85%	£78,991.53
Apr '22	Lord Sterling of Plaistow	London Stock Exchange Group / LSE:LSEG.L	£8,116.00	£9,536.00	17.50%	£82,247.41**
Dec '24	Lord Green of Hurstpierpoint	London Stock Exchange Group / LSE:LSEG.L	£11,290.00	£9,314.00	-17.50%	£57,748.45**
Dec '24	Lord Sterling of Plaistow	London Stock Exchange Group / LSE:LSEG.L	£11,188.54	£10,740.00	-4.01%	£67,193.78**
Oct '16	Baroness Cavendish of Little Venice	Morgan Stanley / NYQ:MS-PI	£27.19	£25.22	-7.25%	£64,928.28
Mar '24	Lord Petitgas	Morgan Stanley / NYQ:MS-PI	£25.29	£25.30	0.04%	£70,027.67
Apr '25	Lord Grabiner	Morgan Stanley / NYQ:MS-PI	£24.54	£25.22	2.77%	£71,939.69
Jul '25	Lord Goldsmith	Morgan Stanley / NYQ:MS-PI	£25.06	£25.22	0.64%	£70,446.93
May '23	Lord Chadlington	Hicl Infrastructure / LSE:HICL.L	£152.80	£114.00	-25.39%	£52,225.13**
Jul '15	Lord Lloyd-Webber	Hicl Infrastructure / LSE:HICL.L	£152.90	£117.40	-23.22%	£53,747.55
May '23	Lord Chadlington	Polar Capital Global Financials Trust / LSE:PCFT.L	£136.80	£203.00	48.39%	£103,874.27**
Feb '23	Lord Hamilton of Epsom	Polar Capital Global Financials Trust / LSE:PCFT.L	£161.00	£165.00	2.48%	£71,739.13**
Apr '24	Lord Chadlington	Personal Assets Trust / LSE:PNL.L	£482.50	£543.00	12.54%	£78,777.20
Nov '17	Viscount Chandos	Phoenix Group / LSE:PHNX.L	£681.64	£511.20	-25.00%	£52,497.21**
Apr '23	Lord Etherton	Phoenix Group / LSE:PHNX.L	£546.80	£535.20	-2.12%	£68,515.00**
Aug '22	Lord Lee of Trafford	Phoenix Group / LSE:PHNX.L	£646.60	£733.50	13.44%	£79,407.67
Jan '17	Lord Patten	Phoenix Group / LSE:PHNX.L	£680.29	£733.50	7.82%	£75,475.45
Jun '25	Baroness Valentine	Phoenix Group / LSE:PHNX.L	£644.50	£733.50	13.81%	£79,666.41
Jul '18	Viscount Chandos	Greencoat Uk Wind / LSE:UKW.L	£124.92	£147.30	17.92%	£82,540.83**
Jun '21	Lord Morse	Greencoat Uk Wind / LSE:UKW.L	£134.20	£97.00	-27.72%	£50,596.13
Oct '14	Baroness Chisholm of Owlpen	Jupiter Fund Management / LSE:JUP.L	£346.90	£189.20	-45.46%	£38,178.15
Jan '20	Lord Choudrey	United Bank / NMS:UBSI	£35.68	£41.74	16.98%	£81,889.02
Apr '17	Baroness Deech	Worldwide Healthcare Trust / LSE:WWH.L	£233.40	£365.00	56.38%	£109,468.73
Apr '10	Baroness Byford	Standard Chartered / LSE:STAN.L	£1,635.88	£1,841.50	12.57%	£78,798.71
Jun '19	Baroness Deech	Standard Chartered / LSE:STAN.L	£708.20	£1,841.50	160.03%	£182,017.79
Sep '20	Lord Glendonbrook	Standard Chartered / LSE:STAN.L	£372.60	£1,841.50	394.23%	£345,960.81
Apr '24	Lord Hayward	Standard Chartered / LSE:STAN.L	£678.60	£1,841.50	171.37%	£189,957.27
Jan '13	Lord Sassoon	Standard Chartered / LSE:STAN.L	£1,583.79	£1,854.00	17.06%	£81,942.58
Oct '25	Baroness Lloyd of Effra	Standard Chartered / LSE:STAN.L	£1,388.00	£1,854.00	33.57%	£93,501.44
Oct '23	Baroness Deech	Ubs Group / NYQ:UBS	£23.79	£47.96	101.60%	£141,118.11
Apr '21	Lord Grabiner	Ubs Group / NYQ:UBS	£16.20	£28.44	75.56%	£122,888.88**
Mar '23	Lord Roborough	Ubs Group / NYQ:UBS	£19.27	£49.25	155.58%	£178,905.03
Apr '23	Lord Deighton	Block / NCM:RIOT	£10.90	£11.66	6.97%	£74,880.73**
Jul '25	Lord Deighton	Block / NCM:RIOT	£12.51	£17.55	40.29%	£98,201.43
Apr '10	Lord Donoughue	Canadian Western Bank / TOR:CWB.TO	£24.96	£56.63	126.88%	£158,818.12
Oct '13	Viscount Eccles	Rights And Issues Investment Trust / LSE:RIII.L	£887.50	£2,030.00	128.73%	£160,112.68
Oct '21	Lord Etherton	Blackrock Throgmorton Trust / LSE:THRG.L	£915.00	£585.00	-36.07%	£44,754.10**
Oct '21	Lord Etherton	Jpmorgan American Investment Trust / LSE:JAM.L	£681.00	£941.00	38.18%	£96,725.40**
Oct '21	Lord Etherton	Edinburgh Worldwide Investment Trust / LSE:EWI.L	£293.00	£152.80	-47.85%	£36,505.12**
Oct '21	Lord Etherton	Polar Capital Technology Trust / LSE:PCT.L	£2,390.00	£279.00	-88.33%	£8,171.55**
May '22	Lord Ponsonby of Shulbrede	Polar Capital Technology Trust / LSE:PCT.L	£1,996.00	£497.00	-75.10%	£17,429.86
Apr '25	Lord Etherton	Polar Capital Technology Trust / LSE:PCT.L	£288.50	£504.00	74.70%	£122,287.69
Dec '23	Lord Etherton	M&G Plc / LSE:MNG.L	£207.30	£309.00	49.06%	£104,341.53
May '23	Lord Fink	M&G Plc / LSE:MNG.L	£202.80	£220.50	8.73%	£76,109.47**
May '23	Lord Fink	M&G Plc / LSE:MNG.L	£202.80	£309.00	52.37%	£106,656.80
Jan '20	Lord Glendonbrook	M&G Plc / LSE:MNG.L	£242.60	£190.65	-21.41%	£55,010.30**
Jun '21	Lord Morse	M&G Plc / LSE:MNG.L	£248.60	£307.60	23.73%	£86,613.03
Aug '20	Lord Turner of Ecchinswell	M&G Plc / LSE:MNG.L	£166.45	£198.20	19.07%	£83,352.36**
May '23	Lord Farmer	Fhn / NYQ:FHN	£10.06	£24.20	140.56%	£168,389.67
Oct '14	Lord Farmer	Sumitomo Mitsui Financial Group / NYQ:SMFG	£7.50	£11.63	55.07%	£108,546.67**
Apr '20	Lord Farmer	Ehealth / NMS:EHTH	£116.90	£5.49	-95.30%	£3,287.43**
Jan '21	Lord Farmer	Orix / NYQ:IX	£75.88	£107.21	41.29%	£98,902.22**
Apr '21	Lord Farmer	Nec / NCM:NECB	£12.29	£15.31	24.56%	£87,193.56**
May '23	Lord Fink	Citigroup / NYQ:C	£46.00	£114.20	148.26%	£173,782.60
Apr '22	Lord Grabiner	Citigroup / NYQ:C	£50.34	£61.64	22.45%	£85,713.15**
May '23	Lord Fink	Ing Groep / NYQ:ING	£12.17	£29.68	143.88%	£170,714.87
May '23	Lord Fink	Natwest Group / NYQ:NWG	£6.48	£18.21	181.02%	£196,712.95
Dec '22	Lord Hintze	Natwest Group / NYQ:NWG	£6.35	£18.21	186.77%	£200,740.15
Aug '11	Baroness Noakes	Natwest Group / NYQ:NWG	£9.32	£18.30	96.33%	£137,429.82
May '23	Lord Fink	State Street / NYQ:STT	£70.29	£128.02	82.13%	£127,491.82
May '24	Lord Flight	Beazley / LSE:BEZ.L	£639.50	£1,133.00	77.17%	£124,018.76
Jun '18	Lord Gadhia	Beazley / LSE:BEZ.L	£590.50	£696.50	17.95%	£82,565.62**
Sep '16	Lord Gadhia	Blackstone Group / NYQ:BX	£25.46	£146.79	476.55%	£403,586.01
Apr '24	Lord Mendoza	Blackstone Group / NYQ:BX	£122.09	£148.41	21.56%	£85,090.51
Sep '16	Lord Gadhia	Mobeus Income & Growth Vct / LSE:MIX.L	£74.75	£52.00	-30.43%	£48,695.65**
Oct '16	Lord Gadhia	Pjt Partners / NYQ:PJT	£26.83	£178.73	566.16%	£466,310.09
Dec '17	Lord Gadhia	Octopus Titan Vct / LSE:OTV2.L	£91.38	£57.50	-37.07%	£44,049.25**
Feb '22	Lord Gadhia	Petershill Partners / LSE:PHLL.L	£199.60	£347.57	74.13%	£121,893.29
May '11	Lord Glendonbrook	Commonwealth Bank Of Australia / ASX:CBA.AX	£52.37	£150.36	187.13%	£200,991.94
Jan '15	Lord Glendonbrook	Commonwealth Bank Of Australia / ASX:CBA.AX	£83.06	£150.36	81.03%	£126,718.06
May '11	Lord Glendonbrook	Royal Bank Of Canada / NYQ:RY	£61.06	£166.58	172.81%	£190,969.54
Feb '11	Lord Wasserman	Royal Bank Of Canada / NYQ:RY	£55.19	£145.90	164.36%	£185,051.64**
Jan '25	Lord Sassoon	Royal Bank Of Canada / NYQ:RY	£122.62	£168.84	37.69%	£96,385.58
Sep '14	Lord Glendonbrook	Shire / LSE:SHRS.L	£241.41	£318.00	31.73%	£92,208.27
Mar '17	Lord Lloyd-Webber	Shire / LSE:SHRS.L	£239.50	£320.00	33.61%	£93,528.18
May '15	Lord Glendonbrook	National Australia Bank / ASX:NAB.AX	£32.06	£42.87	33.70%	£93,593.31
Dec '15	Lord Glendonbrook	Mastercard / NYQ:MA	£97.82	£521.37	432.99%	£373,092.41
Sep '16	Lord Green of Hurstpierpoint	Mastercard / NYQ:MA	£96.63	£521.37	439.55%	£377,687.06
Jun '21	Lord Morse	Mastercard / NYQ:MA	£364.08	£520.41	42.94%	£100,056.85
Jun '19	Lord Sherbourne of Didsbury	Mastercard / NYQ:MA	£259.20	£520.41	100.78%	£140,542.81
Jun '25	Lord Lupton	Mastercard / NYQ:MA	£538.73	£520.41	-3.40%	£67,619.59
Jul '25	Lord Goldsmith	Mastercard / NYQ:MA	£562.09	£521.37	-7.24%	£64,928.92
Jul '16	Lord Glendonbrook	Tp Icap Group / LSE:TCAP.L	£299.20	£256.50	-14.27%	£60,009.72
May '10	Lord Hollick	Tp Icap Group / LSE:TCAP.L	£322.64	£171.00	-47.00%	£37,099.93**
Nov '16	Lord Glendonbrook	Man Group / LSE:EMG.L	£113.40	£256.40	126.10%	£158,271.60
Sep '18	Lord Glendonbrook	American Express / NYQ:AXP	£105.40	£356.99	238.70%	£237,090.12
May '19	Lord Glendonbrook	Insurance Australia Group / ASX:IAG.AX	£8.23	£7.34	-10.81%	£62,430.13
Apr '21	Lord Glendonbrook	3i Group / LSE:III.L	£1,204.00	£3,147.00	161.38%	£182,965.12
Nov '15	Lord Lupton	3i Group / LSE:III.L	£479.80	£3,135.00	553.40%	£457,378.09
Mar '16	Baroness Noakes	3i Group / LSE:III.L	£461.60	£3,135.00	579.16%	£475,411.61
May '24	Baroness Sheehan	3i Group / LSE:III.L	£2,977.00	£3,135.00	5.31%	£73,715.15
Jan '22	Lord Glendonbrook	Paypal / NMS:PYPL	£181.01	£54.08	-70.12%	£20,913.76
May '21	Lord Mendelsohn	Paypal / NMS:PYPL	£244.63	£55.51	-77.31%	£15,883.99
Apr '21	Lord Grabiner	Banco Bilbao Vizcaya Argentaria / NYQ:BBVA	£5.30	£13.03	145.85%	£172,094.34**
Apr '21	Lord Grabiner	Marsh & Mclennan Companies / NYQ:MMC	£126.18	£233.34	84.93%	£129,448.41**
Oct '20	Lord Green of Hurstpierpoint	Marsh & Mclennan Companies / NYQ:MMC	£114.23	£178.18	55.98%	£109,188.47
Apr '10	Lord Lang of Monkton	Marsh & Mclennan Companies / NYQ:MMC	£24.78	£179.18	623.08%	£506,158.15
Oct '16	Lord Hamilton of Epsom	Schroders / LSE:SDR.L	£476.85	£374.60	-21.44%	£54,990.04**
Feb '15	The Earl of Kinnoull	Schroders / LSE:SDR.L	£522.58	£452.80	-13.35%	£60,652.91
Jul '20	Lord Levene of Portsoken	Schroders / LSE:SDR.L	£505.75	£452.80	-10.47%	£62,671.28
Apr '17	Lord Pearson of Rannoch	Schroders / LSE:SDR.L	£524.11	£452.80	-13.61%	£60,475.85
Oct '16	Lord Hamilton of Epsom	Herald Investment Trust / LSE:HRI.L	£850.00	£2,220.00	161.18%	£182,823.53**
Apr '17	Lord Leigh of Hurley	Herald Investment Trust / LSE:HRI.L	£929.50	£2,595.00	179.18%	£195,427.65
Dec '22	Lord Hintze	Marwyn Value Investors / LSE:MVI.L	£95.00	£144.50	52.11%	£106,473.68
Dec '22	Lord Hintze	Old Mutual / LSE:OMU.L	£49.45	£70.00	41.56%	£99,089.99
Dec '22	Lord Hintze	Geiger Counter / LSE:GCL.L	£45.50	£86.50	90.11%	£133,076.92
Jul '10	Lord Hollick	KKR / NYQ:KKR	£10.20	£116.77	1,044.80%	£801,362.72
Apr '17	Lord Hollick	Cme Group / NMS:CME	£117.09	£184.63	57.68%	£110,377.49**
Jan '21	Lord Spencer of Alresford	Cme Group / NMS:CME	£198.81	£284.48	43.09%	£100,163.98
Apr '22	Lord Hylton	Impax Environmental Markets / LSE:IEM.L	£446.50	£413.50	-7.39%	£64,826.43
Feb '15	The Earl of Kinnoull	Hiscox / LSE:HSX.L	£888.64	£1,528.00	71.95%	£120,364.20
Apr '22	Lord Lee of Trafford	Secure Trust Bank / LSE:STB.L	£1,240.00	£1,010.00	-18.55%	£57,016.13**
Jun '25	Lord Howard of Rising	Secure Trust Bank / LSE:STB.L	£756.00	£1,465.00	93.78%	£135,648.15
Aug '22	Lord Lee of Trafford	Rathbones Group / LSE:RAT.L	£1,858.00	£1,980.00	6.57%	£74,596.34**
Oct '23	Lord Lee of Trafford	Vp / LSE:VSL.L	£68.00	£13.38	-80.33%	£13,768.38
Apr '17	Lord Leigh of Hurley	Tr Property Investment Trust / LSE:TRY.L	£316.20	£331.50	4.84%	£73,387.09**
May '22	Earl Peel	Tr Property Investment Trust / LSE:TRY.L	£407.00	£280.00	-31.20%	£48,157.25**
Jul '25	Lord Leigh of Hurley	Tr Property Investment Trust / LSE:TRY.L	£331.00	£329.00	-0.60%	£69,577.04
Jan '19	Lord Leigh of Hurley	Cavendish Financial / LSE:CAV.L	£28.25	£10.25	-63.72%	£25,398.23
Sep '20	Lord Leigh of Hurley	Caledonia Investments / LSE:CLDN.L	£2,405.00	£3.61	-99.85%	£104.93**
Apr '17	Lord Griffiths of Fforestfach	Goldman Sachs / NYQ:GS	£226.20	£936.81	314.15%	£289,905.84
Apr '10	Lord Levene of Portsoken	Goldman Sachs / NYQ:GS	£163.32	£929.72	469.26%	£398,483.93
Apr '20	Lord O'Neill of Gatley	Goldman Sachs / NYQ:GS	£183.54	£929.72	406.55%	£354,584.29
Nov '23	Lord O'Neill of Gatley	Goldman Sachs / NYQ:GS	£337.65	£929.72	175.35%	£192,745.15
Nov '23	Lord O'Neill of Gatley	Goldman Sachs / NYQ:GS	£337.65	£929.72	175.35%	£192,745.15
Nov '23	Lord O'Neill of Gatley	Goldman Sachs / NYQ:GS	£337.65	£929.72	175.35%	£192,745.15
Jun '16	Lord Lloyd-Webber	Plus500 / LSE:PLUS.L	£628.00	£4,218.00	571.66%	£470,159.24
Nov '22	Lord Roborough	Plus500 / LSE:PLUS.L	£1,839.00	£3,376.00	83.58%	£128,504.62**
Dec '16	Lord Lloyd-Webber	Bluefield Solar Income Fund / LSE:BSIF.L	£106.00	£68.70	-35.19%	£45,367.92
Jul '21	Lord Londesborough	3i Infrastructure / LSE:3IN.L	£307.00	£375.00	22.15%	£85,504.89
May '17	Baroness Valentine	3i Infrastructure / LSE:3IN.L	£246.75	£375.00	51.98%	£106,384.27
Jul '21	Lord Londesborough	Admiral Group / LSE:ADM.L	£3,376.00	£2,669.00	-20.94%	£55,340.64**
Dec '23	Lord Lupton	Intuitive Investments Group / LSE:IIG.L	£137.50	£130.00	-5.45%	£66,181.82
Jun '22	Lord Magan of Castletown	St Jamess / LSE:STJ.L	£1,190.50	£1,497.50	25.79%	£88,051.24
Apr '10	Lord Marland	Icp	£0.00	£0.00	0.00%	£70,000.00
Jan '21	Lord Spencer of Alresford	Icp	£0.00	£0.00	0.00%	£70,000.00
Apr '17	Lord Marlesford	Witan Investment Trust / LSE:WTAN.L	£192.10	£2.66	-98.62%	£969.29
Apr '17	Lord Mendelsohn	Witan Investment Trust / LSE:WTAN.L	£191.30	£2.66	-98.61%	£973.34
Nov '21	Lord Mendelsohn	Red Capital / LSE:REDC.L	£25.50	£11.00	-56.86%	£30,196.08
Feb '19	Lord Mendelsohn	F&C Investment Trust / LSE:FCIT.L	£689.00	£1,245.00	80.70%	£126,487.66
Apr '24	Lord Mendoza	Aon / NYQ:AON	£311.02	£330.75	6.34%	£74,440.55
Apr '24	Lord Mendoza	Credit Agricole / VIE:ACA.VI	£14.11	£16.52	17.16%	£82,009.92**
Mar '24	Lord Moynihan of Chelsea	Apax Global Alpha / LSE:APAX.L	£144.40	£191.50	32.62%	£92,832.41
Mar '24	Lord Moynihan of Chelsea	Hg Capital Trust / LSE:HGT.L	£450.00	£507.00	12.67%	£78,866.67
Mar '24	Lord Moynihan of Chelsea	Harbourvest / LSE:HVPE.L	£2,315.00	£3,220.00	39.09%	£97,365.01
Aug '20	Lord Nash	Cypher / CNQ:HODL.CN	£0.08	£0.12	50.00%	£105,000.00**
Nov '23	Lord Nash	Unum / NYQ:UNM	£42.36	£75.86	79.08%	£125,358.83
Jan '15	Baroness Noakes	Allianz Technology Trust / LSE:ATT.L	£57.00	£553.00	870.18%	£679,122.81
Dec '22	Lord O'Donnell	Brookfield Asset Management / NYQ:BAM	£32.00	£51.70	61.56%	£113,093.75
Mar '23	Lord O'Donnell	Brookfield / NYQ:BBUC	£19.04	£34.86	83.09%	£128,161.76
Apr '16	Baroness Oppenheim-Barnes	Bg Group / NMS:BGC	£5.93	£8.86	49.43%	£104,599.90
Apr '24	Lord Owen	Northern Venture / LSE:NVT.L	£57.50	£56.50	-1.74%	£68,782.61
Mar '24	Lord Petitgas	Hamilton Lane / NMS:HLNE	£108.34	£147.36	36.02%	£95,211.38
Apr '24	Lord Ponsonby of Shulbrede	Baillie Gifford Japan Trust / LSE:BGFD.L	£710.00	£783.00	10.28%	£77,197.18**
Feb '13	Viscount Ridley	Northern 2 Vct / LSE:NTV.L	£71.50	£53.50	-25.17%	£52,377.62
Nov '22	Lord Roborough	Oakley Capital Investments / LSE:OCI.L	£388.00	£546.00	40.72%	£98,505.15
May '24	The Duke of Wellington	Oakley Capital Investments / LSE:OCI.L	£474.50	£546.00	15.07%	£80,547.95
Jul '23	Lord Roborough	Galaxy Digital / TOR:GLXY.TO	£6.43	£45.06	600.78%	£490,544.34
Dec '23	Lord Roborough	Coinbase Global / NMS:COIN	£140.20	£355.37	153.47%	£177,431.53**
Jan '13	Lord Sassoon	Argo Investments / ASX:ARG.AX	£6.47	£9.17	41.73%	£99,211.75
Jan '13	Lord Sassoon	Bank Of Nova Scotia / NYQ:BNS	£58.86	£76.24	29.53%	£90,669.38
Jan '13	Lord Sassoon	Canadian Imperial Bank Of Commerce / NYQ:CM	£41.95	£93.42	122.72%	£155,904.16
Jan '13	Lord Sassoon	Dunedin Income Growth Investment Trust / LSE:DIG.L	£243.00	£308.00	26.75%	£88,724.28
Jan '13	Lord Sassoon	Merchants Trust / LSE:MRCH.L	£407.40	£626.00	53.66%	£107,560.14
Jan '14	Lord Sassoon	Murray Income Trust / LSE:MUT.L	£747.00	£932.00	24.77%	£87,336.01
Nov '14	Lord Sassoon	City Of London Investment Trust / LSE:CTY.L	£370.90	£547.00	47.48%	£103,235.38
Oct '17	Lord Sassoon	Eaton / NYQ:EIM	£12.44	£9.80	-21.22%	£55,144.70
Jul '17	Lord Smith of Kelvin	Alliance Trust / LSE:ATST.L	£706.00	£1,278.00	81.02%	£126,713.88
Jan '21	Lord Spencer of Alresford	Aj Bell / LSE:AJB.L	£432.50	£455.20	5.25%	£73,673.99
Jan '21	Lord Spencer of Alresford	Frenkel Topping Group / LSE:FEN.L	£42.50	£48.50	14.12%	£79,882.35
May '21	Lord Spencer of Alresford	Assetco / LSE:ASTO.L	£142.50	£5.75	-95.96%	£2,824.56
May '23	Lord Stevens of Ludgate	Assetco / LSE:ASTO.L	£54.00	£5.75	-89.35%	£7,453.70
Mar '22	Lord Spencer of Alresford	Bank Of Georgia / LSE:BGEO.L	£1,158.00	£8,965.00	674.18%	£541,925.73**
Mar '24	Lord Spencer of Alresford	Conduit / LSE:CRE.L	£518.00	£384.00	-25.87%	£51,891.89
Jun '22	Lord Stevens of Ludgate	Saga / LSE:SAGA.L	£221.60	£426.50	92.46%	£134,724.73
Jan '19	Lord Thurlow	Syncona / LSE:SYNC.L	£266.00	£100.00	-62.41%	£26,315.79
Dec '14	Lord Tugendhat	Biotech Growth Trust / LSE:BIOG.L	£636.00	£1,270.00	99.69%	£139,779.87
Apr '22	Lord Waldegrave of North Hill	Biotech Growth Trust / LSE:BIOG.L	£923.00	£1,185.00	28.39%	£89,869.99**
Jun '18	Baroness Valentine	Bh Macro / LSE:BHMG.L	£204.50	£412.50	101.71%	£141,198.04
Mar '22	Baroness Valentine	Harmony Energy Income Trust / LSE:HEIT.L	£100.50	£111.50	10.95%	£77,661.69**

* Minimum Potential Value based on £70,000.00 invested at time of declaration.

** Interest ceased/exited on filed date.