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	£282.89	57.09%	£109,963.91
May '11	Lord Glendonbrook	JP Morgan / NYQ:JPM	£44.96	£282.89	529.20%	£440,442.65
Jul '16	Lord Glendonbrook	JP Morgan / NYQ:JPM	£63.93	£282.89	342.50%	£309,749.74
Jan '23	Lord Goldsmith	JP Morgan / NYQ:JPM	£137.37	£282.89	105.93%	£144,153.03
Apr '22	Lord Grabiner	JP Morgan / NYQ:JPM	£131.54	£282.89	115.06%	£150,542.06
Apr '10	Lord Lloyd-Webber	JP Morgan / NYQ:JPM	£45.39	£282.89	523.24%	£436,270.14
Jun '21	Lord Morse	JP Morgan / NYQ:JPM	£165.66	£282.89	70.77%	£119,535.80
Feb '19	Lord Reay	JP Morgan / NYQ:JPM	£105.16	£282.89	169.01%	£188,306.39
Apr '24	Felicity Buchan	Bank Of America / NYQ:BAC	£35.23	£47.13	33.78%	£93,644.62
May '24	Lord Goldsmith	Bank Of America / NYQ:BAC	£36.88	£47.13	27.79%	£89,454.99
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	£5.14	106.43%	£144,497.99
Dec '16	Lord Blackwell	Lloyds Bank / NYQ:LYG	£3.09	£5.14	66.34%	£116,440.13
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	£5.14	-3.93%	£67,252.33
Apr '17	Lord Hodgson of Astley Abbotts	Lloyds Bank / NYQ:LYG	£3.23	£5.14	59.13%	£111,393.19
Mar '24	Lord Jamieson	Lloyds Bank / NYQ:LYG	£2.50	£5.14	105.60%	£143,920.00
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	£5.14	48.13%	£103,688.76
Jan '17	Lord Lupton	Lloyds Bank / NYQ:LYG	£3.31	£5.14	55.29%	£108,700.90
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	£5.14	73.06%	£121,144.78
Apr '24	Theresa Villiers	Rit Capital Partners / LSE:RCP.L	£1,786.00	£2,160.00	20.94%	£84,658.45
Apr '22	Lord Kestenbaum	Rit Capital Partners / LSE:RCP.L	£2,545.00	£2,160.00	-15.13%	£59,410.61
Apr '17	Lord MacGregor of Pulham Market	Rit Capital Partners / LSE:RCP.L	£1,876.00	£2,160.00	15.14%	£80,597.01
Oct '15	The Duke of Wellington	Rit Capital Partners / LSE:RCP.L	£1,545.00	£2,160.00	39.81%	£97,864.08
Apr '24	Theresa Villiers	Scottish Mortgage Investment Trust / LSE:SMT.L	£827.40	£1,185.50	43.28%	£100,296.11
Jul '20	Lord Fairfax of Cameron	Scottish Mortgage Investment Trust / LSE:SMT.L	£865.00	£1,185.50	37.05%	£95,936.42
Jul '25	Lord Leigh of Hurley	Scottish Mortgage Investment Trust / LSE:SMT.L	£1,063.00	£1,185.50	11.52%	£78,066.79
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	£625.20	10.78%	£77,548.71
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	£625.20	17.82%	£82,471.23
Apr '10	Lord Sharman	Aviva / LSE:AV.L	£497.50	£625.20	25.67%	£87,967.84
Feb '25	Lord Hayward	Aviva / LSE:AV.L	£507.20	£625.20	23.26%	£86,285.49
Jul '25	Lord Gadhia	Aviva / LSE:AV.L	£635.20	£625.20	-1.57%	£68,897.98
Mar '22	Lord Agnew of Oulton	Intermediate Capital Group / LSE:ICG.L	£1,425.50	£1,521.00	6.70%	£74,689.58
Mar '13	Lord Alderdice	Artis / NYQ:APAM	£38.83	£35.10	-9.61%	£63,275.81
May '16	Lord Allen of Kensington	Moelis / NYQ:MC	£26.76	£51.38	92.00%	£134,402.10
Jun '22	Lord Allen of Kensington	Thg / NYQ:THG	£144.67	£174.28	20.47%	£84,327.09
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	£241.40	-12.12%	£61,514.38
Feb '21	Lord Etherton	Legal & General Group / LSE:LGEN.L	£271.70	£241.40	-11.15%	£62,193.59
Jul '16	Lord Glendonbrook	Legal & General Group / LSE:LGEN.L	£197.30	£241.40	22.35%	£85,646.22
Jan '22	Lord Glendonbrook	Legal & General Group / LSE:LGEN.L	£299.00	£241.40	-19.26%	£56,515.05
Jan '22	Lord Glendonbrook	Legal & General Group / LSE:LGEN.L	£299.00	£241.40	-19.26%	£56,515.05
May '22	Lord Glendonbrook	Legal & General Group / LSE:LGEN.L	£246.70	£241.40	-2.15%	£68,496.15
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	£241.40	3.74%	£72,617.10
May '22	Lord Londesborough	Legal & General Group / LSE:LGEN.L	£248.70	£241.40	-2.94%	£67,945.31
Nov '23	Lord Mance	Legal & General Group / LSE:LGEN.L	£221.80	£241.40	8.84%	£76,185.75
Jul '14	Baroness Noakes	Legal & General Group / LSE:LGEN.L	£224.70	£241.40	7.43%	£75,202.49
Jan '17	Lord Patten	Legal & General Group / LSE:LGEN.L	£246.60	£241.40	-2.11%	£68,523.92
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	£8.14	-13.59%	£60,488.33
Aug '13	Lord Borwick	Hansa Trust / LSE:HAN.L	£150.10	£280.00	86.54%	£130,579.61
Dec '19	Lord Bridges of Headley	Banco Santander / NYQ:BSAC	£23.29	£30.57	31.26%	£91,880.63
Apr '10	Lord Burns	Banco Santander / NYQ:BSAC	£24.92	£30.57	22.66%	£85,860.18
Dec '23	Lord Browne of Madingley	Riverstone / LSE:RSE.L	£760.00	£748.00	-1.58%	£68,894.74
Apr '10	Baroness Byford	Barclays / NYQ:BCS	£21.03	£20.89	-0.68%	£69,526.54
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	£20.89	12.07%	£78,449.57
Apr '10	Baroness Byford	Bank Of Montreal / NYQ:BMO	£63.27	£138.91	119.55%	£153,685.80
Jul '21	The Earl of Lindsay	Bank Of Montreal / NYQ:BMO	£101.97	£138.91	36.23%	£95,358.44
Jan '13	Lord Sassoon	Bank Of Montreal / NYQ:BMO	£64.52	£138.91	115.30%	£150,708.32
Apr '10	Baroness Byford	Hsbc / LSE:HSBA.L	£691.00	£1,195.80	73.05%	£121,137.49
May '21	Lord Clarke of Nottingham	Hsbc / LSE:HSBA.L	£443.90	£1,195.80	169.39%	£188,569.51
Apr '10	Baroness Dunn	Hsbc / LSE:HSBA.L	£712.50	£1,195.80	67.83%	£117,482.11
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	£1,195.80	84.77%	£129,335.60
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	£1,195.80	84.59%	£129,215.82
Jun '25	Lord Ponsonby of Shulbrede	Hsbc / LSE:HSBA.L	£886.40	£1,195.80	34.91%	£94,433.67
Apr '10	Baroness Byford	Toronto Dominion Bank / NYQ:TD	£37.85	£94.03	148.46%	£173,922.57
Mar '25	Lord Fink	Toronto Dominion Bank / NYQ:TD	£61.15	£94.03	53.77%	£107,638.59
Apr '10	Baroness Byford	Prudential / LSE:PRU.L	£482.90	£1,077.50	123.13%	£156,191.21
May '23	Lord Fink	Prudential / LSE:PRU.L	£1,195.00	£1,077.50	-9.83%	£63,117.15
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	£1,077.50	73.68%	£121,574.73
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	£1,077.50	-24.46%	£52,880.06
Jun '21	Lord Morse	Prudential / LSE:PRU.L	£1,430.76	£1,077.50	-24.69%	£52,716.81
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	£1,077.50	28.55%	£89,984.49
Aug '14	Lord Carter of Coles	Visa / NYQ:V	£53.04	£306.50	477.87%	£404,506.03
Jun '19	Baroness Deech	Visa / NYQ:V	£173.74	£306.50	76.41%	£123,489.12
May '11	Lord Glendonbrook	Visa / NYQ:V	£19.97	£306.50	1,435.19%	£1,074,630.60
Apr '21	Lord Grabiner	Visa / NYQ:V	£222.52	£306.50	37.74%	£96,418.30
Jun '15	Lord Lloyd-Webber	Visa / NYQ:V	£68.21	£306.50	349.35%	£314,543.33
Nov '23	Lord Mance	Visa / NYQ:V	£244.77	£306.50	25.22%	£87,653.71
Jan '20	Lord Owen	Visa / NYQ:V	£195.33	£306.50	56.91%	£109,839.76
Aug '17	Lord Sterling of Plaistow	Visa / NYQ:V	£103.22	£306.50	196.94%	£207,857.00
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	£306.50	-10.95%	£62,336.57
Jun '25	Lord Lupton	Visa / NYQ:V	£340.38	£306.50	-9.95%	£63,032.49
Jul '18	Lord Carter of Coles	AIA Group / HKG:1299.HK	£68.50	£84.35	23.14%	£86,197.08
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	£84.35	19.82%	£83,870.73
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	£84.35	18.80%	£83,161.97
Jul '18	Lord Carter of Coles	Berkshire Hathaway / NYQ:BRK-A	£301,550.00	£736,625.00	144.28%	£170,995.69
Oct '13	Lord Glendonbrook	Berkshire Hathaway / NYQ:BRK-A	£172,485.00	£736,625.00	327.07%	£298,946.29
Jul '21	Lord Londesborough	Berkshire Hathaway / NYQ:BRK-A	£420,676.00	£736,625.00	75.11%	£122,573.55
Nov '23	Lord Lupton	Berkshire Hathaway / NYQ:BRK-A	£547,836.00	£736,625.00	34.46%	£94,122.60
Aug '17	Lord Sterling of Plaistow	Berkshire Hathaway / NYQ:BRK-A	£268,540.00	£736,625.00	174.31%	£192,015.16
Oct '15	The Duke of Wellington	Berkshire Hathaway / NYQ:BRK-A	£206,020.00	£736,625.00	257.55%	£250,285.17
Jul '25	Lord Leigh of Hurley	Berkshire Hathaway / NYQ:BRK-A	£714,710.00	£736,625.00	3.07%	£72,146.40
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	£28.39	-49.62%	£35,267.08
May '22	Lord Carter of Coles	London Stock Exchange Group / LSE:LSEG.L	£7,492.00	£8,586.00	14.60%	£80,221.57
May '21	Lord Glendonbrook	London Stock Exchange Group / LSE:LSEG.L	£7,540.00	£8,586.00	13.87%	£79,710.88
Apr '22	Lord Grabiner	London Stock Exchange Group / LSE:LSEG.L	£8,116.00	£8,586.00	5.79%	£74,053.72
Jul '20	Lord Levene of Portsoken	London Stock Exchange Group / LSE:LSEG.L	£8,478.00	£8,586.00	1.27%	£70,891.72
Jul '21	Lord Londesborough	London Stock Exchange Group / LSE:LSEG.L	£7,318.00	£8,586.00	17.33%	£82,129.00
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	£25.33	-6.84%	£65,211.47
Mar '24	Lord Petitgas	Morgan Stanley / NYQ:MS-PI	£25.29	£25.33	0.16%	£70,110.71
Apr '25	Lord Grabiner	Morgan Stanley / NYQ:MS-PI	£24.54	£25.33	3.22%	£72,253.46
Jul '25	Lord Goldsmith	Morgan Stanley / NYQ:MS-PI	£25.06	£25.33	1.08%	£70,754.19
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	£121.80	-20.34%	£55,761.94
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	£542.00	12.33%	£78,632.12
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	£693.50	7.25%	£75,077.33
Jan '17	Lord Patten	Phoenix Group / LSE:PHNX.L	£680.29	£693.50	1.94%	£71,359.54
Jun '25	Baroness Valentine	Phoenix Group / LSE:PHNX.L	£644.50	£693.50	7.60%	£75,321.96
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	£96.00	-28.46%	£50,074.52
Oct '14	Baroness Chisholm of Owlpen	Jupiter Fund Management / LSE:JUP.L	£346.90	£185.80	-46.44%	£37,492.07
Jan '20	Lord Choudrey	United Bank / NMS:UBSI	£35.68	£39.27	10.06%	£77,043.16
Apr '17	Baroness Deech	Worldwide Healthcare Trust / LSE:WWH.L	£233.40	£339.50	45.46%	£101,820.91
Apr '10	Baroness Byford	Standard Chartered / LSE:STAN.L	£1,635.88	£1,598.00	-2.32%	£68,379.22
Jun '19	Baroness Deech	Standard Chartered / LSE:STAN.L	£708.20	£1,598.00	125.64%	£157,949.73
Sep '20	Lord Glendonbrook	Standard Chartered / LSE:STAN.L	£372.60	£1,598.00	328.88%	£300,214.70
Apr '24	Lord Hayward	Standard Chartered / LSE:STAN.L	£678.60	£1,598.00	135.48%	£164,839.38
Jan '13	Lord Sassoon	Standard Chartered / LSE:STAN.L	£1,583.79	£1,598.00	0.90%	£70,627.96
Oct '25	Baroness Lloyd of Effra	Standard Chartered / LSE:STAN.L	£1,388.00	£1,598.00	15.13%	£80,590.78
Oct '23	Baroness Deech	Ubs Group / NYQ:UBS	£23.79	£37.51	57.67%	£110,369.89
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	£37.51	94.65%	£136,258.43
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	£14.50	15.91%	£81,135.09
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	£2,145.00	141.69%	£169,183.10
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	£497.00	72.27%	£120,589.25
Dec '23	Lord Etherton	M&G Plc / LSE:MNG.L	£207.30	£289.80	39.80%	£97,858.17
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	£289.80	42.90%	£100,029.58
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	£289.80	16.57%	£81,600.96
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	£22.17	120.38%	£154,264.41
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	£105.50	129.35%	£160,543.48
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	£26.24	115.61%	£150,928.51
May '23	Lord Fink	Natwest Group / NYQ:NWG	£6.48	£15.32	136.42%	£165,493.82
Dec '22	Lord Hintze	Natwest Group / NYQ:NWG	£6.35	£15.32	141.26%	£168,881.89
Aug '11	Baroness Noakes	Natwest Group / NYQ:NWG	£9.32	£15.32	64.36%	£115,050.54
May '23	Lord Fink	State Street / NYQ:STT	£70.29	£123.21	75.29%	£122,701.66
May '24	Lord Flight	Beazley / LSE:BEZ.L	£639.50	£1,288.00	101.41%	£140,985.14
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	£102.12	301.10%	£280,769.85
Apr '24	Lord Mendoza	Blackstone Group / NYQ:BX	£122.09	£102.12	-16.36%	£58,550.25
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	£129.05	380.99%	£336,694.01
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	£171.60	227.69%	£229,384.26
Jan '15	Lord Glendonbrook	Commonwealth Bank Of Australia / ASX:CBA.AX	£83.06	£171.60	106.60%	£144,618.38
May '11	Lord Glendonbrook	Royal Bank Of Canada / NYQ:RY	£61.06	£162.97	166.90%	£186,830.98
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	£162.97	32.91%	£93,034.58
Sep '14	Lord Glendonbrook	Shire / LSE:SHRS.L	£241.41	£302.00	25.10%	£87,568.86
Mar '17	Lord Lloyd-Webber	Shire / LSE:SHRS.L	£239.50	£302.00	26.10%	£88,267.22
May '15	Lord Glendonbrook	National Australia Bank / ASX:NAB.AX	£32.06	£46.40	44.71%	£101,299.98
Dec '15	Lord Glendonbrook	Mastercard / NYQ:MA	£97.82	£497.31	408.39%	£355,875.07
Sep '16	Lord Green of Hurstpierpoint	Mastercard / NYQ:MA	£96.63	£497.31	414.65%	£360,257.69
Jun '21	Lord Morse	Mastercard / NYQ:MA	£364.08	£497.31	36.59%	£95,615.53
Jun '19	Lord Sherbourne of Didsbury	Mastercard / NYQ:MA	£259.20	£497.31	91.86%	£134,304.39
Jun '25	Lord Lupton	Mastercard / NYQ:MA	£538.73	£497.31	-7.69%	£64,618.09
Jul '25	Lord Goldsmith	Mastercard / NYQ:MA	£562.09	£497.31	-11.52%	£61,932.61
Jul '16	Lord Glendonbrook	Tp Icap Group / LSE:TCAP.L	£299.20	£272.00	-9.09%	£63,636.04
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	£252.60	122.75%	£155,925.93
Sep '18	Lord Glendonbrook	American Express / NYQ:AXP	£105.40	£301.89	186.42%	£200,496.21
May '19	Lord Glendonbrook	Insurance Australia Group / ASX:IAG.AX	£8.23	£7.02	-14.70%	£59,708.38
Apr '21	Lord Glendonbrook	3i Group / LSE:III.L	£1,204.00	£2,932.00	143.52%	£170,465.12
Nov '15	Lord Lupton	3i Group / LSE:III.L	£479.80	£2,932.00	511.09%	£427,761.58
Mar '16	Baroness Noakes	3i Group / LSE:III.L	£461.60	£2,932.00	535.18%	£444,627.38
May '24	Baroness Sheehan	3i Group / LSE:III.L	£2,977.00	£2,932.00	-1.51%	£68,941.89
Jan '22	Lord Glendonbrook	Paypal / NMS:PYPL	£181.01	£44.36	-75.49%	£17,154.85
May '21	Lord Mendelsohn	Paypal / NMS:PYPL	£244.63	£44.36	-81.87%	£12,693.46
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	£170.88	49.59%	£104,715.05
Apr '10	Lord Lang of Monkton	Marsh & Mclennan Companies / NYQ:MMC	£24.78	£170.88	589.59%	£482,711.86
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	£570.50	9.17%	£76,418.92
Jul '20	Lord Levene of Portsoken	Schroders / LSE:SDR.L	£505.75	£570.50	12.80%	£78,961.94
Apr '17	Lord Pearson of Rannoch	Schroders / LSE:SDR.L	£524.11	£570.50	8.85%	£76,195.84
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	£2,470.00	165.73%	£186,013.99
Dec '22	Lord Hintze	Marwyn Value Investors / LSE:MVI.L	£95.00	£137.00	44.21%	£100,947.37
Dec '22	Lord Hintze	Old Mutual / LSE:OMU.L	£49.45	£66.20	33.87%	£93,710.81
Dec '22	Lord Hintze	Geiger Counter / LSE:GCL.L	£45.50	£70.50	54.95%	£108,461.54
Jul '10	Lord Hollick	KKR / NYQ:KKR	£10.20	£83.88	722.35%	£575,647.04
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	£311.19	56.53%	£109,568.43
Apr '22	Lord Hylton	Impax Environmental Markets / LSE:IEM.L	£446.50	£419.00	-6.16%	£65,688.69
Feb '15	The Earl of Kinnoull	Hiscox / LSE:HSX.L	£888.64	£1,484.00	67.00%	£116,898.22
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	£1,395.00	84.52%	£129,166.67
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	£12.35	-81.84%	£12,713.24
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	£320.00	-3.32%	£67,673.72
Jan '19	Lord Leigh of Hurley	Cavendish Financial / LSE:CAV.L	£28.25	£9.50	-66.37%	£23,539.82
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	£787.52	248.15%	£243,706.46
Apr '10	Lord Levene of Portsoken	Goldman Sachs / NYQ:GS	£163.32	£787.52	382.19%	£337,536.12
Apr '20	Lord O'Neill of Gatley	Goldman Sachs / NYQ:GS	£183.54	£787.52	329.07%	£300,350.90
Nov '23	Lord O'Neill of Gatley	Goldman Sachs / NYQ:GS	£337.65	£787.52	133.24%	£163,264.93
Nov '23	Lord O'Neill of Gatley	Goldman Sachs / NYQ:GS	£337.65	£787.52	133.24%	£163,264.93
Nov '23	Lord O'Neill of Gatley	Goldman Sachs / NYQ:GS	£337.65	£787.52	133.24%	£163,264.93
Jun '16	Lord Lloyd-Webber	Plus500 / LSE:PLUS.L	£628.00	£4,148.00	560.51%	£462,356.69
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	£82.50	-22.17%	£54,481.13
Jul '21	Lord Londesborough	3i Infrastructure / LSE:3IN.L	£307.00	£345.50	12.54%	£78,778.50
May '17	Baroness Valentine	3i Infrastructure / LSE:3IN.L	£246.75	£345.50	40.02%	£98,015.38
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	£148.00	7.64%	£75,345.45
Jun '22	Lord Magan of Castletown	St Jamess / LSE:STJ.L	£1,190.50	£1,306.00	9.70%	£76,791.26
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	£0.11	-99.57%	£301.96
Feb '19	Lord Mendelsohn	F&C Investment Trust / LSE:FCIT.L	£689.00	£1,223.00	77.50%	£124,252.54
Apr '24	Lord Mendoza	Aon / NYQ:AON	£311.02	£315.91	1.57%	£71,100.58
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	£422.00	-6.22%	£65,644.44**
Mar '24	Lord Moynihan of Chelsea	Harbourvest / LSE:HVPE.L	£2,315.00	£3,010.00	30.02%	£91,015.12**
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	£72.69	71.60%	£120,120.40
Jan '15	Baroness Noakes	Allianz Technology Trust / LSE:ATT.L	£57.00	£532.00	833.33%	£653,333.33
Dec '22	Lord O'Donnell	Brookfield Asset Management / NYQ:BAM	£32.00	£43.14	34.81%	£94,368.75
Mar '23	Lord O'Donnell	Brookfield / NYQ:BBUC	£19.04	£30.97	62.66%	£113,860.29
Apr '16	Baroness Oppenheim-Barnes	Bg Group / NMS:BGC	£5.93	£9.24	55.84%	£109,086.12
Apr '24	Lord Owen	Northern Venture / LSE:NVT.L	£57.50	£57.00	-0.87%	£69,391.30
Mar '24	Lord Petitgas	Hamilton Lane / NMS:HLNE	£108.34	£94.23	-13.02%	£60,883.33
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	£492.00	26.80%	£88,762.89
May '24	The Duke of Wellington	Oakley Capital Investments / LSE:OCI.L	£474.50	£492.00	3.69%	£72,581.66
Jul '23	Lord Roborough	Galaxy Digital / TOR:GLXY.TO	£6.43	£28.14	337.64%	£306,345.25
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	£9.03	39.57%	£97,697.06
Jan '13	Lord Sassoon	Bank Of Nova Scotia / NYQ:BNS	£58.86	£69.90	18.76%	£83,129.46
Jan '13	Lord Sassoon	Canadian Imperial Bank Of Commerce / NYQ:CM	£41.95	£96.89	130.99%	£161,695.08
Jan '13	Lord Sassoon	Dunedin Income Growth Investment Trust / LSE:DIG.L	£243.00	£294.00	20.99%	£84,691.36
Jan '13	Lord Sassoon	Merchants Trust / LSE:MRCH.L	£407.40	£602.00	47.77%	£103,436.43
Jan '14	Lord Sassoon	Murray Income Trust / LSE:MUT.L	£747.00	£910.00	21.82%	£85,274.43
Nov '14	Lord Sassoon	City Of London Investment Trust / LSE:CTY.L	£370.90	£545.00	46.94%	£102,857.91
Oct '17	Lord Sassoon	Eaton / NYQ:EIM	£12.44	£9.98	-19.77%	£56,157.55
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	£435.60	0.72%	£70,501.74
Jan '21	Lord Spencer of Alresford	Frenkel Topping Group / LSE:FEN.L	£42.50	£48.00	12.94%	£79,058.82
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	£431.50	-16.70%	£58,310.81
Jun '22	Lord Stevens of Ludgate	Saga / LSE:SAGA.L	£221.60	£460.50	107.81%	£145,464.80
Jan '19	Lord Thurlow	Syncona / LSE:SYNC.L	£266.00	£95.00	-64.29%	£25,000.00
Dec '14	Lord Tugendhat	Biotech Growth Trust / LSE:BIOG.L	£636.00	£1,235.00	94.18%	£135,927.67
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	£430.00	110.27%	£147,188.26
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.