Financial Services Sector

Members of Parliament invested in the Financial Services Sector

314 investments

137 companies

Investors

Filed	Name	Company	Pur. £	Cur. £	P/L %	MPV*
Apr '24	Felicity Buchan	JP Morgan / NYQ:JPM	£180.08	£353.56	96.33%	£137,434.47
May '11	Lord Glendonbrook	JP Morgan / NYQ:JPM	£44.96	£353.56	686.39%	£550,471.54
Jul '16	Lord Glendonbrook	JP Morgan / NYQ:JPM	£63.93	£353.56	453.04%	£387,129.67
Jan '23	Lord Goldsmith	JP Morgan / NYQ:JPM	£137.37	£353.56	157.38%	£180,164.52
Apr '22	Lord Grabiner	JP Morgan / NYQ:JPM	£131.54	£353.56	168.79%	£188,149.62
Apr '10	Lord Lloyd-Webber	JP Morgan / NYQ:JPM	£45.39	£353.56	678.94%	£545,256.67
Jun '21	Lord Morse	JP Morgan / NYQ:JPM	£165.66	£353.56	113.43%	£149,397.56
Feb '19	Lord Reay	JP Morgan / NYQ:JPM	£105.16	£353.56	236.21%	£235,348.03
Apr '24	Felicity Buchan	Bank Of America / NYQ:BAC	£35.23	£62.56	77.58%	£124,303.15
May '24	Lord Goldsmith	Bank Of America / NYQ:BAC	£36.88	£62.56	69.63%	£118,741.86
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	£5.89	136.55%	£165,582.33
Dec '16	Lord Blackwell	Lloyds Bank / NYQ:LYG	£3.09	£5.89	90.61%	£133,430.42
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	£5.89	10.09%	£77,065.42
Apr '17	Lord Hodgson of Astley Abbotts	Lloyds Bank / NYQ:LYG	£3.23	£5.89	82.35%	£127,647.06
Mar '24	Lord Jamieson	Lloyds Bank / NYQ:LYG	£2.50	£5.89	135.60%	£164,920.00
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	£5.89	69.74%	£118,818.44
Jan '17	Lord Lupton	Lloyds Bank / NYQ:LYG	£3.31	£5.89	77.95%	£124,561.93
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	£5.89	98.32%	£138,821.55
Apr '24	Theresa Villiers	Rit Capital Partners / LSE:RCP.L	£1,786.00	£2,500.00	39.98%	£97,984.32
Apr '22	Lord Kestenbaum	Rit Capital Partners / LSE:RCP.L	£2,545.00	£2,495.00	-1.96%	£68,624.75
Apr '17	Lord MacGregor of Pulham Market	Rit Capital Partners / LSE:RCP.L	£1,876.00	£2,495.00	33.00%	£93,097.01
Oct '15	The Duke of Wellington	Rit Capital Partners / LSE:RCP.L	£1,545.00	£2,495.00	61.49%	£113,042.07
Apr '24	Theresa Villiers	Scottish Mortgage Investment Trust / LSE:SMT.L	£827.40	£1,471.50	77.85%	£124,492.38
Jul '20	Lord Fairfax of Cameron	Scottish Mortgage Investment Trust / LSE:SMT.L	£865.00	£1,471.50	70.12%	£119,080.92
Jul '25	Lord Leigh of Hurley	Scottish Mortgage Investment Trust / LSE:SMT.L	£1,063.00	£1,473.50	38.62%	£97,031.98
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	£704.80	24.89%	£87,422.15
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	£703.60	32.59%	£92,813.11
Apr '10	Lord Sharman	Aviva / LSE:AV.L	£497.50	£703.60	41.43%	£98,998.99
Feb '25	Lord Hayward	Aviva / LSE:AV.L	£507.20	£703.60	38.72%	£97,105.67
Jul '25	Lord Gadhia	Aviva / LSE:AV.L	£635.20	£704.80	10.96%	£77,670.02
Mar '22	Lord Agnew of Oulton	Intermediate Capital Group / LSE:ICG.L	£1,425.50	£1,925.00	35.04%	£94,528.24
Mar '13	Lord Alderdice	Artis / NYQ:APAM	£38.83	£39.70	2.24%	£71,568.37
May '16	Lord Allen of Kensington	Moelis / NYQ:MC	£26.76	£64.25	140.10%	£168,068.01
Jun '22	Lord Allen of Kensington	Thg / NYQ:THG	£144.67	£224.01	54.84%	£108,389.44
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	£287.70	4.73%	£73,312.70
Feb '21	Lord Etherton	Legal & General Group / LSE:LGEN.L	£271.70	£287.70	5.89%	£74,122.19
Jul '16	Lord Glendonbrook	Legal & General Group / LSE:LGEN.L	£197.30	£287.70	45.82%	£102,072.99
Jan '22	Lord Glendonbrook	Legal & General Group / LSE:LGEN.L	£299.00	£287.70	-3.78%	£67,354.52
Jan '22	Lord Glendonbrook	Legal & General Group / LSE:LGEN.L	£299.00	£287.70	-3.78%	£67,354.52
May '22	Lord Glendonbrook	Legal & General Group / LSE:LGEN.L	£246.70	£286.00	15.93%	£81,151.20
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	£286.00	22.91%	£86,033.52
May '22	Lord Londesborough	Legal & General Group / LSE:LGEN.L	£248.70	£286.00	15.00%	£80,498.59
Nov '23	Lord Mance	Legal & General Group / LSE:LGEN.L	£221.80	£286.00	28.94%	£90,261.50
Jul '14	Baroness Noakes	Legal & General Group / LSE:LGEN.L	£224.70	£286.00	27.28%	£89,096.57
Jan '17	Lord Patten	Legal & General Group / LSE:LGEN.L	£246.60	£286.00	15.98%	£81,184.10
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	£8.69	-7.75%	£64,575.37
Aug '13	Lord Borwick	Hansa Trust / LSE:HAN.L	£150.10	£326.00	117.19%	£152,031.97
Dec '19	Lord Bridges of Headley	Banco Santander / NYQ:BSAC	£23.29	£35.27	51.44%	£106,006.87
Apr '10	Lord Burns	Banco Santander / NYQ:BSAC	£24.92	£35.27	41.52%	£99,060.80
Dec '23	Lord Browne of Madingley	Riverstone / LSE:RSE.L	£760.00	£580.00	-23.68%	£53,421.05
Apr '10	Baroness Byford	Barclays / NYQ:BCS	£21.03	£26.21	24.62%	£87,232.67
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	£26.21	40.61%	£98,428.11
Sep '26	Lord Stace	Barclays / NYQ:BCS	£26.44	£26.21	-0.87%	£69,391.07
Apr '10	Baroness Byford	Bank Of Montreal / NYQ:BMO	£63.27	£173.69	174.52%	£192,165.33
Jul '21	The Earl of Lindsay	Bank Of Montreal / NYQ:BMO	£101.97	£173.69	70.33%	£119,234.09
Jan '13	Lord Sassoon	Bank Of Montreal / NYQ:BMO	£64.52	£173.69	169.20%	£188,442.35
Apr '10	Baroness Byford	Hsbc / LSE:HSBA.L	£691.00	£1,549.20	124.20%	£156,937.77
May '21	Lord Clarke of Nottingham	Hsbc / LSE:HSBA.L	£443.90	£1,549.20	249.00%	£244,298.26
Apr '10	Baroness Dunn	Hsbc / LSE:HSBA.L	£712.50	£1,549.20	117.43%	£152,202.10
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	£1,529.00	136.25%	£165,373.92
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	£1,529.00	136.03%	£165,220.75
Jun '25	Lord Ponsonby of Shulbrede	Hsbc / LSE:HSBA.L	£886.40	£1,529.00	72.50%	£120,746.84
Apr '26	Lord Macpherson of Earl's Court	Hsbc / LSE:HSBA.L	£1,335.20	£1,529.00	14.51%	£80,160.28
Aug '26	Baroness Noakes	Hsbc / LSE:HSBA.L	£1,526.40	£1,529.00	0.17%	£70,119.23
Aug '26	Baroness Deech	Hsbc / LSE:HSBA.L	£1,537.80	£1,549.20	0.74%	£70,518.92
Apr '10	Baroness Byford	Toronto Dominion Bank / NYQ:TD	£37.85	£120.14	217.45%	£222,216.93
Mar '25	Lord Fink	Toronto Dominion Bank / NYQ:TD	£61.15	£120.14	96.47%	£137,527.39
Apr '10	Baroness Byford	Prudential / LSE:PRU.L	£482.90	£997.80	106.63%	£144,638.13
May '23	Lord Fink	Prudential / LSE:PRU.L	£1,195.00	£997.80	-16.50%	£58,448.53
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	£997.80	60.83%	£112,582.14
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	£980.00	-31.29%	£48,095.09
Jun '21	Lord Morse	Prudential / LSE:PRU.L	£1,430.76	£980.00	-31.50%	£47,946.61
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	£997.80	19.04%	£83,328.56
Aug '26	Baroness Deech	Prudential / LSE:PRU.L	£1,012.00	£997.80	-1.40%	£69,017.79
Aug '14	Lord Carter of Coles	Visa / NYQ:V	£53.04	£367.21	592.33%	£484,628.56
Jun '19	Baroness Deech	Visa / NYQ:V	£173.74	£367.21	111.36%	£147,949.23
May '11	Lord Glendonbrook	Visa / NYQ:V	£19.97	£367.21	1,739.27%	£1,287,488.07
Apr '21	Lord Grabiner	Visa / NYQ:V	£222.52	£367.21	65.02%	£115,516.35
Jun '15	Lord Lloyd-Webber	Visa / NYQ:V	£68.21	£367.21	438.35%	£376,846.50
Nov '23	Lord Mance	Visa / NYQ:V	£244.77	£367.21	50.02%	£105,015.72
Jan '20	Lord Owen	Visa / NYQ:V	£195.33	£367.21	87.99%	£131,596.27
Aug '17	Lord Sterling of Plaistow	Visa / NYQ:V	£103.22	£367.21	255.75%	£249,028.28
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	£367.21	6.69%	£74,683.89
Jun '25	Lord Lupton	Visa / NYQ:V	£340.38	£367.21	7.88%	£75,517.65
Jul '18	Lord Carter of Coles	AIA Group / HKG:1299.HK	£68.50	£75.30	9.93%	£76,948.91
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	£75.30	6.96%	£74,872.16
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	£74.10	4.37%	£73,056.34**
Jul '18	Lord Carter of Coles	Berkshire Hathaway / NYQ:BRK-A	£301,550.00	£761,245.00	152.44%	£176,710.83
Oct '13	Lord Glendonbrook	Berkshire Hathaway / NYQ:BRK-A	£172,485.00	£761,245.00	341.34%	£308,937.88
Jul '21	Lord Londesborough	Berkshire Hathaway / NYQ:BRK-A	£420,676.00	£761,245.00	80.96%	£126,670.29
Nov '23	Lord Lupton	Berkshire Hathaway / NYQ:BRK-A	£547,836.00	£761,245.00	38.95%	£97,268.43
Aug '17	Lord Sterling of Plaistow	Berkshire Hathaway / NYQ:BRK-A	£268,540.00	£737,000.00	174.45%	£192,112.91**
Oct '15	The Duke of Wellington	Berkshire Hathaway / NYQ:BRK-A	£206,020.00	£761,245.00	269.50%	£258,650.37
Jul '25	Lord Leigh of Hurley	Berkshire Hathaway / NYQ:BRK-A	£714,710.00	£761,245.00	6.51%	£74,557.72
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	£21.84	-61.24%	£27,130.44
May '22	Lord Carter of Coles	London Stock Exchange Group / LSE:LSEG.L	£7,492.00	£8,512.00	13.61%	£79,530.17
May '21	Lord Glendonbrook	London Stock Exchange Group / LSE:LSEG.L	£7,540.00	£8,512.00	12.89%	£79,023.87
Apr '22	Lord Grabiner	London Stock Exchange Group / LSE:LSEG.L	£8,116.00	£8,512.00	4.88%	£73,415.48
Jul '20	Lord Levene of Portsoken	London Stock Exchange Group / LSE:LSEG.L	£8,478.00	£8,512.00	0.40%	£70,280.73
Jul '21	Lord Londesborough	London Stock Exchange Group / LSE:LSEG.L	£7,318.00	£8,512.00	16.32%	£81,421.15
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	£24.19	-11.03%	£62,276.57
Mar '24	Lord Petitgas	Morgan Stanley / NYQ:MS-PI	£25.29	£24.19	-4.35%	£66,955.32
Apr '25	Lord Grabiner	Morgan Stanley / NYQ:MS-PI	£24.54	£24.19	-1.43%	£69,001.63
Jul '25	Lord Goldsmith	Morgan Stanley / NYQ:MS-PI	£25.06	£24.19	-3.47%	£67,569.84
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	£132.00	-13.67%	£60,431.66
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	£541.00	12.12%	£78,487.05
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	£756.00	16.92%	£81,843.49
Jan '17	Lord Patten	Phoenix Group / LSE:PHNX.L	£680.29	£756.00	11.13%	£77,790.65
Jun '25	Baroness Valentine	Phoenix Group / LSE:PHNX.L	£644.50	£756.00	17.30%	£82,110.16**
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	£109.70	-18.26%	£57,220.57
Oct '14	Baroness Chisholm of Owlpen	Jupiter Fund Management / LSE:JUP.L	£346.90	£158.00	-54.45%	£31,882.39
Jan '20	Lord Choudrey	United Bank / NMS:UBSI	£35.68	£47.33	32.65%	£92,855.95
Apr '17	Baroness Deech	Worldwide Healthcare Trust / LSE:WWH.L	£233.40	£375.00	60.67%	£112,467.87
Apr '10	Baroness Byford	Standard Chartered / LSE:STAN.L	£1,635.88	£2,263.00	38.34%	£96,834.90
Jun '19	Baroness Deech	Standard Chartered / LSE:STAN.L	£708.20	£2,219.00	213.33%	£219,330.69**
Sep '20	Lord Glendonbrook	Standard Chartered / LSE:STAN.L	£372.60	£2,263.00	507.35%	£425,147.60
Apr '24	Lord Hayward	Standard Chartered / LSE:STAN.L	£678.60	£2,270.00	234.51%	£234,158.57
Jan '13	Lord Sassoon	Standard Chartered / LSE:STAN.L	£1,583.79	£2,270.00	43.33%	£100,328.83
Oct '25	Baroness Lloyd of Effra	Standard Chartered / LSE:STAN.L	£1,388.00	£2,270.00	63.54%	£114,481.27
Oct '23	Baroness Deech	Ubs Group / NYQ:UBS	£23.79	£54.01	127.03%	£158,919.70
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	£54.01	180.28%	£196,196.15
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	£20.95	67.47%	£117,226.22
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	£2,090.00	135.49%	£164,845.07**
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	£647.50	-67.56%	£22,707.92
Apr '25	Lord Etherton	Polar Capital Technology Trust / LSE:PCT.L	£288.50	£659.00	128.42%	£159,896.01
Dec '23	Lord Etherton	M&G Plc / LSE:MNG.L	£207.30	£345.00	66.43%	£116,497.83
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	£345.00	70.12%	£119,082.84
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	£332.20	33.63%	£93,539.82
Aug '20	Lord Turner of Ecchinswell	M&G Plc / LSE:MNG.L	£166.45	£198.20	19.07%	£83,352.36**
Aug '26	Baroness Valentine	M&G Plc / LSE:MNG.L	£361.70	£332.20	-8.16%	£64,290.85
May '23	Lord Farmer	Fhn / NYQ:FHN	£10.06	£24.76	146.12%	£172,286.28
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	£138.50	201.09%	£210,760.87
Apr '22	Lord Grabiner	Citigroup / NYQ:C	£50.34	£61.64	22.45%	£85,713.15**
May '26	Lord Carter of Coles	Citigroup / NYQ:C	£122.41	£138.50	13.14%	£79,201.04
Jul '26	Lord Sterling of Plaistow	Citigroup / NYQ:C	£140.71	£138.50	-1.57%	£68,900.57
May '23	Lord Fink	Ing Groep / NYQ:ING	£12.17	£36.67	201.31%	£210,920.29
May '23	Lord Fink	Natwest Group / NYQ:NWG	£6.48	£18.42	184.26%	£198,981.48
Dec '22	Lord Hintze	Natwest Group / NYQ:NWG	£6.35	£18.42	190.08%	£203,055.12
Aug '11	Baroness Noakes	Natwest Group / NYQ:NWG	£9.32	£18.42	97.62%	£138,331.00
May '23	Lord Fink	State Street / NYQ:STT	£70.29	£191.30	172.16%	£190,510.74
May '24	Lord Flight	Beazley / LSE:BEZ.L	£639.50	£1,300.00	103.28%	£142,298.67
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	£125.41	392.58%	£344,803.64
Apr '24	Lord Mendoza	Blackstone Group / NYQ:BX	£122.09	£125.41	2.72%	£71,903.52
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	£171.74	540.10%	£448,073.07
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	£153.20	192.55%	£204,788.27
Jan '15	Lord Glendonbrook	Commonwealth Bank Of Australia / ASX:CBA.AX	£83.06	£153.20	84.45%	£129,111.51
May '11	Lord Glendonbrook	Royal Bank Of Canada / NYQ:RY	£61.06	£205.98	237.34%	£236,138.22
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	£205.98	67.98%	£117,587.66
Sep '14	Lord Glendonbrook	Shire / LSE:SHRS.L	£241.41	£3.02	-98.75%	£875.69
Mar '17	Lord Lloyd-Webber	Shire / LSE:SHRS.L	£239.50	£3.02	-98.74%	£882.67
May '15	Lord Glendonbrook	National Australia Bank / ASX:NAB.AX	£32.06	£37.72	17.64%	£82,349.90
Dec '15	Lord Glendonbrook	Mastercard / NYQ:MA	£97.82	£565.37	477.97%	£404,578.81
Sep '16	Lord Green of Hurstpierpoint	Mastercard / NYQ:MA	£96.63	£565.37	485.09%	£409,561.22
Jun '21	Lord Morse	Mastercard / NYQ:MA	£364.08	£565.37	55.29%	£108,701.11
Jun '19	Lord Sherbourne of Didsbury	Mastercard / NYQ:MA	£259.20	£565.37	118.12%	£152,684.79
Jun '25	Lord Lupton	Mastercard / NYQ:MA	£538.73	£565.37	4.94%	£73,461.48
Jul '25	Lord Goldsmith	Mastercard / NYQ:MA	£562.09	£565.37	0.58%	£70,408.47
Jul '16	Lord Glendonbrook	Tp Icap Group / LSE:TCAP.L	£299.20	£325.40	8.76%	£76,129.29
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	£304.80	168.78%	£188,148.14
Sep '18	Lord Glendonbrook	American Express / NYQ:AXP	£105.40	£320.71	204.28%	£212,995.25
May '19	Lord Glendonbrook	Insurance Australia Group / ASX:IAG.AX	£8.23	£7.81	-5.10%	£66,427.70
Apr '21	Lord Glendonbrook	3i Group / LSE:III.L	£1,204.00	£2,701.00	124.34%	£157,034.88
Nov '15	Lord Lupton	3i Group / LSE:III.L	£479.80	£2,632.00	448.56%	£383,993.34
Mar '16	Baroness Noakes	3i Group / LSE:III.L	£461.60	£2,632.00	470.19%	£399,133.44
May '24	Baroness Sheehan	3i Group / LSE:III.L	£2,977.00	£2,632.00	-11.59%	£61,887.81
Jun '26	Lord Camoys	3i Group / LSE:III.L	£2,259.00	£2,701.00	19.57%	£83,696.33
Jan '22	Lord Glendonbrook	Paypal / NMS:PYPL	£181.01	£53.31	-70.55%	£20,615.99
May '21	Lord Mendelsohn	Paypal / NMS:PYPL	£244.63	£53.31	-78.21%	£15,254.47
Apr '21	Lord Grabiner	Banco Bilbao Vizcaya Argentaria / NYQ:BBVA	£5.30	£13.03	145.85%	£172,094.34**
Apr '26	Lord Grabiner	Banco Bilbao Vizcaya Argentaria / NYQ:BBVA	£22.70	£28.84	27.05%	£88,933.92
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	£171.94	50.52%	£105,364.61**
Apr '10	Lord Lang of Monkton	Marsh & Mclennan Companies / NYQ:MMC	£24.78	£171.94	593.87%	£485,706.20
Aug '26	Lord Green of Hurstpierpoint	Marsh & Mclennan Companies / NYQ:MMC	£0.00	£0.00	0.00%	£70,000.00
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	£585.00	11.94%	£78,361.21
Jul '20	Lord Levene of Portsoken	Schroders / LSE:SDR.L	£505.75	£585.00	15.67%	£80,968.86
Apr '17	Lord Pearson of Rannoch	Schroders / LSE:SDR.L	£524.11	£585.00	11.62%	£78,132.46
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	£2,855.00	207.15%	£215,008.07
Dec '22	Lord Hintze	Marwyn Value Investors / LSE:MVI.L	£95.00	£140.00	47.37%	£103,157.89
Dec '22	Lord Hintze	Old Mutual / LSE:OMU.L	£49.45	£58.80	18.91%	£83,235.59
Dec '22	Lord Hintze	Geiger Counter / LSE:GCL.L	£45.50	£63.50	39.56%	£97,692.31
Jul '10	Lord Hollick	KKR / NYQ:KKR	£10.20	£100.87	888.92%	£692,245.12
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	£274.07	37.86%	£96,498.67
Apr '22	Lord Hylton	Impax Environmental Markets / LSE:IEM.L	£446.50	£440.00	-1.46%	£68,980.96
Feb '15	The Earl of Kinnoull	Hiscox / LSE:HSX.L	£888.64	£1,850.00	108.18%	£145,728.91
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	£1,502.00	98.68%	£139,074.07
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	£10.57	-84.45%	£10,886.03
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	£290.00	-12.39%	£61,329.31
Jan '19	Lord Leigh of Hurley	Cavendish Financial / LSE:CAV.L	£28.25	£9.25	-67.26%	£22,920.35
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	£1,019.77	350.83%	£315,578.70
Apr '10	Lord Levene of Portsoken	Goldman Sachs / NYQ:GS	£163.32	£1,019.77	524.40%	£437,079.96
Apr '20	Lord O'Neill of Gatley	Goldman Sachs / NYQ:GS	£183.54	£1,019.77	455.61%	£388,928.32
Nov '23	Lord O'Neill of Gatley	Goldman Sachs / NYQ:GS	£337.65	£1,019.77	202.02%	£211,413.90
Nov '23	Lord O'Neill of Gatley	Goldman Sachs / NYQ:GS	£337.65	£1,019.77	202.02%	£211,413.90
Nov '23	Lord O'Neill of Gatley	Goldman Sachs / NYQ:GS	£337.65	£1,019.77	202.02%	£211,413.90
Jun '16	Lord Lloyd-Webber	Plus500 / LSE:PLUS.L	£628.00	£3,590.00	471.66%	£400,159.24
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	£102.27	-3.52%	£67,536.79
Jul '21	Lord Londesborough	3i Infrastructure / LSE:3IN.L	£307.00	£386.00	25.73%	£88,013.03
May '17	Baroness Valentine	3i Infrastructure / LSE:3IN.L	£246.75	£386.00	56.44%	£109,504.88
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	£242.00	76.00%	£123,200.00
Jun '22	Lord Magan of Castletown	St Jamess / LSE:STJ.L	£1,190.50	£1,121.00	-5.84%	£65,913.48
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	£122.50	380.39%	£336,274.51
Feb '19	Lord Mendelsohn	F&C Investment Trust / LSE:FCIT.L	£689.00	£338.00	-50.94%	£34,339.62
Apr '24	Lord Mendoza	Aon / NYQ:AON	£311.02	£307.77	-1.04%	£69,268.54
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	£94.31	122.64%	£155,847.49
Jan '15	Baroness Noakes	Allianz Technology Trust / LSE:ATT.L	£57.00	£702.00	1,131.58%	£862,105.26
Dec '22	Lord O'Donnell	Brookfield Asset Management / NYQ:BAM	£32.00	£47.24	47.63%	£103,337.50
Mar '23	Lord O'Donnell	Brookfield / NYQ:BBUC	£19.04	£26.38	38.55%	£96,985.29
Apr '16	Baroness Oppenheim-Barnes	Bg Group / NMS:BGC	£5.93	£12.22	106.10%	£144,267.58
Apr '24	Lord Owen	Northern Venture / LSE:NVT.L	£57.50	£56.00	-2.61%	£68,173.91
Mar '24	Lord Petitgas	Hamilton Lane / NMS:HLNE	£108.34	£95.79	-11.58%	£61,891.27
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	£53.00	-25.87%	£51,888.11
Nov '22	Lord Roborough	Oakley Capital Investments / LSE:OCI.L	£388.00	£524.00	35.05%	£94,536.08
May '24	The Duke of Wellington	Oakley Capital Investments / LSE:OCI.L	£474.50	£524.00	10.43%	£77,302.42
Jul '23	Lord Roborough	Galaxy Digital / TOR:GLXY.TO	£6.43	£28.26	339.50%	£307,651.64
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	£9.43	45.75%	£102,024.73
Jan '13	Lord Sassoon	Bank Of Nova Scotia / NYQ:BNS	£58.86	£92.84	57.73%	£110,411.14
Jan '13	Lord Sassoon	Canadian Imperial Bank Of Commerce / NYQ:CM	£41.95	£114.47	172.90%	£191,033.50
Jan '13	Lord Sassoon	Dunedin Income Growth Investment Trust / LSE:DIG.L	£243.00	£311.00	27.98%	£89,588.48
Jan '13	Lord Sassoon	Merchants Trust / LSE:MRCH.L	£407.40	£655.00	60.78%	£112,542.96
Jan '14	Lord Sassoon	Murray Income Trust / LSE:MUT.L	£747.00	£966.00	29.32%	£90,522.09
Nov '14	Lord Sassoon	City Of London Investment Trust / LSE:CTY.L	£370.90	£569.00	53.41%	£107,387.44
Oct '17	Lord Sassoon	Eaton / NYQ:EIM	£12.44	£9.32	-25.08%	£52,443.73
Apr '26	Lord Grabiner	Eaton / NYQ:EIM	£9.89	£9.32	-5.76%	£65,965.62
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	£583.50	34.91%	£94,439.31
Jan '21	Lord Spencer of Alresford	Frenkel Topping Group / LSE:FEN.L	£42.50	£50.00	17.65%	£82,352.94
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	£442.50	-14.58%	£59,797.30
Jun '22	Lord Stevens of Ludgate	Saga / LSE:SAGA.L	£221.60	£595.00	168.50%	£187,951.26
Jan '19	Lord Thurlow	Syncona / LSE:SYNC.L	£266.00	£111.20	-58.20%	£29,263.16
Dec '14	Lord Tugendhat	Biotech Growth Trust / LSE:BIOG.L	£636.00	£1,628.00	155.97%	£179,182.39
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	£424.50	107.58%	£145,305.62
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.