Financial Services Sector

Members of Parliament invested in the Financial Services Sector

305 investments

137 companies

Investors

Filed	Name	Company	Pur. £	Cur. £	P/L %	MPV*
Apr '24	Felicity Buchan	JP Morgan / NYQ:JPM	£180.08	£311.45	72.95%	£121,065.64
May '11	Lord Glendonbrook	JP Morgan / NYQ:JPM	£44.96	£311.45	592.73%	£484,908.84
Jul '16	Lord Glendonbrook	JP Morgan / NYQ:JPM	£63.93	£311.45	387.17%	£341,021.44
Jan '23	Lord Goldsmith	JP Morgan / NYQ:JPM	£137.37	£311.45	126.72%	£158,706.43
Apr '22	Lord Grabiner	JP Morgan / NYQ:JPM	£131.54	£311.45	136.77%	£165,740.47
Apr '10	Lord Lloyd-Webber	JP Morgan / NYQ:JPM	£45.39	£311.45	586.16%	£480,315.08
Jun '21	Lord Morse	JP Morgan / NYQ:JPM	£165.66	£311.45	88.01%	£131,603.89
Feb '19	Lord Reay	JP Morgan / NYQ:JPM	£105.16	£311.45	196.17%	£207,317.42
Apr '24	Felicity Buchan	Bank Of America / NYQ:BAC	£35.23	£52.66	49.47%	£104,632.42
May '24	Lord Goldsmith	Bank Of America / NYQ:BAC	£36.88	£52.66	42.79%	£99,951.19
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	£5.33	114.06%	£149,839.36
Dec '16	Lord Blackwell	Lloyds Bank / NYQ:LYG	£3.09	£5.33	72.49%	£120,744.33
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	£5.33	-0.37%	£69,738.32
Apr '17	Lord Hodgson of Astley Abbotts	Lloyds Bank / NYQ:LYG	£3.23	£5.33	65.02%	£115,510.83
Mar '24	Lord Jamieson	Lloyds Bank / NYQ:LYG	£2.50	£5.33	113.20%	£149,240.00
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	£5.33	53.60%	£107,521.61
Jan '17	Lord Lupton	Lloyds Bank / NYQ:LYG	£3.31	£5.33	61.03%	£112,719.03
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	£5.33	79.46%	£125,622.89
Apr '24	Theresa Villiers	Rit Capital Partners / LSE:RCP.L	£1,786.00	£2,195.00	22.90%	£86,030.24
Apr '22	Lord Kestenbaum	Rit Capital Partners / LSE:RCP.L	£2,545.00	£2,195.00	-13.75%	£60,373.28
Apr '17	Lord MacGregor of Pulham Market	Rit Capital Partners / LSE:RCP.L	£1,876.00	£2,195.00	17.00%	£81,902.99
Oct '15	The Duke of Wellington	Rit Capital Partners / LSE:RCP.L	£1,545.00	£2,230.00	44.34%	£101,035.60
Apr '24	Theresa Villiers	Scottish Mortgage Investment Trust / LSE:SMT.L	£827.40	£1,385.50	67.45%	£117,216.58
Jul '20	Lord Fairfax of Cameron	Scottish Mortgage Investment Trust / LSE:SMT.L	£865.00	£1,385.50	60.17%	£112,121.39
Jul '25	Lord Leigh of Hurley	Scottish Mortgage Investment Trust / LSE:SMT.L	£1,063.00	£1,385.50	30.34%	£91,237.06
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	£633.10	12.18%	£78,528.61
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	£633.10	19.30%	£83,513.33
Apr '10	Lord Sharman	Aviva / LSE:AV.L	£497.50	£633.10	27.26%	£89,079.39
Feb '25	Lord Hayward	Aviva / LSE:AV.L	£507.20	£633.10	24.82%	£87,375.78
Jul '25	Lord Gadhia	Aviva / LSE:AV.L	£635.20	£633.10	-0.33%	£69,768.57
Mar '22	Lord Agnew of Oulton	Intermediate Capital Group / LSE:ICG.L	£1,425.50	£1,797.00	26.06%	£88,242.72
Mar '13	Lord Alderdice	Artis / NYQ:APAM	£38.83	£37.83	-2.58%	£68,197.27
May '16	Lord Allen of Kensington	Moelis / NYQ:MC	£26.76	£69.69	160.43%	£182,298.21
Jun '22	Lord Allen of Kensington	Thg / NYQ:THG	£144.67	£180.71	24.91%	£87,438.31
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	£251.95	-8.28%	£64,202.76
Feb '21	Lord Etherton	Legal & General Group / LSE:LGEN.L	£271.70	£251.95	-7.27%	£64,911.66
Jul '16	Lord Glendonbrook	Legal & General Group / LSE:LGEN.L	£197.30	£251.95	27.70%	£89,389.25
Jan '22	Lord Glendonbrook	Legal & General Group / LSE:LGEN.L	£299.00	£251.95	-15.74%	£58,984.95
Jan '22	Lord Glendonbrook	Legal & General Group / LSE:LGEN.L	£299.00	£251.95	-15.74%	£58,984.95
May '22	Lord Glendonbrook	Legal & General Group / LSE:LGEN.L	£246.70	£251.95	2.13%	£71,489.66
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	£251.95	8.27%	£75,790.72
May '22	Lord Londesborough	Legal & General Group / LSE:LGEN.L	£248.70	£251.95	1.31%	£70,914.76
Nov '23	Lord Mance	Legal & General Group / LSE:LGEN.L	£221.80	£251.95	13.59%	£79,515.33
Jul '14	Baroness Noakes	Legal & General Group / LSE:LGEN.L	£224.70	£251.95	12.13%	£78,489.10
Jan '17	Lord Patten	Legal & General Group / LSE:LGEN.L	£246.60	£251.95	2.17%	£71,518.65
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	£10.43	10.72%	£77,505.31
Aug '13	Lord Borwick	Hansa Trust / LSE:HAN.L	£150.10	£284.00	89.21%	£132,445.03
Dec '19	Lord Bridges of Headley	Banco Santander / NYQ:BSAC	£23.29	£33.08	42.04%	£99,424.65
Apr '10	Lord Burns	Banco Santander / NYQ:BSAC	£24.92	£33.08	32.73%	£92,909.88
Dec '23	Lord Browne of Madingley	Riverstone / LSE:RSE.L	£760.00	£600.00	-21.05%	£55,263.16
Apr '10	Baroness Byford	Barclays / NYQ:BCS	£21.03	£23.00	9.36%	£76,549.08
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	£23.00	23.39%	£86,373.39
Apr '10	Baroness Byford	Bank Of Montreal / NYQ:BMO	£63.27	£151.46	139.39%	£167,570.74
Jul '21	The Earl of Lindsay	Bank Of Montreal / NYQ:BMO	£101.97	£151.46	48.53%	£103,973.72
Jan '13	Lord Sassoon	Bank Of Montreal / NYQ:BMO	£64.52	£151.46	134.75%	£164,324.26
Apr '10	Baroness Byford	Hsbc / LSE:HSBA.L	£691.00	£1,332.20	92.79%	£134,955.13
May '21	Lord Clarke of Nottingham	Hsbc / LSE:HSBA.L	£443.90	£1,332.20	200.11%	£210,078.84
Apr '10	Baroness Dunn	Hsbc / LSE:HSBA.L	£712.50	£1,332.20	86.98%	£130,882.80
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	£1,332.20	105.84%	£144,088.37
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	£1,332.20	105.65%	£143,954.92
Jun '25	Lord Ponsonby of Shulbrede	Hsbc / LSE:HSBA.L	£886.40	£1,332.20	50.29%	£105,205.32
Apr '26	Lord Macpherson of Earl's Court	Hsbc / LSE:HSBA.L	£1,335.20	£1,332.20	-0.22%	£69,842.72
Apr '10	Baroness Byford	Toronto Dominion Bank / NYQ:TD	£37.85	£105.39	178.48%	£194,934.60
Mar '25	Lord Fink	Toronto Dominion Bank / NYQ:TD	£61.15	£105.39	72.35%	£120,642.68
Apr '10	Baroness Byford	Prudential / LSE:PRU.L	£482.90	£1,115.50	131.00%	£161,699.57
May '23	Lord Fink	Prudential / LSE:PRU.L	£1,195.00	£1,115.50	-6.65%	£65,343.10
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	£1,115.50	79.80%	£125,862.28
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	£1,115.50	-21.79%	£54,744.98
Jun '21	Lord Morse	Prudential / LSE:PRU.L	£1,430.76	£1,115.50	-22.03%	£54,575.96
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	£1,115.50	33.08%	£93,157.96
Aug '14	Lord Carter of Coles	Visa / NYQ:V	£53.04	£309.30	483.14%	£408,201.33
Jun '19	Baroness Deech	Visa / NYQ:V	£173.74	£309.30	78.02%	£124,617.24
May '11	Lord Glendonbrook	Visa / NYQ:V	£19.97	£309.30	1,449.21%	£1,084,447.74
Apr '21	Lord Grabiner	Visa / NYQ:V	£222.52	£309.30	39.00%	£97,299.11
Jun '15	Lord Lloyd-Webber	Visa / NYQ:V	£68.21	£309.30	353.45%	£317,416.79
Nov '23	Lord Mance	Visa / NYQ:V	£244.77	£309.30	26.36%	£88,454.46
Jan '20	Lord Owen	Visa / NYQ:V	£195.33	£309.30	58.35%	£110,843.18
Aug '17	Lord Sterling of Plaistow	Visa / NYQ:V	£103.22	£309.30	199.65%	£209,755.85
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	£309.30	-10.13%	£62,906.04
Jun '25	Lord Lupton	Visa / NYQ:V	£340.38	£309.30	-9.13%	£63,608.32
Jul '18	Lord Carter of Coles	AIA Group / HKG:1299.HK	£68.50	£83.15	21.39%	£84,970.80
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	£83.15	18.11%	£82,677.56
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	£83.20	17.18%	£82,028.17
Jul '18	Lord Carter of Coles	Berkshire Hathaway / NYQ:BRK-A	£301,550.00	£717,550.00	137.95%	£166,567.73
Oct '13	Lord Glendonbrook	Berkshire Hathaway / NYQ:BRK-A	£172,485.00	£717,550.00	316.01%	£291,205.03
Jul '21	Lord Londesborough	Berkshire Hathaway / NYQ:BRK-A	£420,676.00	£717,550.00	70.57%	£119,399.49
Nov '23	Lord Lupton	Berkshire Hathaway / NYQ:BRK-A	£547,836.00	£717,550.00	30.98%	£91,685.29
Aug '17	Lord Sterling of Plaistow	Berkshire Hathaway / NYQ:BRK-A	£268,540.00	£717,550.00	167.20%	£187,042.90
Oct '15	The Duke of Wellington	Berkshire Hathaway / NYQ:BRK-A	£206,020.00	£708,600.00	243.95%	£240,763.03
Jul '25	Lord Leigh of Hurley	Berkshire Hathaway / NYQ:BRK-A	£714,710.00	£717,550.00	0.40%	£70,278.15
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	£25.35	-55.01%	£31,490.68
May '22	Lord Carter of Coles	London Stock Exchange Group / LSE:LSEG.L	£7,492.00	£9,802.00	30.83%	£91,583.02
May '21	Lord Glendonbrook	London Stock Exchange Group / LSE:LSEG.L	£7,540.00	£9,802.00	30.00%	£91,000.00
Apr '22	Lord Grabiner	London Stock Exchange Group / LSE:LSEG.L	£8,116.00	£9,802.00	20.77%	£84,541.65
Jul '20	Lord Levene of Portsoken	London Stock Exchange Group / LSE:LSEG.L	£8,478.00	£9,802.00	15.62%	£80,931.82
Jul '21	Lord Londesborough	London Stock Exchange Group / LSE:LSEG.L	£7,318.00	£9,802.00	33.94%	£93,760.59
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	£25.11	-7.63%	£64,657.96
Mar '24	Lord Petitgas	Morgan Stanley / NYQ:MS-PI	£25.29	£25.11	-0.69%	£69,515.62
Apr '25	Lord Grabiner	Morgan Stanley / NYQ:MS-PI	£24.54	£25.11	2.34%	£71,640.18
Jul '25	Lord Goldsmith	Morgan Stanley / NYQ:MS-PI	£25.06	£25.11	0.22%	£70,153.63
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	£124.20	-18.77%	£56,860.69
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	£533.00	10.47%	£77,326.42
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	£765.00	18.31%	£82,817.82
Jan '17	Lord Patten	Phoenix Group / LSE:PHNX.L	£680.29	£765.00	12.45%	£78,716.73
Jun '25	Baroness Valentine	Phoenix Group / LSE:PHNX.L	£644.50	£766.20	18.88%	£83,218.00
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	£99.30	-26.01%	£51,795.83
Oct '14	Baroness Chisholm of Owlpen	Jupiter Fund Management / LSE:JUP.L	£346.90	£157.00	-54.74%	£31,680.60
Jan '20	Lord Choudrey	United Bank / NMS:UBSI	£35.68	£44.10	23.60%	£86,519.06
Apr '17	Baroness Deech	Worldwide Healthcare Trust / LSE:WWH.L	£233.40	£335.00	43.53%	£100,471.30
Apr '10	Baroness Byford	Standard Chartered / LSE:STAN.L	£1,635.88	£1,782.40	8.96%	£76,269.79
Jun '19	Baroness Deech	Standard Chartered / LSE:STAN.L	£708.20	£1,782.40	151.68%	£176,176.22
Sep '20	Lord Glendonbrook	Standard Chartered / LSE:STAN.L	£372.60	£1,782.40	378.37%	£334,857.76
Apr '24	Lord Hayward	Standard Chartered / LSE:STAN.L	£678.60	£1,782.40	162.66%	£183,860.90
Jan '13	Lord Sassoon	Standard Chartered / LSE:STAN.L	£1,583.79	£1,782.40	12.54%	£78,778.02
Oct '25	Baroness Lloyd of Effra	Standard Chartered / LSE:STAN.L	£1,388.00	£1,763.80	27.07%	£88,952.45
Oct '23	Baroness Deech	Ubs Group / NYQ:UBS	£23.79	£42.10	76.97%	£123,875.57
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	£42.10	118.47%	£152,932.01
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	£16.57	32.45%	£92,717.82
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	£596.50	-70.12%	£20,919.34
Apr '25	Lord Etherton	Polar Capital Technology Trust / LSE:PCT.L	£288.50	£596.50	106.76%	£144,731.37
Dec '23	Lord Etherton	M&G Plc / LSE:MNG.L	£207.30	£301.90	45.63%	£101,944.04
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	£301.90	48.87%	£104,206.11
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	£301.90	21.44%	£85,008.04
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	£24.65	145.03%	£171,520.87
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	£128.53	179.41%	£195,589.13
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	£28.10	130.90%	£161,626.95
May '23	Lord Fink	Natwest Group / NYQ:NWG	£6.48	£15.69	142.13%	£169,490.74
Dec '22	Lord Hintze	Natwest Group / NYQ:NWG	£6.35	£15.69	147.09%	£172,960.63
Aug '11	Baroness Noakes	Natwest Group / NYQ:NWG	£9.32	£15.69	68.33%	£117,829.17
May '23	Lord Fink	State Street / NYQ:STT	£70.29	£152.48	116.93%	£151,850.90
May '24	Lord Flight	Beazley / LSE:BEZ.L	£639.50	£1,276.00	99.53%	£139,671.62
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	£121.52	377.30%	£334,108.41
Apr '24	Lord Mendoza	Blackstone Group / NYQ:BX	£122.09	£121.52	-0.47%	£69,673.19
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	£153.20	471.00%	£399,701.82
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	£174.61	233.44%	£233,407.84
Jan '15	Lord Glendonbrook	Commonwealth Bank Of Australia / ASX:CBA.AX	£83.06	£174.61	110.22%	£147,155.10
May '11	Lord Glendonbrook	Royal Bank Of Canada / NYQ:RY	£61.06	£177.76	191.12%	£203,786.43
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	£177.76	44.97%	£101,477.73
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	£40.17	25.28%	£87,698.70
Dec '15	Lord Glendonbrook	Mastercard / NYQ:MA	£97.82	£507.62	418.93%	£363,252.91
Sep '16	Lord Green of Hurstpierpoint	Mastercard / NYQ:MA	£96.63	£507.62	425.32%	£367,726.39
Jun '21	Lord Morse	Mastercard / NYQ:MA	£364.08	£507.62	39.43%	£97,597.78
Jun '19	Lord Sherbourne of Didsbury	Mastercard / NYQ:MA	£259.20	£507.62	95.84%	£137,088.73
Jun '25	Lord Lupton	Mastercard / NYQ:MA	£538.73	£507.62	-5.77%	£65,957.72
Jul '25	Lord Goldsmith	Mastercard / NYQ:MA	£562.09	£507.62	-9.69%	£63,216.56
Jul '16	Lord Glendonbrook	Tp Icap Group / LSE:TCAP.L	£299.20	£316.20	5.68%	£73,976.90
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	£252.20	122.40%	£155,679.01
Sep '18	Lord Glendonbrook	American Express / NYQ:AXP	£105.40	£315.90	199.72%	£209,800.75
May '19	Lord Glendonbrook	Insurance Australia Group / ASX:IAG.AX	£8.23	£7.24	-12.03%	£61,579.58
Apr '21	Lord Glendonbrook	3i Group / LSE:III.L	£1,204.00	£2,592.00	115.28%	£150,697.67
Nov '15	Lord Lupton	3i Group / LSE:III.L	£479.80	£2,592.00	440.23%	£378,157.58
Mar '16	Baroness Noakes	3i Group / LSE:III.L	£461.60	£2,592.00	461.53%	£393,067.59
May '24	Baroness Sheehan	3i Group / LSE:III.L	£2,977.00	£2,592.00	-12.93%	£60,947.26
Jan '22	Lord Glendonbrook	Paypal / NMS:PYPL	£181.01	£49.64	-72.58%	£19,196.73
May '21	Lord Mendelsohn	Paypal / NMS:PYPL	£244.63	£49.64	-79.71%	£14,204.31
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	£22.05	-2.86%	£67,995.59
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
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	£579.50	10.89%	£77,624.48
Jul '20	Lord Levene of Portsoken	Schroders / LSE:SDR.L	£505.75	£579.50	14.58%	£80,207.61
Apr '17	Lord Pearson of Rannoch	Schroders / LSE:SDR.L	£524.11	£579.50	10.57%	£77,397.88
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	£2,770.00	198.01%	£208,606.78
Dec '22	Lord Hintze	Marwyn Value Investors / LSE:MVI.L	£95.00	£133.50	40.53%	£98,368.42
Dec '22	Lord Hintze	Old Mutual / LSE:OMU.L	£49.45	£60.20	21.74%	£85,217.39
Dec '22	Lord Hintze	Geiger Counter / LSE:GCL.L	£45.50	£76.80	68.79%	£118,153.85
Jul '10	Lord Hollick	KKR / NYQ:KKR	£10.20	£101.40	894.12%	£695,882.36
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	£284.53	43.12%	£100,181.58
Apr '22	Lord Hylton	Impax Environmental Markets / LSE:IEM.L	£446.50	£436.50	-2.24%	£68,432.25
Feb '15	The Earl of Kinnoull	Hiscox / LSE:HSX.L	£888.64	£1,568.00	76.45%	£123,515.10
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	£1,258.00	66.40%	£116,481.48
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	£12.00	-82.35%	£12,352.94
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	£316.50	-4.38%	£66,933.53
Jan '19	Lord Leigh of Hurley	Cavendish Financial / LSE:CAV.L	£28.25	£8.85	-68.67%	£21,929.20
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	£926.55	309.62%	£286,730.77
Apr '10	Lord Levene of Portsoken	Goldman Sachs / NYQ:GS	£163.32	£926.55	467.32%	£397,125.25
Apr '20	Lord O'Neill of Gatley	Goldman Sachs / NYQ:GS	£183.54	£926.55	404.82%	£353,375.29
Nov '23	Lord O'Neill of Gatley	Goldman Sachs / NYQ:GS	£337.65	£926.55	174.41%	£192,087.96
Nov '23	Lord O'Neill of Gatley	Goldman Sachs / NYQ:GS	£337.65	£926.55	174.41%	£192,087.96
Nov '23	Lord O'Neill of Gatley	Goldman Sachs / NYQ:GS	£337.65	£926.55	174.41%	£192,087.96
Jun '16	Lord Lloyd-Webber	Plus500 / LSE:PLUS.L	£628.00	£4,526.00	620.70%	£504,490.45
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	£83.00	-21.70%	£54,811.32
Jul '21	Lord Londesborough	3i Infrastructure / LSE:3IN.L	£307.00	£367.00	19.54%	£83,680.78
May '17	Baroness Valentine	3i Infrastructure / LSE:3IN.L	£246.75	£367.00	48.74%	£104,114.74
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	£220.00	60.00%	£112,000.00
Jun '22	Lord Magan of Castletown	St Jamess / LSE:STJ.L	£1,190.50	£1,252.50	5.21%	£73,645.53
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	£29.00	13.73%	£79,607.84
Feb '19	Lord Mendelsohn	F&C Investment Trust / LSE:FCIT.L	£689.00	£1,276.00	85.20%	£129,637.16
Apr '24	Lord Mendoza	Aon / NYQ:AON	£311.02	£321.68	3.43%	£72,399.20
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	£77.82	83.71%	£128,597.73
Jan '15	Baroness Noakes	Allianz Technology Trust / LSE:ATT.L	£57.00	£606.00	963.16%	£744,210.53
Dec '22	Lord O'Donnell	Brookfield Asset Management / NYQ:BAM	£32.00	£46.49	45.28%	£101,696.88
Mar '23	Lord O'Donnell	Brookfield / NYQ:BBUC	£19.04	£33.43	75.58%	£122,904.41
Apr '16	Baroness Oppenheim-Barnes	Bg Group / NMS:BGC	£5.93	£11.31	90.75%	£133,524.26
Apr '24	Lord Owen	Northern Venture / LSE:NVT.L	£57.50	£0.57	-99.01%	£693.91
Mar '24	Lord Petitgas	Hamilton Lane / NMS:HLNE	£108.34	£90.75	-16.24%	£58,634.86
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	£476.00	22.68%	£85,876.29
May '24	The Duke of Wellington	Oakley Capital Investments / LSE:OCI.L	£474.50	£482.00	1.58%	£71,106.43
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	£8.61	33.08%	£93,153.01
Jan '13	Lord Sassoon	Bank Of Nova Scotia / NYQ:BNS	£58.86	£76.71	30.33%	£91,228.34
Jan '13	Lord Sassoon	Canadian Imperial Bank Of Commerce / NYQ:CM	£41.95	£109.57	161.22%	£182,856.12
Jan '13	Lord Sassoon	Dunedin Income Growth Investment Trust / LSE:DIG.L	£243.00	£305.00	25.51%	£87,860.08
Jan '13	Lord Sassoon	Merchants Trust / LSE:MRCH.L	£407.40	£604.00	48.26%	£103,780.07
Jan '14	Lord Sassoon	Murray Income Trust / LSE:MUT.L	£747.00	£935.00	25.17%	£87,617.14
Nov '14	Lord Sassoon	City Of London Investment Trust / LSE:CTY.L	£370.90	£553.00	49.10%	£104,367.76
Oct '17	Lord Sassoon	Eaton / NYQ:EIM	£12.44	£9.87	-20.66%	£55,538.58
Apr '26	Lord Grabiner	Eaton / NYQ:EIM	£9.89	£9.87	-0.20%	£69,858.44
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	£524.00	21.16%	£84,809.25
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	£442.00	-14.67%	£59,729.73
Jun '22	Lord Stevens of Ludgate	Saga / LSE:SAGA.L	£221.60	£591.00	166.70%	£186,687.72
Jan '19	Lord Thurlow	Syncona / LSE:SYNC.L	£266.00	£88.20	-66.84%	£23,210.53
Dec '14	Lord Tugendhat	Biotech Growth Trust / LSE:BIOG.L	£636.00	£1,298.00	104.09%	£142,861.64
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	£429.50	110.02%	£147,017.11
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.