Financial Services Sector

Members of Parliament invested in the Financial Services Sector

308 investments

137 companies

Investors

Filed	Name	Company	Pur. £	Cur. £	P/L %	MPV*
Apr '24	Felicity Buchan	JP Morgan / NYQ:JPM	£180.08	£356.20	97.80%	£138,460.69
May '11	Lord Glendonbrook	JP Morgan / NYQ:JPM	£44.96	£356.20	692.26%	£554,581.88
Jul '16	Lord Glendonbrook	JP Morgan / NYQ:JPM	£63.93	£356.20	457.17%	£390,020.35
Jan '23	Lord Goldsmith	JP Morgan / NYQ:JPM	£137.37	£356.20	159.30%	£181,509.80
Apr '22	Lord Grabiner	JP Morgan / NYQ:JPM	£131.54	£356.20	170.79%	£189,554.52
Apr '10	Lord Lloyd-Webber	JP Morgan / NYQ:JPM	£45.39	£356.20	684.75%	£549,328.08
Jun '21	Lord Morse	JP Morgan / NYQ:JPM	£165.66	£356.20	115.02%	£150,513.10
Feb '19	Lord Reay	JP Morgan / NYQ:JPM	£105.16	£356.20	238.72%	£237,105.36
Apr '24	Felicity Buchan	Bank Of America / NYQ:BAC	£35.23	£62.13	76.36%	£123,448.77
May '24	Lord Goldsmith	Bank Of America / NYQ:BAC	£36.88	£62.13	68.47%	£117,925.70
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	£6.13	146.18%	£172,329.32
Dec '16	Lord Blackwell	Lloyds Bank / NYQ:LYG	£3.09	£6.13	98.38%	£138,867.32
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	£6.13	14.58%	£80,205.61
Apr '17	Lord Hodgson of Astley Abbotts	Lloyds Bank / NYQ:LYG	£3.23	£6.13	89.78%	£132,848.30
Mar '24	Lord Jamieson	Lloyds Bank / NYQ:LYG	£2.50	£6.13	145.20%	£171,640.00
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	£6.13	76.66%	£123,659.94
Jan '17	Lord Lupton	Lloyds Bank / NYQ:LYG	£3.31	£6.13	85.20%	£129,637.46
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	£6.13	106.40%	£144,478.12
Apr '24	Theresa Villiers	Rit Capital Partners / LSE:RCP.L	£1,786.00	£2,440.00	36.62%	£95,632.70
Apr '22	Lord Kestenbaum	Rit Capital Partners / LSE:RCP.L	£2,545.00	£2,440.00	-4.13%	£67,111.98
Apr '17	Lord MacGregor of Pulham Market	Rit Capital Partners / LSE:RCP.L	£1,876.00	£2,440.00	30.06%	£91,044.78
Oct '15	The Duke of Wellington	Rit Capital Partners / LSE:RCP.L	£1,545.00	£2,440.00	57.93%	£110,550.16
Apr '24	Theresa Villiers	Scottish Mortgage Investment Trust / LSE:SMT.L	£827.40	£1,329.00	60.62%	£112,436.54
Jul '20	Lord Fairfax of Cameron	Scottish Mortgage Investment Trust / LSE:SMT.L	£865.00	£1,329.00	53.64%	£107,549.13
Jul '25	Lord Leigh of Hurley	Scottish Mortgage Investment Trust / LSE:SMT.L	£1,063.00	£1,329.00	25.02%	£87,516.46
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	£687.60	21.84%	£85,288.69
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	£687.60	29.58%	£90,702.52
Apr '10	Lord Sharman	Aviva / LSE:AV.L	£497.50	£687.60	38.21%	£96,747.74
Feb '25	Lord Hayward	Aviva / LSE:AV.L	£507.20	£687.60	35.57%	£94,897.47
Jul '25	Lord Gadhia	Aviva / LSE:AV.L	£635.20	£687.60	8.25%	£75,774.56
Mar '22	Lord Agnew of Oulton	Intermediate Capital Group / LSE:ICG.L	£1,425.50	£1,938.00	35.95%	£95,166.61
Mar '13	Lord Alderdice	Artis / NYQ:APAM	£38.83	£40.29	3.76%	£72,631.98
May '16	Lord Allen of Kensington	Moelis / NYQ:MC	£26.76	£67.78	153.29%	£177,301.94
Jun '22	Lord Allen of Kensington	Thg / NYQ:THG	£144.67	£219.52	51.74%	£106,216.91
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	£298.10	8.52%	£75,962.87
Feb '21	Lord Etherton	Legal & General Group / LSE:LGEN.L	£271.70	£298.10	9.72%	£76,801.62
Jul '16	Lord Glendonbrook	Legal & General Group / LSE:LGEN.L	£197.30	£298.10	51.09%	£105,762.80
Jan '22	Lord Glendonbrook	Legal & General Group / LSE:LGEN.L	£299.00	£298.10	-0.30%	£69,789.30
Jan '22	Lord Glendonbrook	Legal & General Group / LSE:LGEN.L	£299.00	£298.10	-0.30%	£69,789.30
May '22	Lord Glendonbrook	Legal & General Group / LSE:LGEN.L	£246.70	£298.10	20.84%	£84,584.52
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	£298.10	28.10%	£89,673.40
May '22	Lord Londesborough	Legal & General Group / LSE:LGEN.L	£248.70	£298.10	19.86%	£83,904.31
Nov '23	Lord Mance	Legal & General Group / LSE:LGEN.L	£221.80	£298.10	34.40%	£94,080.25
Jul '14	Baroness Noakes	Legal & General Group / LSE:LGEN.L	£224.70	£298.10	32.67%	£92,866.05
Jan '17	Lord Patten	Legal & General Group / LSE:LGEN.L	£246.60	£298.10	20.88%	£84,618.82
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	£10.31	9.45%	£76,613.59
Aug '13	Lord Borwick	Hansa Trust / LSE:HAN.L	£150.10	£320.00	113.19%	£149,233.84
Dec '19	Lord Bridges of Headley	Banco Santander / NYQ:BSAC	£23.29	£34.46	47.96%	£103,572.34
Apr '10	Lord Burns	Banco Santander / NYQ:BSAC	£24.92	£34.46	38.27%	£96,785.80
Dec '23	Lord Browne of Madingley	Riverstone / LSE:RSE.L	£760.00	£582.00	-23.42%	£53,605.26
Apr '10	Baroness Byford	Barclays / NYQ:BCS	£21.03	£28.56	35.79%	£95,053.99
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	£28.56	53.22%	£107,253.22
Apr '10	Baroness Byford	Bank Of Montreal / NYQ:BMO	£63.27	£178.51	182.14%	£197,498.02
Jul '21	The Earl of Lindsay	Bank Of Montreal / NYQ:BMO	£101.97	£178.51	75.06%	£122,542.90
Jan '13	Lord Sassoon	Bank Of Montreal / NYQ:BMO	£64.52	£178.51	176.67%	£193,671.73
Apr '10	Baroness Byford	Hsbc / LSE:HSBA.L	£691.00	£1,551.20	124.49%	£157,140.37
May '21	Lord Clarke of Nottingham	Hsbc / LSE:HSBA.L	£443.90	£1,551.20	249.45%	£244,613.65
Apr '10	Baroness Dunn	Hsbc / LSE:HSBA.L	£712.50	£1,551.20	117.71%	£152,398.59
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	£1,551.20	139.68%	£167,775.02
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	£1,551.20	139.46%	£167,619.63
Jun '25	Lord Ponsonby of Shulbrede	Hsbc / LSE:HSBA.L	£886.40	£1,551.20	75.00%	£122,499.99
Apr '26	Lord Macpherson of Earl's Court	Hsbc / LSE:HSBA.L	£1,335.20	£1,551.20	16.18%	£81,324.15
Apr '10	Baroness Byford	Toronto Dominion Bank / NYQ:TD	£37.85	£119.65	216.16%	£221,310.61
Mar '25	Lord Fink	Toronto Dominion Bank / NYQ:TD	£61.15	£119.65	95.67%	£136,966.47
Apr '10	Baroness Byford	Prudential / LSE:PRU.L	£482.90	£1,089.50	125.62%	£157,930.69
May '23	Lord Fink	Prudential / LSE:PRU.L	£1,195.00	£1,089.50	-8.83%	£63,820.08
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	£1,089.50	75.61%	£122,928.69
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	£1,089.50	-23.62%	£53,468.98
Jun '21	Lord Morse	Prudential / LSE:PRU.L	£1,430.76	£1,089.50	-23.85%	£53,303.91
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	£1,089.50	29.98%	£90,986.64
Aug '14	Lord Carter of Coles	Visa / NYQ:V	£53.04	£362.53	583.50%	£478,452.10
Jun '19	Baroness Deech	Visa / NYQ:V	£173.74	£362.53	108.66%	£146,063.65
May '11	Lord Glendonbrook	Visa / NYQ:V	£19.97	£362.53	1,715.83%	£1,271,079.38
Apr '21	Lord Grabiner	Visa / NYQ:V	£222.52	£362.53	62.92%	£114,044.13
Jun '15	Lord Lloyd-Webber	Visa / NYQ:V	£68.21	£362.53	431.49%	£372,043.69
Nov '23	Lord Mance	Visa / NYQ:V	£244.77	£362.53	48.11%	£103,677.33
Jan '20	Lord Owen	Visa / NYQ:V	£195.33	£362.53	85.60%	£129,919.11
Aug '17	Lord Sterling of Plaistow	Visa / NYQ:V	£103.22	£362.53	251.22%	£245,854.48
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	£362.53	5.33%	£73,732.06
Jun '25	Lord Lupton	Visa / NYQ:V	£340.38	£362.53	6.51%	£74,555.20
Jul '18	Lord Carter of Coles	AIA Group / HKG:1299.HK	£68.50	£77.95	13.80%	£79,656.93
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	£77.95	10.72%	£77,507.10
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	£745,840.00	147.34%	£173,134.80
Oct '13	Lord Glendonbrook	Berkshire Hathaway / NYQ:BRK-A	£172,485.00	£745,840.00	332.41%	£302,686.03
Jul '21	Lord Londesborough	Berkshire Hathaway / NYQ:BRK-A	£420,676.00	£745,840.00	77.30%	£124,106.91
Nov '23	Lord Lupton	Berkshire Hathaway / NYQ:BRK-A	£547,836.00	£745,840.00	36.14%	£95,300.05
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	£745,840.00	262.02%	£253,416.17
Jul '25	Lord Leigh of Hurley	Berkshire Hathaway / NYQ:BRK-A	£714,710.00	£745,840.00	4.36%	£73,048.93
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	£23.22	-58.79%	£28,844.72
May '22	Lord Carter of Coles	London Stock Exchange Group / LSE:LSEG.L	£7,492.00	£8,948.00	19.43%	£83,603.84
May '21	Lord Glendonbrook	London Stock Exchange Group / LSE:LSEG.L	£7,540.00	£8,948.00	18.67%	£83,071.62
Apr '22	Lord Grabiner	London Stock Exchange Group / LSE:LSEG.L	£8,116.00	£8,948.00	10.25%	£77,175.95
Jul '20	Lord Levene of Portsoken	London Stock Exchange Group / LSE:LSEG.L	£8,478.00	£8,948.00	5.54%	£73,880.63
Jul '21	Lord Londesborough	London Stock Exchange Group / LSE:LSEG.L	£7,318.00	£8,948.00	22.27%	£85,591.69
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	£24.75	-8.97%	£63,718.28
Mar '24	Lord Petitgas	Morgan Stanley / NYQ:MS-PI	£25.29	£24.75	-2.14%	£68,505.34
Apr '25	Lord Grabiner	Morgan Stanley / NYQ:MS-PI	£24.54	£24.75	0.86%	£70,599.02
Jul '25	Lord Goldsmith	Morgan Stanley / NYQ:MS-PI	£25.06	£24.75	-1.24%	£69,134.08
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	£135.60	-11.31%	£62,079.80
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	£538.00	11.50%	£78,051.81
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	£107.20	-20.12%	£55,916.54
Oct '14	Baroness Chisholm of Owlpen	Jupiter Fund Management / LSE:JUP.L	£346.90	£166.40	-52.03%	£33,577.40
Jan '20	Lord Choudrey	United Bank / NMS:UBSI	£35.68	£47.94	34.36%	£94,052.69
Apr '17	Baroness Deech	Worldwide Healthcare Trust / LSE:WWH.L	£233.40	£388.50	66.45%	£116,516.71
Apr '10	Baroness Byford	Standard Chartered / LSE:STAN.L	£1,635.88	£2,136.00	30.57%	£91,400.51
Jun '19	Baroness Deech	Standard Chartered / LSE:STAN.L	£708.20	£2,136.00	201.61%	£211,126.80
Sep '20	Lord Glendonbrook	Standard Chartered / LSE:STAN.L	£372.60	£2,136.00	473.27%	£401,288.24
Apr '24	Lord Hayward	Standard Chartered / LSE:STAN.L	£678.60	£2,136.00	214.77%	£220,335.99
Jan '13	Lord Sassoon	Standard Chartered / LSE:STAN.L	£1,583.79	£2,136.00	34.87%	£94,406.34
Oct '25	Baroness Lloyd of Effra	Standard Chartered / LSE:STAN.L	£1,388.00	£2,136.00	53.89%	£107,723.34
Oct '23	Baroness Deech	Ubs Group / NYQ:UBS	£23.79	£52.54	120.85%	£154,594.36
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	£52.54	172.65%	£190,856.26
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	£21.97	75.62%	£122,933.65
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	£629.50	-68.46%	£22,076.65
Apr '25	Lord Etherton	Polar Capital Technology Trust / LSE:PCT.L	£288.50	£629.50	118.20%	£152,738.30
Dec '23	Lord Etherton	M&G Plc / LSE:MNG.L	£207.30	£354.90	71.20%	£119,840.81
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	£354.90	75.00%	£122,500.00
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	£354.90	42.76%	£99,931.61
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	£25.48	153.28%	£177,296.22
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	£133.10	189.35%	£202,543.49
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	£133.10	8.73%	£76,113.06
Jul '26	Lord Sterling of Plaistow	Citigroup / NYQ:C	£140.71	£133.10	-5.41%	£66,214.20
May '23	Lord Fink	Ing Groep / NYQ:ING	£12.17	£33.49	175.18%	£192,629.43
May '23	Lord Fink	Natwest Group / NYQ:NWG	£6.48	£18.31	182.56%	£197,793.20
Dec '22	Lord Hintze	Natwest Group / NYQ:NWG	£6.35	£18.31	188.35%	£201,842.51
Aug '11	Baroness Noakes	Natwest Group / NYQ:NWG	£9.32	£18.31	96.44%	£137,504.92
May '23	Lord Fink	State Street / NYQ:STT	£70.29	£184.66	162.71%	£183,898.14
May '24	Lord Flight	Beazley / LSE:BEZ.L	£639.50	£1,296.00	102.66%	£141,860.83
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	£132.60	420.82%	£364,571.91
Apr '24	Lord Mendoza	Blackstone Group / NYQ:BX	£122.09	£132.60	8.61%	£76,025.89
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	£168.82	529.22%	£440,454.73
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	£176.07	236.23%	£235,359.48
Jan '15	Lord Glendonbrook	Commonwealth Bank Of Australia / ASX:CBA.AX	£83.06	£176.07	111.98%	£148,385.54
May '11	Lord Glendonbrook	Royal Bank Of Canada / NYQ:RY	£61.06	£209.51	243.12%	£240,185.05
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	£209.51	70.86%	£119,602.83
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	£40.94	27.69%	£89,379.76
Dec '15	Lord Glendonbrook	Mastercard / NYQ:MA	£97.82	£551.71	464.01%	£394,803.74
Sep '16	Lord Green of Hurstpierpoint	Mastercard / NYQ:MA	£96.63	£551.71	470.95%	£399,665.76
Jun '21	Lord Morse	Mastercard / NYQ:MA	£364.08	£551.71	51.54%	£106,074.77
Jun '19	Lord Sherbourne of Didsbury	Mastercard / NYQ:MA	£259.20	£551.71	112.85%	£148,995.76
Jun '25	Lord Lupton	Mastercard / NYQ:MA	£538.73	£551.71	2.41%	£71,686.56
Jul '25	Lord Goldsmith	Mastercard / NYQ:MA	£562.09	£551.71	-1.85%	£68,707.32
Jul '16	Lord Glendonbrook	Tp Icap Group / LSE:TCAP.L	£299.20	£348.20	16.38%	£81,463.50
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	£300.00	164.55%	£185,185.18
Sep '18	Lord Glendonbrook	American Express / NYQ:AXP	£105.40	£335.39	218.21%	£222,744.79
May '19	Lord Glendonbrook	Insurance Australia Group / ASX:IAG.AX	£8.23	£8.58	4.25%	£72,976.91
Apr '21	Lord Glendonbrook	3i Group / LSE:III.L	£1,204.00	£2,802.00	132.72%	£162,906.98
Nov '15	Lord Lupton	3i Group / LSE:III.L	£479.80	£2,802.00	483.99%	£408,795.34
Mar '16	Baroness Noakes	3i Group / LSE:III.L	£461.60	£2,802.00	507.02%	£424,913.34
May '24	Baroness Sheehan	3i Group / LSE:III.L	£2,977.00	£2,802.00	-5.88%	£65,885.12
Jun '26	Lord Camoys	3i Group / LSE:III.L	£2,259.00	£2,802.00	24.04%	£86,826.03
Jan '22	Lord Glendonbrook	Paypal / NMS:PYPL	£181.01	£56.07	-69.02%	£21,683.33
May '21	Lord Mendelsohn	Paypal / NMS:PYPL	£244.63	£56.07	-77.08%	£16,044.23
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	£26.59	17.14%	£81,995.59
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	£589.00	12.71%	£78,897.01
Jul '20	Lord Levene of Portsoken	Schroders / LSE:SDR.L	£505.75	£589.00	16.46%	£81,522.49
Apr '17	Lord Pearson of Rannoch	Schroders / LSE:SDR.L	£524.11	£589.00	12.38%	£78,666.69
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	£2,980.00	220.60%	£224,421.73
Dec '22	Lord Hintze	Marwyn Value Investors / LSE:MVI.L	£95.00	£139.00	46.32%	£102,421.05
Dec '22	Lord Hintze	Old Mutual / LSE:OMU.L	£49.45	£60.60	22.55%	£85,783.62
Dec '22	Lord Hintze	Geiger Counter / LSE:GCL.L	£45.50	£58.70	29.01%	£90,307.69
Jul '10	Lord Hollick	KKR / NYQ:KKR	£10.20	£101.63	896.37%	£697,460.77
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	£255.36	28.44%	£89,910.97
Apr '22	Lord Hylton	Impax Environmental Markets / LSE:IEM.L	£446.50	£432.50	-3.14%	£67,805.15
Feb '15	The Earl of Kinnoull	Hiscox / LSE:HSX.L	£888.64	£1,846.00	107.73%	£145,413.82
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	£1,614.00	113.49%	£149,444.44
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	£10.93	-83.93%	£11,246.32
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	£9.75	-65.49%	£24,159.29
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	£1,048.23	363.41%	£324,385.94
Apr '10	Lord Levene of Portsoken	Goldman Sachs / NYQ:GS	£163.32	£1,048.23	541.83%	£449,278.08
Apr '20	Lord O'Neill of Gatley	Goldman Sachs / NYQ:GS	£183.54	£1,048.23	471.12%	£399,782.62
Nov '23	Lord O'Neill of Gatley	Goldman Sachs / NYQ:GS	£337.65	£1,048.23	210.45%	£217,314.08
Nov '23	Lord O'Neill of Gatley	Goldman Sachs / NYQ:GS	£337.65	£1,048.23	210.45%	£217,314.08
Nov '23	Lord O'Neill of Gatley	Goldman Sachs / NYQ:GS	£337.65	£1,048.23	210.45%	£217,314.08
Jun '16	Lord Lloyd-Webber	Plus500 / LSE:PLUS.L	£628.00	£4,000.00	536.94%	£445,859.87
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	£92.00	-13.21%	£60,754.72
Jul '21	Lord Londesborough	3i Infrastructure / LSE:3IN.L	£307.00	£384.50	25.24%	£87,671.01
May '17	Baroness Valentine	3i Infrastructure / LSE:3IN.L	£246.75	£384.50	55.83%	£109,079.34
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	£264.00	92.00%	£134,400.00
Jun '22	Lord Magan of Castletown	St Jamess / LSE:STJ.L	£1,190.50	£1,085.00	-8.86%	£63,796.72
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	£132.50	419.61%	£363,725.49
Feb '19	Lord Mendelsohn	F&C Investment Trust / LSE:FCIT.L	£689.00	£333.00	-51.67%	£33,831.64
Apr '24	Lord Mendoza	Aon / NYQ:AON	£311.02	£367.17	18.05%	£82,637.46
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	£86.42	104.01%	£142,809.25
Jan '15	Baroness Noakes	Allianz Technology Trust / LSE:ATT.L	£57.00	£666.00	1,068.42%	£817,894.74
Dec '22	Lord O'Donnell	Brookfield Asset Management / NYQ:BAM	£32.00	£47.56	48.63%	£104,037.50
Mar '23	Lord O'Donnell	Brookfield / NYQ:BBUC	£19.04	£31.40	64.92%	£115,441.17
Apr '16	Baroness Oppenheim-Barnes	Bg Group / NMS:BGC	£5.93	£11.79	98.84%	£139,191.06
Apr '24	Lord Owen	Northern Venture / LSE:NVT.L	£57.50	£55.00	-4.35%	£66,956.52
Mar '24	Lord Petitgas	Hamilton Lane / NMS:HLNE	£108.34	£87.71	-19.04%	£56,670.67
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	£52.00	-27.27%	£50,909.09
Nov '22	Lord Roborough	Oakley Capital Investments / LSE:OCI.L	£388.00	£506.00	30.41%	£91,288.66
May '24	The Duke of Wellington	Oakley Capital Investments / LSE:OCI.L	£474.50	£506.00	6.64%	£74,647.00
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	£9.02	39.41%	£97,588.88
Jan '13	Lord Sassoon	Bank Of Nova Scotia / NYQ:BNS	£58.86	£86.88	47.60%	£103,323.13
Jan '13	Lord Sassoon	Canadian Imperial Bank Of Commerce / NYQ:CM	£41.95	£118.25	181.92%	£197,341.76
Jan '13	Lord Sassoon	Dunedin Income Growth Investment Trust / LSE:DIG.L	£243.00	£309.00	27.16%	£89,012.35
Jan '13	Lord Sassoon	Merchants Trust / LSE:MRCH.L	£407.40	£659.00	61.76%	£113,230.24
Jan '14	Lord Sassoon	Murray Income Trust / LSE:MUT.L	£747.00	£1,008.00	34.94%	£94,457.83
Nov '14	Lord Sassoon	City Of London Investment Trust / LSE:CTY.L	£370.90	£586.00	57.99%	£110,595.85
Oct '17	Lord Sassoon	Eaton / NYQ:EIM	£12.44	£9.60	-22.83%	£54,019.29
Apr '26	Lord Grabiner	Eaton / NYQ:EIM	£9.89	£9.60	-2.93%	£67,947.42
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	£597.00	38.03%	£96,624.28
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	£440.00	-15.06%	£59,459.46
Jun '22	Lord Stevens of Ludgate	Saga / LSE:SAGA.L	£221.60	£659.00	197.38%	£208,167.86
Jan '19	Lord Thurlow	Syncona / LSE:SYNC.L	£266.00	£107.80	-59.47%	£28,368.42
Dec '14	Lord Tugendhat	Biotech Growth Trust / LSE:BIOG.L	£636.00	£1,658.00	160.69%	£182,484.28
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	£417.00	103.91%	£142,738.39
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.