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	£312.13	73.33%	£121,329.97
May '11	Lord Glendonbrook	JP Morgan / NYQ:JPM	£44.96	£312.13	594.24%	£485,967.55
Jul '16	Lord Glendonbrook	JP Morgan / NYQ:JPM	£63.93	£312.13	388.24%	£341,766.00
Jan '23	Lord Goldsmith	JP Morgan / NYQ:JPM	£137.37	£312.13	127.22%	£159,052.93
Apr '22	Lord Grabiner	JP Morgan / NYQ:JPM	£131.54	£312.13	137.29%	£166,102.34
Apr '10	Lord Lloyd-Webber	JP Morgan / NYQ:JPM	£45.39	£312.13	587.66%	£481,363.75
Jun '21	Lord Morse	JP Morgan / NYQ:JPM	£165.66	£312.13	88.42%	£131,891.22
Feb '19	Lord Reay	JP Morgan / NYQ:JPM	£105.16	£312.13	196.81%	£207,770.06
Apr '24	Felicity Buchan	Bank Of America / NYQ:BAC	£35.23	£54.09	53.53%	£107,473.74
May '24	Lord Goldsmith	Bank Of America / NYQ:BAC	£36.88	£54.09	46.66%	£102,665.40
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	£2,230.00	24.86%	£87,402.02
Apr '22	Lord Kestenbaum	Rit Capital Partners / LSE:RCP.L	£2,545.00	£2,230.00	-12.38%	£61,335.95
Apr '17	Lord MacGregor of Pulham Market	Rit Capital Partners / LSE:RCP.L	£1,876.00	£2,230.00	18.87%	£83,208.96
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	£1,062.50	28.41%	£89,890.01
Jul '20	Lord Fairfax of Cameron	Scottish Mortgage Investment Trust / LSE:SMT.L	£865.00	£1,062.50	22.83%	£85,982.66
Jul '25	Lord Leigh of Hurley	Scottish Mortgage Investment Trust / LSE:SMT.L	£1,063.00	£1,062.50	-0.05%	£69,967.07
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	£638.40	13.12%	£79,186.01
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	£638.40	20.30%	£84,212.47
Apr '10	Lord Sharman	Aviva / LSE:AV.L	£497.50	£638.40	28.32%	£89,825.13
Feb '25	Lord Hayward	Aviva / LSE:AV.L	£507.20	£638.40	25.87%	£88,107.26
Jul '25	Lord Gadhia	Aviva / LSE:AV.L	£635.20	£638.40	0.50%	£70,352.65
Mar '22	Lord Agnew of Oulton	Intermediate Capital Group / LSE:ICG.L	£1,425.50	£2,004.00	40.58%	£98,407.58
Mar '13	Lord Alderdice	Artis / NYQ:APAM	£38.83	£42.50	9.45%	£76,616.01
May '16	Lord Allen of Kensington	Moelis / NYQ:MC	£26.76	£65.24	143.80%	£170,657.69
Jun '22	Lord Allen of Kensington	Thg / NYQ:THG	£144.67	£179.98	24.41%	£87,085.09
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	£250.00	-8.99%	£63,705.86
Feb '21	Lord Etherton	Legal & General Group / LSE:LGEN.L	£271.70	£250.00	-7.99%	£64,409.27
Jul '16	Lord Glendonbrook	Legal & General Group / LSE:LGEN.L	£197.30	£250.00	26.71%	£88,697.41
Jan '22	Lord Glendonbrook	Legal & General Group / LSE:LGEN.L	£299.00	£250.00	-16.39%	£58,528.43
Jan '22	Lord Glendonbrook	Legal & General Group / LSE:LGEN.L	£299.00	£250.00	-16.39%	£58,528.43
May '22	Lord Glendonbrook	Legal & General Group / LSE:LGEN.L	£246.70	£250.00	1.34%	£70,936.36
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	£250.00	7.43%	£75,204.13
May '22	Lord Londesborough	Legal & General Group / LSE:LGEN.L	£248.70	£250.00	0.52%	£70,365.90
Nov '23	Lord Mance	Legal & General Group / LSE:LGEN.L	£221.80	£250.00	12.71%	£78,899.91
Jul '14	Baroness Noakes	Legal & General Group / LSE:LGEN.L	£224.70	£250.00	11.26%	£77,881.62
Jan '17	Lord Patten	Legal & General Group / LSE:LGEN.L	£246.60	£250.00	1.38%	£70,965.12
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	£8.25	-12.42%	£61,305.73
Aug '13	Lord Borwick	Hansa Trust / LSE:HAN.L	£150.10	£277.00	84.54%	£129,180.54
Dec '19	Lord Bridges of Headley	Banco Santander / NYQ:BSAC	£23.29	£30.75	32.03%	£92,421.64
Apr '10	Lord Burns	Banco Santander / NYQ:BSAC	£24.92	£30.75	23.38%	£86,365.74
Dec '23	Lord Browne of Madingley	Riverstone / LSE:RSE.L	£760.00	£730.00	-3.95%	£67,236.84
Apr '10	Baroness Byford	Barclays / NYQ:BCS	£21.03	£23.26	10.59%	£77,414.42
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	£23.26	24.79%	£87,349.79
Apr '10	Baroness Byford	Bank Of Montreal / NYQ:BMO	£63.27	£126.76	100.35%	£140,243.40
Jul '21	The Earl of Lindsay	Bank Of Montreal / NYQ:BMO	£101.97	£126.76	24.31%	£87,017.75
Jan '13	Lord Sassoon	Bank Of Montreal / NYQ:BMO	£64.52	£126.76	96.47%	£137,526.36
Apr '10	Baroness Byford	Hsbc / LSE:HSBA.L	£691.00	£1,070.20	54.88%	£108,413.89
May '21	Lord Clarke of Nottingham	Hsbc / LSE:HSBA.L	£443.90	£1,070.20	141.09%	£168,763.23
Apr '10	Baroness Dunn	Hsbc / LSE:HSBA.L	£712.50	£1,070.20	50.20%	£105,142.45
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	£1,070.20	65.36%	£115,750.92
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	£1,070.20	65.21%	£115,643.71
Jun '25	Lord Ponsonby of Shulbrede	Hsbc / LSE:HSBA.L	£886.40	£1,070.20	20.74%	£84,514.89
Apr '10	Baroness Byford	Toronto Dominion Bank / NYQ:TD	£37.85	£84.37	122.94%	£156,054.96
Mar '25	Lord Fink	Toronto Dominion Bank / NYQ:TD	£61.15	£84.37	37.97%	£96,580.54
Apr '10	Baroness Byford	Prudential / LSE:PRU.L	£482.90	£1,100.50	127.89%	£159,525.22
May '23	Lord Fink	Prudential / LSE:PRU.L	£1,195.00	£1,100.50	-7.91%	£64,464.44
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	£1,100.50	77.39%	£124,169.82
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	£1,100.50	-22.84%	£54,008.83
Jun '21	Lord Morse	Prudential / LSE:PRU.L	£1,430.76	£1,100.50	-23.08%	£53,842.09
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	£1,100.50	31.29%	£91,905.27
Aug '14	Lord Carter of Coles	Visa / NYQ:V	£53.04	£329.61	521.44%	£435,005.63
Jun '19	Baroness Deech	Visa / NYQ:V	£173.74	£329.61	89.71%	£132,800.15
May '11	Lord Glendonbrook	Visa / NYQ:V	£19.97	£329.61	1,550.94%	£1,155,657.35
Apr '21	Lord Grabiner	Visa / NYQ:V	£222.52	£329.61	48.13%	£103,688.20
Jun '15	Lord Lloyd-Webber	Visa / NYQ:V	£68.21	£329.61	383.23%	£338,259.78
Nov '23	Lord Mance	Visa / NYQ:V	£244.77	£329.61	34.66%	£94,262.77
Jan '20	Lord Owen	Visa / NYQ:V	£195.33	£329.61	68.75%	£118,121.63
Aug '17	Lord Sterling of Plaistow	Visa / NYQ:V	£103.22	£329.61	219.33%	£223,529.34
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	£329.61	-4.23%	£67,036.72
Jun '25	Lord Lupton	Visa / NYQ:V	£340.38	£329.61	-3.16%	£67,785.12
Jul '18	Lord Carter of Coles	AIA Group / HKG:1299.HK	£68.50	£79.55	16.13%	£81,291.97
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	£79.55	13.00%	£79,098.01
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	£79.55	12.04%	£78,429.58
Jul '18	Lord Carter of Coles	Berkshire Hathaway / NYQ:BRK-A	£301,550.00	£758,000.00	151.37%	£175,957.55
Oct '13	Lord Glendonbrook	Berkshire Hathaway / NYQ:BRK-A	£172,485.00	£758,000.00	339.46%	£307,620.95
Jul '21	Lord Londesborough	Berkshire Hathaway / NYQ:BRK-A	£420,676.00	£758,000.00	80.19%	£126,130.32
Nov '23	Lord Lupton	Berkshire Hathaway / NYQ:BRK-A	£547,836.00	£758,000.00	38.36%	£96,853.80
Aug '17	Lord Sterling of Plaistow	Berkshire Hathaway / NYQ:BRK-A	£268,540.00	£758,000.00	182.27%	£197,586.95
Oct '15	The Duke of Wellington	Berkshire Hathaway / NYQ:BRK-A	£206,020.00	£758,000.00	267.93%	£257,547.81
Jul '25	Lord Leigh of Hurley	Berkshire Hathaway / NYQ:BRK-A	£714,710.00	£758,000.00	6.06%	£74,239.90
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	£35.87	-30.58%	£48,594.93
Nov '23	Lord Mance	Hdfc Bank / NYQ:HDB	£56.35	£35.87	-36.34%	£44,559.01
May '22	Lord Carter of Coles	London Stock Exchange Group / LSE:LSEG.L	£7,492.00	£8,868.00	18.37%	£82,856.38
May '21	Lord Glendonbrook	London Stock Exchange Group / LSE:LSEG.L	£7,540.00	£8,868.00	17.61%	£82,328.91
Apr '22	Lord Grabiner	London Stock Exchange Group / LSE:LSEG.L	£8,116.00	£8,868.00	9.27%	£76,485.95
Jul '20	Lord Levene of Portsoken	London Stock Exchange Group / LSE:LSEG.L	£8,478.00	£8,868.00	4.60%	£73,220.10
Jul '21	Lord Londesborough	London Stock Exchange Group / LSE:LSEG.L	£7,318.00	£8,868.00	21.18%	£84,826.46
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	£25.28	-7.02%	£65,082.75
Mar '24	Lord Petitgas	Morgan Stanley / NYQ:MS-PI	£25.29	£25.28	-0.04%	£69,972.32
Apr '25	Lord Grabiner	Morgan Stanley / NYQ:MS-PI	£24.54	£25.28	3.02%	£72,110.84
Jul '25	Lord Goldsmith	Morgan Stanley / NYQ:MS-PI	£25.06	£25.28	0.88%	£70,614.53
May '23	Lord Chadlington	Hicl Infrastructure / LSE:HICL.L	£152.80	£114.00	-25.39%	£52,225.13**
Jul '15	Lord Lloyd-Webber	Hicl Infrastructure / LSE:HICL.L	£152.90	£117.60	-23.09%	£53,839.11
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	£545.00	12.95%	£79,067.36
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	£98.15	-26.86%	£51,195.98
Oct '14	Baroness Chisholm of Owlpen	Jupiter Fund Management / LSE:JUP.L	£346.90	£146.40	-57.80%	£29,541.65
Jan '20	Lord Choudrey	United Bank / NMS:UBSI	£35.68	£38.15	6.92%	£74,845.86
Apr '17	Baroness Deech	Worldwide Healthcare Trust / LSE:WWH.L	£233.40	£383.00	64.10%	£114,867.18
Apr '10	Baroness Byford	Standard Chartered / LSE:STAN.L	£1,635.88	£1,660.50	1.51%	£71,053.63
Jun '19	Baroness Deech	Standard Chartered / LSE:STAN.L	£708.20	£1,660.50	134.47%	£164,127.36
Sep '20	Lord Glendonbrook	Standard Chartered / LSE:STAN.L	£372.60	£1,660.50	345.65%	£311,956.52
Apr '24	Lord Hayward	Standard Chartered / LSE:STAN.L	£678.60	£1,660.50	144.69%	£171,286.48
Jan '13	Lord Sassoon	Standard Chartered / LSE:STAN.L	£1,583.79	£1,660.50	4.84%	£73,390.32
Oct '25	Baroness Lloyd of Effra	Standard Chartered / LSE:STAN.L	£1,388.00	£1,660.50	19.63%	£83,742.80
Oct '23	Baroness Deech	Ubs Group / NYQ:UBS	£23.79	£38.84	63.26%	£114,283.31
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	£38.84	101.56%	£141,089.78
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	£15.64	25.02%	£87,513.99
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	£2,040.00	129.86%	£160,901.41
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	£459.00	-77.00%	£16,097.19
Apr '25	Lord Etherton	Polar Capital Technology Trust / LSE:PCT.L	£288.50	£459.00	59.10%	£111,369.15
Dec '23	Lord Etherton	M&G Plc / LSE:MNG.L	£207.30	£271.80	31.11%	£91,780.02
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	£271.80	34.02%	£93,816.56
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	£271.80	9.33%	£76,532.58
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	£22.72	125.84%	£158,091.45
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	£106.72	132.00%	£162,400.00
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	£26.34	116.43%	£151,503.70
May '23	Lord Fink	Natwest Group / NYQ:NWG	£6.48	£16.67	157.25%	£180,077.16
Dec '22	Lord Hintze	Natwest Group / NYQ:NWG	£6.35	£16.67	162.52%	£183,763.78
Aug '11	Baroness Noakes	Natwest Group / NYQ:NWG	£9.32	£16.67	78.84%	£125,188.81
May '23	Lord Fink	State Street / NYQ:STT	£70.29	£120.90	72.00%	£120,401.19
May '24	Lord Flight	Beazley / LSE:BEZ.L	£639.50	£769.00	20.25%	£84,175.14
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	£151.52	495.13%	£416,590.76
Apr '24	Lord Mendoza	Blackstone Group / NYQ:BX	£122.09	£151.52	24.11%	£86,873.62
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	£168.77	529.03%	£440,324.28
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	£310.50	55.56%	£108,892.78
May '11	Lord Glendonbrook	Commonwealth Bank Of Australia / ASX:CBA.AX	£52.37	£152.05	190.36%	£203,251.03
Jan '15	Lord Glendonbrook	Commonwealth Bank Of Australia / ASX:CBA.AX	£83.06	£152.05	83.06%	£128,142.34
May '11	Lord Glendonbrook	Royal Bank Of Canada / NYQ:RY	£61.06	£156.68	156.60%	£179,620.03
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	£156.68	27.78%	£89,443.80
Sep '14	Lord Glendonbrook	Shire / LSE:SHRS.L	£241.41	£300.00	24.27%	£86,988.94
Mar '17	Lord Lloyd-Webber	Shire / LSE:SHRS.L	£239.50	£300.00	25.26%	£87,682.67
May '15	Lord Glendonbrook	National Australia Bank / ASX:NAB.AX	£32.06	£40.42	26.06%	£88,244.50
Dec '15	Lord Glendonbrook	Mastercard / NYQ:MA	£97.82	£553.73	466.07%	£396,249.22
Sep '16	Lord Green of Hurstpierpoint	Mastercard / NYQ:MA	£96.63	£553.73	473.04%	£401,129.05
Jun '21	Lord Morse	Mastercard / NYQ:MA	£364.08	£553.73	52.09%	£106,463.14
Jun '19	Lord Sherbourne of Didsbury	Mastercard / NYQ:MA	£259.20	£553.73	113.63%	£149,541.27
Jun '25	Lord Lupton	Mastercard / NYQ:MA	£538.73	£553.73	2.78%	£71,949.03
Jul '25	Lord Goldsmith	Mastercard / NYQ:MA	£562.09	£553.73	-1.49%	£68,958.88
Jul '16	Lord Glendonbrook	Tp Icap Group / LSE:TCAP.L	£299.20	£248.00	-17.11%	£58,021.10
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	£206.60	82.19%	£127,530.87
Sep '18	Lord Glendonbrook	American Express / NYQ:AXP	£105.40	£368.13	249.27%	£244,488.61
May '19	Lord Glendonbrook	Insurance Australia Group / ASX:IAG.AX	£8.23	£7.65	-7.05%	£65,066.83
Apr '21	Lord Glendonbrook	3i Group / LSE:III.L	£1,204.00	£2,999.00	149.09%	£174,360.47
Nov '15	Lord Lupton	3i Group / LSE:III.L	£479.80	£2,999.00	525.05%	£437,536.48
Mar '16	Baroness Noakes	3i Group / LSE:III.L	£461.60	£2,999.00	549.70%	£454,787.69
May '24	Baroness Sheehan	3i Group / LSE:III.L	£2,977.00	£2,999.00	0.74%	£70,517.30
Jan '22	Lord Glendonbrook	Paypal / NMS:PYPL	£181.01	£61.24	-66.17%	£23,682.67
May '21	Lord Mendelsohn	Paypal / NMS:PYPL	£244.63	£61.24	-74.97%	£17,523.61
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	£183.87	60.96%	£112,675.30
Apr '10	Lord Lang of Monkton	Marsh & Mclennan Companies / NYQ:MMC	£24.78	£183.87	642.01%	£519,406.74
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	£384.80	-26.37%	£51,544.26
Jul '20	Lord Levene of Portsoken	Schroders / LSE:SDR.L	£505.75	£384.80	-23.91%	£53,259.51
Apr '17	Lord Pearson of Rannoch	Schroders / LSE:SDR.L	£524.11	£384.80	-26.58%	£51,393.79
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	£2,380.00	156.05%	£179,236.15
Dec '22	Lord Hintze	Marwyn Value Investors / LSE:MVI.L	£95.00	£137.50	44.74%	£101,315.79
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	£57.50	26.37%	£88,461.54
Jul '10	Lord Hollick	KKR / NYQ:KKR	£10.20	£126.48	1,140.00%	£868,000.02
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	£274.34	37.99%	£96,593.73
Apr '22	Lord Hylton	Impax Environmental Markets / LSE:IEM.L	£446.50	£400.00	-10.41%	£62,709.97
Feb '15	The Earl of Kinnoull	Hiscox / LSE:HSX.L	£888.64	£1,308.00	47.19%	£103,034.28
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	£1,030.00	36.24%	£95,370.37
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	£15.80	-76.76%	£16,264.71
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	£328.50	-0.76%	£69,471.30
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	£836.57	269.84%	£258,885.51
Apr '10	Lord Levene of Portsoken	Goldman Sachs / NYQ:GS	£163.32	£836.57	412.23%	£358,559.26
Apr '20	Lord O'Neill of Gatley	Goldman Sachs / NYQ:GS	£183.54	£836.57	355.80%	£319,057.99
Nov '23	Lord O'Neill of Gatley	Goldman Sachs / NYQ:GS	£337.65	£836.57	147.76%	£173,433.74
Nov '23	Lord O'Neill of Gatley	Goldman Sachs / NYQ:GS	£337.65	£836.57	147.76%	£173,433.74
Nov '23	Lord O'Neill of Gatley	Goldman Sachs / NYQ:GS	£337.65	£836.57	147.76%	£173,433.74
Jun '16	Lord Lloyd-Webber	Plus500 / LSE:PLUS.L	£628.00	£3,380.00	438.22%	£376,751.59
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	£70.80	-33.21%	£46,754.72
Jul '21	Lord Londesborough	3i Infrastructure / LSE:3IN.L	£307.00	£369.50	20.36%	£84,250.81
May '17	Baroness Valentine	3i Infrastructure / LSE:3IN.L	£246.75	£369.50	49.75%	£104,823.97
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	£105.50	-23.27%	£53,709.09
Jun '22	Lord Magan of Castletown	St Jamess / LSE:STJ.L	£1,190.50	£1,355.50	13.86%	£79,701.81
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	£1,228.00	78.23%	£124,760.52
Apr '24	Lord Mendoza	Aon / NYQ:AON	£311.02	£344.45	10.75%	£77,523.96
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	£486.00	8.00%	£75,600.00
Mar '24	Lord Moynihan of Chelsea	Harbourvest / LSE:HVPE.L	£2,315.00	£3,085.00	33.26%	£93,282.94
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	£73.55	73.63%	£121,541.55
Jan '15	Baroness Noakes	Allianz Technology Trust / LSE:ATT.L	£57.00	£521.00	814.04%	£639,824.56
Dec '22	Lord O'Donnell	Brookfield Asset Management / NYQ:BAM	£32.00	£53.07	65.84%	£116,090.62
Mar '23	Lord O'Donnell	Brookfield / NYQ:BBUC	£19.04	£35.70	87.50%	£131,250.00
Apr '16	Baroness Oppenheim-Barnes	Bg Group / NMS:BGC	£5.93	£8.77	47.91%	£103,537.38
Apr '24	Lord Owen	Northern Venture / LSE:NVT.L	£57.50	£58.00	0.87%	£70,608.70
Mar '24	Lord Petitgas	Hamilton Lane / NMS:HLNE	£108.34	£123.04	13.57%	£79,497.88
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	£55.00	-23.08%	£53,846.15
Nov '22	Lord Roborough	Oakley Capital Investments / LSE:OCI.L	£388.00	£550.00	41.75%	£99,226.80
May '24	The Duke of Wellington	Oakley Capital Investments / LSE:OCI.L	£474.50	£550.00	15.91%	£81,138.04
Jul '23	Lord Roborough	Galaxy Digital / TOR:GLXY.TO	£6.43	£37.74	486.94%	£410,855.38
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	£9.04	39.72%	£97,805.25
Jan '13	Lord Sassoon	Bank Of Nova Scotia / NYQ:BNS	£58.86	£70.31	19.45%	£83,617.05
Jan '13	Lord Sassoon	Canadian Imperial Bank Of Commerce / NYQ:CM	£41.95	£86.84	107.03%	£144,923.11
Jan '13	Lord Sassoon	Dunedin Income Growth Investment Trust / LSE:DIG.L	£243.00	£298.00	22.63%	£85,843.62
Jan '13	Lord Sassoon	Merchants Trust / LSE:MRCH.L	£407.40	£585.00	43.59%	£100,515.47
Jan '14	Lord Sassoon	Murray Income Trust / LSE:MUT.L	£747.00	£900.00	20.48%	£84,337.35
Nov '14	Lord Sassoon	City Of London Investment Trust / LSE:CTY.L	£370.90	£524.00	41.28%	£98,894.58
Oct '17	Lord Sassoon	Eaton / NYQ:EIM	£12.44	£9.95	-20.02%	£55,988.74
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	£524.50	21.27%	£84,890.17
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	£343.50	-33.69%	£46,418.92
Jun '22	Lord Stevens of Ludgate	Saga / LSE:SAGA.L	£221.60	£264.00	19.13%	£83,393.50
Jan '19	Lord Thurlow	Syncona / LSE:SYNC.L	£266.00	£96.50	-63.72%	£25,394.74
Dec '14	Lord Tugendhat	Biotech Growth Trust / LSE:BIOG.L	£636.00	£1,195.00	87.89%	£131,525.16
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	£396.50	93.89%	£135,721.27
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.