Financial Services Sector

Members of Parliament invested in the Financial Services Sector

280 investments

137 companies

Investors

Filed	Name	Company	Pur. £	Cur. £	P/L %	MPV*
Apr '24	Felicity Buchan	JP Morgan / NYQ:JPM	£180.08	£232.96	29.36%	£90,555.31
May '11	Lord Glendonbrook	JP Morgan / NYQ:JPM	£44.96	£232.96	418.15%	£362,704.64
Jul '16	Lord Glendonbrook	JP Morgan / NYQ:JPM	£63.93	£232.96	264.40%	£255,079.00
Jan '23	Lord Goldsmith	JP Morgan / NYQ:JPM	£137.37	£232.96	69.59%	£118,710.06
Apr '22	Lord Grabiner	JP Morgan / NYQ:JPM	£131.54	£232.96	77.10%	£123,971.43
Apr '10	Lord Lloyd-Webber	JP Morgan / NYQ:JPM	£45.39	£232.96	413.24%	£359,268.58
Jun '21	Lord Morse	JP Morgan / NYQ:JPM	£165.66	£232.96	40.63%	£98,437.76
Feb '19	Lord Reay	JP Morgan / NYQ:JPM	£105.16	£232.96	121.53%	£155,070.37
Apr '24	Felicity Buchan	Bank Of America / NYQ:BAC	£35.23	£43.38	23.13%	£86,193.59
May '24	Lord Goldsmith	Bank Of America / NYQ:BAC	£36.88	£43.38	17.62%	£82,337.31
Apr '24	Sir Bernard Jenkin	Capital / LSE:SCSP.L	£0.01	£0.01	0.00%	£70,000.00
Apr '24	James Sunderland	Lloyds Bank / NYQ:LYG	£2.49	£2.68	7.63%	£75,341.37
Dec '16	Lord Blackwell	Lloyds Bank / NYQ:LYG	£3.09	£2.68	-13.27%	£60,711.98
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	£2.68	-49.91%	£35,065.42
Apr '17	Lord Hodgson of Astley Abbotts	Lloyds Bank / NYQ:LYG	£3.23	£2.68	-17.03%	£58,080.50
Mar '24	Lord Jamieson	Lloyds Bank / NYQ:LYG	£2.50	£2.68	7.20%	£75,040.00
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	£2.68	-22.77%	£54,063.40
Jan '17	Lord Lupton	Lloyds Bank / NYQ:LYG	£3.31	£2.68	-19.03%	£56,676.74
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	£2.68	-7.59%	£64,689.66
Oct '14	Lord Suri	Lloyds Bank / NYQ:LYG	£4.74	£2.68	-43.46%	£39,578.06
Aug '24	Clive Jones	Lloyds Bank / NYQ:LYG	£2.97	£2.68	-9.76%	£63,164.98
Apr '24	Theresa Villiers	Rit Capital Partners / LSE:RCP.L	£1,786.00	£1,944.00	8.85%	£76,192.61
Apr '22	Lord Kestenbaum	Rit Capital Partners / LSE:RCP.L	£2,545.00	£1,944.00	-23.61%	£53,469.55
Apr '17	Lord MacGregor of Pulham Market	Rit Capital Partners / LSE:RCP.L	£1,876.00	£1,944.00	3.62%	£72,537.31
Oct '15	The Duke of Wellington	Rit Capital Partners / LSE:RCP.L	£1,545.00	£1,944.00	25.83%	£88,077.67
Apr '24	Theresa Villiers	Scottish Mortgage Investment Trust / LSE:SMT.L	£827.40	£939.80	13.58%	£79,509.30
Jul '20	Lord Fairfax of Cameron	Scottish Mortgage Investment Trust / LSE:SMT.L	£865.00	£939.80	8.65%	£76,053.18
Mar '22	Lord Agnew of Oulton	Aviva / LSE:AV.L	£508.42	£458.60	-9.80%	£63,140.59
Apr '22	Lord Donoughue	Aviva / LSE:AV.L	£564.34	£458.60	-18.74%	£56,883.94
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	£458.60	-13.58%	£60,494.73
Apr '10	Lord Sharman	Aviva / LSE:AV.L	£497.50	£458.60	-7.82%	£64,526.63
Mar '22	Lord Agnew of Oulton	Intermediate Capital Group / LSE:ICG.L	£1,425.50	£2,076.00	45.63%	£101,943.18
Mar '13	Lord Alderdice	Artis / NYQ:APAM	£38.83	£43.16	11.15%	£77,805.82
May '16	Lord Allen of Kensington	Moelis / NYQ:MC	£26.76	£71.72	168.01%	£187,608.37
Jun '22	Lord Allen of Kensington	Thg / NYQ:THG	£144.67	£153.49	6.10%	£74,267.65
Jan '21	Lord Spencer of Alresford	Thg / NYQ:THG	£119.80	£153.49	28.12%	£89,685.31
Sep '21	Lord Altrincham	Legal & General Group / LSE:LGEN.L	£274.70	£223.60	-18.60%	£56,978.52
Feb '21	Lord Etherton	Legal & General Group / LSE:LGEN.L	£271.70	£223.60	-17.70%	£57,607.65
Jul '16	Lord Glendonbrook	Legal & General Group / LSE:LGEN.L	£197.30	£223.60	13.33%	£79,330.97
Jan '22	Lord Glendonbrook	Legal & General Group / LSE:LGEN.L	£299.00	£223.60	-25.22%	£52,347.83
Jan '22	Lord Glendonbrook	Legal & General Group / LSE:LGEN.L	£299.00	£223.60	-25.22%	£52,347.83
May '22	Lord Glendonbrook	Legal & General Group / LSE:LGEN.L	£246.70	£223.60	-9.36%	£63,445.48
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	£223.60	-3.91%	£67,262.57
May '22	Lord Londesborough	Legal & General Group / LSE:LGEN.L	£248.70	£223.60	-10.09%	£62,935.27
Nov '23	Lord Mance	Legal & General Group / LSE:LGEN.L	£221.80	£223.60	0.81%	£70,568.08
Jul '14	Baroness Noakes	Legal & General Group / LSE:LGEN.L	£224.70	£223.60	-0.49%	£69,657.32
Jan '17	Lord Patten	Legal & General Group / LSE:LGEN.L	£246.60	£223.60	-9.33%	£63,471.21
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	£223.60	-10.16%	£62,884.70
May '10	Lord Ashcroft	Bcb / NGM:BCBP	£9.42	£11.73	24.52%	£87,165.60
Aug '13	Lord Borwick	Hansa Trust / LSE:HAN.L	£150.10	£237.00	57.89%	£110,526.31
Dec '19	Lord Bridges of Headley	Banco Santander / NYQ:BSAC	£23.29	£18.82	-19.19%	£56,565.05
Apr '10	Lord Burns	Banco Santander / NYQ:BSAC	£24.92	£18.82	-24.49%	£52,858.64
Dec '23	Lord Browne of Madingley	Riverstone / LSE:RSE.L	£760.00	£788.00	3.68%	£72,578.95
Apr '10	Baroness Byford	Barclays / NYQ:BCS	£21.03	£12.92	-38.57%	£43,000.62
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**
Apr '10	Baroness Byford	Bank Of Montreal / NYQ:BMO	£63.27	£96.62	52.71%	£106,897.43
Jul '21	The Earl of Lindsay	Bank Of Montreal / NYQ:BMO	£101.97	£96.62	-5.25%	£66,327.35
Jan '13	Lord Sassoon	Bank Of Montreal / NYQ:BMO	£64.52	£96.62	49.75%	£104,826.42
Apr '10	Baroness Byford	Hsbc / LSE:HSBA.L	£691.00	£765.10	10.72%	£77,506.51
May '21	Lord Clarke of Nottingham	Hsbc / LSE:HSBA.L	£443.90	£765.10	72.36%	£120,651.05
Apr '10	Baroness Dunn	Hsbc / LSE:HSBA.L	£712.50	£765.10	7.38%	£75,167.72
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	£765.10	18.71%	£83,098.52
Mar '17	Lord Lloyd-Webber	Hsbc / LSE:HSBA.L	£647.20	£765.10	18.22%	£82,751.85
Oct '10	Baroness Noakes	Hsbc / LSE:HSBA.L	£665.50	£765.10	14.97%	£80,476.33
Jun '19	Lord Patten	Hsbc / LSE:HSBA.L	£647.80	£765.10	18.11%	£82,675.21
Apr '10	Baroness Byford	Toronto Dominion Bank / NYQ:TD	£37.85	£51.56	36.24%	£95,367.95
Apr '10	Baroness Byford	Prudential / LSE:PRU.L	£482.90	£629.80	30.42%	£91,293.94
May '23	Lord Fink	Prudential / LSE:PRU.L	£1,195.00	£629.80	-47.30%	£36,892.05
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	£629.80	1.52%	£71,060.57
Apr '23	Lord Grabiner	Prudential / LSE:PRU.L	£1,140.50	£629.80	-44.78%	£38,654.98
Mar '17	Lord Lloyd-Webber	Prudential / LSE:PRU.L	£1,426.34	£629.80	-55.85%	£30,908.46
Jun '21	Lord Morse	Prudential / LSE:PRU.L	£1,430.76	£629.80	-55.98%	£30,813.04
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**
Aug '14	Lord Carter of Coles	Visa / NYQ:V	£53.04	£314.88	493.67%	£415,565.61
Jun '19	Baroness Deech	Visa / NYQ:V	£173.74	£314.88	81.24%	£126,865.43
May '11	Lord Glendonbrook	Visa / NYQ:V	£19.97	£314.88	1,477.16%	£1,104,012.04
Apr '21	Lord Grabiner	Visa / NYQ:V	£222.52	£314.88	41.51%	£99,054.47
Jun '15	Lord Lloyd-Webber	Visa / NYQ:V	£68.21	£314.88	361.63%	£323,143.24
Nov '23	Lord Mance	Visa / NYQ:V	£244.77	£314.88	28.64%	£90,050.25
Jan '20	Lord Owen	Visa / NYQ:V	£195.33	£314.88	61.20%	£112,842.88
Aug '17	Lord Sterling of Plaistow	Visa / NYQ:V	£103.22	£314.88	205.06%	£213,540.01
May '24	Lord Reay	Visa / NYQ:V	£277.74	£314.88	13.37%	£79,360.56
Jul '18	Lord Carter of Coles	AIA Group / HKG:1299.HK	£68.50	£54.60	-20.29%	£55,795.62
May '23	Lord Londesborough	AIA Group / HKG:1299.HK	£79.20	£54.60	-31.06%	£48,257.58
Nov '23	Lord Mance	AIA Group / HKG:1299.HK	£70.40	£54.60	-22.44%	£54,289.77
May '23	Lord Sterling of Plaistow	AIA Group / HKG:1299.HK	£82.10	£56.30	-31.43%	£48,002.44**
Jul '18	Lord Carter of Coles	Berkshire Hathaway / NYQ:BRK-A	£301,550.00	£673,274.00	123.27%	£156,289.77
Oct '13	Lord Glendonbrook	Berkshire Hathaway / NYQ:BRK-A	£172,485.00	£673,274.00	290.34%	£273,236.40
Jul '21	Lord Londesborough	Berkshire Hathaway / NYQ:BRK-A	£420,676.00	£673,274.00	60.05%	£112,032.02
Nov '23	Lord Lupton	Berkshire Hathaway / NYQ:BRK-A	£547,836.00	£673,274.00	22.90%	£86,027.90
Aug '17	Lord Sterling of Plaistow	Berkshire Hathaway / NYQ:BRK-A	£268,540.00	£673,274.00	150.72%	£175,501.53
Oct '15	The Duke of Wellington	Berkshire Hathaway / NYQ:BRK-A	£206,020.00	£673,274.00	226.80%	£228,760.22
Aug '18	Lord Carter of Coles	Discover Financial Services / NYQ:DFS	£71.41	£169.27	137.04%	£165,927.74
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	£64.32	24.48%	£87,137.61
Nov '23	Lord Mance	Hdfc Bank / NYQ:HDB	£56.35	£64.32	14.14%	£79,900.62
May '22	Lord Carter of Coles	London Stock Exchange Group / LSE:LSEG.L	£7,492.00	£11,450.00	52.83%	£106,980.78
May '21	Lord Glendonbrook	London Stock Exchange Group / LSE:LSEG.L	£7,540.00	£11,450.00	51.86%	£106,299.73
Apr '22	Lord Grabiner	London Stock Exchange Group / LSE:LSEG.L	£8,116.00	£11,450.00	41.08%	£98,755.54
Jul '20	Lord Levene of Portsoken	London Stock Exchange Group / LSE:LSEG.L	£8,478.00	£11,450.00	35.06%	£94,538.81
Jul '21	Lord Londesborough	London Stock Exchange Group / LSE:LSEG.L	£7,318.00	£11,450.00	56.46%	£109,524.46
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	£11,450.00	1.42%	£70,992.03
Dec '24	Lord Sterling of Plaistow	London Stock Exchange Group / LSE:LSEG.L	£11,188.54	£11,450.00	2.34%	£71,635.82
Oct '16	Baroness Cavendish of Little Venice	Morgan Stanley / NYQ:MS-PI	£27.19	£25.25	-7.13%	£65,005.51
Mar '24	Lord Petitgas	Morgan Stanley / NYQ:MS-PI	£25.29	£25.25	-0.16%	£69,889.28
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	£114.00	-25.44%	£52,190.98
May '23	Lord Chadlington	Polar Capital Global Financials Trust / LSE:PCFT.L	£136.80	£188.60	37.87%	£96,505.85
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	£494.50	2.49%	£71,740.93
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	£501.00	-22.52%	£54,237.55
Jan '17	Lord Patten	Phoenix Group / LSE:PHNX.L	£680.29	£501.00	-26.35%	£51,551.74
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	£124.00	-7.60%	£64,679.58
Oct '14	Baroness Chisholm of Owlpen	Jupiter Fund Management / LSE:JUP.L	£346.90	£83.10	-76.04%	£16,768.52
Jan '20	Lord Choudrey	United Bank / NMS:UBSI	£35.68	£37.49	5.07%	£73,551.01
Apr '17	Baroness Deech	Worldwide Healthcare Trust / LSE:WWH.L	£233.40	£316.50	35.60%	£94,922.88
Apr '10	Baroness Byford	Standard Chartered / LSE:STAN.L	£1,635.88	£983.60	-39.87%	£42,088.74
Jun '19	Baroness Deech	Standard Chartered / LSE:STAN.L	£708.20	£983.60	38.89%	£97,221.12
Sep '20	Lord Glendonbrook	Standard Chartered / LSE:STAN.L	£372.60	£983.60	163.98%	£184,787.97
Apr '24	Lord Hayward	Standard Chartered / LSE:STAN.L	£678.60	£983.60	44.95%	£101,461.83
Jan '13	Lord Sassoon	Standard Chartered / LSE:STAN.L	£1,583.79	£983.60	-37.90%	£43,472.88
Oct '23	Baroness Deech	Ubs Group / NYQ:UBS	£23.79	£29.81	25.30%	£87,713.32
Apr '21	Lord Grabiner	Ubs Group / NYQ:UBS	£16.20	£29.81	84.01%	£128,808.63
Mar '23	Lord Roborough	Ubs Group / NYQ:UBS	£19.27	£29.81	54.70%	£108,287.49
Apr '23	Lord Deighton	Block / NCM:RIOT	£10.90	£11.66	6.97%	£74,880.73**
Apr '10	Lord Donoughue	Canadian Western Bank / TOR:CWB.TO	£24.96	£56.16	125.00%	£157,500.01
Oct '13	Viscount Eccles	Rights And Issues Investment Trust / LSE:RIII.L	£887.50	£2,340.00	163.66%	£184,563.38
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	£1,122.00	64.76%	£115,330.40
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	£343.00	-85.65%	£10,046.03
May '22	Lord Ponsonby of Shulbrede	Polar Capital Technology Trust / LSE:PCT.L	£1,996.00	£343.00	-82.82%	£12,029.06
Dec '23	Lord Etherton	M&G Plc / LSE:MNG.L	£207.30	£193.75	-6.54%	£65,424.50
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	£193.75	-4.46%	£66,876.23
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	£193.75	-22.06%	£54,555.51
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	£19.27	91.55%	£134,085.49
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	£68.42	48.74%	£104,117.39
Apr '22	Lord Grabiner	Citigroup / NYQ:C	£50.34	£68.42	35.92%	£95,141.04
May '23	Lord Fink	Ing Groep / NYQ:ING	£12.17	£15.41	26.62%	£88,635.99
May '23	Lord Fink	Natwest Group / NYQ:NWG	£6.48	£10.07	55.40%	£108,780.86
Dec '22	Lord Hintze	Natwest Group / NYQ:NWG	£6.35	£10.07	58.58%	£111,007.87
Aug '11	Baroness Noakes	Natwest Group / NYQ:NWG	£9.32	£10.07	8.03%	£75,623.95
May '23	Lord Fink	State Street / NYQ:STT	£70.29	£95.42	35.75%	£95,026.32
May '24	Lord Flight	Beazley / LSE:BEZ.L	£639.50	£812.00	26.97%	£88,881.94
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	£168.91	563.43%	£464,403.01
Apr '24	Lord Mendoza	Blackstone Group / NYQ:BX	£122.09	£168.91	38.35%	£96,844.14
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	£152.86	469.74%	£398,814.76
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	£251.50	26.00%	£88,201.40
May '11	Lord Glendonbrook	Commonwealth Bank Of Australia / ASX:CBA.AX	£52.37	£155.99	197.88%	£208,517.78
Jan '15	Lord Glendonbrook	Commonwealth Bank Of Australia / ASX:CBA.AX	£83.06	£155.99	87.80%	£131,462.83
May '11	Lord Glendonbrook	Royal Bank Of Canada / NYQ:RY	£61.06	£119.72	96.07%	£137,248.61
Feb '11	Lord Wasserman	Royal Bank Of Canada / NYQ:RY	£55.19	£119.72	116.92%	£151,846.35
Sep '14	Lord Glendonbrook	Shire / LSE:SHRS.L	£241.41	£237.00	-1.83%	£68,721.26
Mar '17	Lord Lloyd-Webber	Shire / LSE:SHRS.L	£239.50	£237.00	-1.04%	£69,269.31
May '15	Lord Glendonbrook	National Australia Bank / ASX:NAB.AX	£32.06	£37.20	16.02%	£81,214.64
Dec '15	Lord Glendonbrook	Mastercard / NYQ:MA	£97.82	£523.28	434.94%	£374,459.23
Sep '16	Lord Green of Hurstpierpoint	Mastercard / NYQ:MA	£96.63	£523.28	441.53%	£379,070.71
Jun '21	Lord Morse	Mastercard / NYQ:MA	£364.08	£523.28	43.73%	£100,608.67
Jun '19	Lord Sherbourne of Didsbury	Mastercard / NYQ:MA	£259.20	£523.28	101.88%	£141,317.90
Jul '16	Lord Glendonbrook	Tp Icap Group / LSE:TCAP.L	£299.20	£262.50	-12.27%	£61,413.46
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	£209.00	84.30%	£129,012.34
Sep '18	Lord Glendonbrook	American Express / NYQ:AXP	£105.40	£293.08	178.06%	£194,645.15
May '19	Lord Glendonbrook	Insurance Australia Group / ASX:IAG.AX	£8.23	£8.48	3.04%	£72,126.36
Apr '21	Lord Glendonbrook	3i Group / LSE:III.L	£1,204.00	£3,558.00	195.51%	£206,860.47
Nov '15	Lord Lupton	3i Group / LSE:III.L	£479.80	£3,558.00	641.56%	£519,091.30
Mar '16	Baroness Noakes	3i Group / LSE:III.L	£461.60	£3,558.00	670.80%	£539,558.05
May '24	Baroness Sheehan	3i Group / LSE:III.L	£2,977.00	£3,558.00	19.52%	£83,661.40
Jan '22	Lord Glendonbrook	Paypal / NMS:PYPL	£181.01	£86.78	-52.06%	£33,559.47
May '21	Lord Mendelsohn	Paypal / NMS:PYPL	£244.63	£86.78	-64.53%	£24,831.79
Apr '21	Lord Grabiner	Banco Bilbao Vizcaya Argentaria / NYQ:BBVA	£5.30	£9.66	82.26%	£127,584.90
Apr '21	Lord Grabiner	Marsh & Mclennan Companies / NYQ:MMC	£126.18	£210.35	66.71%	£116,694.41
Oct '20	Lord Green of Hurstpierpoint	Marsh & Mclennan Companies / NYQ:MMC	£114.23	£210.35	84.15%	£128,902.22
Apr '10	Lord Lang of Monkton	Marsh & Mclennan Companies / NYQ:MMC	£24.78	£210.35	748.87%	£594,209.03
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	£311.60	-40.37%	£41,739.06
Jul '20	Lord Levene of Portsoken	Schroders / LSE:SDR.L	£505.75	£311.60	-38.39%	£43,128.03
Apr '17	Lord Pearson of Rannoch	Schroders / LSE:SDR.L	£524.11	£311.60	-40.55%	£41,617.22
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	£87.00	-8.42%	£64,105.26
Dec '22	Lord Hintze	Old Mutual / LSE:OMU.L	£49.45	£54.70	10.62%	£77,431.75
Dec '22	Lord Hintze	Geiger Counter / LSE:GCL.L	£45.50	£47.00	3.30%	£72,307.69
Jul '10	Lord Hollick	KKR / NYQ:KKR	£10.20	£143.53	1,307.16%	£985,009.80
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	£236.82	19.12%	£83,383.13
Apr '22	Lord Hylton	Impax Environmental Markets / LSE:IEM.L	£446.50	£373.00	-16.46%	£58,477.04
Feb '15	The Earl of Kinnoull	Hiscox / LSE:HSX.L	£888.64	£1,106.00	24.46%	£87,122.26
Apr '22	Lord Lee of Trafford	Secure Trust Bank / LSE:STB.L	£1,240.00	£348.00	-71.94%	£19,645.16
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	£30.40	-55.29%	£31,294.12
Apr '17	Lord Leigh of Hurley	Tr Property Investment Trust / LSE:TRY.L	£316.20	£298.50	-5.60%	£66,081.59
May '22	Earl Peel	Tr Property Investment Trust / LSE:TRY.L	£407.00	£280.00	-31.20%	£48,157.25**
Jan '19	Lord Leigh of Hurley	Cavendish Financial / LSE:CAV.L	£28.25	£10.00	-64.60%	£24,778.76
Sep '20	Lord Leigh of Hurley	Caledonia Investments / LSE:CLDN.L	£2,405.00	£3,505.00	45.74%	£102,016.63
Apr '17	Lord Griffiths of Fforestfach	Goldman Sachs / NYQ:GS	£226.20	£553.99	144.91%	£171,438.11
Apr '10	Lord Levene of Portsoken	Goldman Sachs / NYQ:GS	£163.32	£553.99	239.21%	£237,443.65
Apr '20	Lord O'Neill of Gatley	Goldman Sachs / NYQ:GS	£183.54	£553.99	201.84%	£211,285.28
Nov '23	Lord O'Neill of Gatley	Goldman Sachs / NYQ:GS	£337.65	£553.99	64.07%	£114,850.58
Nov '23	Lord O'Neill of Gatley	Goldman Sachs / NYQ:GS	£337.65	£553.99	64.07%	£114,850.58
Nov '23	Lord O'Neill of Gatley	Goldman Sachs / NYQ:GS	£337.65	£553.99	64.07%	£114,850.58
Jun '16	Lord Lloyd-Webber	Plus500 / LSE:PLUS.L	£628.00	£2,610.00	315.61%	£290,923.57
Nov '22	Lord Roborough	Plus500 / LSE:PLUS.L	£1,839.00	£2,610.00	41.92%	£99,347.47
Dec '16	Lord Lloyd-Webber	Bluefield Solar Income Fund / LSE:BSIF.L	£106.00	£91.50	-13.68%	£60,424.53
Jul '21	Lord Londesborough	3i Infrastructure / LSE:3IN.L	£307.00	£320.00	4.23%	£72,964.17
May '17	Baroness Valentine	3i Infrastructure / LSE:3IN.L	£246.75	£320.00	29.69%	£90,781.25
Jul '21	Lord Londesborough	Admiral Group / LSE:ADM.L	£3,376.00	£2,614.00	-22.57%	£54,200.24
Dec '23	Lord Lupton	Intuitive Investments Group / LSE:IIG.L	£137.50	£118.50	-13.82%	£60,327.27
Jun '22	Lord Magan of Castletown	St Jamess / LSE:STJ.L	£1,190.50	£879.50	-26.12%	£51,713.57
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	£17.00	-33.33%	£46,666.67
Feb '19	Lord Mendelsohn	F&C Investment Trust / LSE:FCIT.L	£689.00	£1,104.00	60.23%	£112,162.55
Apr '24	Lord Mendoza	Aon / NYQ:AON	£311.02	£353.75	13.74%	£79,617.07
Apr '24	Lord Mendoza	Credit Agricole / VIE:ACA.VI	£14.11	£13.08	-7.27%	£64,913.15
Mar '24	Lord Moynihan of Chelsea	Apax Global Alpha / LSE:APAX.L	£144.40	£139.60	-3.32%	£67,673.14
Mar '24	Lord Moynihan of Chelsea	Hg Capital Trust / LSE:HGT.L	£450.00	£522.00	16.00%	£81,200.00
Mar '24	Lord Moynihan of Chelsea	Harbourvest / LSE:HVPE.L	£2,315.00	£2,495.00	7.78%	£75,442.76
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	£70.96	67.52%	£117,261.56
Jan '15	Baroness Noakes	Allianz Technology Trust / LSE:ATT.L	£57.00	£413.50	625.44%	£507,807.02
Dec '22	Lord O'Donnell	Brookfield Asset Management / NYQ:BAM	£32.00	£54.22	69.44%	£118,606.25
Mar '23	Lord O'Donnell	Brookfield / NYQ:BBUC	£19.04	£23.51	23.48%	£86,433.82
Apr '16	Baroness Oppenheim-Barnes	Bg Group / NMS:BGC	£5.93	£8.63	45.55%	£101,884.55
Apr '24	Lord Owen	Northern Venture / LSE:NVT.L	£57.50	£0.56	-99.03%	£675.65
Mar '24	Lord Petitgas	Hamilton Lane / NMS:HLNE	£108.34	£151.40	39.75%	£97,821.67
Apr '24	Lord Ponsonby of Shulbrede	Baillie Gifford Japan Trust / LSE:BGFD.L	£710.00	£710.00	0.00%	£70,000.00
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	£500.00	28.87%	£90,206.19
May '24	The Duke of Wellington	Oakley Capital Investments / LSE:OCI.L	£474.50	£500.00	5.37%	£73,761.85
Jul '23	Lord Roborough	Galaxy Digital / TOR:GLXY.TO	£6.43	£24.75	284.91%	£269,440.12
Dec '23	Lord Roborough	Coinbase Global / NMS:COIN	£140.20	£273.92	95.38%	£136,764.63
Jan '13	Lord Sassoon	Argo Investments / ASX:ARG.AX	£6.47	£8.86	36.94%	£95,857.80
Jan '13	Lord Sassoon	Bank Of Nova Scotia / NYQ:BNS	£58.86	£53.42	-9.24%	£63,530.41
Jan '13	Lord Sassoon	Canadian Imperial Bank Of Commerce / NYQ:CM	£41.95	£63.78	52.06%	£106,439.38
Jan '13	Lord Sassoon	Dunedin Income Growth Investment Trust / LSE:DIG.L	£243.00	£265.00	9.05%	£76,337.45
Jan '13	Lord Sassoon	Merchants Trust / LSE:MRCH.L	£407.40	£544.00	33.53%	£93,470.79
Jan '14	Lord Sassoon	Murray Income Trust / LSE:MUT.L	£747.00	£807.00	8.03%	£75,622.49
Nov '14	Lord Sassoon	City Of London Investment Trust / LSE:CTY.L	£370.90	£424.00	14.32%	£80,021.57
Oct '17	Lord Sassoon	Eaton / NYQ:EIM	£12.44	£10.38	-16.56%	£58,408.36
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	£454.00	4.97%	£73,479.77
Jan '21	Lord Spencer of Alresford	Frenkel Topping Group / LSE:FEN.L	£42.50	£43.00	1.18%	£70,823.53
May '21	Lord Spencer of Alresford	Assetco / LSE:ASTO.L	£142.50	£29.20	-79.51%	£14,343.86
May '23	Lord Stevens of Ludgate	Assetco / LSE:ASTO.L	£54.00	£29.20	-45.93%	£37,851.85
Mar '22	Lord Spencer of Alresford	Bank Of Georgia / LSE:BGEO.L	£1,158.00	£4,695.00	305.44%	£283,808.29
Mar '24	Lord Spencer of Alresford	Conduit / LSE:CRE.L	£518.00	£473.00	-8.69%	£63,918.92
Jun '22	Lord Stevens of Ludgate	Saga / LSE:SAGA.L	£221.60	£122.00	-44.95%	£38,537.91
Jan '19	Lord Thurlow	Syncona / LSE:SYNC.L	£266.00	£99.60	-62.56%	£26,210.53
Dec '14	Lord Tugendhat	Biotech Growth Trust / LSE:BIOG.L	£636.00	£863.00	35.69%	£94,984.28
Apr '22	Lord Waldegrave of North Hill	Biotech Growth Trust / LSE:BIOG.L	£923.00	£863.00	-6.50%	£65,449.62
Jun '18	Baroness Valentine	Bh Macro / LSE:BHMG.L	£204.50	£405.50	98.29%	£138,801.96
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.