Financial Services Sector

Members of Parliament invested in the Financial Services Sector

315 investments

137 companies

Investors

Filed	Name	Company	Pur. £	Cur. £	P/L %	MPV*
Apr '24	Felicity Buchan	JP Morgan / NYQ:JPM	£180.08	£336.54	86.88%	£130,818.53
May '11	Lord Glendonbrook	JP Morgan / NYQ:JPM	£44.96	£336.54	648.53%	£523,972.44
Jul '16	Lord Glendonbrook	JP Morgan / NYQ:JPM	£63.93	£336.54	426.42%	£368,493.67
Jan '23	Lord Goldsmith	JP Morgan / NYQ:JPM	£137.37	£336.54	144.99%	£171,491.60
Apr '22	Lord Grabiner	JP Morgan / NYQ:JPM	£131.54	£336.54	155.85%	£179,092.31
Apr '10	Lord Lloyd-Webber	JP Morgan / NYQ:JPM	£45.39	£336.54	641.44%	£519,008.62
Jun '21	Lord Morse	JP Morgan / NYQ:JPM	£165.66	£336.54	103.15%	£142,205.72
Feb '19	Lord Reay	JP Morgan / NYQ:JPM	£105.16	£336.54	220.03%	£224,018.64
Apr '24	Felicity Buchan	Bank Of America / NYQ:BAC	£35.23	£51.08	44.99%	£101,493.05
May '24	Lord Goldsmith	Bank Of America / NYQ:BAC	£36.88	£51.08	38.50%	£96,952.28
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	£5.38	116.06%	£151,244.98
Dec '16	Lord Blackwell	Lloyds Bank / NYQ:LYG	£3.09	£5.38	74.11%	£121,877.03
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	£5.38	0.56%	£70,392.52
Apr '17	Lord Hodgson of Astley Abbotts	Lloyds Bank / NYQ:LYG	£3.23	£5.38	66.56%	£116,594.43
Mar '24	Lord Jamieson	Lloyds Bank / NYQ:LYG	£2.50	£5.38	115.20%	£150,640.00**
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	£5.38	55.04%	£108,530.26
Jan '17	Lord Lupton	Lloyds Bank / NYQ:LYG	£3.31	£5.38	62.54%	£113,776.44
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	£5.38	81.14%	£126,801.35
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	£1,531.50	85.10%	£129,568.52
Jul '20	Lord Fairfax of Cameron	Scottish Mortgage Investment Trust / LSE:SMT.L	£865.00	£1,531.50	77.05%	£123,936.42
Jul '25	Lord Leigh of Hurley	Scottish Mortgage Investment Trust / LSE:SMT.L	£1,063.00	£1,531.50	44.07%	£100,851.36
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	£715.80	26.84%	£88,786.57
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	£715.80	34.89%	£94,422.43
Apr '10	Lord Sharman	Aviva / LSE:AV.L	£497.50	£715.80	43.88%	£100,715.58
Feb '25	Lord Hayward	Aviva / LSE:AV.L	£507.20	£715.80	41.13%	£98,789.43
Jul '25	Lord Gadhia	Aviva / LSE:AV.L	£635.20	£715.80	12.69%	£78,882.24
Mar '22	Lord Agnew of Oulton	Intermediate Capital Group / LSE:ICG.L	£1,425.50	£1,815.00	27.32%	£89,126.62
Mar '13	Lord Alderdice	Artis / NYQ:APAM	£38.83	£34.40	-11.41%	£62,013.91
May '16	Lord Allen of Kensington	Moelis / NYQ:MC	£26.76	£55.06	105.75%	£144,028.40
Jun '22	Lord Allen of Kensington	Thg / NYQ:THG	£144.67	£239.59	65.61%	£115,927.97
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	£298.20	8.55%	£75,988.35
Feb '21	Lord Etherton	Legal & General Group / LSE:LGEN.L	£271.70	£298.20	9.75%	£76,827.38
Jul '16	Lord Glendonbrook	Legal & General Group / LSE:LGEN.L	£197.30	£298.20	51.14%	£105,798.28
Jan '22	Lord Glendonbrook	Legal & General Group / LSE:LGEN.L	£299.00	£298.20	-0.27%	£69,812.71
Jan '22	Lord Glendonbrook	Legal & General Group / LSE:LGEN.L	£299.00	£298.20	-0.27%	£69,812.71
May '22	Lord Glendonbrook	Legal & General Group / LSE:LGEN.L	£246.70	£298.20	20.88%	£84,612.89
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	£298.20	28.15%	£89,703.49
May '22	Lord Londesborough	Legal & General Group / LSE:LGEN.L	£248.70	£298.20	19.90%	£83,932.45
Nov '23	Lord Mance	Legal & General Group / LSE:LGEN.L	£221.80	£298.20	34.45%	£94,111.82
Jul '14	Baroness Noakes	Legal & General Group / LSE:LGEN.L	£224.70	£298.20	32.71%	£92,897.20
Jan '17	Lord Patten	Legal & General Group / LSE:LGEN.L	£246.60	£298.20	20.92%	£84,647.20
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	£8.59	-8.81%	£63,832.27
Aug '13	Lord Borwick	Hansa Trust / LSE:HAN.L	£150.10	£332.00	121.19%	£154,830.11
Dec '19	Lord Bridges of Headley	Banco Santander / NYQ:BSAC	£23.29	£31.96	37.23%	£96,058.39
Apr '10	Lord Burns	Banco Santander / NYQ:BSAC	£24.92	£31.96	28.23%	£89,764.19
Dec '23	Lord Browne of Madingley	Riverstone / LSE:RSE.L	£760.00	£595.00	-21.71%	£54,802.63
Apr '10	Baroness Byford	Barclays / NYQ:BCS	£21.03	£22.01	4.65%	£73,254.15
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	£22.01	18.08%	£82,655.58
Sep '26	Lord Stace	Barclays / NYQ:BCS	£26.44	£22.01	-16.75%	£58,271.56
Apr '10	Baroness Byford	Bank Of Montreal / NYQ:BMO	£63.27	£170.44	169.39%	£188,569.62
Jul '21	The Earl of Lindsay	Bank Of Montreal / NYQ:BMO	£101.97	£170.44	67.15%	£117,003.04
Jan '13	Lord Sassoon	Bank Of Montreal / NYQ:BMO	£64.52	£170.44	164.17%	£184,916.32
Apr '10	Baroness Byford	Hsbc / LSE:HSBA.L	£691.00	£1,366.60	97.77%	£138,439.94
May '21	Lord Clarke of Nottingham	Hsbc / LSE:HSBA.L	£443.90	£1,366.60	207.86%	£215,503.49
Apr '10	Baroness Dunn	Hsbc / LSE:HSBA.L	£712.50	£1,366.60	91.80%	£134,262.45
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	£1,366.60	111.16%	£147,809.02
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	£1,366.60	110.96%	£147,672.12
Jun '25	Lord Ponsonby of Shulbrede	Hsbc / LSE:HSBA.L	£886.40	£1,366.60	54.17%	£107,921.93
Apr '26	Lord Macpherson of Earl's Court	Hsbc / LSE:HSBA.L	£1,335.20	£1,366.60	2.35%	£71,646.20
Aug '26	Baroness Noakes	Hsbc / LSE:HSBA.L	£1,526.40	£1,366.60	-10.47%	£62,671.64
Aug '26	Baroness Deech	Hsbc / LSE:HSBA.L	£1,537.80	£1,366.60	-11.13%	£62,207.05
Apr '10	Baroness Byford	Toronto Dominion Bank / NYQ:TD	£37.85	£125.12	230.61%	£231,428.19
Mar '25	Lord Fink	Toronto Dominion Bank / NYQ:TD	£61.15	£125.12	104.61%	£143,228.13
Apr '10	Baroness Byford	Prudential / LSE:PRU.L	£482.90	£886.20	83.52%	£128,460.93
May '23	Lord Fink	Prudential / LSE:PRU.L	£1,195.00	£886.20	-25.84%	£51,911.30
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	£886.20	42.84%	£99,990.28
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	£886.20	-37.87%	£43,491.71
Jun '21	Lord Morse	Prudential / LSE:PRU.L	£1,430.76	£886.20	-38.06%	£43,357.44
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	£886.20	5.73%	£74,008.59
Aug '26	Baroness Deech	Prudential / LSE:PRU.L	£1,012.00	£886.20	-12.43%	£61,298.42
Aug '14	Lord Carter of Coles	Visa / NYQ:V	£53.04	£414.34	681.18%	£546,828.79
Jun '19	Baroness Deech	Visa / NYQ:V	£173.74	£414.34	138.48%	£166,937.95
May '11	Lord Glendonbrook	Visa / NYQ:V	£19.97	£414.34	1,975.33%	£1,452,732.27
Apr '21	Lord Grabiner	Visa / NYQ:V	£222.52	£414.34	86.20%	£130,342.44
Jun '15	Lord Lloyd-Webber	Visa / NYQ:V	£68.21	£414.34	507.45%	£425,213.31
Nov '23	Lord Mance	Visa / NYQ:V	£244.77	£414.34	69.28%	£118,494.09
Jan '20	Lord Owen	Visa / NYQ:V	£195.33	£414.34	112.12%	£148,486.15
Aug '17	Lord Sterling of Plaistow	Visa / NYQ:V	£103.22	£414.34	301.41%	£280,990.11
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	£414.34	20.38%	£84,269.28
Jun '25	Lord Lupton	Visa / NYQ:V	£340.38	£414.34	21.73%	£85,210.06
Jul '18	Lord Carter of Coles	AIA Group / HKG:1299.HK	£68.50	£71.15	3.87%	£72,708.03
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	£71.15	1.07%	£70,745.74
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	£820,500.00	172.09%	£190,465.93
Oct '13	Lord Glendonbrook	Berkshire Hathaway / NYQ:BRK-A	£172,485.00	£820,500.00	375.69%	£332,985.48
Jul '21	Lord Londesborough	Berkshire Hathaway / NYQ:BRK-A	£420,676.00	£820,500.00	95.04%	£136,530.25
Nov '23	Lord Lupton	Berkshire Hathaway / NYQ:BRK-A	£547,836.00	£820,500.00	49.77%	£104,839.77
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	£820,500.00	298.26%	£278,783.61
Jul '25	Lord Leigh of Hurley	Berkshire Hathaway / NYQ:BRK-A	£714,710.00	£820,500.00	14.80%	£80,361.27
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	£22.44	-60.18%	£27,875.78
May '22	Lord Carter of Coles	London Stock Exchange Group / LSE:LSEG.L	£7,492.00	£9,466.00	26.35%	£88,443.67
May '21	Lord Glendonbrook	London Stock Exchange Group / LSE:LSEG.L	£7,540.00	£9,466.00	25.54%	£87,880.64
Apr '22	Lord Grabiner	London Stock Exchange Group / LSE:LSEG.L	£8,116.00	£9,466.00	16.63%	£81,643.67
Jul '20	Lord Levene of Portsoken	London Stock Exchange Group / LSE:LSEG.L	£8,478.00	£9,466.00	11.65%	£78,157.58
Jul '21	Lord Londesborough	London Stock Exchange Group / LSE:LSEG.L	£7,318.00	£9,466.00	29.35%	£90,546.60
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	£22.27	-18.09%	£57,333.58
Mar '24	Lord Petitgas	Morgan Stanley / NYQ:MS-PI	£25.29	£22.27	-11.94%	£61,640.96
Apr '25	Lord Grabiner	Morgan Stanley / NYQ:MS-PI	£24.54	£22.27	-9.25%	£63,524.86
Jul '25	Lord Goldsmith	Morgan Stanley / NYQ:MS-PI	£25.06	£22.27	-11.13%	£62,206.71
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	£131.00	-14.32%	£59,973.84
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	£554.00	14.82%	£80,373.06
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	£114.90	-14.38%	£59,932.94
Oct '14	Baroness Chisholm of Owlpen	Jupiter Fund Management / LSE:JUP.L	£346.90	£171.40	-50.59%	£34,586.34
Jan '20	Lord Choudrey	United Bank / NMS:UBSI	£35.68	£48.46	35.82%	£95,072.87
Apr '17	Baroness Deech	Worldwide Healthcare Trust / LSE:WWH.L	£233.40	£386.00	65.38%	£115,766.93
Apr '10	Baroness Byford	Standard Chartered / LSE:STAN.L	£1,635.88	£1,981.00	21.10%	£84,767.98
Jun '19	Baroness Deech	Standard Chartered / LSE:STAN.L	£708.20	£2,219.00	213.33%	£219,330.69**
Sep '20	Lord Glendonbrook	Standard Chartered / LSE:STAN.L	£372.60	£1,981.00	431.67%	£372,168.54
Apr '24	Lord Hayward	Standard Chartered / LSE:STAN.L	£678.60	£1,981.00	191.92%	£204,347.19
Jan '13	Lord Sassoon	Standard Chartered / LSE:STAN.L	£1,583.79	£1,981.00	25.08%	£87,555.69
Oct '25	Baroness Lloyd of Effra	Standard Chartered / LSE:STAN.L	£1,388.00	£1,981.00	42.72%	£99,906.34
Oct '23	Baroness Deech	Ubs Group / NYQ:UBS	£23.79	£46.87	97.02%	£137,910.88
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	£46.87	143.23%	£170,259.47
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	£12.89	3.04%	£72,126.30
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	£606.50	-69.61%	£21,270.04
Apr '25	Lord Etherton	Polar Capital Technology Trust / LSE:PCT.L	£288.50	£606.50	110.23%	£147,157.71
Oct '26	Lord Johnson of Lainston	Polar Capital Technology Trust / LSE:PCT.L	£629.00	£606.50	-3.58%	£67,496.03
Dec '23	Lord Etherton	M&G Plc / LSE:MNG.L	£207.30	£312.30	50.65%	£105,455.86
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	£312.30	53.99%	£107,795.85
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	£312.30	25.62%	£87,936.44
Aug '20	Lord Turner of Ecchinswell	M&G Plc / LSE:MNG.L	£166.45	£198.20	19.07%	£83,352.36**
Aug '26	Baroness Valentine	M&G Plc / LSE:MNG.L	£361.70	£313.60	-13.30%	£60,691.18**
May '23	Lord Farmer	Fhn / NYQ:FHN	£10.06	£23.54	134.00%	£163,797.22
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	£122.51	166.33%	£186,428.26
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	£122.51	0.08%	£70,057.18
Jul '26	Lord Sterling of Plaistow	Citigroup / NYQ:C	£140.71	£122.51	-12.93%	£60,945.92
May '23	Lord Fink	Ing Groep / NYQ:ING	£12.17	£32.44	166.56%	£186,589.97
May '23	Lord Fink	Natwest Group / NYQ:NWG	£6.48	£16.99	162.19%	£183,533.95
Dec '22	Lord Hintze	Natwest Group / NYQ:NWG	£6.35	£16.99	167.56%	£187,291.34
Aug '11	Baroness Noakes	Natwest Group / NYQ:NWG	£9.32	£16.99	82.27%	£127,591.95
May '23	Lord Fink	State Street / NYQ:STT	£70.29	£167.84	138.78%	£167,147.53
May '24	Lord Flight	Beazley / LSE:BEZ.L	£639.50	£1,308.50	104.61%	£143,229.09
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	£118.75	366.42%	£326,492.55
Apr '24	Lord Mendoza	Blackstone Group / NYQ:BX	£122.09	£109.57	-10.25%	£62,821.69**
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	£142.85	432.43%	£372,698.49
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	£157.17	200.14%	£210,095.12
Jan '15	Lord Glendonbrook	Commonwealth Bank Of Australia / ASX:CBA.AX	£83.06	£157.17	89.22%	£132,457.29
May '11	Lord Glendonbrook	Royal Bank Of Canada / NYQ:RY	£61.06	£202.06	230.92%	£231,644.28
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	£202.06	64.79%	£115,349.86
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	£40.01	24.78%	£87,349.39
Dec '15	Lord Glendonbrook	Mastercard / NYQ:MA	£97.82	£633.21	547.32%	£453,125.14
Sep '16	Lord Green of Hurstpierpoint	Mastercard / NYQ:MA	£96.63	£633.21	555.29%	£458,705.40
Jun '21	Lord Morse	Mastercard / NYQ:MA	£364.08	£633.21	73.92%	£121,744.41
Jun '19	Lord Sherbourne of Didsbury	Mastercard / NYQ:MA	£259.20	£633.21	144.29%	£171,005.79
Jun '25	Lord Lupton	Mastercard / NYQ:MA	£538.73	£633.21	17.54%	£82,276.29
Jul '25	Lord Goldsmith	Mastercard / NYQ:MA	£562.09	£633.21	12.65%	£78,856.94
Jul '16	Lord Glendonbrook	Tp Icap Group / LSE:TCAP.L	£299.20	£318.40	6.42%	£74,491.60
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	£319.20	181.48%	£197,037.04
Sep '18	Lord Glendonbrook	American Express / NYQ:AXP	£105.40	£325.17	208.51%	£215,957.31
May '19	Lord Glendonbrook	Insurance Australia Group / ASX:IAG.AX	£8.23	£8.89	8.02%	£75,613.61
Apr '21	Lord Glendonbrook	3i Group / LSE:III.L	£1,204.00	£2,314.00	92.19%	£134,534.88
Nov '15	Lord Lupton	3i Group / LSE:III.L	£479.80	£2,314.00	382.28%	£337,599.01
Mar '16	Baroness Noakes	3i Group / LSE:III.L	£461.60	£2,314.00	401.30%	£350,909.87
May '24	Baroness Sheehan	3i Group / LSE:III.L	£2,977.00	£2,314.00	-22.27%	£54,410.48
Jun '26	Lord Camoys	3i Group / LSE:III.L	£2,259.00	£2,314.00	2.43%	£71,704.29
Jan '22	Lord Glendonbrook	Paypal / NMS:PYPL	£181.01	£57.53	-68.21%	£22,249.88
May '21	Lord Mendelsohn	Paypal / NMS:PYPL	£244.63	£57.53	-76.48%	£16,463.43
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	£25.03	10.26%	£77,185.02
Apr '21	Lord Grabiner	Marsh & Mclennan Companies / NYQ:MMC	£126.18	£233.34	84.93%	£129,448.41**
Oct '20	Lord Green of Hurstpierpoint	Marsh & Mclennan Companies / NYQ:MMC	£114.23	£171.94	50.52%	£105,364.61**
Apr '10	Lord Lang of Monkton	Marsh & Mclennan Companies / NYQ:MMC	£24.78	£171.94	593.87%	£485,706.20
Aug '26	Lord Green of Hurstpierpoint	Marsh & Mclennan Companies / NYQ:MMC	£0.00	£0.00	0.00%	£70,000.00**
Oct '16	Lord Hamilton of Epsom	Schroders / LSE:SDR.L	£476.85	£374.60	-21.44%	£54,990.04**
Feb '15	The Earl of Kinnoull	Schroders / LSE:SDR.L	£522.58	£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	£2,760.00	196.93%	£207,853.68
Dec '22	Lord Hintze	Marwyn Value Investors / LSE:MVI.L	£95.00	£141.00	48.42%	£103,894.74
Dec '22	Lord Hintze	Old Mutual / LSE:OMU.L	£49.45	£63.60	28.61%	£90,030.33
Dec '22	Lord Hintze	Geiger Counter / LSE:GCL.L	£45.50	£46.20	1.54%	£71,076.92
Jul '10	Lord Hollick	KKR / NYQ:KKR	£10.20	£93.09	812.65%	£638,852.92
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	£305.98	53.91%	£107,734.02
Apr '22	Lord Hylton	Impax Environmental Markets / LSE:IEM.L	£446.50	£430.00	-3.70%	£67,413.21
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	£1,402.00	85.45%	£129,814.81
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	£12.55	-81.54%	£12,919.12
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	£276.00	-16.62%	£58,368.58
Jan '19	Lord Leigh of Hurley	Cavendish Financial / LSE:CAV.L	£28.25	£6.85	-75.75%	£16,973.45
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	£891.30	294.03%	£275,822.28
Apr '10	Lord Levene of Portsoken	Goldman Sachs / NYQ:GS	£163.32	£891.30	445.74%	£382,016.88
Apr '20	Lord O'Neill of Gatley	Goldman Sachs / NYQ:GS	£183.54	£891.30	385.62%	£339,931.36
Nov '23	Lord O'Neill of Gatley	Goldman Sachs / NYQ:GS	£337.65	£891.30	163.97%	£184,780.10
Nov '23	Lord O'Neill of Gatley	Goldman Sachs / NYQ:GS	£337.65	£891.30	163.97%	£184,780.10
Nov '23	Lord O'Neill of Gatley	Goldman Sachs / NYQ:GS	£337.65	£891.30	163.97%	£184,780.10
Jun '16	Lord Lloyd-Webber	Plus500 / LSE:PLUS.L	£628.00	£3,352.00	433.76%	£373,630.57
Nov '22	Lord Roborough	Plus500 / LSE:PLUS.L	£1,839.00	£3,376.00	83.58%	£128,504.62**
Dec '16	Lord Lloyd-Webber	Bluefield Solar Income Fund / LSE:BSIF.L	£106.00	£102.27	-3.52%	£67,536.79
Jul '21	Lord Londesborough	3i Infrastructure / LSE:3IN.L	£307.00	£391.00	27.36%	£89,153.09
May '17	Baroness Valentine	3i Infrastructure / LSE:3IN.L	£246.75	£391.00	58.46%	£110,923.34
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	£242.00	76.00%	£123,200.00
Jun '22	Lord Magan of Castletown	St Jamess / LSE:STJ.L	£1,190.50	£1,077.00	-9.53%	£63,326.33
Apr '10	Lord Marland	Icp	£0.00	£0.00	0.00%	£70,000.00
Jan '21	Lord Spencer of Alresford	Icp	£0.00	£0.00	0.00%	£70,000.00
Apr '17	Lord Marlesford	Witan Investment Trust / LSE:WTAN.L	£192.10	£2.66	-98.62%	£969.29
Apr '17	Lord Mendelsohn	Witan Investment Trust / LSE:WTAN.L	£191.30	£2.66	-98.61%	£973.34
Nov '21	Lord Mendelsohn	Red Capital / LSE:REDC.L	£25.50	£122.50	380.39%	£336,274.51
Feb '19	Lord Mendelsohn	F&C Investment Trust / LSE:FCIT.L	£689.00	£337.00	-51.09%	£34,238.03
Apr '24	Lord Mendoza	Aon / NYQ:AON	£311.02	£306.80	-1.36%	£69,050.22
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	£93.75	121.32%	£154,922.09
Jan '15	Baroness Noakes	Allianz Technology Trust / LSE:ATT.L	£57.00	£687.00	1,105.26%	£843,684.21
Dec '22	Lord O'Donnell	Brookfield Asset Management / NYQ:BAM	£32.00	£47.64	48.87%	£104,212.50
Mar '23	Lord O'Donnell	Brookfield / NYQ:BBUC	£19.04	£28.05	47.32%	£103,124.99
Apr '16	Baroness Oppenheim-Barnes	Bg Group / NMS:BGC	£5.93	£11.89	100.53%	£140,371.65
Apr '24	Lord Owen	Northern Venture / LSE:NVT.L	£57.50	£56.00	-2.61%	£68,173.91
Mar '24	Lord Petitgas	Hamilton Lane / NMS:HLNE	£108.34	£85.31	-21.26%	£55,119.99
Apr '24	Lord Ponsonby of Shulbrede	Baillie Gifford Japan Trust / LSE:BGFD.L	£710.00	£783.00	10.28%	£77,197.18**
Feb '13	Viscount Ridley	Northern 2 Vct / LSE:NTV.L	£71.50	£53.00	-25.87%	£51,888.11
Nov '22	Lord Roborough	Oakley Capital Investments / LSE:OCI.L	£388.00	£512.00	31.96%	£92,371.13
May '24	The Duke of Wellington	Oakley Capital Investments / LSE:OCI.L	£474.50	£512.00	7.90%	£75,532.14
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	£9.22	42.50%	£99,752.71
Jan '13	Lord Sassoon	Bank Of Nova Scotia / NYQ:BNS	£58.86	£93.41	58.70%	£111,089.03
Jan '13	Lord Sassoon	Canadian Imperial Bank Of Commerce / NYQ:CM	£41.95	£115.03	174.24%	£191,968.05
Jan '13	Lord Sassoon	Dunedin Income Growth Investment Trust / LSE:DIG.L	£243.00	£315.00	29.63%	£90,740.74
Jan '13	Lord Sassoon	Merchants Trust / LSE:MRCH.L	£407.40	£663.00	62.74%	£113,917.53
Jan '14	Lord Sassoon	Murray Income Trust / LSE:MUT.L	£747.00	£987.00	32.13%	£92,489.96
Nov '14	Lord Sassoon	City Of London Investment Trust / LSE:CTY.L	£370.90	£582.00	56.92%	£109,840.93
Oct '17	Lord Sassoon	Eaton / NYQ:EIM	£12.44	£8.92	-28.30%	£50,192.93
Apr '26	Lord Grabiner	Eaton / NYQ:EIM	£9.89	£8.92	-9.81%	£63,134.48
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	£597.50	38.15%	£96,705.20
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	£461.00	-11.00%	£62,297.30
Jun '22	Lord Stevens of Ludgate	Saga / LSE:SAGA.L	£221.60	£797.00	259.66%	£251,759.92
Jan '19	Lord Thurlow	Syncona / LSE:SYNC.L	£266.00	£128.60	-51.65%	£33,842.11
Dec '14	Lord Tugendhat	Biotech Growth Trust / LSE:BIOG.L	£636.00	£1,360.00	113.84%	£149,685.53
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.