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	£293.55	63.01%	£114,107.61
May '11	Lord Glendonbrook	JP Morgan / NYQ:JPM	£44.96	£293.55	552.91%	£457,039.58
Jul '16	Lord Glendonbrook	JP Morgan / NYQ:JPM	£63.93	£293.55	359.17%	£321,421.85
Jan '23	Lord Goldsmith	JP Morgan / NYQ:JPM	£137.37	£293.55	113.69%	£149,585.06
Apr '22	Lord Grabiner	JP Morgan / NYQ:JPM	£131.54	£293.55	123.16%	£156,214.84
Apr '10	Lord Lloyd-Webber	JP Morgan / NYQ:JPM	£45.39	£293.55	546.73%	£452,709.84
Jun '21	Lord Morse	JP Morgan / NYQ:JPM	£165.66	£293.55	77.20%	£124,040.19
Feb '19	Lord Reay	JP Morgan / NYQ:JPM	£105.16	£293.55	179.15%	£195,402.23
Apr '24	Felicity Buchan	Bank Of America / NYQ:BAC	£35.23	£49.81	41.39%	£98,969.63
May '24	Lord Goldsmith	Bank Of America / NYQ:BAC	£36.88	£49.81	35.06%	£94,541.76
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	£5.25	110.84%	£147,590.36
Dec '16	Lord Blackwell	Lloyds Bank / NYQ:LYG	£3.09	£5.25	69.90%	£118,932.04
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	£5.25	-1.87%	£68,691.59
Apr '17	Lord Hodgson of Astley Abbotts	Lloyds Bank / NYQ:LYG	£3.23	£5.25	62.54%	£113,777.09
Mar '24	Lord Jamieson	Lloyds Bank / NYQ:LYG	£2.50	£5.25	110.00%	£147,000.00
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	£5.25	51.30%	£105,907.78
Jan '17	Lord Lupton	Lloyds Bank / NYQ:LYG	£3.31	£5.25	58.61%	£111,027.19
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	£5.25	76.77%	£123,737.37
Apr '24	Theresa Villiers	Rit Capital Partners / LSE:RCP.L	£1,786.00	£2,195.00	22.90%	£86,030.24
Apr '22	Lord Kestenbaum	Rit Capital Partners / LSE:RCP.L	£2,545.00	£2,195.00	-13.75%	£60,373.28
Apr '17	Lord MacGregor of Pulham Market	Rit Capital Partners / LSE:RCP.L	£1,876.00	£2,195.00	17.00%	£81,902.99
Oct '15	The Duke of Wellington	Rit Capital Partners / LSE:RCP.L	£1,545.00	£2,195.00	42.07%	£99,449.84
Apr '24	Theresa Villiers	Scottish Mortgage Investment Trust / LSE:SMT.L	£827.40	£1,182.50	42.92%	£100,042.30
Jul '20	Lord Fairfax of Cameron	Scottish Mortgage Investment Trust / LSE:SMT.L	£865.00	£1,182.50	36.71%	£95,693.64
Jul '25	Lord Leigh of Hurley	Scottish Mortgage Investment Trust / LSE:SMT.L	£1,063.00	£1,182.50	11.24%	£77,869.24
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	£645.60	14.40%	£80,079.08
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	£645.60	21.66%	£85,162.23
Apr '10	Lord Sharman	Aviva / LSE:AV.L	£497.50	£645.60	29.77%	£90,838.19
Feb '25	Lord Hayward	Aviva / LSE:AV.L	£507.20	£645.60	27.29%	£89,100.94
Jul '25	Lord Gadhia	Aviva / LSE:AV.L	£635.20	£645.60	1.64%	£71,146.09
Mar '22	Lord Agnew of Oulton	Intermediate Capital Group / LSE:ICG.L	£1,425.50	£1,632.00	14.49%	£80,140.30
Mar '13	Lord Alderdice	Artis / NYQ:APAM	£38.83	£38.18	-1.67%	£68,828.22
May '16	Lord Allen of Kensington	Moelis / NYQ:MC	£26.76	£58.22	117.56%	£152,294.47
Jun '22	Lord Allen of Kensington	Thg / NYQ:THG	£144.67	£178.39	23.31%	£86,315.75
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	£257.90	-6.12%	£65,718.96
Feb '21	Lord Etherton	Legal & General Group / LSE:LGEN.L	£271.70	£257.90	-5.08%	£66,444.60
Jul '16	Lord Glendonbrook	Legal & General Group / LSE:LGEN.L	£197.30	£257.90	30.71%	£91,500.25
Jan '22	Lord Glendonbrook	Legal & General Group / LSE:LGEN.L	£299.00	£257.90	-13.75%	£60,377.92
Jan '22	Lord Glendonbrook	Legal & General Group / LSE:LGEN.L	£299.00	£257.90	-13.75%	£60,377.92
May '22	Lord Glendonbrook	Legal & General Group / LSE:LGEN.L	£246.70	£257.90	4.54%	£73,177.95
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	£257.90	10.83%	£77,580.58
May '22	Lord Londesborough	Legal & General Group / LSE:LGEN.L	£248.70	£257.90	3.70%	£72,589.46
Nov '23	Lord Mance	Legal & General Group / LSE:LGEN.L	£221.80	£257.90	16.28%	£81,393.14
Jul '14	Baroness Noakes	Legal & General Group / LSE:LGEN.L	£224.70	£257.90	14.78%	£80,342.68
Jan '17	Lord Patten	Legal & General Group / LSE:LGEN.L	£246.60	£257.90	4.58%	£73,207.62
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	£8.33	-11.57%	£61,900.21
Aug '13	Lord Borwick	Hansa Trust / LSE:HAN.L	£150.10	£279.00	85.88%	£130,113.25
Dec '19	Lord Bridges of Headley	Banco Santander / NYQ:BSAC	£23.29	£30.95	32.89%	£93,022.75
Apr '10	Lord Burns	Banco Santander / NYQ:BSAC	£24.92	£30.95	24.18%	£86,927.47
Dec '23	Lord Browne of Madingley	Riverstone / LSE:RSE.L	£760.00	£746.00	-1.84%	£68,710.53
Apr '10	Baroness Byford	Barclays / NYQ:BCS	£21.03	£22.43	6.65%	£74,652.00
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	£22.43	20.33%	£84,232.84
Apr '10	Baroness Byford	Bank Of Montreal / NYQ:BMO	£63.27	£144.00	127.60%	£159,317.21
Jul '21	The Earl of Lindsay	Bank Of Montreal / NYQ:BMO	£101.97	£144.00	41.22%	£98,852.60
Jan '13	Lord Sassoon	Bank Of Montreal / NYQ:BMO	£64.52	£144.00	123.19%	£156,230.63
Apr '10	Baroness Byford	Hsbc / LSE:HSBA.L	£691.00	£1,278.80	85.07%	£129,545.59
May '21	Lord Clarke of Nottingham	Hsbc / LSE:HSBA.L	£443.90	£1,278.80	188.08%	£201,658.04
Apr '10	Baroness Dunn	Hsbc / LSE:HSBA.L	£712.50	£1,278.80	79.48%	£125,636.50
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	£1,278.80	97.59%	£138,312.73
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	£1,278.80	97.41%	£138,184.63
Jun '25	Lord Ponsonby of Shulbrede	Hsbc / LSE:HSBA.L	£886.40	£1,278.80	44.27%	£100,988.27
Apr '10	Baroness Byford	Toronto Dominion Bank / NYQ:TD	£37.85	£97.07	156.49%	£179,545.51
Mar '25	Lord Fink	Toronto Dominion Bank / NYQ:TD	£61.15	£97.07	58.74%	£111,118.56
Apr '10	Baroness Byford	Prudential / LSE:PRU.L	£482.90	£1,090.50	125.82%	£158,075.65
May '23	Lord Fink	Prudential / LSE:PRU.L	£1,195.00	£1,090.50	-8.74%	£63,878.66
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	£1,090.50	75.77%	£123,041.52
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	£1,090.50	-23.55%	£53,518.06
Jun '21	Lord Morse	Prudential / LSE:PRU.L	£1,430.76	£1,090.50	-23.78%	£53,352.84
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	£1,090.50	30.10%	£91,070.15
Aug '14	Lord Carter of Coles	Visa / NYQ:V	£53.04	£319.80	502.94%	£422,058.80
Jun '19	Baroness Deech	Visa / NYQ:V	£173.74	£319.80	84.07%	£128,847.69
May '11	Lord Glendonbrook	Visa / NYQ:V	£19.97	£319.80	1,501.80%	£1,121,262.17
Apr '21	Lord Grabiner	Visa / NYQ:V	£222.52	£319.80	43.72%	£100,602.19
Jun '15	Lord Lloyd-Webber	Visa / NYQ:V	£68.21	£319.80	368.85%	£328,192.34
Nov '23	Lord Mance	Visa / NYQ:V	£244.77	£319.80	30.65%	£91,457.28
Jan '20	Lord Owen	Visa / NYQ:V	£195.33	£319.80	63.72%	£114,606.05
Aug '17	Lord Sterling of Plaistow	Visa / NYQ:V	£103.22	£319.80	209.82%	£216,876.56
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	£319.80	-7.08%	£65,041.55
Jun '25	Lord Lupton	Visa / NYQ:V	£340.38	£319.80	-6.05%	£65,767.67
Jul '18	Lord Carter of Coles	AIA Group / HKG:1299.HK	£68.50	£85.10	24.23%	£86,963.50
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	£85.10	20.88%	£84,616.47
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	£85.10	19.86%	£83,901.41
Jul '18	Lord Carter of Coles	Berkshire Hathaway / NYQ:BRK-A	£301,550.00	£750,750.00	148.96%	£174,274.58
Oct '13	Lord Glendonbrook	Berkshire Hathaway / NYQ:BRK-A	£172,485.00	£750,750.00	335.26%	£304,678.67
Jul '21	Lord Londesborough	Berkshire Hathaway / NYQ:BRK-A	£420,676.00	£750,750.00	78.46%	£124,923.93
Nov '23	Lord Lupton	Berkshire Hathaway / NYQ:BRK-A	£547,836.00	£750,750.00	37.04%	£95,927.43
Aug '17	Lord Sterling of Plaistow	Berkshire Hathaway / NYQ:BRK-A	£268,540.00	£750,750.00	179.57%	£195,697.10
Oct '15	The Duke of Wellington	Berkshire Hathaway / NYQ:BRK-A	£206,020.00	£750,750.00	264.41%	£255,084.46
Jul '25	Lord Leigh of Hurley	Berkshire Hathaway / NYQ:BRK-A	£714,710.00	£750,750.00	5.04%	£73,529.82
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	£30.39	-46.07%	£37,751.55
May '22	Lord Carter of Coles	London Stock Exchange Group / LSE:LSEG.L	£7,492.00	£8,744.00	16.71%	£81,697.81
May '21	Lord Glendonbrook	London Stock Exchange Group / LSE:LSEG.L	£7,540.00	£8,744.00	15.97%	£81,177.72
Apr '22	Lord Grabiner	London Stock Exchange Group / LSE:LSEG.L	£8,116.00	£8,744.00	7.74%	£75,416.46
Jul '20	Lord Levene of Portsoken	London Stock Exchange Group / LSE:LSEG.L	£8,478.00	£8,744.00	3.14%	£72,196.27
Jul '21	Lord Londesborough	London Stock Exchange Group / LSE:LSEG.L	£7,318.00	£8,744.00	19.49%	£83,640.34
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	£25.31	-6.91%	£65,159.98
Mar '24	Lord Petitgas	Morgan Stanley / NYQ:MS-PI	£25.29	£25.31	0.08%	£70,055.35
Apr '25	Lord Grabiner	Morgan Stanley / NYQ:MS-PI	£24.54	£25.31	3.14%	£72,196.41
Jul '25	Lord Goldsmith	Morgan Stanley / NYQ:MS-PI	£25.06	£25.31	1.00%	£70,698.32
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	£119.80	-21.65%	£54,846.31
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	£547.00	13.37%	£79,357.51
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	£726.00	12.28%	£78,595.73
Jan '17	Lord Patten	Phoenix Group / LSE:PHNX.L	£680.29	£726.00	6.72%	£74,703.72
Jun '25	Baroness Valentine	Phoenix Group / LSE:PHNX.L	£644.50	£726.00	12.65%	£78,851.82
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	£95.25	-29.02%	£49,683.31
Oct '14	Baroness Chisholm of Owlpen	Jupiter Fund Management / LSE:JUP.L	£346.90	£188.80	-45.58%	£38,097.44
Jan '20	Lord Choudrey	United Bank / NMS:UBSI	£35.68	£40.80	14.35%	£80,044.84
Apr '17	Baroness Deech	Worldwide Healthcare Trust / LSE:WWH.L	£233.40	£346.50	48.46%	£103,920.31
Apr '10	Baroness Byford	Standard Chartered / LSE:STAN.L	£1,635.88	£1,680.50	2.73%	£71,909.44
Jun '19	Baroness Deech	Standard Chartered / LSE:STAN.L	£708.20	£1,680.50	137.29%	£166,104.21
Sep '20	Lord Glendonbrook	Standard Chartered / LSE:STAN.L	£372.60	£1,680.50	351.02%	£315,713.90
Apr '24	Lord Hayward	Standard Chartered / LSE:STAN.L	£678.60	£1,680.50	147.64%	£173,349.55
Jan '13	Lord Sassoon	Standard Chartered / LSE:STAN.L	£1,583.79	£1,680.50	6.11%	£74,274.27
Oct '25	Baroness Lloyd of Effra	Standard Chartered / LSE:STAN.L	£1,388.00	£1,680.50	21.07%	£84,751.44
Oct '23	Baroness Deech	Ubs Group / NYQ:UBS	£23.79	£39.26	65.03%	£115,519.12
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	£39.26	103.74%	£142,615.46
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	£15.60	24.70%	£87,290.17
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	£2,205.00	148.45%	£173,915.49
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	£498.50	-75.03%	£17,482.46
Apr '25	Lord Etherton	Polar Capital Technology Trust / LSE:PCT.L	£288.50	£498.50	72.79%	£120,953.21
Dec '23	Lord Etherton	M&G Plc / LSE:MNG.L	£207.30	£304.50	46.89%	£102,822.00
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	£304.50	50.15%	£105,103.55
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	£304.50	22.49%	£85,740.14
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	£23.42	132.80%	£162,962.23
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	£108.95	136.85%	£165,793.47
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	£26.85	120.62%	£154,437.14
May '23	Lord Fink	Natwest Group / NYQ:NWG	£6.48	£15.74	142.90%	£170,030.86
Dec '22	Lord Hintze	Natwest Group / NYQ:NWG	£6.35	£15.74	147.87%	£173,511.81
Aug '11	Baroness Noakes	Natwest Group / NYQ:NWG	£9.32	£15.74	68.86%	£118,204.66
May '23	Lord Fink	State Street / NYQ:STT	£70.29	£125.14	78.03%	£124,623.70
May '24	Lord Flight	Beazley / LSE:BEZ.L	£639.50	£1,288.00	101.41%	£140,985.14
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	£115.55	353.85%	£317,694.44
Apr '24	Lord Mendoza	Blackstone Group / NYQ:BX	£122.09	£115.55	-5.36%	£66,250.31
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	£145.95	443.98%	£380,786.43
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	£172.66	229.72%	£230,801.20
Jan '15	Lord Glendonbrook	Commonwealth Bank Of Australia / ASX:CBA.AX	£83.06	£172.66	107.87%	£145,511.71
May '11	Lord Glendonbrook	Royal Bank Of Canada / NYQ:RY	£61.06	£164.41	169.26%	£188,481.82
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	£164.41	34.08%	£93,856.63
Sep '14	Lord Glendonbrook	Shire / LSE:SHRS.L	£241.41	£308.00	27.58%	£89,308.64
Mar '17	Lord Lloyd-Webber	Shire / LSE:SHRS.L	£239.50	£308.00	28.60%	£90,020.88
May '15	Lord Glendonbrook	National Australia Bank / ASX:NAB.AX	£32.06	£47.33	47.61%	£103,330.34
Dec '15	Lord Glendonbrook	Mastercard / NYQ:MA	£97.82	£524.66	436.35%	£375,446.72
Sep '16	Lord Green of Hurstpierpoint	Mastercard / NYQ:MA	£96.63	£524.66	442.96%	£380,070.36
Jun '21	Lord Morse	Mastercard / NYQ:MA	£364.08	£524.66	44.11%	£100,873.98
Jun '19	Lord Sherbourne of Didsbury	Mastercard / NYQ:MA	£259.20	£524.66	102.42%	£141,690.57
Jun '25	Lord Lupton	Mastercard / NYQ:MA	£538.73	£524.66	-2.61%	£68,171.81
Jul '25	Lord Goldsmith	Mastercard / NYQ:MA	£562.09	£524.66	-6.66%	£65,338.64
Jul '16	Lord Glendonbrook	Tp Icap Group / LSE:TCAP.L	£299.20	£257.00	-14.10%	£60,126.70
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	£270.00	138.10%	£166,666.66
Sep '18	Lord Glendonbrook	American Express / NYQ:AXP	£105.40	£307.21	191.47%	£204,029.40
May '19	Lord Glendonbrook	Insurance Australia Group / ASX:IAG.AX	£8.23	£6.56	-20.29%	£55,795.87
Apr '21	Lord Glendonbrook	3i Group / LSE:III.L	£1,204.00	£2,929.00	143.27%	£170,290.70
Nov '15	Lord Lupton	3i Group / LSE:III.L	£479.80	£2,929.00	510.46%	£427,323.90
Mar '16	Baroness Noakes	3i Group / LSE:III.L	£461.60	£2,929.00	534.53%	£444,172.44
May '24	Baroness Sheehan	3i Group / LSE:III.L	£2,977.00	£2,929.00	-1.61%	£68,871.35
Jan '22	Lord Glendonbrook	Paypal / NMS:PYPL	£181.01	£47.64	-73.68%	£18,423.29
May '21	Lord Mendelsohn	Paypal / NMS:PYPL	£244.63	£47.64	-80.53%	£13,632.02
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	£185.00	61.95%	£113,367.76
Apr '10	Lord Lang of Monkton	Marsh & Mclennan Companies / NYQ:MMC	£24.78	£185.00	646.57%	£522,598.85
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	£585.50	12.04%	£78,428.18
Jul '20	Lord Levene of Portsoken	Schroders / LSE:SDR.L	£505.75	£585.50	15.77%	£81,038.06
Apr '17	Lord Pearson of Rannoch	Schroders / LSE:SDR.L	£524.11	£585.50	11.71%	£78,199.24
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	£2,525.00	171.65%	£190,156.00
Dec '22	Lord Hintze	Marwyn Value Investors / LSE:MVI.L	£95.00	£140.00	47.37%	£103,157.89
Dec '22	Lord Hintze	Old Mutual / LSE:OMU.L	£49.45	£67.20	35.89%	£95,126.38
Dec '22	Lord Hintze	Geiger Counter / LSE:GCL.L	£45.50	£75.50	65.93%	£116,153.85
Jul '10	Lord Hollick	KKR / NYQ:KKR	£10.20	£95.59	837.16%	£656,009.78
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	£316.81	59.35%	£111,547.21
Apr '22	Lord Hylton	Impax Environmental Markets / LSE:IEM.L	£446.50	£426.00	-4.59%	£66,786.11
Feb '15	The Earl of Kinnoull	Hiscox / LSE:HSX.L	£888.64	£1,470.00	65.42%	£115,795.41
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	£1,435.00	89.81%	£132,870.37
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	£13.90	-79.56%	£14,308.82
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	£338.00	2.11%	£71,480.36
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	£3.61	-99.85%	£104.93**
Apr '17	Lord Griffiths of Fforestfach	Goldman Sachs / NYQ:GS	£226.20	£835.46	269.35%	£258,542.01
Apr '10	Lord Levene of Portsoken	Goldman Sachs / NYQ:GS	£163.32	£835.46	411.55%	£358,083.51
Apr '20	Lord O'Neill of Gatley	Goldman Sachs / NYQ:GS	£183.54	£835.46	355.19%	£318,634.65
Nov '23	Lord O'Neill of Gatley	Goldman Sachs / NYQ:GS	£337.65	£835.46	147.43%	£173,203.62
Nov '23	Lord O'Neill of Gatley	Goldman Sachs / NYQ:GS	£337.65	£835.46	147.43%	£173,203.62
Nov '23	Lord O'Neill of Gatley	Goldman Sachs / NYQ:GS	£337.65	£835.46	147.43%	£173,203.62
Jun '16	Lord Lloyd-Webber	Plus500 / LSE:PLUS.L	£628.00	£4,090.00	551.27%	£455,891.72
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	£77.20	-27.17%	£50,981.13
Jul '21	Lord Londesborough	3i Infrastructure / LSE:3IN.L	£307.00	£350.00	14.01%	£79,804.56
May '17	Baroness Valentine	3i Infrastructure / LSE:3IN.L	£246.75	£350.00	41.85%	£99,291.99
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	£141.50	2.91%	£72,036.36
Jun '22	Lord Magan of Castletown	St Jamess / LSE:STJ.L	£1,190.50	£1,306.00	9.70%	£76,791.26
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	£1,240.00	79.97%	£125,979.68
Apr '24	Lord Mendoza	Aon / NYQ:AON	£311.02	£338.77	8.92%	£76,245.58
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	£74.29	75.38%	£122,764.40
Jan '15	Baroness Noakes	Allianz Technology Trust / LSE:ATT.L	£57.00	£523.00	817.54%	£642,280.70
Dec '22	Lord O'Donnell	Brookfield Asset Management / NYQ:BAM	£32.00	£47.26	47.69%	£103,381.25
Mar '23	Lord O'Donnell	Brookfield / NYQ:BBUC	£19.04	£34.38	80.57%	£126,397.06
Apr '16	Baroness Oppenheim-Barnes	Bg Group / NMS:BGC	£5.93	£9.52	60.56%	£112,391.77
Apr '24	Lord Owen	Northern Venture / LSE:NVT.L	£57.50	£57.00	-0.87%	£69,391.30
Mar '24	Lord Petitgas	Hamilton Lane / NMS:HLNE	£108.34	£110.02	1.55%	£71,085.47
Apr '24	Lord Ponsonby of Shulbrede	Baillie Gifford Japan Trust / LSE:BGFD.L	£710.00	£783.00	10.28%	£77,197.18**
Feb '13	Viscount Ridley	Northern 2 Vct / LSE:NTV.L	£71.50	£53.50	-25.17%	£52,377.62
Nov '22	Lord Roborough	Oakley Capital Investments / LSE:OCI.L	£388.00	£488.00	25.77%	£88,041.24
May '24	The Duke of Wellington	Oakley Capital Investments / LSE:OCI.L	£474.50	£488.00	2.85%	£71,991.57
Jul '23	Lord Roborough	Galaxy Digital / TOR:GLXY.TO	£6.43	£31.06	383.05%	£338,133.74
Dec '23	Lord Roborough	Coinbase Global / NMS:COIN	£140.20	£355.37	153.47%	£177,431.53**
Jan '13	Lord Sassoon	Argo Investments / ASX:ARG.AX	£6.47	£8.97	38.64%	£97,047.92
Jan '13	Lord Sassoon	Bank Of Nova Scotia / NYQ:BNS	£58.86	£72.93	23.90%	£86,732.92
Jan '13	Lord Sassoon	Canadian Imperial Bank Of Commerce / NYQ:CM	£41.95	£100.31	139.15%	£167,402.55
Jan '13	Lord Sassoon	Dunedin Income Growth Investment Trust / LSE:DIG.L	£243.00	£301.00	23.87%	£86,707.82
Jan '13	Lord Sassoon	Merchants Trust / LSE:MRCH.L	£407.40	£616.00	51.20%	£105,841.93
Jan '14	Lord Sassoon	Murray Income Trust / LSE:MUT.L	£747.00	£936.00	25.30%	£87,710.84
Nov '14	Lord Sassoon	City Of London Investment Trust / LSE:CTY.L	£370.90	£554.00	49.37%	£104,556.49
Oct '17	Lord Sassoon	Eaton / NYQ:EIM	£12.44	£10.00	-19.61%	£56,270.10
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	£447.60	3.49%	£72,443.93
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	£429.50	-17.08%	£58,040.54
Jun '22	Lord Stevens of Ludgate	Saga / LSE:SAGA.L	£221.60	£510.00	130.14%	£161,101.08
Jan '19	Lord Thurlow	Syncona / LSE:SYNC.L	£266.00	£95.60	-64.06%	£25,157.89
Dec '14	Lord Tugendhat	Biotech Growth Trust / LSE:BIOG.L	£636.00	£1,235.00	94.18%	£135,927.67
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	£438.50	114.43%	£150,097.80
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.