Financial Services Sector

Members of Parliament invested in the Financial Services Sector

306 investments

137 companies

Investors

Filed	Name	Company	Pur. £	Cur. £	P/L %	MPV*
Apr '24	Felicity Buchan	JP Morgan / NYQ:JPM	£180.08	£309.14	71.67%	£120,167.71
May '11	Lord Glendonbrook	JP Morgan / NYQ:JPM	£44.96	£309.14	587.59%	£481,312.31
Jul '16	Lord Glendonbrook	JP Morgan / NYQ:JPM	£63.93	£309.14	383.56%	£338,492.12
Jan '23	Lord Goldsmith	JP Morgan / NYQ:JPM	£137.37	£309.14	125.04%	£157,529.31
Apr '22	Lord Grabiner	JP Morgan / NYQ:JPM	£131.54	£309.14	135.02%	£164,511.19
Apr '10	Lord Lloyd-Webber	JP Morgan / NYQ:JPM	£45.39	£309.14	581.08%	£476,752.62
Jun '21	Lord Morse	JP Morgan / NYQ:JPM	£165.66	£312.70	88.76%	£132,132.08
Feb '19	Lord Reay	JP Morgan / NYQ:JPM	£105.16	£312.70	197.36%	£208,149.49
Apr '24	Felicity Buchan	Bank Of America / NYQ:BAC	£35.23	£54.54	54.81%	£108,367.87
May '24	Lord Goldsmith	Bank Of America / NYQ:BAC	£36.88	£54.54	47.89%	£103,519.52
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	£5.16	107.23%	£145,060.24
Dec '16	Lord Blackwell	Lloyds Bank / NYQ:LYG	£3.09	£5.16	66.99%	£116,893.20
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	£5.16	-3.55%	£67,514.02
Apr '17	Lord Hodgson of Astley Abbotts	Lloyds Bank / NYQ:LYG	£3.23	£5.16	59.75%	£111,826.62
Mar '24	Lord Jamieson	Lloyds Bank / NYQ:LYG	£2.50	£5.16	106.40%	£144,480.00
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	£5.16	48.70%	£104,092.22
Jan '17	Lord Lupton	Lloyds Bank / NYQ:LYG	£3.31	£5.34	61.33%	£112,930.52
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	£5.34	79.80%	£125,858.59
Apr '24	Theresa Villiers	Rit Capital Partners / LSE:RCP.L	£1,786.00	£2,285.00	27.94%	£89,557.67
Apr '22	Lord Kestenbaum	Rit Capital Partners / LSE:RCP.L	£2,545.00	£2,285.00	-10.22%	£62,848.72
Apr '17	Lord MacGregor of Pulham Market	Rit Capital Partners / LSE:RCP.L	£1,876.00	£2,285.00	21.80%	£85,261.19
Oct '15	The Duke of Wellington	Rit Capital Partners / LSE:RCP.L	£1,545.00	£2,285.00	47.90%	£103,527.51
Apr '24	Theresa Villiers	Scottish Mortgage Investment Trust / LSE:SMT.L	£827.40	£1,409.00	70.29%	£119,204.73
Jul '20	Lord Fairfax of Cameron	Scottish Mortgage Investment Trust / LSE:SMT.L	£865.00	£1,409.00	62.89%	£114,023.12
Jul '25	Lord Leigh of Hurley	Scottish Mortgage Investment Trust / LSE:SMT.L	£1,063.00	£1,409.00	32.55%	£92,784.57
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	£613.00	8.62%	£76,035.44
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	£613.00	15.52%	£80,861.91
Apr '10	Lord Sharman	Aviva / LSE:AV.L	£497.50	£607.20	22.05%	£85,435.18
Feb '25	Lord Hayward	Aviva / LSE:AV.L	£507.20	£613.00	20.86%	£84,601.73
Jul '25	Lord Gadhia	Aviva / LSE:AV.L	£635.20	£613.00	-3.49%	£67,553.53
Mar '22	Lord Agnew of Oulton	Intermediate Capital Group / LSE:ICG.L	£1,425.50	£1,800.00	26.27%	£88,390.04
Mar '13	Lord Alderdice	Artis / NYQ:APAM	£38.83	£34.53	-11.07%	£62,248.26
May '16	Lord Allen of Kensington	Moelis / NYQ:MC	£26.76	£66.80	149.63%	£174,738.42
Jun '22	Lord Allen of Kensington	Thg / NYQ:THG	£144.67	£197.39	36.44%	£95,509.09
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	£273.20	-0.55%	£69,617.76
Feb '21	Lord Etherton	Legal & General Group / LSE:LGEN.L	£271.70	£273.20	0.55%	£70,386.46
Jul '16	Lord Glendonbrook	Legal & General Group / LSE:LGEN.L	£197.30	£273.20	38.47%	£96,928.54
Jan '22	Lord Glendonbrook	Legal & General Group / LSE:LGEN.L	£299.00	£273.20	-8.63%	£63,959.87
Jan '22	Lord Glendonbrook	Legal & General Group / LSE:LGEN.L	£299.00	£273.20	-8.63%	£63,959.87
May '22	Lord Glendonbrook	Legal & General Group / LSE:LGEN.L	£246.70	£273.20	10.74%	£77,519.26
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	£273.20	17.40%	£82,183.07
May '22	Lord Londesborough	Legal & General Group / LSE:LGEN.L	£248.70	£273.20	9.85%	£76,895.86
Nov '23	Lord Mance	Legal & General Group / LSE:LGEN.L	£221.80	£269.90	21.69%	£85,180.34
Jul '14	Baroness Noakes	Legal & General Group / LSE:LGEN.L	£224.70	£269.90	20.12%	£84,081.00
Jan '17	Lord Patten	Legal & General Group / LSE:LGEN.L	£246.60	£269.90	9.45%	£76,613.95
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	£11.15	18.37%	£82,855.62
Aug '13	Lord Borwick	Hansa Trust / LSE:HAN.L	£150.10	£326.00	117.19%	£152,031.97
Dec '19	Lord Bridges of Headley	Banco Santander / NYQ:BSAC	£23.29	£31.28	34.31%	£94,014.60
Apr '10	Lord Burns	Banco Santander / NYQ:BSAC	£24.92	£31.28	25.51%	£87,854.32
Dec '23	Lord Browne of Madingley	Riverstone / LSE:RSE.L	£760.00	£564.00	-25.79%	£51,947.37
Apr '10	Baroness Byford	Barclays / NYQ:BCS	£21.03	£23.64	12.40%	£78,679.14
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	£23.64	26.82%	£88,776.82
Apr '10	Baroness Byford	Bank Of Montreal / NYQ:BMO	£63.27	£164.39	159.82%	£181,876.09
Jul '21	The Earl of Lindsay	Bank Of Montreal / NYQ:BMO	£101.97	£164.39	61.21%	£112,849.86
Jan '13	Lord Sassoon	Bank Of Montreal / NYQ:BMO	£64.52	£165.22	156.08%	£179,252.95
Apr '10	Baroness Byford	Hsbc / LSE:HSBA.L	£691.00	£1,293.40	87.18%	£131,024.60
May '21	Lord Clarke of Nottingham	Hsbc / LSE:HSBA.L	£443.90	£1,293.40	191.37%	£203,960.36
Apr '10	Baroness Dunn	Hsbc / LSE:HSBA.L	£712.50	£1,293.40	81.53%	£127,070.88
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	£1,293.40	99.85%	£139,891.84
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	£1,311.40	102.44%	£141,707.32
Jun '25	Lord Ponsonby of Shulbrede	Hsbc / LSE:HSBA.L	£886.40	£1,311.40	47.95%	£103,562.72
Apr '26	Lord Macpherson of Earl's Court	Hsbc / LSE:HSBA.L	£1,335.20	£1,311.40	-1.78%	£68,752.25
Apr '10	Baroness Byford	Toronto Dominion Bank / NYQ:TD	£37.85	£114.50	202.55%	£211,784.91
Mar '25	Lord Fink	Toronto Dominion Bank / NYQ:TD	£61.15	£114.50	87.24%	£131,071.13
Apr '10	Baroness Byford	Prudential / LSE:PRU.L	£482.90	£926.20	91.80%	£134,259.21
May '23	Lord Fink	Prudential / LSE:PRU.L	£1,195.00	£926.20	-22.49%	£54,254.39
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	£926.20	49.29%	£104,503.49
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	£926.20	-35.06%	£45,454.77
Jun '21	Lord Morse	Prudential / LSE:PRU.L	£1,430.76	£916.00	-35.98%	£44,815.40
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	£926.20	10.50%	£77,349.08
Aug '14	Lord Carter of Coles	Visa / NYQ:V	£53.04	£322.96	508.90%	£426,229.24
Jun '19	Baroness Deech	Visa / NYQ:V	£173.74	£322.96	85.89%	£130,120.86
May '11	Lord Glendonbrook	Visa / NYQ:V	£19.97	£322.96	1,517.63%	£1,132,341.57
Apr '21	Lord Grabiner	Visa / NYQ:V	£222.52	£322.96	45.14%	£101,596.26
Jun '15	Lord Lloyd-Webber	Visa / NYQ:V	£68.21	£322.96	373.48%	£331,435.27
Nov '23	Lord Mance	Visa / NYQ:V	£244.77	£325.05	32.80%	£92,958.69
Jan '20	Lord Owen	Visa / NYQ:V	£195.33	£325.05	66.41%	£116,487.48
Aug '17	Lord Sterling of Plaistow	Visa / NYQ:V	£103.22	£325.05	214.91%	£220,436.92
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	£322.96	-6.17%	£65,684.23
Jun '25	Lord Lupton	Visa / NYQ:V	£340.38	£325.05	-4.50%	£66,847.34
Jul '18	Lord Carter of Coles	AIA Group / HKG:1299.HK	£68.50	£70.25	2.55%	£71,788.32
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	£71.00	0.85%	£70,596.59
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	£71.00	0.00%	£70,000.00
Jul '18	Lord Carter of Coles	Berkshire Hathaway / NYQ:BRK-A	£301,550.00	£727,000.00	141.09%	£168,761.40
Oct '13	Lord Glendonbrook	Berkshire Hathaway / NYQ:BRK-A	£172,485.00	£727,000.00	321.49%	£295,040.15
Jul '21	Lord Londesborough	Berkshire Hathaway / NYQ:BRK-A	£420,676.00	£727,000.00	72.82%	£120,971.96
Nov '23	Lord Lupton	Berkshire Hathaway / NYQ:BRK-A	£547,836.00	£729,862.00	33.23%	£93,258.46
Aug '17	Lord Sterling of Plaistow	Berkshire Hathaway / NYQ:BRK-A	£268,540.00	£729,862.00	171.79%	£190,252.25
Oct '15	The Duke of Wellington	Berkshire Hathaway / NYQ:BRK-A	£206,020.00	£729,862.00	254.27%	£247,987.28
Jul '25	Lord Leigh of Hurley	Berkshire Hathaway / NYQ:BRK-A	£714,710.00	£727,000.00	1.72%	£71,203.70
Aug '18	Lord Carter of Coles	Discover Financial Services / NYQ:DFS	£71.41	£200.05	180.14%	£196,099.98**
Jun '23	Lord Sterling of Plaistow	Discover Financial Services / NYQ:DFS	£113.10	£126.93	12.23%	£78,559.68**
Aug '18	Lord Carter of Coles	Hdfc Bank / NYQ:HDB	£51.67	£36.44	-29.48%	£49,367.14**
Nov '23	Lord Mance	Hdfc Bank / NYQ:HDB	£56.35	£23.29	-58.67%	£28,931.68
May '22	Lord Carter of Coles	London Stock Exchange Group / LSE:LSEG.L	£7,492.00	£9,014.00	20.32%	£84,220.50
May '21	Lord Glendonbrook	London Stock Exchange Group / LSE:LSEG.L	£7,540.00	£9,014.00	19.55%	£83,684.35
Apr '22	Lord Grabiner	London Stock Exchange Group / LSE:LSEG.L	£8,116.00	£9,014.00	11.06%	£77,745.19
Jul '20	Lord Levene of Portsoken	London Stock Exchange Group / LSE:LSEG.L	£8,478.00	£9,014.00	6.32%	£74,425.57
Jul '21	Lord Londesborough	London Stock Exchange Group / LSE:LSEG.L	£7,318.00	£9,014.00	23.18%	£86,223.01
Apr '22	Lord Sterling of Plaistow	London Stock Exchange Group / LSE:LSEG.L	£8,116.00	£9,536.00	17.50%	£82,247.41**
Dec '24	Lord Green of Hurstpierpoint	London Stock Exchange Group / LSE:LSEG.L	£11,290.00	£9,314.00	-17.50%	£57,748.45**
Dec '24	Lord Sterling of Plaistow	London Stock Exchange Group / LSE:LSEG.L	£11,188.54	£10,740.00	-4.01%	£67,193.78**
Oct '16	Baroness Cavendish of Little Venice	Morgan Stanley / NYQ:MS-PI	£27.19	£24.99	-8.09%	£64,336.15
Mar '24	Lord Petitgas	Morgan Stanley / NYQ:MS-PI	£25.29	£25.00	-1.15%	£69,197.31
Apr '25	Lord Grabiner	Morgan Stanley / NYQ:MS-PI	£24.54	£24.99	1.83%	£71,283.62
Jul '25	Lord Goldsmith	Morgan Stanley / NYQ:MS-PI	£25.06	£24.99	-0.28%	£69,804.47
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	£133.40	-12.75%	£61,072.60
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	£535.00	10.88%	£77,616.58
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	£101.00	-24.74%	£52,682.56
Oct '14	Baroness Chisholm of Owlpen	Jupiter Fund Management / LSE:JUP.L	£346.90	£168.60	-51.40%	£34,021.33
Jan '20	Lord Choudrey	United Bank / NMS:UBSI	£35.68	£44.88	25.78%	£88,049.33
Apr '17	Baroness Deech	Worldwide Healthcare Trust / LSE:WWH.L	£233.40	£349.50	49.74%	£104,820.05
Apr '10	Baroness Byford	Standard Chartered / LSE:STAN.L	£1,635.88	£1,791.00	9.48%	£76,637.79
Jun '19	Baroness Deech	Standard Chartered / LSE:STAN.L	£708.20	£1,791.00	152.89%	£177,026.26
Sep '20	Lord Glendonbrook	Standard Chartered / LSE:STAN.L	£372.60	£1,791.00	380.68%	£336,473.42
Apr '24	Lord Hayward	Standard Chartered / LSE:STAN.L	£678.60	£1,791.00	163.93%	£184,748.02
Jan '13	Lord Sassoon	Standard Chartered / LSE:STAN.L	£1,583.79	£1,811.00	14.35%	£80,042.08
Oct '25	Baroness Lloyd of Effra	Standard Chartered / LSE:STAN.L	£1,388.00	£1,811.00	30.48%	£91,332.85
Oct '23	Baroness Deech	Ubs Group / NYQ:UBS	£23.79	£46.77	96.60%	£137,616.64
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	£47.86	148.37%	£173,855.74
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	£24.08	92.49%	£134,740.20
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	£662.50	-66.81%	£23,233.97
Apr '25	Lord Etherton	Polar Capital Technology Trust / LSE:PCT.L	£288.50	£654.00	126.69%	£158,682.84
Dec '23	Lord Etherton	M&G Plc / LSE:MNG.L	£207.30	£316.80	52.82%	£106,975.39
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	£316.80	56.21%	£109,349.11
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	£311.20	25.18%	£87,626.71
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	£24.72	145.73%	£172,007.95
Oct '14	Lord Farmer	Sumitomo Mitsui Financial Group / NYQ:SMFG	£7.50	£11.63	55.07%	£108,546.67**
Apr '20	Lord Farmer	Ehealth / NMS:EHTH	£116.90	£5.49	-95.30%	£3,287.43**
Jan '21	Lord Farmer	Orix / NYQ:IX	£75.88	£107.21	41.29%	£98,902.22**
Apr '21	Lord Farmer	Nec / NCM:NECB	£12.29	£15.31	24.56%	£87,193.56**
May '23	Lord Fink	Citigroup / NYQ:C	£46.00	£133.38	189.96%	£202,969.57
Apr '22	Lord Grabiner	Citigroup / NYQ:C	£50.34	£61.64	22.45%	£85,713.15**
May '26	Lord Carter of Coles	Citigroup / NYQ:C	£122.41	£133.38	8.96%	£76,273.18
May '23	Lord Fink	Ing Groep / NYQ:ING	£12.17	£28.71	135.91%	£165,135.57
May '23	Lord Fink	Natwest Group / NYQ:NWG	£6.48	£15.56	140.12%	£168,086.42
Dec '22	Lord Hintze	Natwest Group / NYQ:NWG	£6.35	£15.56	145.04%	£171,527.56
Aug '11	Baroness Noakes	Natwest Group / NYQ:NWG	£9.32	£16.05	72.19%	£120,532.71
May '23	Lord Fink	State Street / NYQ:STT	£70.29	£161.80	130.19%	£161,132.45
May '24	Lord Flight	Beazley / LSE:BEZ.L	£639.50	£1,283.00	100.63%	£140,437.84
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	£118.48	365.36%	£325,750.22
Apr '24	Lord Mendoza	Blackstone Group / NYQ:BX	£122.09	£120.29	-1.47%	£68,967.98
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	£157.25	486.10%	£410,268.36
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	£160.24	206.00%	£214,198.92
Jan '15	Lord Glendonbrook	Commonwealth Bank Of Australia / ASX:CBA.AX	£83.06	£160.24	92.92%	£135,044.58
May '11	Lord Glendonbrook	Royal Bank Of Canada / NYQ:RY	£61.06	£197.61	223.63%	£226,542.74
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	£197.89	61.38%	£112,969.33
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	£36.33	13.31%	£79,315.26
Dec '15	Lord Glendonbrook	Mastercard / NYQ:MA	£97.82	£489.08	399.98%	£349,985.68
Sep '16	Lord Green of Hurstpierpoint	Mastercard / NYQ:MA	£96.63	£489.08	406.14%	£354,295.77
Jun '21	Lord Morse	Mastercard / NYQ:MA	£364.08	£495.24	36.03%	£95,217.54
Jun '19	Lord Sherbourne of Didsbury	Mastercard / NYQ:MA	£259.20	£495.24	91.06%	£133,745.36
Jun '25	Lord Lupton	Mastercard / NYQ:MA	£538.73	£495.24	-8.07%	£64,349.12
Jul '25	Lord Goldsmith	Mastercard / NYQ:MA	£562.09	£489.08	-12.99%	£60,907.68
Jul '16	Lord Glendonbrook	Tp Icap Group / LSE:TCAP.L	£299.20	£329.60	10.16%	£77,111.91
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	£283.60	150.09%	£175,061.73
Sep '18	Lord Glendonbrook	American Express / NYQ:AXP	£105.40	£313.34	197.29%	£208,100.56
May '19	Lord Glendonbrook	Insurance Australia Group / ASX:IAG.AX	£8.23	£7.87	-4.37%	£66,938.03
Apr '21	Lord Glendonbrook	3i Group / LSE:III.L	£1,204.00	£2,187.00	81.64%	£127,151.16
Nov '15	Lord Lupton	3i Group / LSE:III.L	£479.80	£2,179.00	354.15%	£317,903.30
Mar '16	Baroness Noakes	3i Group / LSE:III.L	£461.60	£2,179.00	372.05%	£330,437.60
May '24	Baroness Sheehan	3i Group / LSE:III.L	£2,977.00	£2,179.00	-26.81%	£51,236.14
Jan '22	Lord Glendonbrook	Paypal / NMS:PYPL	£181.01	£40.70	-77.52%	£15,739.46
May '21	Lord Mendelsohn	Paypal / NMS:PYPL	£244.63	£41.46	-83.05%	£11,863.63
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	£22.02	-3.00%	£67,903.08
Apr '21	Lord Grabiner	Marsh & Mclennan Companies / NYQ:MMC	£126.18	£233.34	84.93%	£129,448.41**
Oct '20	Lord Green of Hurstpierpoint	Marsh & Mclennan Companies / NYQ:MMC	£114.23	£171.94	50.52%	£105,364.61**
Apr '10	Lord Lang of Monkton	Marsh & Mclennan Companies / NYQ:MMC	£24.78	£171.94	593.87%	£485,706.20
Oct '16	Lord Hamilton of Epsom	Schroders / LSE:SDR.L	£476.85	£374.60	-21.44%	£54,990.04**
Feb '15	The Earl of Kinnoull	Schroders / LSE:SDR.L	£522.58	£583.00	11.56%	£78,093.30
Jul '20	Lord Levene of Portsoken	Schroders / LSE:SDR.L	£505.75	£583.00	15.27%	£80,692.04
Apr '17	Lord Pearson of Rannoch	Schroders / LSE:SDR.L	£524.11	£583.00	11.24%	£77,865.34
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	£3,030.00	225.98%	£228,187.20
Dec '22	Lord Hintze	Marwyn Value Investors / LSE:MVI.L	£95.00	£139.50	46.84%	£102,789.47
Dec '22	Lord Hintze	Old Mutual / LSE:OMU.L	£49.45	£58.80	18.91%	£83,235.59
Dec '22	Lord Hintze	Geiger Counter / LSE:GCL.L	£45.50	£64.00	40.66%	£98,461.54
Jul '10	Lord Hollick	KKR / NYQ:KKR	£10.20	£95.02	831.57%	£652,098.02
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	£255.94	28.74%	£90,115.19
Apr '22	Lord Hylton	Impax Environmental Markets / LSE:IEM.L	£446.50	£456.00	2.13%	£71,489.36
Feb '15	The Earl of Kinnoull	Hiscox / LSE:HSX.L	£888.64	£1,736.00	95.36%	£136,748.86
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	£1,250.00	65.34%	£115,740.74
Aug '22	Lord Lee of Trafford	Rathbones Group / LSE:RAT.L	£1,858.00	£1,980.00	6.57%	£74,596.34**
Oct '23	Lord Lee of Trafford	Vp / LSE:VSL.L	£68.00	£10.90	-83.97%	£11,220.59
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	£308.00	-6.95%	£65,135.95
Jan '19	Lord Leigh of Hurley	Cavendish Financial / LSE:CAV.L	£28.25	£9.25	-67.26%	£22,920.35
Sep '20	Lord Leigh of Hurley	Caledonia Investments / LSE:CLDN.L	£2,405.00	£3.61	-99.85%	£104.93**
Apr '17	Lord Griffiths of Fforestfach	Goldman Sachs / NYQ:GS	£226.20	£1,001.29	342.66%	£309,859.86
Apr '10	Lord Levene of Portsoken	Goldman Sachs / NYQ:GS	£163.32	£1,001.29	513.08%	£429,159.29
Apr '20	Lord O'Neill of Gatley	Goldman Sachs / NYQ:GS	£183.54	£1,032.01	462.28%	£393,596.51
Nov '23	Lord O'Neill of Gatley	Goldman Sachs / NYQ:GS	£337.65	£1,032.01	205.64%	£213,951.43
Nov '23	Lord O'Neill of Gatley	Goldman Sachs / NYQ:GS	£337.65	£1,032.01	205.64%	£213,951.43
Nov '23	Lord O'Neill of Gatley	Goldman Sachs / NYQ:GS	£337.65	£1,032.01	205.64%	£213,951.43
Jun '16	Lord Lloyd-Webber	Plus500 / LSE:PLUS.L	£628.00	£4,772.00	659.87%	£531,910.83
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	£91.50	-13.68%	£60,424.53
Jul '21	Lord Londesborough	3i Infrastructure / LSE:3IN.L	£307.00	£376.00	22.48%	£85,732.90
May '17	Baroness Valentine	3i Infrastructure / LSE:3IN.L	£246.75	£371.00	50.36%	£105,249.51
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	£232.00	68.73%	£118,109.09
Jun '22	Lord Magan of Castletown	St Jamess / LSE:STJ.L	£1,190.50	£1,143.50	-3.95%	£67,236.46
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	£334.40	-51.47%	£33,973.87
Apr '24	Lord Mendoza	Aon / NYQ:AON	£311.02	£331.59	6.61%	£74,629.61
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	£88.00	107.74%	£145,420.20
Jan '15	Baroness Noakes	Allianz Technology Trust / LSE:ATT.L	£57.00	£685.00	1,101.75%	£841,228.07
Dec '22	Lord O'Donnell	Brookfield Asset Management / NYQ:BAM	£32.00	£47.15	47.34%	£103,140.63
Mar '23	Lord O'Donnell	Brookfield / NYQ:BBUC	£19.04	£32.44	70.38%	£119,264.69
Apr '16	Baroness Oppenheim-Barnes	Bg Group / NMS:BGC	£5.93	£10.97	85.01%	£129,510.26
Apr '24	Lord Owen	Northern Venture / LSE:NVT.L	£57.50	£0.57	-99.01%	£693.91
Mar '24	Lord Petitgas	Hamilton Lane / NMS:HLNE	£108.34	£80.00	-26.16%	£51,689.13
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	£518.00	33.51%	£93,453.61
May '24	The Duke of Wellington	Oakley Capital Investments / LSE:OCI.L	£474.50	£518.00	9.17%	£76,417.28
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	£8.68	34.16%	£93,910.36
Jan '13	Lord Sassoon	Bank Of Nova Scotia / NYQ:BNS	£58.86	£81.70	38.80%	£97,162.75
Jan '13	Lord Sassoon	Canadian Imperial Bank Of Commerce / NYQ:CM	£41.95	£110.75	164.04%	£184,825.37
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	£618.00	51.69%	£106,185.57
Jan '14	Lord Sassoon	Murray Income Trust / LSE:MUT.L	£747.00	£938.00	25.57%	£87,898.26
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	£9.80	-21.22%	£55,144.70
Apr '26	Lord Grabiner	Eaton / NYQ:EIM	£9.89	£9.82	-0.71%	£69,504.55
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	£599.50	38.61%	£97,028.90
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	£436.50	-15.73%	£58,986.49
Jun '22	Lord Stevens of Ludgate	Saga / LSE:SAGA.L	£221.60	£545.00	145.94%	£172,157.04
Jan '19	Lord Thurlow	Syncona / LSE:SYNC.L	£266.00	£98.10	-63.12%	£25,815.79
Dec '14	Lord Tugendhat	Biotech Growth Trust / LSE:BIOG.L	£636.00	£1,216.00	91.19%	£133,836.48
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	£424.00	107.33%	£145,134.47
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.