Financial Services Sector

Members of Parliament invested in the Financial Services Sector

300 investments

137 companies

Investors

Filed	Name	Company	Pur. £	Cur. £	P/L %	MPV*
Apr '24	Felicity Buchan	JP Morgan / NYQ:JPM	£180.08	£311.75	73.12%	£121,182.25
May '11	Lord Glendonbrook	JP Morgan / NYQ:JPM	£44.96	£311.75	593.39%	£485,375.90
Jul '16	Lord Glendonbrook	JP Morgan / NYQ:JPM	£63.93	£311.75	387.64%	£341,349.91
Jan '23	Lord Goldsmith	JP Morgan / NYQ:JPM	£137.37	£311.75	126.94%	£158,859.29
Apr '22	Lord Grabiner	JP Morgan / NYQ:JPM	£131.54	£311.75	137.00%	£165,900.12
Apr '10	Lord Lloyd-Webber	JP Morgan / NYQ:JPM	£45.39	£311.75	586.83%	£480,777.71
Jun '21	Lord Morse	JP Morgan / NYQ:JPM	£165.66	£311.75	88.19%	£131,730.65
Feb '19	Lord Reay	JP Morgan / NYQ:JPM	£105.16	£311.75	196.45%	£207,517.11
Apr '24	Felicity Buchan	Bank Of America / NYQ:BAC	£35.23	£51.40	45.90%	£102,128.87
May '24	Lord Goldsmith	Bank Of America / NYQ:BAC	£36.88	£51.40	39.37%	£97,559.65
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	£4.57	83.53%	£128,473.90
Dec '16	Lord Blackwell	Lloyds Bank / NYQ:LYG	£3.09	£4.57	47.90%	£103,527.51
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	£4.57	-14.58%	£59,794.39
Apr '17	Lord Hodgson of Astley Abbotts	Lloyds Bank / NYQ:LYG	£3.23	£4.57	41.49%	£99,040.25
Mar '24	Lord Jamieson	Lloyds Bank / NYQ:LYG	£2.50	£4.57	82.80%	£127,960.00
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	£4.57	31.70%	£92,190.21
Jan '17	Lord Lupton	Lloyds Bank / NYQ:LYG	£3.31	£4.57	38.07%	£96,646.53
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	£4.57	53.87%	£107,710.44
Apr '24	Theresa Villiers	Rit Capital Partners / LSE:RCP.L	£1,786.00	£2,010.00	12.54%	£78,779.40
Apr '22	Lord Kestenbaum	Rit Capital Partners / LSE:RCP.L	£2,545.00	£2,010.00	-21.02%	£55,284.87
Apr '17	Lord MacGregor of Pulham Market	Rit Capital Partners / LSE:RCP.L	£1,876.00	£2,010.00	7.14%	£75,000.00
Oct '15	The Duke of Wellington	Rit Capital Partners / LSE:RCP.L	£1,545.00	£2,010.00	30.10%	£91,067.96
Apr '24	Theresa Villiers	Scottish Mortgage Investment Trust / LSE:SMT.L	£827.40	£1,111.50	34.34%	£94,035.53
Jul '20	Lord Fairfax of Cameron	Scottish Mortgage Investment Trust / LSE:SMT.L	£865.00	£1,111.50	28.50%	£89,947.98
Jul '25	Lord Leigh of Hurley	Scottish Mortgage Investment Trust / LSE:SMT.L	£1,063.00	£1,111.50	4.56%	£73,193.79
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	£670.80	18.86%	£83,204.85
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	£670.80	26.41%	£88,486.41
Apr '10	Lord Sharman	Aviva / LSE:AV.L	£497.50	£670.80	34.83%	£94,383.92
Feb '25	Lord Hayward	Aviva / LSE:AV.L	£507.20	£670.80	32.26%	£92,578.86
Jul '25	Lord Gadhia	Aviva / LSE:AV.L	£635.20	£670.80	5.60%	£73,923.17
Mar '22	Lord Agnew of Oulton	Intermediate Capital Group / LSE:ICG.L	£1,425.50	£2,262.00	58.68%	£111,076.82
Mar '13	Lord Alderdice	Artis / NYQ:APAM	£38.83	£45.13	16.22%	£81,357.20
May '16	Lord Allen of Kensington	Moelis / NYQ:MC	£26.76	£75.43	181.88%	£197,313.15
Jun '22	Lord Allen of Kensington	Thg / NYQ:THG	£144.67	£174.92	20.91%	£84,636.76
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	£239.30	-12.89%	£60,979.25
Feb '21	Lord Etherton	Legal & General Group / LSE:LGEN.L	£271.70	£239.30	-11.92%	£61,652.56
Jul '16	Lord Glendonbrook	Legal & General Group / LSE:LGEN.L	£197.30	£239.30	21.29%	£84,901.17
Jan '22	Lord Glendonbrook	Legal & General Group / LSE:LGEN.L	£299.00	£239.30	-19.97%	£56,023.41
Jan '22	Lord Glendonbrook	Legal & General Group / LSE:LGEN.L	£299.00	£239.30	-19.97%	£56,023.41
May '22	Lord Glendonbrook	Legal & General Group / LSE:LGEN.L	£246.70	£239.30	-3.00%	£67,900.29
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	£239.30	2.84%	£71,985.39
May '22	Lord Londesborough	Legal & General Group / LSE:LGEN.L	£248.70	£239.30	-3.78%	£67,354.24
Nov '23	Lord Mance	Legal & General Group / LSE:LGEN.L	£221.80	£239.30	7.89%	£75,522.99
Jul '14	Baroness Noakes	Legal & General Group / LSE:LGEN.L	£224.70	£239.30	6.50%	£74,548.29
Jan '17	Lord Patten	Legal & General Group / LSE:LGEN.L	£246.60	£239.30	-2.96%	£67,927.82
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	£8.63	-8.39%	£64,129.51
Aug '13	Lord Borwick	Hansa Trust / LSE:HAN.L	£150.10	£276.00	83.88%	£128,714.19
Dec '19	Lord Bridges of Headley	Banco Santander / NYQ:BSAC	£23.29	£25.93	11.34%	£77,934.73
Apr '10	Lord Burns	Banco Santander / NYQ:BSAC	£24.92	£25.93	4.04%	£72,828.09
Dec '23	Lord Browne of Madingley	Riverstone / LSE:RSE.L	£760.00	£898.00	18.16%	£82,710.53
Apr '10	Baroness Byford	Barclays / NYQ:BCS	£21.03	£20.77	-1.25%	£69,127.15
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	£20.77	11.43%	£77,998.93
Apr '10	Baroness Byford	Bank Of Montreal / NYQ:BMO	£63.27	£129.73	105.04%	£143,529.31
Jul '21	The Earl of Lindsay	Bank Of Montreal / NYQ:BMO	£101.97	£129.73	27.22%	£89,056.58
Jan '13	Lord Sassoon	Bank Of Montreal / NYQ:BMO	£64.52	£129.73	101.07%	£140,748.61
Apr '10	Baroness Byford	Hsbc / LSE:HSBA.L	£691.00	£1,014.80	46.86%	£102,801.74
May '21	Lord Clarke of Nottingham	Hsbc / LSE:HSBA.L	£443.90	£1,014.80	128.61%	£160,027.03
Apr '10	Baroness Dunn	Hsbc / LSE:HSBA.L	£712.50	£1,014.80	42.43%	£99,699.65
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	£1,014.80	56.80%	£109,758.96
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	£1,014.80	56.65%	£109,657.30
Jun '25	Lord Ponsonby of Shulbrede	Hsbc / LSE:HSBA.L	£886.40	£1,014.80	14.49%	£80,139.89
Apr '10	Baroness Byford	Toronto Dominion Bank / NYQ:TD	£37.85	£78.40	107.16%	£145,012.55
Mar '25	Lord Fink	Toronto Dominion Bank / NYQ:TD	£61.15	£78.40	28.21%	£89,746.52
Apr '10	Baroness Byford	Prudential / LSE:PRU.L	£482.90	£1,020.00	111.22%	£147,856.18
May '23	Lord Fink	Prudential / LSE:PRU.L	£1,195.00	£1,020.00	-14.64%	£59,748.95
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	£1,020.00	64.41%	£115,086.98
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	£1,020.00	-28.49%	£50,058.16
Jun '21	Lord Morse	Prudential / LSE:PRU.L	£1,430.76	£1,020.00	-28.71%	£49,903.62
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	£1,020.00	21.69%	£85,182.53
Aug '14	Lord Carter of Coles	Visa / NYQ:V	£53.04	£346.20	552.71%	£456,900.46
Jun '19	Baroness Deech	Visa / NYQ:V	£173.74	£346.20	99.26%	£139,484.29
May '11	Lord Glendonbrook	Visa / NYQ:V	£19.97	£346.20	1,634.03%	£1,213,824.24
Apr '21	Lord Grabiner	Visa / NYQ:V	£222.52	£346.20	55.58%	£108,907.07
Jun '15	Lord Lloyd-Webber	Visa / NYQ:V	£68.21	£346.20	407.55%	£355,285.17
Nov '23	Lord Mance	Visa / NYQ:V	£244.77	£346.20	41.44%	£99,007.23
Jan '20	Lord Owen	Visa / NYQ:V	£195.33	£346.20	77.24%	£124,066.97
Aug '17	Lord Sterling of Plaistow	Visa / NYQ:V	£103.22	£346.20	235.40%	£234,780.09
May '24	Lord Reay	Visa / NYQ:V	£277.74	£346.20	24.65%	£87,254.27
Mar '25	Lord Fink	Visa / NYQ:V	£344.18	£346.20	0.59%	£70,410.84
Jun '25	Lord Lupton	Visa / NYQ:V	£340.38	£346.20	1.71%	£71,196.90
Jul '18	Lord Carter of Coles	AIA Group / HKG:1299.HK	£68.50	£74.50	8.76%	£76,131.39
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	£74.50	5.82%	£74,076.70
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	£739,380.00	145.19%	£171,635.22
Oct '13	Lord Glendonbrook	Berkshire Hathaway / NYQ:BRK-A	£172,485.00	£739,380.00	328.66%	£300,064.35
Jul '21	Lord Londesborough	Berkshire Hathaway / NYQ:BRK-A	£420,676.00	£739,380.00	75.76%	£123,031.98
Nov '23	Lord Lupton	Berkshire Hathaway / NYQ:BRK-A	£547,836.00	£739,380.00	34.96%	£94,474.62
Aug '17	Lord Sterling of Plaistow	Berkshire Hathaway / NYQ:BRK-A	£268,540.00	£739,380.00	175.33%	£192,733.30
Oct '15	The Duke of Wellington	Berkshire Hathaway / NYQ:BRK-A	£206,020.00	£739,380.00	258.89%	£251,221.24
Jul '25	Lord Leigh of Hurley	Berkshire Hathaway / NYQ:BRK-A	£714,710.00	£739,380.00	3.45%	£72,416.22
Aug '18	Lord Carter of Coles	Discover Financial Services / NYQ:DFS	£71.41	£200.05	180.14%	£196,099.98**
Jun '23	Lord Sterling of Plaistow	Discover Financial Services / NYQ:DFS	£113.10	£126.93	12.23%	£78,559.68**
Aug '18	Lord Carter of Coles	Hdfc Bank / NYQ:HDB	£51.67	£35.97	-30.39%	£48,730.41
Nov '23	Lord Mance	Hdfc Bank / NYQ:HDB	£56.35	£35.97	-36.17%	£44,683.23
May '22	Lord Carter of Coles	London Stock Exchange Group / LSE:LSEG.L	£7,492.00	£8,540.00	13.99%	£79,791.78
May '21	Lord Glendonbrook	London Stock Exchange Group / LSE:LSEG.L	£7,540.00	£8,540.00	13.26%	£79,283.82
Apr '22	Lord Grabiner	London Stock Exchange Group / LSE:LSEG.L	£8,116.00	£8,540.00	5.22%	£73,656.97
Jul '20	Lord Levene of Portsoken	London Stock Exchange Group / LSE:LSEG.L	£8,478.00	£8,540.00	0.73%	£70,511.91
Jul '21	Lord Londesborough	London Stock Exchange Group / LSE:LSEG.L	£7,318.00	£8,540.00	16.70%	£81,688.99
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	£25.41	-6.55%	£65,417.43
Mar '24	Lord Petitgas	Morgan Stanley / NYQ:MS-PI	£25.29	£25.41	0.47%	£70,332.14
Apr '25	Lord Grabiner	Morgan Stanley / NYQ:MS-PI	£24.54	£25.41	3.55%	£72,481.66
Jul '25	Lord Goldsmith	Morgan Stanley / NYQ:MS-PI	£25.06	£25.41	1.40%	£70,977.65
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	£120.80	-20.99%	£55,304.12
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	£520.00	7.77%	£75,440.41
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	£650.00	0.53%	£70,368.08
Jan '17	Lord Patten	Phoenix Group / LSE:PHNX.L	£680.29	£650.00	-4.45%	£66,883.50
Jun '25	Baroness Valentine	Phoenix Group / LSE:PHNX.L	£644.50	£650.00	0.85%	£70,597.36
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	£104.50	-22.13%	£54,508.20
Oct '14	Baroness Chisholm of Owlpen	Jupiter Fund Management / LSE:JUP.L	£346.90	£125.00	-63.97%	£25,223.41
Jan '20	Lord Choudrey	United Bank / NMS:UBSI	£35.68	£37.16	4.15%	£72,903.59
Apr '17	Baroness Deech	Worldwide Healthcare Trust / LSE:WWH.L	£233.40	£326.00	39.67%	£97,772.07
Apr '10	Baroness Byford	Standard Chartered / LSE:STAN.L	£1,635.88	£1,415.50	-13.47%	£60,569.95
Jun '19	Baroness Deech	Standard Chartered / LSE:STAN.L	£708.20	£1,415.50	99.87%	£139,911.04
Sep '20	Lord Glendonbrook	Standard Chartered / LSE:STAN.L	£372.60	£1,415.50	279.90%	£265,928.61
Apr '24	Lord Hayward	Standard Chartered / LSE:STAN.L	£678.60	£1,415.50	108.59%	£146,013.86
Jan '13	Lord Sassoon	Standard Chartered / LSE:STAN.L	£1,583.79	£1,415.50	-10.63%	£62,561.88
Oct '23	Baroness Deech	Ubs Group / NYQ:UBS	£23.79	£41.43	74.15%	£121,904.16
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	£41.43	115.00%	£150,498.18
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	£17.62	40.85%	£98,593.13
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	£2,110.00	137.75%	£166,422.54
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	£421.00	-78.91%	£14,764.53
Apr '25	Lord Etherton	Polar Capital Technology Trust / LSE:PCT.L	£288.50	£421.00	45.93%	£102,149.05
Dec '23	Lord Etherton	M&G Plc / LSE:MNG.L	£207.30	£254.10	22.58%	£85,803.18
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	£254.10	25.30%	£87,707.10
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	£254.10	2.21%	£71,548.67
Aug '20	Lord Turner of Ecchinswell	M&G Plc / LSE:MNG.L	£166.45	£198.20	19.07%	£83,352.36**
May '23	Lord Farmer	Fhn / NYQ:FHN	£10.06	£22.66	125.25%	£157,673.96
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	£101.76	121.22%	£154,852.18
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	£25.34	108.22%	£145,751.85
May '23	Lord Fink	Natwest Group / NYQ:NWG	£6.48	£14.42	122.53%	£155,771.61
Dec '22	Lord Hintze	Natwest Group / NYQ:NWG	£6.35	£14.42	127.09%	£158,960.63
Aug '11	Baroness Noakes	Natwest Group / NYQ:NWG	£9.32	£14.42	54.70%	£108,291.70
May '23	Lord Fink	State Street / NYQ:STT	£70.29	£111.70	58.91%	£111,239.15
May '24	Lord Flight	Beazley / LSE:BEZ.L	£639.50	£829.00	29.63%	£90,742.77
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	£183.62	621.21%	£504,846.82
Apr '24	Lord Mendoza	Blackstone Group / NYQ:BX	£122.09	£183.62	50.40%	£105,278.07
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	£183.54	584.08%	£478,859.47
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	£232.00	16.23%	£81,362.72
May '11	Lord Glendonbrook	Commonwealth Bank Of Australia / ASX:CBA.AX	£52.37	£168.15	221.10%	£224,772.50
Jan '15	Lord Glendonbrook	Commonwealth Bank Of Australia / ASX:CBA.AX	£83.06	£168.15	102.44%	£141,710.84
May '11	Lord Glendonbrook	Royal Bank Of Canada / NYQ:RY	£61.06	£146.34	139.67%	£167,766.12
Feb '11	Lord Wasserman	Royal Bank Of Canada / NYQ:RY	£55.19	£146.34	165.16%	£185,609.71
Jan '25	Lord Sassoon	Royal Bank Of Canada / NYQ:RY	£122.62	£146.34	19.34%	£83,541.02
Sep '14	Lord Glendonbrook	Shire / LSE:SHRS.L	£241.41	£272.00	12.67%	£78,869.97
Mar '17	Lord Lloyd-Webber	Shire / LSE:SHRS.L	£239.50	£272.00	13.57%	£79,498.96
May '15	Lord Glendonbrook	National Australia Bank / ASX:NAB.AX	£32.06	£43.42	35.42%	£94,794.07
Dec '15	Lord Glendonbrook	Mastercard / NYQ:MA	£97.82	£598.63	511.97%	£428,379.68
Sep '16	Lord Green of Hurstpierpoint	Mastercard / NYQ:MA	£96.63	£598.63	519.51%	£433,655.20
Jun '21	Lord Morse	Mastercard / NYQ:MA	£364.08	£598.63	64.42%	£115,095.86
Jun '19	Lord Sherbourne of Didsbury	Mastercard / NYQ:MA	£259.20	£598.63	130.95%	£161,667.05
Jun '25	Lord Lupton	Mastercard / NYQ:MA	£538.73	£598.63	11.12%	£77,783.12
Jul '25	Lord Goldsmith	Mastercard / NYQ:MA	£562.09	£598.63	6.50%	£74,550.51
Jul '16	Lord Glendonbrook	Tp Icap Group / LSE:TCAP.L	£299.20	£271.50	-9.26%	£63,519.06
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	£161.90	42.77%	£99,938.27
Sep '18	Lord Glendonbrook	American Express / NYQ:AXP	£105.40	£336.00	218.79%	£223,149.90
May '19	Lord Glendonbrook	Insurance Australia Group / ASX:IAG.AX	£8.23	£8.45	2.67%	£71,871.20
Apr '21	Lord Glendonbrook	3i Group / LSE:III.L	£1,204.00	£3,831.00	218.19%	£222,732.56
Nov '15	Lord Lupton	3i Group / LSE:III.L	£479.80	£3,831.00	698.46%	£558,920.40
Mar '16	Baroness Noakes	3i Group / LSE:III.L	£461.60	£3,831.00	729.94%	£580,957.53
May '24	Baroness Sheehan	3i Group / LSE:III.L	£2,977.00	£3,831.00	28.69%	£90,080.62
Jan '22	Lord Glendonbrook	Paypal / NMS:PYPL	£181.01	£68.62	-62.09%	£26,536.66
May '21	Lord Mendelsohn	Paypal / NMS:PYPL	£244.63	£68.62	-71.95%	£19,635.37
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	£197.40	72.81%	£120,966.46
Apr '10	Lord Lang of Monkton	Marsh & Mclennan Companies / NYQ:MMC	£24.78	£197.40	696.61%	£557,627.08
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	£376.80	-27.90%	£50,472.65
Jul '20	Lord Levene of Portsoken	Schroders / LSE:SDR.L	£505.75	£376.80	-25.50%	£52,152.25
Apr '17	Lord Pearson of Rannoch	Schroders / LSE:SDR.L	£524.11	£376.80	-28.11%	£50,325.31
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	£2,430.00	161.43%	£183,001.61
Dec '22	Lord Hintze	Marwyn Value Investors / LSE:MVI.L	£95.00	£132.00	38.95%	£97,263.16
Dec '22	Lord Hintze	Old Mutual / LSE:OMU.L	£49.45	£58.60	18.50%	£82,952.47
Dec '22	Lord Hintze	Geiger Counter / LSE:GCL.L	£45.50	£53.20	16.92%	£81,846.16
Jul '10	Lord Hollick	KKR / NYQ:KKR	£10.20	£144.40	1,315.69%	£990,980.35
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	£262.40	31.99%	£92,389.72
Apr '22	Lord Hylton	Impax Environmental Markets / LSE:IEM.L	£446.50	£388.50	-12.99%	£60,907.05
Feb '15	The Earl of Kinnoull	Hiscox / LSE:HSX.L	£888.64	£1,302.00	46.52%	£102,561.65
Apr '22	Lord Lee of Trafford	Secure Trust Bank / LSE:STB.L	£1,240.00	£1,040.00	-16.13%	£58,709.68
Jun '25	Lord Howard of Rising	Secure Trust Bank / LSE:STB.L	£756.00	£1,040.00	37.57%	£96,296.30
Aug '22	Lord Lee of Trafford	Rathbones Group / LSE:RAT.L	£1,858.00	£1,980.00	6.57%	£74,596.34**
Oct '23	Lord Lee of Trafford	Vp / LSE:VSL.L	£68.00	£15.60	-77.06%	£16,058.82
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	£318.00	-3.93%	£67,250.76
Jan '19	Lord Leigh of Hurley	Cavendish Financial / LSE:CAV.L	£28.25	£13.10	-53.63%	£32,460.18
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	£794.22	251.11%	£245,779.84
Apr '10	Lord Levene of Portsoken	Goldman Sachs / NYQ:GS	£163.32	£794.22	386.30%	£340,407.76
Apr '20	Lord O'Neill of Gatley	Goldman Sachs / NYQ:GS	£183.54	£794.22	332.72%	£302,906.18
Nov '23	Lord O'Neill of Gatley	Goldman Sachs / NYQ:GS	£337.65	£794.22	135.22%	£164,653.93
Nov '23	Lord O'Neill of Gatley	Goldman Sachs / NYQ:GS	£337.65	£794.22	135.22%	£164,653.93
Nov '23	Lord O'Neill of Gatley	Goldman Sachs / NYQ:GS	£337.65	£794.22	135.22%	£164,653.93
Jun '16	Lord Lloyd-Webber	Plus500 / LSE:PLUS.L	£628.00	£3,060.00	387.26%	£341,082.80
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	£84.80	-20.00%	£56,000.00
Jul '21	Lord Londesborough	3i Infrastructure / LSE:3IN.L	£307.00	£354.50	15.47%	£80,830.62
May '17	Baroness Valentine	3i Infrastructure / LSE:3IN.L	£246.75	£354.50	43.67%	£100,568.60
Jul '21	Lord Londesborough	Admiral Group / LSE:ADM.L	£3,376.00	£2,669.00	-20.94%	£55,340.64**
Dec '23	Lord Lupton	Intuitive Investments Group / LSE:IIG.L	£137.50	£105.50	-23.27%	£53,709.09
Jun '22	Lord Magan of Castletown	St Jamess / LSE:STJ.L	£1,190.50	£1,250.00	5.00%	£73,498.53
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	£11.50	-54.90%	£31,568.63
Feb '19	Lord Mendelsohn	F&C Investment Trust / LSE:FCIT.L	£689.00	£1,170.00	69.81%	£118,867.92
Apr '24	Lord Mendoza	Aon / NYQ:AON	£311.02	£358.00	15.11%	£80,573.60
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	£164.40	13.85%	£79,695.29
Mar '24	Lord Moynihan of Chelsea	Hg Capital Trust / LSE:HGT.L	£450.00	£487.50	8.33%	£75,833.33
Mar '24	Lord Moynihan of Chelsea	Harbourvest / LSE:HVPE.L	£2,315.00	£2,830.00	22.25%	£85,572.35
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	£75.10	77.29%	£124,102.92
Jan '15	Baroness Noakes	Allianz Technology Trust / LSE:ATT.L	£57.00	£478.50	739.47%	£587,631.58
Dec '22	Lord O'Donnell	Brookfield Asset Management / NYQ:BAM	£32.00	£58.68	83.38%	£128,362.50
Mar '23	Lord O'Donnell	Brookfield / NYQ:BBUC	£19.04	£34.91	83.35%	£128,345.58
Apr '16	Baroness Oppenheim-Barnes	Bg Group / NMS:BGC	£5.93	£9.68	63.26%	£114,280.71
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	£146.13	34.88%	£94,416.66
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	£54.50	-23.78%	£53,356.64
Nov '22	Lord Roborough	Oakley Capital Investments / LSE:OCI.L	£388.00	£564.00	45.36%	£101,752.58
May '24	The Duke of Wellington	Oakley Capital Investments / LSE:OCI.L	£474.50	£564.00	18.86%	£83,203.37
Jul '23	Lord Roborough	Galaxy Digital / TOR:GLXY.TO	£6.43	£45.47	607.15%	£495,007.79
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	£9.29	43.59%	£100,510.05
Jan '13	Lord Sassoon	Bank Of Nova Scotia / NYQ:BNS	£58.86	£64.64	9.82%	£76,873.94
Jan '13	Lord Sassoon	Canadian Imperial Bank Of Commerce / NYQ:CM	£41.95	£80.24	91.30%	£133,908.69
Jan '13	Lord Sassoon	Dunedin Income Growth Investment Trust / LSE:DIG.L	£243.00	£289.00	18.93%	£83,251.03
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	£889.00	19.01%	£83,306.56
Nov '14	Lord Sassoon	City Of London Investment Trust / LSE:CTY.L	£370.90	£498.50	34.40%	£94,081.96
Oct '17	Lord Sassoon	Eaton / NYQ:EIM	£12.44	£10.06	-19.13%	£56,607.72
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	£505.00	16.76%	£81,734.10
Jan '21	Lord Spencer of Alresford	Frenkel Topping Group / LSE:FEN.L	£42.50	£46.50	9.41%	£76,588.24
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	£7,620.00	558.03%	£460,621.76
Mar '24	Lord Spencer of Alresford	Conduit / LSE:CRE.L	£518.00	£296.00	-42.86%	£40,000.00
Jun '22	Lord Stevens of Ludgate	Saga / LSE:SAGA.L	£221.60	£216.00	-2.53%	£68,231.05
Jan '19	Lord Thurlow	Syncona / LSE:SYNC.L	£266.00	£94.30	-64.55%	£24,815.79
Dec '14	Lord Tugendhat	Biotech Growth Trust / LSE:BIOG.L	£636.00	£936.00	47.17%	£103,018.87
Apr '22	Lord Waldegrave of North Hill	Biotech Growth Trust / LSE:BIOG.L	£923.00	£936.00	1.41%	£70,985.92
Jun '18	Baroness Valentine	Bh Macro / LSE:BHMG.L	£204.50	£392.50	91.93%	£134,352.08
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.