Financial Services Sector

Members of Parliament invested in the Financial Services Sector

308 investments

137 companies

Investors

Filed	Name	Company	Pur. £	Cur. £	P/L %	MPV*
Apr '24	Felicity Buchan	JP Morgan / NYQ:JPM	£180.08	£350.85	94.83%	£136,381.05
May '11	Lord Glendonbrook	JP Morgan / NYQ:JPM	£44.96	£350.85	680.36%	£546,252.25
Jul '16	Lord Glendonbrook	JP Morgan / NYQ:JPM	£63.93	£350.85	448.80%	£384,162.37
Jan '23	Lord Goldsmith	JP Morgan / NYQ:JPM	£137.37	£350.85	155.41%	£178,783.59
Apr '22	Lord Grabiner	JP Morgan / NYQ:JPM	£131.54	£350.85	166.72%	£186,707.48
Apr '10	Lord Lloyd-Webber	JP Morgan / NYQ:JPM	£45.39	£350.85	672.97%	£541,077.35
Jun '21	Lord Morse	JP Morgan / NYQ:JPM	£165.66	£350.85	111.79%	£148,252.44
Feb '19	Lord Reay	JP Morgan / NYQ:JPM	£105.16	£350.85	233.63%	£233,544.12
Apr '24	Felicity Buchan	Bank Of America / NYQ:BAC	£35.23	£61.73	75.22%	£122,653.99
May '24	Lord Goldsmith	Bank Of America / NYQ:BAC	£36.88	£61.73	67.38%	£117,166.48
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	£6.25	151.00%	£175,702.81
Dec '16	Lord Blackwell	Lloyds Bank / NYQ:LYG	£3.09	£6.25	102.27%	£141,585.76
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	£6.25	16.82%	£81,775.70
Apr '17	Lord Hodgson of Astley Abbotts	Lloyds Bank / NYQ:LYG	£3.23	£6.25	93.50%	£135,448.92
Mar '24	Lord Jamieson	Lloyds Bank / NYQ:LYG	£2.50	£6.25	150.00%	£175,000.00
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	£6.25	80.12%	£126,080.69
Jan '17	Lord Lupton	Lloyds Bank / NYQ:LYG	£3.31	£6.25	88.82%	£132,175.23
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	£6.25	110.44%	£147,306.40
Apr '24	Theresa Villiers	Rit Capital Partners / LSE:RCP.L	£1,786.00	£2,565.00	43.62%	£100,531.91
Apr '22	Lord Kestenbaum	Rit Capital Partners / LSE:RCP.L	£2,545.00	£2,565.00	0.79%	£70,550.10
Apr '17	Lord MacGregor of Pulham Market	Rit Capital Partners / LSE:RCP.L	£1,876.00	£2,565.00	36.73%	£95,708.96
Oct '15	The Duke of Wellington	Rit Capital Partners / LSE:RCP.L	£1,545.00	£2,565.00	66.02%	£116,213.59
Apr '24	Theresa Villiers	Scottish Mortgage Investment Trust / LSE:SMT.L	£827.40	£1,315.00	58.93%	£111,252.11
Jul '20	Lord Fairfax of Cameron	Scottish Mortgage Investment Trust / LSE:SMT.L	£865.00	£1,315.00	52.02%	£106,416.18
Jul '25	Lord Leigh of Hurley	Scottish Mortgage Investment Trust / LSE:SMT.L	£1,063.00	£1,315.00	23.71%	£86,594.54
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	£695.80	23.29%	£86,305.80
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	£695.80	31.12%	£91,784.20
Apr '10	Lord Sharman	Aviva / LSE:AV.L	£497.50	£695.80	39.86%	£97,901.51
Feb '25	Lord Hayward	Aviva / LSE:AV.L	£507.20	£695.80	37.18%	£96,029.18
Jul '25	Lord Gadhia	Aviva / LSE:AV.L	£635.20	£695.80	9.54%	£76,678.21
Mar '22	Lord Agnew of Oulton	Intermediate Capital Group / LSE:ICG.L	£1,425.50	£1,899.00	33.22%	£93,251.49
Mar '13	Lord Alderdice	Artis / NYQ:APAM	£38.83	£39.66	2.14%	£71,496.26
May '16	Lord Allen of Kensington	Moelis / NYQ:MC	£26.76	£68.35	155.42%	£178,792.97
Jun '22	Lord Allen of Kensington	Thg / NYQ:THG	£144.67	£230.09	59.04%	£111,331.31
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	£300.00	9.21%	£76,447.03
Feb '21	Lord Etherton	Legal & General Group / LSE:LGEN.L	£271.70	£300.00	10.42%	£77,291.13
Jul '16	Lord Glendonbrook	Legal & General Group / LSE:LGEN.L	£197.30	£300.00	52.05%	£106,436.90
Jan '22	Lord Glendonbrook	Legal & General Group / LSE:LGEN.L	£299.00	£300.00	0.33%	£70,234.11
Jan '22	Lord Glendonbrook	Legal & General Group / LSE:LGEN.L	£299.00	£300.00	0.33%	£70,234.11
May '22	Lord Glendonbrook	Legal & General Group / LSE:LGEN.L	£246.70	£300.00	21.61%	£85,123.63
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	£300.00	28.92%	£90,244.95
May '22	Lord Londesborough	Legal & General Group / LSE:LGEN.L	£248.70	£300.00	20.63%	£84,439.08
Nov '23	Lord Mance	Legal & General Group / LSE:LGEN.L	£221.80	£300.00	35.26%	£94,679.89
Jul '14	Baroness Noakes	Legal & General Group / LSE:LGEN.L	£224.70	£300.00	33.51%	£93,457.95
Jan '17	Lord Patten	Legal & General Group / LSE:LGEN.L	£246.60	£300.00	21.65%	£85,158.15
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	£10.21	8.39%	£75,870.49
Aug '13	Lord Borwick	Hansa Trust / LSE:HAN.L	£150.10	£328.00	118.52%	£152,964.68
Dec '19	Lord Bridges of Headley	Banco Santander / NYQ:BSAC	£23.29	£35.07	50.58%	£105,405.75
Apr '10	Lord Burns	Banco Santander / NYQ:BSAC	£24.92	£35.07	40.71%	£98,499.07
Dec '23	Lord Browne of Madingley	Riverstone / LSE:RSE.L	£760.00	£589.00	-22.50%	£54,250.00
Apr '10	Baroness Byford	Barclays / NYQ:BCS	£21.03	£27.70	31.70%	£92,191.72
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	£27.70	48.61%	£104,023.61
Apr '10	Baroness Byford	Bank Of Montreal / NYQ:BMO	£63.27	£178.62	182.31%	£197,619.72
Jul '21	The Earl of Lindsay	Bank Of Montreal / NYQ:BMO	£101.97	£178.62	75.17%	£122,618.41
Jan '13	Lord Sassoon	Bank Of Montreal / NYQ:BMO	£64.52	£178.62	176.84%	£193,791.08
Apr '10	Baroness Byford	Hsbc / LSE:HSBA.L	£691.00	£1,587.00	129.67%	£160,767.00
May '21	Lord Clarke of Nottingham	Hsbc / LSE:HSBA.L	£443.90	£1,587.00	257.51%	£250,259.07
Apr '10	Baroness Dunn	Hsbc / LSE:HSBA.L	£712.50	£1,587.00	122.74%	£155,915.79
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	£1,587.00	145.21%	£171,647.09
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	£1,587.00	144.98%	£171,488.12
Jun '25	Lord Ponsonby of Shulbrede	Hsbc / LSE:HSBA.L	£886.40	£1,587.00	79.04%	£125,327.16
Apr '26	Lord Macpherson of Earl's Court	Hsbc / LSE:HSBA.L	£1,335.20	£1,587.00	18.86%	£83,201.02
Apr '10	Baroness Byford	Toronto Dominion Bank / NYQ:TD	£37.85	£119.76	216.45%	£221,514.07
Mar '25	Lord Fink	Toronto Dominion Bank / NYQ:TD	£61.15	£119.76	95.85%	£137,092.39
Apr '10	Baroness Byford	Prudential / LSE:PRU.L	£482.90	£1,135.00	135.04%	£164,526.24
May '23	Lord Fink	Prudential / LSE:PRU.L	£1,195.00	£1,135.00	-5.02%	£66,485.36
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	£1,135.00	82.95%	£128,062.47
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	£1,135.00	-20.43%	£55,701.97
Jun '21	Lord Morse	Prudential / LSE:PRU.L	£1,430.76	£1,135.00	-20.67%	£55,530.00
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	£1,135.00	35.41%	£94,786.45
Aug '14	Lord Carter of Coles	Visa / NYQ:V	£53.04	£366.27	590.55%	£483,387.99
Jun '19	Baroness Deech	Visa / NYQ:V	£173.74	£366.27	110.81%	£147,570.50
May '11	Lord Glendonbrook	Visa / NYQ:V	£19.97	£366.27	1,734.56%	£1,284,192.30
Apr '21	Lord Grabiner	Visa / NYQ:V	£222.52	£366.27	64.60%	£115,220.65
Jun '15	Lord Lloyd-Webber	Visa / NYQ:V	£68.21	£366.27	436.97%	£375,881.83
Nov '23	Lord Mance	Visa / NYQ:V	£244.77	£366.27	49.64%	£104,746.90
Jan '20	Lord Owen	Visa / NYQ:V	£195.33	£366.27	87.51%	£131,259.40
Aug '17	Lord Sterling of Plaistow	Visa / NYQ:V	£103.22	£366.27	254.84%	£248,390.81
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	£366.27	6.42%	£74,492.71
Jun '25	Lord Lupton	Visa / NYQ:V	£340.38	£366.27	7.61%	£75,324.34
Jul '18	Lord Carter of Coles	AIA Group / HKG:1299.HK	£68.50	£79.65	16.28%	£81,394.16
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	£79.65	13.14%	£79,197.44
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	£764,990.00	153.69%	£177,580.17
Oct '13	Lord Glendonbrook	Berkshire Hathaway / NYQ:BRK-A	£172,485.00	£764,990.00	343.51%	£310,457.72
Jul '21	Lord Londesborough	Berkshire Hathaway / NYQ:BRK-A	£420,676.00	£764,990.00	81.85%	£127,293.45
Nov '23	Lord Lupton	Berkshire Hathaway / NYQ:BRK-A	£547,836.00	£764,990.00	39.64%	£97,746.95
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	£764,990.00	271.32%	£259,922.82
Jul '25	Lord Leigh of Hurley	Berkshire Hathaway / NYQ:BRK-A	£714,710.00	£764,990.00	7.04%	£74,924.51
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	£24.14	-57.16%	£29,987.58
May '22	Lord Carter of Coles	London Stock Exchange Group / LSE:LSEG.L	£7,492.00	£8,606.00	14.87%	£80,408.44
May '21	Lord Glendonbrook	London Stock Exchange Group / LSE:LSEG.L	£7,540.00	£8,606.00	14.14%	£79,896.55
Apr '22	Lord Grabiner	London Stock Exchange Group / LSE:LSEG.L	£8,116.00	£8,606.00	6.04%	£74,226.22
Jul '20	Lord Levene of Portsoken	London Stock Exchange Group / LSE:LSEG.L	£8,478.00	£8,606.00	1.51%	£71,056.85
Jul '21	Lord Londesborough	London Stock Exchange Group / LSE:LSEG.L	£7,318.00	£8,606.00	17.60%	£82,320.31
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	£24.83	-8.68%	£63,924.23
Mar '24	Lord Petitgas	Morgan Stanley / NYQ:MS-PI	£25.29	£24.83	-1.82%	£68,726.77
Apr '25	Lord Grabiner	Morgan Stanley / NYQ:MS-PI	£24.54	£24.83	1.18%	£70,827.22
Jul '25	Lord Goldsmith	Morgan Stanley / NYQ:MS-PI	£25.06	£24.83	-0.92%	£69,357.54
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	£136.00	-11.05%	£62,262.92
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	£544.00	12.75%	£78,922.28
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	£108.60	-19.08%	£56,646.80
Oct '14	Baroness Chisholm of Owlpen	Jupiter Fund Management / LSE:JUP.L	£346.90	£160.20	-53.82%	£32,326.32
Jan '20	Lord Choudrey	United Bank / NMS:UBSI	£35.68	£48.36	35.54%	£94,876.68
Apr '17	Baroness Deech	Worldwide Healthcare Trust / LSE:WWH.L	£233.40	£377.00	61.53%	£113,067.70
Apr '10	Baroness Byford	Standard Chartered / LSE:STAN.L	£1,635.88	£2,216.00	35.46%	£94,823.75
Jun '19	Baroness Deech	Standard Chartered / LSE:STAN.L	£708.20	£2,216.00	212.91%	£219,034.17
Sep '20	Lord Glendonbrook	Standard Chartered / LSE:STAN.L	£372.60	£2,216.00	494.74%	£416,317.76
Apr '24	Lord Hayward	Standard Chartered / LSE:STAN.L	£678.60	£2,216.00	226.55%	£228,588.28
Jan '13	Lord Sassoon	Standard Chartered / LSE:STAN.L	£1,583.79	£2,216.00	39.92%	£97,942.15
Oct '25	Baroness Lloyd of Effra	Standard Chartered / LSE:STAN.L	£1,388.00	£2,216.00	59.65%	£111,757.93
Oct '23	Baroness Deech	Ubs Group / NYQ:UBS	£23.79	£53.39	124.42%	£157,095.41
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	£53.39	177.06%	£193,943.95
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	£22.12	76.82%	£123,772.98
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	£611.50	-69.36%	£21,445.39
Apr '25	Lord Etherton	Polar Capital Technology Trust / LSE:PCT.L	£288.50	£611.50	111.96%	£148,370.88
Dec '23	Lord Etherton	M&G Plc / LSE:MNG.L	£207.30	£356.00	71.73%	£120,212.25
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	£356.00	75.54%	£122,879.68
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	£356.00	43.20%	£100,241.35
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	£25.45	152.98%	£177,087.48
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	£132.32	187.65%	£201,356.53
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	£132.32	8.10%	£75,667.02
Jul '26	Lord Sterling of Plaistow	Citigroup / NYQ:C	£140.71	£132.32	-5.96%	£65,826.17
May '23	Lord Fink	Ing Groep / NYQ:ING	£12.17	£34.94	187.10%	£200,969.59
May '23	Lord Fink	Natwest Group / NYQ:NWG	£6.48	£18.53	185.96%	£200,169.76
Dec '22	Lord Hintze	Natwest Group / NYQ:NWG	£6.35	£18.53	191.81%	£204,267.72
Aug '11	Baroness Noakes	Natwest Group / NYQ:NWG	£9.32	£18.53	98.80%	£139,157.09
May '23	Lord Fink	State Street / NYQ:STT	£70.29	£182.82	160.09%	£182,065.73
May '24	Lord Flight	Beazley / LSE:BEZ.L	£639.50	£1,290.50	101.80%	£141,258.80
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	£128.07	403.02%	£352,117.08
Apr '24	Lord Mendoza	Blackstone Group / NYQ:BX	£122.09	£128.07	4.90%	£73,428.62
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	£167.55	524.49%	£437,141.27
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	£178.25	240.39%	£238,273.56
Jan '15	Lord Glendonbrook	Commonwealth Bank Of Australia / ASX:CBA.AX	£83.06	£178.25	114.60%	£150,222.76
May '11	Lord Glendonbrook	Royal Bank Of Canada / NYQ:RY	£61.06	£210.12	244.12%	£240,884.37
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	£210.12	71.36%	£119,951.06
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	£41.55	29.59%	£90,711.50
Dec '15	Lord Glendonbrook	Mastercard / NYQ:MA	£97.82	£577.35	490.22%	£413,151.69
Sep '16	Lord Green of Hurstpierpoint	Mastercard / NYQ:MA	£96.63	£577.35	497.49%	£418,239.67
Jun '21	Lord Morse	Mastercard / NYQ:MA	£364.08	£577.35	58.58%	£111,004.45
Jun '19	Lord Sherbourne of Didsbury	Mastercard / NYQ:MA	£259.20	£577.35	122.74%	£155,920.13
Jun '25	Lord Lupton	Mastercard / NYQ:MA	£538.73	£577.35	7.17%	£75,018.10
Jul '25	Lord Goldsmith	Mastercard / NYQ:MA	£562.09	£577.35	2.71%	£71,900.40
Jul '16	Lord Glendonbrook	Tp Icap Group / LSE:TCAP.L	£299.20	£345.40	15.44%	£80,808.41
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	£313.20	176.19%	£193,333.34
Sep '18	Lord Glendonbrook	American Express / NYQ:AXP	£105.40	£337.52	220.23%	£224,159.38
May '19	Lord Glendonbrook	Insurance Australia Group / ASX:IAG.AX	£8.23	£8.62	4.74%	£73,317.13
Apr '21	Lord Glendonbrook	3i Group / LSE:III.L	£1,204.00	£2,847.00	136.46%	£165,523.26
Nov '15	Lord Lupton	3i Group / LSE:III.L	£479.80	£2,847.00	493.37%	£415,360.58
Mar '16	Baroness Noakes	3i Group / LSE:III.L	£461.60	£2,847.00	516.77%	£431,737.43
May '24	Baroness Sheehan	3i Group / LSE:III.L	£2,977.00	£2,847.00	-4.37%	£66,943.23
Jun '26	Lord Camoys	3i Group / LSE:III.L	£2,259.00	£2,847.00	26.03%	£88,220.45
Jan '22	Lord Glendonbrook	Paypal / NMS:PYPL	£181.01	£57.65	-68.15%	£22,294.35
May '21	Lord Mendelsohn	Paypal / NMS:PYPL	£244.63	£57.65	-76.43%	£16,496.34
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	£27.60	21.59%	£85,110.13
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	£588.50	12.61%	£78,830.03
Jul '20	Lord Levene of Portsoken	Schroders / LSE:SDR.L	£505.75	£588.50	16.36%	£81,453.29
Apr '17	Lord Pearson of Rannoch	Schroders / LSE:SDR.L	£524.11	£588.50	12.29%	£78,599.91
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	£2,950.00	217.37%	£222,162.45
Dec '22	Lord Hintze	Marwyn Value Investors / LSE:MVI.L	£95.00	£139.00	46.32%	£102,421.05
Dec '22	Lord Hintze	Old Mutual / LSE:OMU.L	£49.45	£59.80	20.93%	£84,651.16
Dec '22	Lord Hintze	Geiger Counter / LSE:GCL.L	£45.50	£55.00	20.88%	£84,615.38
Jul '10	Lord Hollick	KKR / NYQ:KKR	£10.20	£100.98	890.00%	£693,000.02
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	£267.22	34.41%	£94,086.82
Apr '22	Lord Hylton	Impax Environmental Markets / LSE:IEM.L	£446.50	£430.50	-3.58%	£67,491.60
Feb '15	The Earl of Kinnoull	Hiscox / LSE:HSX.L	£888.64	£1,816.00	104.36%	£143,050.65
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	£1,582.00	109.26%	£146,481.48
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	£10.95	-83.90%	£11,272.06
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	£317.50	-4.08%	£67,145.02
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	£1,024.86	353.08%	£317,153.85
Apr '10	Lord Levene of Portsoken	Goldman Sachs / NYQ:GS	£163.32	£1,024.86	527.52%	£439,261.55
Apr '20	Lord O'Neill of Gatley	Goldman Sachs / NYQ:GS	£183.54	£1,024.86	458.39%	£390,869.57
Nov '23	Lord O'Neill of Gatley	Goldman Sachs / NYQ:GS	£337.65	£1,024.86	203.53%	£212,469.13
Nov '23	Lord O'Neill of Gatley	Goldman Sachs / NYQ:GS	£337.65	£1,024.86	203.53%	£212,469.13
Nov '23	Lord O'Neill of Gatley	Goldman Sachs / NYQ:GS	£337.65	£1,024.86	203.53%	£212,469.13
Jun '16	Lord Lloyd-Webber	Plus500 / LSE:PLUS.L	£628.00	£4,100.00	552.87%	£457,006.37
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	£92.20	-13.02%	£60,886.79
Jul '21	Lord Londesborough	3i Infrastructure / LSE:3IN.L	£307.00	£385.50	25.57%	£87,899.02
May '17	Baroness Valentine	3i Infrastructure / LSE:3IN.L	£246.75	£385.50	56.23%	£109,363.03
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	£271.00	97.09%	£137,963.64
Jun '22	Lord Magan of Castletown	St Jamess / LSE:STJ.L	£1,190.50	£1,060.00	-10.96%	£62,326.75
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	£330.00	-52.10%	£33,526.85
Apr '24	Lord Mendoza	Aon / NYQ:AON	£311.02	£366.57	17.86%	£82,502.42
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	£86.77	104.84%	£143,387.62
Jan '15	Baroness Noakes	Allianz Technology Trust / LSE:ATT.L	£57.00	£666.00	1,068.42%	£817,894.74
Dec '22	Lord O'Donnell	Brookfield Asset Management / NYQ:BAM	£32.00	£47.96	49.87%	£104,912.50
Mar '23	Lord O'Donnell	Brookfield / NYQ:BBUC	£19.04	£31.46	65.23%	£115,661.76
Apr '16	Baroness Oppenheim-Barnes	Bg Group / NMS:BGC	£5.93	£11.68	96.99%	£137,892.42
Apr '24	Lord Owen	Northern Venture / LSE:NVT.L	£57.50	£55.00	-4.35%	£66,956.52
Mar '24	Lord Petitgas	Hamilton Lane / NMS:HLNE	£108.34	£88.95	-17.90%	£57,471.85
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	£52.00	-27.27%	£50,909.09
Nov '22	Lord Roborough	Oakley Capital Investments / LSE:OCI.L	£388.00	£520.00	34.02%	£93,814.43
May '24	The Duke of Wellington	Oakley Capital Investments / LSE:OCI.L	£474.50	£520.00	9.59%	£76,712.33
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	£9.03	39.57%	£97,697.06
Jan '13	Lord Sassoon	Bank Of Nova Scotia / NYQ:BNS	£58.86	£87.84	49.24%	£104,464.83
Jan '13	Lord Sassoon	Canadian Imperial Bank Of Commerce / NYQ:CM	£41.95	£118.27	181.96%	£197,375.13
Jan '13	Lord Sassoon	Dunedin Income Growth Investment Trust / LSE:DIG.L	£243.00	£314.00	29.22%	£90,452.67
Jan '13	Lord Sassoon	Merchants Trust / LSE:MRCH.L	£407.40	£667.00	63.72%	£114,604.81
Jan '14	Lord Sassoon	Murray Income Trust / LSE:MUT.L	£747.00	£1,020.00	36.55%	£95,582.33
Nov '14	Lord Sassoon	City Of London Investment Trust / LSE:CTY.L	£370.90	£592.00	59.61%	£111,728.23
Oct '17	Lord Sassoon	Eaton / NYQ:EIM	£12.44	£9.61	-22.75%	£54,075.56
Apr '26	Lord Grabiner	Eaton / NYQ:EIM	£9.89	£9.61	-2.83%	£68,018.20
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	£599.00	38.50%	£96,947.98
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	£441.00	-14.86%	£59,594.59
Jun '22	Lord Stevens of Ludgate	Saga / LSE:SAGA.L	£221.60	£679.00	206.41%	£214,485.55
Jan '19	Lord Thurlow	Syncona / LSE:SYNC.L	£266.00	£106.00	-60.15%	£27,894.74
Dec '14	Lord Tugendhat	Biotech Growth Trust / LSE:BIOG.L	£636.00	£1,630.00	156.29%	£179,402.52
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	£416.00	103.42%	£142,396.09
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.