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	£296.24	64.50%	£115,153.26
May '11	Lord Glendonbrook	JP Morgan / NYQ:JPM	£44.96	£296.24	558.90%	£461,227.75
Jul '16	Lord Glendonbrook	JP Morgan / NYQ:JPM	£63.93	£296.24	363.38%	£324,367.27
Jan '23	Lord Goldsmith	JP Morgan / NYQ:JPM	£137.37	£296.24	115.65%	£150,955.81
Apr '22	Lord Grabiner	JP Morgan / NYQ:JPM	£131.54	£296.24	125.21%	£157,646.35
Apr '10	Lord Lloyd-Webber	JP Morgan / NYQ:JPM	£45.39	£296.24	552.65%	£456,858.33
Jun '21	Lord Morse	JP Morgan / NYQ:JPM	£165.66	£296.24	78.82%	£125,176.86
Feb '19	Lord Reay	JP Morgan / NYQ:JPM	£105.16	£296.24	181.70%	£197,192.83
Apr '24	Felicity Buchan	Bank Of America / NYQ:BAC	£35.23	£47.27	34.18%	£93,922.79
May '24	Lord Goldsmith	Bank Of America / NYQ:BAC	£36.88	£47.27	28.17%	£89,720.71
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	£4.22	69.48%	£118,634.53
Dec '16	Lord Blackwell	Lloyds Bank / NYQ:LYG	£3.09	£4.22	36.57%	£95,598.70
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	£4.22	-21.12%	£55,214.95
Apr '17	Lord Hodgson of Astley Abbotts	Lloyds Bank / NYQ:LYG	£3.23	£4.22	30.65%	£91,455.10
Mar '24	Lord Jamieson	Lloyds Bank / NYQ:LYG	£2.50	£4.22	68.80%	£118,159.99
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	£4.22	21.61%	£85,129.68
Jan '17	Lord Lupton	Lloyds Bank / NYQ:LYG	£3.31	£4.22	27.49%	£89,244.71
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	£4.22	45.52%	£101,862.06
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	£4.22	42.09%	£99,461.27
Apr '24	Theresa Villiers	Rit Capital Partners / LSE:RCP.L	£1,786.00	£1,950.00	9.18%	£76,427.77
Apr '22	Lord Kestenbaum	Rit Capital Partners / LSE:RCP.L	£2,545.00	£1,950.00	-23.38%	£53,634.58
Apr '17	Lord MacGregor of Pulham Market	Rit Capital Partners / LSE:RCP.L	£1,876.00	£1,950.00	3.94%	£72,761.19
Oct '15	The Duke of Wellington	Rit Capital Partners / LSE:RCP.L	£1,545.00	£1,950.00	26.21%	£88,349.51
Apr '24	Theresa Villiers	Scottish Mortgage Investment Trust / LSE:SMT.L	£827.40	£1,098.00	32.70%	£92,893.40
Jul '20	Lord Fairfax of Cameron	Scottish Mortgage Investment Trust / LSE:SMT.L	£865.00	£1,098.00	26.94%	£88,855.49
Jul '25	Lord Leigh of Hurley	Scottish Mortgage Investment Trust / LSE:SMT.L	£1,063.00	£1,098.00	3.29%	£72,304.80
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	£648.60	14.93%	£80,451.20
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	£648.60	22.23%	£85,557.96
Apr '10	Lord Sharman	Aviva / LSE:AV.L	£497.50	£648.60	30.37%	£91,260.30
Feb '25	Lord Hayward	Aviva / LSE:AV.L	£507.20	£648.60	27.88%	£89,514.98
Jul '25	Lord Gadhia	Aviva / LSE:AV.L	£635.20	£648.60	2.11%	£71,476.70
Mar '22	Lord Agnew of Oulton	Intermediate Capital Group / LSE:ICG.L	£1,425.50	£2,178.00	52.79%	£106,951.95
Mar '13	Lord Alderdice	Artis / NYQ:APAM	£38.83	£45.25	16.53%	£81,573.52
May '16	Lord Allen of Kensington	Moelis / NYQ:MC	£26.76	£70.14	162.11%	£183,475.33
Jun '22	Lord Allen of Kensington	Thg / NYQ:THG	£144.67	£171.63	18.64%	£83,044.86
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	£256.80	-6.52%	£65,438.65
Feb '21	Lord Etherton	Legal & General Group / LSE:LGEN.L	£271.70	£256.80	-5.48%	£66,161.20
Jul '16	Lord Glendonbrook	Legal & General Group / LSE:LGEN.L	£197.30	£256.80	30.16%	£91,109.98
Jan '22	Lord Glendonbrook	Legal & General Group / LSE:LGEN.L	£299.00	£256.80	-14.11%	£60,120.40
Jan '22	Lord Glendonbrook	Legal & General Group / LSE:LGEN.L	£299.00	£256.80	-14.11%	£60,120.40
May '22	Lord Glendonbrook	Legal & General Group / LSE:LGEN.L	£246.70	£256.80	4.09%	£72,865.83
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	£256.80	10.36%	£77,249.68
May '22	Lord Londesborough	Legal & General Group / LSE:LGEN.L	£248.70	£256.80	3.26%	£72,279.85
Nov '23	Lord Mance	Legal & General Group / LSE:LGEN.L	£221.80	£256.80	15.78%	£81,045.98
Jul '14	Baroness Noakes	Legal & General Group / LSE:LGEN.L	£224.70	£256.80	14.29%	£80,000.00
Jan '17	Lord Patten	Legal & General Group / LSE:LGEN.L	£246.60	£256.80	4.14%	£72,895.37
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	£8.36	-11.25%	£62,123.14
Aug '13	Lord Borwick	Hansa Trust / LSE:HAN.L	£150.10	£268.00	78.55%	£124,983.34
Dec '19	Lord Bridges of Headley	Banco Santander / NYQ:BSAC	£23.29	£23.01	-1.20%	£69,158.43
Apr '10	Lord Burns	Banco Santander / NYQ:BSAC	£24.92	£23.01	-7.68%	£64,626.85
Dec '23	Lord Browne of Madingley	Riverstone / LSE:RSE.L	£760.00	£886.00	16.58%	£81,605.26
Apr '10	Baroness Byford	Barclays / NYQ:BCS	£21.03	£19.62	-6.71%	£65,299.70
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	£19.62	5.26%	£73,680.26
Apr '10	Baroness Byford	Bank Of Montreal / NYQ:BMO	£63.27	£110.44	74.55%	£122,187.45
Jul '21	The Earl of Lindsay	Bank Of Montreal / NYQ:BMO	£101.97	£110.44	8.31%	£75,814.46
Jan '13	Lord Sassoon	Bank Of Montreal / NYQ:BMO	£64.52	£110.44	71.17%	£119,820.22
Apr '10	Baroness Byford	Hsbc / LSE:HSBA.L	£691.00	£922.80	33.55%	£93,481.91
May '21	Lord Clarke of Nottingham	Hsbc / LSE:HSBA.L	£443.90	£922.80	107.88%	£145,519.26
Apr '10	Baroness Dunn	Hsbc / LSE:HSBA.L	£712.50	£922.80	29.52%	£90,661.05
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	£922.80	42.58%	£99,808.40
Oct '10	Baroness Noakes	Hsbc / LSE:HSBA.L	£665.50	£922.80	38.66%	£97,063.86
Jun '19	Lord Patten	Hsbc / LSE:HSBA.L	£647.80	£922.80	42.45%	£99,715.96
Jun '25	Lord Ponsonby of Shulbrede	Hsbc / LSE:HSBA.L	£886.40	£922.80	4.11%	£72,874.55
Apr '10	Baroness Byford	Toronto Dominion Bank / NYQ:TD	£37.85	£72.88	92.57%	£134,802.48
Mar '25	Lord Fink	Toronto Dominion Bank / NYQ:TD	£61.15	£72.88	19.18%	£83,427.63
Apr '10	Baroness Byford	Prudential / LSE:PRU.L	£482.90	£963.80	99.59%	£139,709.59
May '23	Lord Fink	Prudential / LSE:PRU.L	£1,195.00	£963.80	-19.35%	£56,456.90
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	£963.80	55.35%	£108,745.91
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	£963.80	-32.43%	£47,300.05
Jun '21	Lord Morse	Prudential / LSE:PRU.L	£1,430.76	£963.80	-32.64%	£47,154.02
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	£963.80	14.98%	£80,489.14
Aug '14	Lord Carter of Coles	Visa / NYQ:V	£53.04	£345.47	551.34%	£455,937.02
Jun '19	Baroness Deech	Visa / NYQ:V	£173.74	£345.47	98.84%	£139,190.17
May '11	Lord Glendonbrook	Visa / NYQ:V	£19.97	£345.47	1,630.38%	£1,211,264.72
Apr '21	Lord Grabiner	Visa / NYQ:V	£222.52	£345.47	55.25%	£108,677.42
Jun '15	Lord Lloyd-Webber	Visa / NYQ:V	£68.21	£345.47	406.48%	£354,536.00
Nov '23	Lord Mance	Visa / NYQ:V	£244.77	£345.47	41.14%	£98,798.46
Jan '20	Lord Owen	Visa / NYQ:V	£195.33	£345.47	76.86%	£123,805.35
Aug '17	Lord Sterling of Plaistow	Visa / NYQ:V	£103.22	£345.47	234.69%	£234,285.02
May '24	Lord Reay	Visa / NYQ:V	£277.74	£345.47	24.39%	£87,070.29
Mar '25	Lord Fink	Visa / NYQ:V	£344.18	£345.47	0.37%	£70,262.36
Jun '25	Lord Lupton	Visa / NYQ:V	£340.38	£345.47	1.50%	£71,046.77
Jul '18	Lord Carter of Coles	AIA Group / HKG:1299.HK	£68.50	£73.40	7.15%	£75,007.30
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	£73.40	4.26%	£72,982.95
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	£719,850.00	138.72%	£167,101.64
Oct '13	Lord Glendonbrook	Berkshire Hathaway / NYQ:BRK-A	£172,485.00	£719,850.00	317.34%	£292,138.45
Jul '21	Lord Londesborough	Berkshire Hathaway / NYQ:BRK-A	£420,676.00	£719,850.00	71.12%	£119,782.21
Nov '23	Lord Lupton	Berkshire Hathaway / NYQ:BRK-A	£547,836.00	£719,850.00	31.40%	£91,979.17
Aug '17	Lord Sterling of Plaistow	Berkshire Hathaway / NYQ:BRK-A	£268,540.00	£719,850.00	168.06%	£187,642.44
Oct '15	The Duke of Wellington	Berkshire Hathaway / NYQ:BRK-A	£206,020.00	£719,850.00	249.41%	£244,585.48
Jul '25	Lord Leigh of Hurley	Berkshire Hathaway / NYQ:BRK-A	£714,710.00	£719,850.00	0.72%	£70,503.42
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	£76.77	48.58%	£104,004.26
Nov '23	Lord Mance	Hdfc Bank / NYQ:HDB	£56.35	£76.77	36.24%	£95,366.46
May '22	Lord Carter of Coles	London Stock Exchange Group / LSE:LSEG.L	£7,492.00	£9,260.00	23.60%	£86,518.95
May '21	Lord Glendonbrook	London Stock Exchange Group / LSE:LSEG.L	£7,540.00	£9,260.00	22.81%	£85,968.17
Apr '22	Lord Grabiner	London Stock Exchange Group / LSE:LSEG.L	£8,116.00	£9,260.00	14.10%	£79,866.93
Jul '20	Lord Levene of Portsoken	London Stock Exchange Group / LSE:LSEG.L	£8,478.00	£9,260.00	9.22%	£76,456.71
Jul '21	Lord Londesborough	London Stock Exchange Group / LSE:LSEG.L	£7,318.00	£9,260.00	26.54%	£88,576.11
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	£24.93	-8.31%	£64,181.68
Mar '24	Lord Petitgas	Morgan Stanley / NYQ:MS-PI	£25.29	£24.93	-1.42%	£69,003.56
Apr '25	Lord Grabiner	Morgan Stanley / NYQ:MS-PI	£24.54	£24.93	1.59%	£71,112.47
Jul '25	Lord Goldsmith	Morgan Stanley / NYQ:MS-PI	£25.06	£24.93	-0.52%	£69,636.87
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	£121.00	-20.86%	£55,395.69
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	£511.00	5.91%	£74,134.72
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	£664.00	2.69%	£71,883.70
Jan '17	Lord Patten	Phoenix Group / LSE:PHNX.L	£680.29	£664.00	-2.39%	£68,324.06
Jun '25	Baroness Valentine	Phoenix Group / LSE:PHNX.L	£644.50	£664.00	3.03%	£72,117.92
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	£120.10	-10.51%	£62,645.31
Oct '14	Baroness Chisholm of Owlpen	Jupiter Fund Management / LSE:JUP.L	£346.90	£128.80	-62.87%	£25,990.20
Jan '20	Lord Choudrey	United Bank / NMS:UBSI	£35.68	£35.52	-0.45%	£69,686.10
Apr '17	Baroness Deech	Worldwide Healthcare Trust / LSE:WWH.L	£233.40	£317.50	36.03%	£95,222.80
Apr '10	Baroness Byford	Standard Chartered / LSE:STAN.L	£1,635.88	£1,360.50	-16.83%	£58,216.48
Jun '19	Baroness Deech	Standard Chartered / LSE:STAN.L	£708.20	£1,360.50	92.11%	£134,474.72
Sep '20	Lord Glendonbrook	Standard Chartered / LSE:STAN.L	£372.60	£1,360.50	265.14%	£255,595.81
Apr '24	Lord Hayward	Standard Chartered / LSE:STAN.L	£678.60	£1,360.50	100.49%	£140,340.41
Jan '13	Lord Sassoon	Standard Chartered / LSE:STAN.L	£1,583.79	£1,360.50	-14.10%	£60,131.00
Oct '23	Baroness Deech	Ubs Group / NYQ:UBS	£23.79	£37.33	56.91%	£109,840.27
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	£37.33	93.72%	£135,604.57
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	£13.41	7.19%	£75,035.97
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	£2,195.00	147.32%	£173,126.76
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	£402.00	-79.86%	£14,098.20
Apr '25	Lord Etherton	Polar Capital Technology Trust / LSE:PCT.L	£288.50	£402.00	39.34%	£97,538.99
Dec '23	Lord Etherton	M&G Plc / LSE:MNG.L	£207.30	£261.60	26.19%	£88,335.75
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	£261.60	28.99%	£90,295.86
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	£261.60	5.23%	£73,660.50
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	£21.81	116.80%	£151,759.44
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	£93.70	103.70%	£142,586.95
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	£23.36	91.95%	£134,363.19
May '23	Lord Fink	Natwest Group / NYQ:NWG	£6.48	£13.98	115.74%	£151,018.51
Dec '22	Lord Hintze	Natwest Group / NYQ:NWG	£6.35	£13.98	120.16%	£154,110.23
Aug '11	Baroness Noakes	Natwest Group / NYQ:NWG	£9.32	£13.98	49.98%	£104,987.37
May '23	Lord Fink	State Street / NYQ:STT	£70.29	£111.75	58.98%	£111,288.94
May '24	Lord Flight	Beazley / LSE:BEZ.L	£639.50	£894.50	39.87%	£97,912.43
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	£172.96	579.34%	£475,538.14
Apr '24	Lord Mendoza	Blackstone Group / NYQ:BX	£122.09	£172.96	41.67%	£99,166.20
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	£178.62	565.75%	£466,023.10
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	£235.00	17.74%	£82,414.83
May '11	Lord Glendonbrook	Commonwealth Bank Of Australia / ASX:CBA.AX	£52.37	£177.91	239.74%	£237,819.07
Jan '15	Lord Glendonbrook	Commonwealth Bank Of Australia / ASX:CBA.AX	£83.06	£177.91	114.19%	£149,936.23
May '11	Lord Glendonbrook	Royal Bank Of Canada / NYQ:RY	£61.06	£128.46	110.38%	£147,268.27
Feb '11	Lord Wasserman	Royal Bank Of Canada / NYQ:RY	£55.19	£128.46	132.76%	£162,931.70
Jan '25	Lord Sassoon	Royal Bank Of Canada / NYQ:RY	£122.62	£128.46	4.76%	£73,333.88
Sep '14	Lord Glendonbrook	Shire / LSE:SHRS.L	£241.41	£277.00	14.74%	£80,319.79
Mar '17	Lord Lloyd-Webber	Shire / LSE:SHRS.L	£239.50	£277.00	15.66%	£80,960.33
May '15	Lord Glendonbrook	National Australia Bank / ASX:NAB.AX	£32.06	£38.91	21.35%	£84,947.89
Dec '15	Lord Glendonbrook	Mastercard / NYQ:MA	£97.82	£566.47	479.09%	£405,365.96
Sep '16	Lord Green of Hurstpierpoint	Mastercard / NYQ:MA	£96.63	£566.47	486.23%	£410,358.06
Jun '21	Lord Morse	Mastercard / NYQ:MA	£364.08	£566.47	55.59%	£108,912.60
Jun '19	Lord Sherbourne of Didsbury	Mastercard / NYQ:MA	£259.20	£566.47	118.55%	£152,981.85
Jun '25	Lord Lupton	Mastercard / NYQ:MA	£538.73	£566.47	5.15%	£73,604.40
Jul '25	Lord Goldsmith	Mastercard / NYQ:MA	£562.09	£566.47	0.78%	£70,545.46
Jul '16	Lord Glendonbrook	Tp Icap Group / LSE:TCAP.L	£299.20	£306.50	2.44%	£71,707.53
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	£164.90	45.41%	£101,790.12
Sep '18	Lord Glendonbrook	American Express / NYQ:AXP	£105.40	£299.31	183.98%	£198,782.73
May '19	Lord Glendonbrook	Insurance Australia Group / ASX:IAG.AX	£8.23	£8.77	6.56%	£74,592.96
Apr '21	Lord Glendonbrook	3i Group / LSE:III.L	£1,204.00	£4,151.00	244.77%	£241,337.21
Nov '15	Lord Lupton	3i Group / LSE:III.L	£479.80	£4,151.00	765.15%	£605,606.52
Mar '16	Baroness Noakes	3i Group / LSE:III.L	£461.60	£4,151.00	799.26%	£629,484.39
May '24	Baroness Sheehan	3i Group / LSE:III.L	£2,977.00	£4,151.00	39.44%	£97,604.97
Jan '22	Lord Glendonbrook	Paypal / NMS:PYPL	£181.01	£68.76	-62.01%	£26,590.80
May '21	Lord Mendelsohn	Paypal / NMS:PYPL	£244.63	£68.76	-71.89%	£19,675.43
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	£199.20	74.39%	£122,069.50
Apr '10	Lord Lang of Monkton	Marsh & Mclennan Companies / NYQ:MMC	£24.78	£199.20	703.87%	£562,711.83
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	£391.00	-25.18%	£52,374.75
Jul '20	Lord Levene of Portsoken	Schroders / LSE:SDR.L	£505.75	£391.00	-22.69%	£54,117.65
Apr '17	Lord Pearson of Rannoch	Schroders / LSE:SDR.L	£524.11	£391.00	-25.40%	£52,221.86
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	£2,460.00	164.66%	£185,260.89
Dec '22	Lord Hintze	Marwyn Value Investors / LSE:MVI.L	£95.00	£122.00	28.42%	£89,894.74
Dec '22	Lord Hintze	Old Mutual / LSE:OMU.L	£49.45	£52.80	6.77%	£74,742.16
Dec '22	Lord Hintze	Geiger Counter / LSE:GCL.L	£45.50	£47.30	3.96%	£72,769.23
Jul '10	Lord Hollick	KKR / NYQ:KKR	£10.20	£146.58	1,337.06%	£1,005,941.19
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	£278.28	39.97%	£97,980.99
Apr '22	Lord Hylton	Impax Environmental Markets / LSE:IEM.L	£446.50	£400.00	-10.41%	£62,709.97
Feb '15	The Earl of Kinnoull	Hiscox / LSE:HSX.L	£888.64	£1,292.00	45.39%	£101,773.92
Apr '22	Lord Lee of Trafford	Secure Trust Bank / LSE:STB.L	£1,240.00	£1,000.00	-19.35%	£56,451.61
Jun '25	Lord Howard of Rising	Secure Trust Bank / LSE:STB.L	£756.00	£1,000.00	32.28%	£92,592.59
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	£15.00	-77.94%	£15,441.18
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	£328.00	-0.91%	£69,365.56
Jan '19	Lord Leigh of Hurley	Cavendish Financial / LSE:CAV.L	£28.25	£13.00	-53.98%	£32,212.39
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	£723.59	219.89%	£223,922.65
Apr '10	Lord Levene of Portsoken	Goldman Sachs / NYQ:GS	£163.32	£723.59	343.05%	£310,135.32
Apr '20	Lord O'Neill of Gatley	Goldman Sachs / NYQ:GS	£183.54	£723.59	294.24%	£275,968.75
Nov '23	Lord O'Neill of Gatley	Goldman Sachs / NYQ:GS	£337.65	£723.59	114.30%	£150,011.26
Nov '23	Lord O'Neill of Gatley	Goldman Sachs / NYQ:GS	£337.65	£723.59	114.30%	£150,011.26
Nov '23	Lord O'Neill of Gatley	Goldman Sachs / NYQ:GS	£337.65	£723.59	114.30%	£150,011.26
Jun '16	Lord Lloyd-Webber	Plus500 / LSE:PLUS.L	£628.00	£3,366.00	435.99%	£375,191.08
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	£97.00	-8.49%	£64,056.60
Jul '21	Lord Londesborough	3i Infrastructure / LSE:3IN.L	£307.00	£350.50	14.17%	£79,918.57
May '17	Baroness Valentine	3i Infrastructure / LSE:3IN.L	£246.75	£350.50	42.05%	£99,433.84
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	£120.00	-12.73%	£61,090.91
Jun '22	Lord Magan of Castletown	St Jamess / LSE:STJ.L	£1,190.50	£1,308.50	9.91%	£76,938.26
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	£0.13	-99.49%	£356.86
Feb '19	Lord Mendelsohn	F&C Investment Trust / LSE:FCIT.L	£689.00	£1,178.00	70.97%	£119,680.70
Apr '24	Lord Mendoza	Aon / NYQ:AON	£311.02	£355.71	14.37%	£80,058.20
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	£162.80	12.74%	£78,919.67
Mar '24	Lord Moynihan of Chelsea	Hg Capital Trust / LSE:HGT.L	£450.00	£522.00	16.00%	£81,200.00
Mar '24	Lord Moynihan of Chelsea	Harbourvest / LSE:HVPE.L	£2,315.00	£2,710.00	17.06%	£81,943.84
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	£71.81	69.52%	£118,666.19
Jan '15	Baroness Noakes	Allianz Technology Trust / LSE:ATT.L	£57.00	£470.50	725.44%	£577,807.02
Dec '22	Lord O'Donnell	Brookfield Asset Management / NYQ:BAM	£32.00	£61.67	92.72%	£134,903.12
Mar '23	Lord O'Donnell	Brookfield / NYQ:BBUC	£19.04	£30.76	61.55%	£113,088.23
Apr '16	Baroness Oppenheim-Barnes	Bg Group / NMS:BGC	£5.93	£9.27	56.34%	£109,440.31
Apr '24	Lord Owen	Northern Venture / LSE:NVT.L	£57.50	£58.50	1.74%	£71,217.39
Mar '24	Lord Petitgas	Hamilton Lane / NMS:HLNE	£108.34	£152.30	40.58%	£98,403.18
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	£55.50	-22.38%	£54,335.66
Nov '22	Lord Roborough	Oakley Capital Investments / LSE:OCI.L	£388.00	£552.00	42.27%	£99,587.63
May '24	The Duke of Wellington	Oakley Capital Investments / LSE:OCI.L	£474.50	£552.00	16.33%	£81,433.09
Jul '23	Lord Roborough	Galaxy Digital / TOR:GLXY.TO	£6.43	£39.30	511.20%	£427,838.25
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	£9.36	44.67%	£101,267.38
Jan '13	Lord Sassoon	Bank Of Nova Scotia / NYQ:BNS	£58.86	£55.61	-5.52%	£66,134.90
Jan '13	Lord Sassoon	Canadian Imperial Bank Of Commerce / NYQ:CM	£41.95	£71.44	70.32%	£119,222.80
Jan '13	Lord Sassoon	Dunedin Income Growth Investment Trust / LSE:DIG.L	£243.00	£297.00	22.22%	£85,555.56
Jan '13	Lord Sassoon	Merchants Trust / LSE:MRCH.L	£407.40	£550.00	35.00%	£94,501.72
Jan '14	Lord Sassoon	Murray Income Trust / LSE:MUT.L	£747.00	£893.00	19.54%	£83,681.39
Nov '14	Lord Sassoon	City Of London Investment Trust / LSE:CTY.L	£370.90	£496.00	33.73%	£93,610.14
Oct '17	Lord Sassoon	Eaton / NYQ:EIM	£12.44	£9.58	-22.99%	£53,906.75
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	£538.50	24.51%	£87,156.07
Jan '21	Lord Spencer of Alresford	Frenkel Topping Group / LSE:FEN.L	£42.50	£47.50	11.76%	£78,235.29
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	£7,615.00	557.60%	£460,319.52
Mar '24	Lord Spencer of Alresford	Conduit / LSE:CRE.L	£518.00	£305.00	-41.12%	£41,216.22
Jun '22	Lord Stevens of Ludgate	Saga / LSE:SAGA.L	£221.60	£179.20	-19.13%	£56,606.50
Jan '19	Lord Thurlow	Syncona / LSE:SYNC.L	£266.00	£97.50	-63.35%	£25,657.89
Dec '14	Lord Tugendhat	Biotech Growth Trust / LSE:BIOG.L	£636.00	£832.00	30.82%	£91,572.33
Apr '22	Lord Waldegrave of North Hill	Biotech Growth Trust / LSE:BIOG.L	£923.00	£832.00	-9.86%	£63,098.59
Jun '18	Baroness Valentine	Bh Macro / LSE:BHMG.L	£204.50	£396.50	93.89%	£135,721.27
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.