Financial Services Sector

Members of Parliament invested in the Financial Services Sector

302 investments

137 companies

Investors

Filed	Name	Company	Pur. £	Cur. £	P/L %	MPV*
Apr '24	Felicity Buchan	JP Morgan / NYQ:JPM	£180.08	£302.04	67.73%	£117,407.82
May '11	Lord Glendonbrook	JP Morgan / NYQ:JPM	£44.96	£302.04	571.80%	£470,258.03
Jul '16	Lord Glendonbrook	JP Morgan / NYQ:JPM	£63.93	£302.74	373.55%	£331,484.43
Jan '23	Lord Goldsmith	JP Morgan / NYQ:JPM	£137.37	£302.74	120.38%	£154,268.04
Apr '22	Lord Grabiner	JP Morgan / NYQ:JPM	£131.54	£302.74	130.15%	£161,105.37
Apr '10	Lord Lloyd-Webber	JP Morgan / NYQ:JPM	£45.39	£302.74	566.98%	£466,882.57
Jun '21	Lord Morse	JP Morgan / NYQ:JPM	£165.66	£302.74	82.75%	£127,923.45
Feb '19	Lord Reay	JP Morgan / NYQ:JPM	£105.16	£302.74	187.89%	£201,519.58
Apr '24	Felicity Buchan	Bank Of America / NYQ:BAC	£35.23	£52.07	47.80%	£103,460.12
May '24	Lord Goldsmith	Bank Of America / NYQ:BAC	£36.88	£52.10	41.27%	£98,888.28
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	£5.54	122.49%	£155,742.97
Dec '16	Lord Blackwell	Lloyds Bank / NYQ:LYG	£3.09	£5.54	79.29%	£125,501.62
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	£5.50	2.80%	£71,962.62
Apr '17	Lord Hodgson of Astley Abbotts	Lloyds Bank / NYQ:LYG	£3.23	£5.50	70.28%	£119,195.05
Mar '24	Lord Jamieson	Lloyds Bank / NYQ:LYG	£2.50	£5.50	120.00%	£154,000.00
Nov '21	Lord Levy	Lloyds Bank / NYQ:LYG	£2.60	£2.51	-3.46%	£67,576.92**
Mar '17	Lord Lloyd-Webber	Lloyds Bank / NYQ:LYG	£3.47	£5.50	58.50%	£110,951.01
Jan '17	Lord Lupton	Lloyds Bank / NYQ:LYG	£3.31	£5.50	66.16%	£116,314.20
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	£5.50	85.19%	£129,629.63
Apr '24	Theresa Villiers	Rit Capital Partners / LSE:RCP.L	£1,786.00	£2,205.00	23.46%	£86,422.17
Apr '22	Lord Kestenbaum	Rit Capital Partners / LSE:RCP.L	£2,545.00	£2,200.00	-13.56%	£60,510.81
Apr '17	Lord MacGregor of Pulham Market	Rit Capital Partners / LSE:RCP.L	£1,876.00	£2,200.00	17.27%	£82,089.55
Oct '15	The Duke of Wellington	Rit Capital Partners / LSE:RCP.L	£1,545.00	£2,200.00	42.39%	£99,676.38
Apr '24	Theresa Villiers	Scottish Mortgage Investment Trust / LSE:SMT.L	£827.40	£1,189.50	43.76%	£100,634.51
Jul '20	Lord Fairfax of Cameron	Scottish Mortgage Investment Trust / LSE:SMT.L	£865.00	£1,189.50	37.51%	£96,260.12
Jul '25	Lord Leigh of Hurley	Scottish Mortgage Investment Trust / LSE:SMT.L	£1,063.00	£1,195.00	12.42%	£78,692.38
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	£663.60	17.59%	£82,311.77
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	£671.20	26.48%	£88,539.17
Apr '10	Lord Sharman	Aviva / LSE:AV.L	£497.50	£671.20	34.91%	£94,440.20
Feb '25	Lord Hayward	Aviva / LSE:AV.L	£507.20	£671.20	32.33%	£92,634.07
Jul '25	Lord Gadhia	Aviva / LSE:AV.L	£635.20	£663.60	4.47%	£73,129.72
Mar '22	Lord Agnew of Oulton	Intermediate Capital Group / LSE:ICG.L	£1,425.50	£1,992.00	39.74%	£97,818.31
Mar '13	Lord Alderdice	Artis / NYQ:APAM	£38.83	£43.99	13.29%	£79,302.08
May '16	Lord Allen of Kensington	Moelis / NYQ:MC	£26.76	£76.71	186.66%	£200,661.43
Jun '22	Lord Allen of Kensington	Thg / NYQ:THG	£144.67	£171.96	18.86%	£83,204.54
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	£260.90	-5.02%	£66,483.43
Feb '21	Lord Etherton	Legal & General Group / LSE:LGEN.L	£271.70	£260.90	-3.97%	£67,217.51
Jul '16	Lord Glendonbrook	Legal & General Group / LSE:LGEN.L	£197.30	£262.30	32.94%	£93,061.32
Jan '22	Lord Glendonbrook	Legal & General Group / LSE:LGEN.L	£299.00	£262.30	-12.27%	£61,408.02
Jan '22	Lord Glendonbrook	Legal & General Group / LSE:LGEN.L	£299.00	£262.30	-12.27%	£61,408.02
May '22	Lord Glendonbrook	Legal & General Group / LSE:LGEN.L	£246.70	£262.30	6.32%	£74,426.43
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	£262.30	12.72%	£78,904.17
May '22	Lord Londesborough	Legal & General Group / LSE:LGEN.L	£248.70	£262.30	5.47%	£73,827.90
Nov '23	Lord Mance	Legal & General Group / LSE:LGEN.L	£221.80	£262.30	18.26%	£82,781.78
Jul '14	Baroness Noakes	Legal & General Group / LSE:LGEN.L	£224.70	£262.30	16.73%	£81,713.39
Jan '17	Lord Patten	Legal & General Group / LSE:LGEN.L	£246.60	£262.30	6.37%	£74,456.60
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	£7.83	-16.88%	£58,184.71
Aug '13	Lord Borwick	Hansa Trust / LSE:HAN.L	£150.10	£274.00	82.54%	£127,781.47
Dec '19	Lord Bridges of Headley	Banco Santander / NYQ:BSAC	£23.29	£34.11	46.46%	£102,520.39
Apr '10	Lord Burns	Banco Santander / NYQ:BSAC	£24.92	£34.11	36.86%	£95,802.78
Dec '23	Lord Browne of Madingley	Riverstone / LSE:RSE.L	£760.00	£710.00	-6.58%	£65,394.74
Apr '10	Baroness Byford	Barclays / NYQ:BCS	£21.03	£25.84	22.86%	£86,001.23
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	£25.84	38.63%	£97,038.63
Apr '10	Baroness Byford	Bank Of Montreal / NYQ:BMO	£63.27	£135.77	114.59%	£150,211.80
Jul '21	The Earl of Lindsay	Bank Of Montreal / NYQ:BMO	£101.97	£134.30	31.71%	£92,193.78
Jan '13	Lord Sassoon	Bank Of Montreal / NYQ:BMO	£64.52	£134.30	108.15%	£145,706.77
Apr '10	Baroness Byford	Hsbc / LSE:HSBA.L	£691.00	£1,231.00	78.15%	£124,703.33
May '21	Lord Clarke of Nottingham	Hsbc / LSE:HSBA.L	£443.90	£1,231.00	177.31%	£194,120.30
Apr '10	Baroness Dunn	Hsbc / LSE:HSBA.L	£712.50	£1,231.00	72.77%	£120,940.35
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	£1,229.00	89.89%	£132,926.45
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	£1,229.00	89.72%	£132,803.34
Jun '25	Lord Ponsonby of Shulbrede	Hsbc / LSE:HSBA.L	£886.40	£1,229.00	38.65%	£97,055.50
Apr '10	Baroness Byford	Toronto Dominion Bank / NYQ:TD	£37.85	£93.66	147.48%	£173,238.21
Mar '25	Lord Fink	Toronto Dominion Bank / NYQ:TD	£61.15	£93.66	53.16%	£107,215.05
Apr '10	Baroness Byford	Prudential / LSE:PRU.L	£482.90	£1,167.00	141.66%	£169,164.86
May '23	Lord Fink	Prudential / LSE:PRU.L	£1,195.00	£1,167.00	-2.34%	£68,359.83
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	£1,167.00	88.10%	£131,673.04
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	£1,167.50	-18.15%	£57,296.96
Jun '21	Lord Morse	Prudential / LSE:PRU.L	£1,430.76	£1,167.50	-18.40%	£57,120.07
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	£1,167.00	39.23%	£97,458.84
Aug '14	Lord Carter of Coles	Visa / NYQ:V	£53.04	£325.28	513.27%	£429,291.09
Jun '19	Baroness Deech	Visa / NYQ:V	£173.74	£325.28	87.22%	£131,055.60
May '11	Lord Glendonbrook	Visa / NYQ:V	£19.97	£325.28	1,529.25%	£1,140,475.83
Apr '21	Lord Grabiner	Visa / NYQ:V	£222.52	£325.82	46.42%	£102,495.96
Jun '15	Lord Lloyd-Webber	Visa / NYQ:V	£68.21	£325.82	377.67%	£334,370.34
Nov '23	Lord Mance	Visa / NYQ:V	£244.77	£325.82	33.11%	£93,178.90
Jan '20	Lord Owen	Visa / NYQ:V	£195.33	£325.82	66.80%	£116,763.43
Aug '17	Lord Sterling of Plaistow	Visa / NYQ:V	£103.22	£325.82	215.66%	£220,959.12
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	£325.28	-5.49%	£66,156.08
Jun '25	Lord Lupton	Visa / NYQ:V	£340.38	£325.82	-4.28%	£67,005.70
Jul '18	Lord Carter of Coles	AIA Group / HKG:1299.HK	£68.50	£82.85	20.95%	£84,664.23
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	£82.85	17.68%	£82,379.26
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	£82.85	16.69%	£81,683.10
Jul '18	Lord Carter of Coles	Berkshire Hathaway / NYQ:BRK-A	£301,550.00	£724,080.00	140.12%	£168,083.57
Oct '13	Lord Glendonbrook	Berkshire Hathaway / NYQ:BRK-A	£172,485.00	£727,500.00	321.78%	£295,243.06
Jul '21	Lord Londesborough	Berkshire Hathaway / NYQ:BRK-A	£420,676.00	£727,500.00	72.94%	£121,055.16
Nov '23	Lord Lupton	Berkshire Hathaway / NYQ:BRK-A	£547,836.00	£727,500.00	32.80%	£92,956.65
Aug '17	Lord Sterling of Plaistow	Berkshire Hathaway / NYQ:BRK-A	£268,540.00	£727,500.00	170.91%	£189,636.55
Oct '15	The Duke of Wellington	Berkshire Hathaway / NYQ:BRK-A	£206,020.00	£727,500.00	253.12%	£247,184.74
Jul '25	Lord Leigh of Hurley	Berkshire Hathaway / NYQ:BRK-A	£714,710.00	£727,500.00	1.79%	£71,252.68
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	£32.34	-42.61%	£40,173.91
May '22	Lord Carter of Coles	London Stock Exchange Group / LSE:LSEG.L	£7,492.00	£8,782.00	17.22%	£82,052.86
May '21	Lord Glendonbrook	London Stock Exchange Group / LSE:LSEG.L	£7,540.00	£8,980.00	19.10%	£83,368.70
Apr '22	Lord Grabiner	London Stock Exchange Group / LSE:LSEG.L	£8,116.00	£8,980.00	10.65%	£77,451.95
Jul '20	Lord Levene of Portsoken	London Stock Exchange Group / LSE:LSEG.L	£8,478.00	£8,980.00	5.92%	£74,144.85
Jul '21	Lord Londesborough	London Stock Exchange Group / LSE:LSEG.L	£7,318.00	£8,980.00	22.71%	£85,897.79
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	£25.20	-7.32%	£64,876.79
Mar '24	Lord Petitgas	Morgan Stanley / NYQ:MS-PI	£25.29	£25.10	-0.75%	£69,474.10
Apr '25	Lord Grabiner	Morgan Stanley / NYQ:MS-PI	£24.54	£25.10	2.28%	£71,597.39
Jul '25	Lord Goldsmith	Morgan Stanley / NYQ:MS-PI	£25.06	£25.10	0.16%	£70,111.73
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	£117.40	-23.22%	£53,747.55
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	£545.00	12.95%	£79,067.36
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	£733.00	13.36%	£79,353.54
Jan '17	Lord Patten	Phoenix Group / LSE:PHNX.L	£680.29	£733.00	7.75%	£75,424.00
Jun '25	Baroness Valentine	Phoenix Group / LSE:PHNX.L	£644.50	£733.00	13.73%	£79,612.10
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	£96.00	-28.46%	£50,074.52
Oct '14	Baroness Chisholm of Owlpen	Jupiter Fund Management / LSE:JUP.L	£346.90	£183.00	-47.25%	£36,927.07
Jan '20	Lord Choudrey	United Bank / NMS:UBSI	£35.68	£42.78	19.90%	£83,929.37
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	£1,833.50	12.08%	£78,456.38
Jun '19	Baroness Deech	Standard Chartered / LSE:STAN.L	£708.20	£1,833.50	158.90%	£181,227.05
Sep '20	Lord Glendonbrook	Standard Chartered / LSE:STAN.L	£372.60	£1,838.00	393.29%	£345,303.27
Apr '24	Lord Hayward	Standard Chartered / LSE:STAN.L	£678.60	£1,838.00	170.85%	£189,596.23
Jan '13	Lord Sassoon	Standard Chartered / LSE:STAN.L	£1,583.79	£1,838.00	16.05%	£81,235.42
Oct '25	Baroness Lloyd of Effra	Standard Chartered / LSE:STAN.L	£1,388.00	£1,838.00	32.42%	£92,694.52
Oct '23	Baroness Deech	Ubs Group / NYQ:UBS	£23.79	£47.45	99.45%	£139,617.48
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	£46.47	141.15%	£168,806.44
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	£17.25	37.89%	£96,522.78
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	£2,040.00	129.86%	£160,901.41
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	£484.00	-75.75%	£16,973.95
Apr '25	Lord Etherton	Polar Capital Technology Trust / LSE:PCT.L	£288.50	£486.00	68.46%	£117,920.28
Dec '23	Lord Etherton	M&G Plc / LSE:MNG.L	£207.30	£304.20	46.74%	£102,720.70
May '23	Lord Fink	M&G Plc / LSE:MNG.L	£202.80	£220.50	8.73%	£76,109.47**
May '23	Lord Fink	M&G Plc / LSE:MNG.L	£202.80	£304.20	50.00%	£105,000.00
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	£301.40	21.24%	£84,867.25
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	£24.95	148.01%	£173,608.36
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	£113.86	147.52%	£173,265.22
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	£28.51	134.26%	£163,985.21
May '23	Lord Fink	Natwest Group / NYQ:NWG	£6.48	£17.67	172.69%	£190,879.63
Dec '22	Lord Hintze	Natwest Group / NYQ:NWG	£6.35	£17.44	174.65%	£192,251.97
Aug '11	Baroness Noakes	Natwest Group / NYQ:NWG	£9.32	£17.44	87.10%	£130,971.38
May '23	Lord Fink	State Street / NYQ:STT	£70.29	£126.91	80.55%	£126,386.40
May '24	Lord Flight	Beazley / LSE:BEZ.L	£639.50	£1,123.00	75.61%	£122,924.16
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	£155.97	512.61%	£428,825.63
Apr '24	Lord Mendoza	Blackstone Group / NYQ:BX	£122.09	£153.91	26.06%	£88,243.92
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	£191.23	612.75%	£498,922.84
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	£147.22	181.14%	£196,794.58
Jan '15	Lord Glendonbrook	Commonwealth Bank Of Australia / ASX:CBA.AX	£83.06	£150.48	81.17%	£126,819.19
May '11	Lord Glendonbrook	Royal Bank Of Canada / NYQ:RY	£61.06	£168.00	175.14%	£192,597.44
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	£167.44	36.55%	£95,586.36
Sep '14	Lord Glendonbrook	Shire / LSE:SHRS.L	£241.41	£312.00	29.24%	£90,468.50
Mar '17	Lord Lloyd-Webber	Shire / LSE:SHRS.L	£239.50	£312.00	30.27%	£91,189.98
May '15	Lord Glendonbrook	National Australia Bank / ASX:NAB.AX	£32.06	£41.86	30.55%	£91,388.30
Dec '15	Lord Glendonbrook	Mastercard / NYQ:MA	£97.82	£531.74	443.59%	£380,513.18
Sep '16	Lord Green of Hurstpierpoint	Mastercard / NYQ:MA	£96.63	£531.74	450.28%	£385,199.22
Jun '21	Lord Morse	Mastercard / NYQ:MA	£364.08	£531.74	46.05%	£102,235.22
Jun '19	Lord Sherbourne of Didsbury	Mastercard / NYQ:MA	£259.20	£531.74	105.15%	£143,602.61
Jun '25	Lord Lupton	Mastercard / NYQ:MA	£538.73	£531.74	-1.30%	£69,091.75
Jul '25	Lord Goldsmith	Mastercard / NYQ:MA	£562.09	£531.74	-5.40%	£66,220.35
Jul '16	Lord Glendonbrook	Tp Icap Group / LSE:TCAP.L	£299.20	£255.50	-14.61%	£59,775.77
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	£258.20	127.69%	£159,382.72
Sep '18	Lord Glendonbrook	American Express / NYQ:AXP	£105.40	£352.19	234.15%	£233,902.27
May '19	Lord Glendonbrook	Insurance Australia Group / ASX:IAG.AX	£8.23	£7.52	-8.63%	£63,961.12
Apr '21	Lord Glendonbrook	3i Group / LSE:III.L	£1,204.00	£3,222.00	167.61%	£187,325.58
Nov '15	Lord Lupton	3i Group / LSE:III.L	£479.80	£3,222.00	571.53%	£470,070.87
Mar '16	Baroness Noakes	3i Group / LSE:III.L	£461.60	£3,222.00	598.01%	£488,604.85
May '24	Baroness Sheehan	3i Group / LSE:III.L	£2,977.00	£3,222.00	8.23%	£75,760.83
Jan '22	Lord Glendonbrook	Paypal / NMS:PYPL	£181.01	£55.08	-69.57%	£21,300.48
May '21	Lord Mendelsohn	Paypal / NMS:PYPL	£244.63	£55.08	-77.48%	£15,760.95
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	£181.00	58.45%	£110,916.57
Apr '10	Lord Lang of Monkton	Marsh & Mclennan Companies / NYQ:MMC	£24.78	£181.00	630.43%	£511,299.41
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	£450.20	-13.85%	£60,304.64
Jul '20	Lord Levene of Portsoken	Schroders / LSE:SDR.L	£505.75	£450.20	-10.98%	£62,311.42
Apr '17	Lord Pearson of Rannoch	Schroders / LSE:SDR.L	£524.11	£450.20	-14.10%	£60,128.60
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	£2,590.00	178.64%	£195,051.10
Dec '22	Lord Hintze	Marwyn Value Investors / LSE:MVI.L	£95.00	£144.00	51.58%	£106,105.26
Dec '22	Lord Hintze	Old Mutual / LSE:OMU.L	£49.45	£67.20	35.89%	£95,126.38
Dec '22	Lord Hintze	Geiger Counter / LSE:GCL.L	£45.50	£73.00	60.44%	£112,307.69
Jul '10	Lord Hollick	KKR / NYQ:KKR	£10.20	£122.90	1,104.90%	£843,431.38
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	£279.91	40.79%	£98,554.90
Apr '22	Lord Hylton	Impax Environmental Markets / LSE:IEM.L	£446.50	£421.00	-5.71%	£66,002.24
Feb '15	The Earl of Kinnoull	Hiscox / LSE:HSX.L	£888.64	£1,490.00	67.67%	£117,370.85
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	£1,365.00	80.56%	£126,388.89
Aug '22	Lord Lee of Trafford	Rathbones Group / LSE:RAT.L	£1,858.00	£1,980.00	6.57%	£74,596.34**
Oct '23	Lord Lee of Trafford	Vp / LSE:VSL.L	£68.00	£13.77	-79.74%	£14,180.15
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	£330.00	-0.30%	£69,788.52
Jan '19	Lord Leigh of Hurley	Cavendish Financial / LSE:CAV.L	£28.25	£9.75	-65.49%	£24,159.29
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	£943.37	317.05%	£291,935.90
Apr '10	Lord Levene of Portsoken	Goldman Sachs / NYQ:GS	£163.32	£943.37	477.62%	£404,334.42
Apr '20	Lord O'Neill of Gatley	Goldman Sachs / NYQ:GS	£183.54	£943.37	413.99%	£359,790.25
Nov '23	Lord O'Neill of Gatley	Goldman Sachs / NYQ:GS	£337.65	£943.37	179.39%	£195,575.01
Nov '23	Lord O'Neill of Gatley	Goldman Sachs / NYQ:GS	£337.65	£943.37	179.39%	£195,575.01
Nov '23	Lord O'Neill of Gatley	Goldman Sachs / NYQ:GS	£337.65	£943.37	179.39%	£195,575.01
Jun '16	Lord Lloyd-Webber	Plus500 / LSE:PLUS.L	£628.00	£4,056.00	545.86%	£452,101.91
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	£68.00	-35.85%	£44,905.66
Jul '21	Lord Londesborough	3i Infrastructure / LSE:3IN.L	£307.00	£374.00	21.82%	£85,276.87
May '17	Baroness Valentine	3i Infrastructure / LSE:3IN.L	£246.75	£374.00	51.57%	£106,100.58
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	£130.00	-5.45%	£66,181.82
Jun '22	Lord Magan of Castletown	St Jamess / LSE:STJ.L	£1,190.50	£1,445.00	21.38%	£84,964.30
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	£11.00	-56.86%	£30,196.08
Feb '19	Lord Mendelsohn	F&C Investment Trust / LSE:FCIT.L	£689.00	£1,243.00	80.41%	£126,284.47
Apr '24	Lord Mendoza	Aon / NYQ:AON	£311.02	£339.50	9.16%	£76,409.88
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	£496.00	10.22%	£77,155.56
Mar '24	Lord Moynihan of Chelsea	Harbourvest / LSE:HVPE.L	£2,315.00	£3,135.00	35.42%	£94,794.82
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	£75.48	78.19%	£124,730.88
Jan '15	Baroness Noakes	Allianz Technology Trust / LSE:ATT.L	£57.00	£541.00	849.12%	£664,385.96
Dec '22	Lord O'Donnell	Brookfield Asset Management / NYQ:BAM	£32.00	£50.50	57.81%	£110,468.75
Mar '23	Lord O'Donnell	Brookfield / NYQ:BBUC	£19.04	£36.11	89.65%	£132,757.35
Apr '16	Baroness Oppenheim-Barnes	Bg Group / NMS:BGC	£5.93	£8.91	50.27%	£105,190.19
Apr '24	Lord Owen	Northern Venture / LSE:NVT.L	£57.50	£0.56	-99.02%	£687.83
Mar '24	Lord Petitgas	Hamilton Lane / NMS:HLNE	£108.34	£149.32	37.83%	£96,477.76
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	£558.00	43.81%	£100,670.10
May '24	The Duke of Wellington	Oakley Capital Investments / LSE:OCI.L	£474.50	£558.00	17.60%	£82,318.23
Jul '23	Lord Roborough	Galaxy Digital / TOR:GLXY.TO	£6.43	£44.40	590.51%	£483,359.27
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	£9.20	42.19%	£99,536.32
Jan '13	Lord Sassoon	Bank Of Nova Scotia / NYQ:BNS	£58.86	£73.28	24.50%	£87,149.16
Jan '13	Lord Sassoon	Canadian Imperial Bank Of Commerce / NYQ:CM	£41.95	£90.40	115.52%	£150,864.23
Jan '13	Lord Sassoon	Dunedin Income Growth Investment Trust / LSE:DIG.L	£243.00	£306.00	25.93%	£88,148.15
Jan '13	Lord Sassoon	Merchants Trust / LSE:MRCH.L	£407.40	£607.00	48.99%	£104,295.53
Jan '14	Lord Sassoon	Murray Income Trust / LSE:MUT.L	£747.00	£918.00	22.89%	£86,024.10
Nov '14	Lord Sassoon	City Of London Investment Trust / LSE:CTY.L	£370.90	£546.00	47.21%	£103,046.64
Oct '17	Lord Sassoon	Eaton / NYQ:EIM	£12.44	£9.80	-21.22%	£55,144.70
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	£442.80	2.38%	£71,667.05
Jan '21	Lord Spencer of Alresford	Frenkel Topping Group / LSE:FEN.L	£42.50	£48.50	14.12%	£79,882.35
May '21	Lord Spencer of Alresford	Assetco / LSE:ASTO.L	£142.50	£5.75	-95.96%	£2,824.56
May '23	Lord Stevens of Ludgate	Assetco / LSE:ASTO.L	£54.00	£5.75	-89.35%	£7,453.70
Mar '22	Lord Spencer of Alresford	Bank Of Georgia / LSE:BGEO.L	£1,158.00	£8,965.00	674.18%	£541,925.73**
Mar '24	Lord Spencer of Alresford	Conduit / LSE:CRE.L	£518.00	£388.00	-25.10%	£52,432.43
Jun '22	Lord Stevens of Ludgate	Saga / LSE:SAGA.L	£221.60	£408.50	84.34%	£129,038.81
Jan '19	Lord Thurlow	Syncona / LSE:SYNC.L	£266.00	£99.20	-62.71%	£26,105.26
Dec '14	Lord Tugendhat	Biotech Growth Trust / LSE:BIOG.L	£636.00	£1,245.00	95.75%	£137,028.30
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	£403.00	97.07%	£137,946.21
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.