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	£309.44	71.83%	£120,284.32
May '11	Lord Glendonbrook	JP Morgan / NYQ:JPM	£44.96	£309.44	588.26%	£481,779.37
Jul '16	Lord Glendonbrook	JP Morgan / NYQ:JPM	£63.93	£309.44	384.03%	£338,820.59
Jan '23	Lord Goldsmith	JP Morgan / NYQ:JPM	£137.37	£309.44	125.26%	£157,682.18
Apr '22	Lord Grabiner	JP Morgan / NYQ:JPM	£131.54	£309.44	135.24%	£164,670.83
Apr '10	Lord Lloyd-Webber	JP Morgan / NYQ:JPM	£45.39	£309.44	581.74%	£477,215.26
Jun '21	Lord Morse	JP Morgan / NYQ:JPM	£165.66	£309.44	86.79%	£130,754.56
Feb '19	Lord Reay	JP Morgan / NYQ:JPM	£105.16	£309.44	194.26%	£205,979.45
Apr '24	Felicity Buchan	Bank Of America / NYQ:BAC	£35.23	£53.03	50.53%	£105,367.58
May '24	Lord Goldsmith	Bank Of America / NYQ:BAC	£36.88	£53.03	43.79%	£100,653.47
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	£4.68	87.95%	£131,566.26
Dec '16	Lord Blackwell	Lloyds Bank / NYQ:LYG	£3.09	£4.68	51.46%	£106,019.41
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	£4.68	-12.52%	£61,233.64
Apr '17	Lord Hodgson of Astley Abbotts	Lloyds Bank / NYQ:LYG	£3.23	£4.68	44.89%	£101,424.14
Mar '24	Lord Jamieson	Lloyds Bank / NYQ:LYG	£2.50	£4.68	87.20%	£131,040.00
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	£4.68	34.87%	£94,409.22
Jan '17	Lord Lupton	Lloyds Bank / NYQ:LYG	£3.31	£4.68	41.39%	£98,972.81
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	£4.68	57.58%	£110,303.03
Apr '24	Theresa Villiers	Rit Capital Partners / LSE:RCP.L	£1,786.00	£2,165.00	21.22%	£84,854.42
Apr '22	Lord Kestenbaum	Rit Capital Partners / LSE:RCP.L	£2,545.00	£2,165.00	-14.93%	£59,548.13
Apr '17	Lord MacGregor of Pulham Market	Rit Capital Partners / LSE:RCP.L	£1,876.00	£2,165.00	15.41%	£80,783.58
Oct '15	The Duke of Wellington	Rit Capital Partners / LSE:RCP.L	£1,545.00	£2,165.00	40.13%	£98,090.61
Apr '24	Theresa Villiers	Scottish Mortgage Investment Trust / LSE:SMT.L	£827.40	£1,167.50	41.10%	£98,773.26
Jul '20	Lord Fairfax of Cameron	Scottish Mortgage Investment Trust / LSE:SMT.L	£865.00	£1,167.50	34.97%	£94,479.77
Jul '25	Lord Leigh of Hurley	Scottish Mortgage Investment Trust / LSE:SMT.L	£1,063.00	£1,167.50	9.83%	£76,881.47
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	£675.60	19.71%	£83,800.23
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	£675.60	27.31%	£89,119.58
Apr '10	Lord Sharman	Aviva / LSE:AV.L	£497.50	£675.60	35.80%	£95,059.29
Feb '25	Lord Hayward	Aviva / LSE:AV.L	£507.20	£675.60	33.20%	£93,241.32
Jul '25	Lord Gadhia	Aviva / LSE:AV.L	£635.20	£675.60	6.36%	£74,452.14
Mar '22	Lord Agnew of Oulton	Intermediate Capital Group / LSE:ICG.L	£1,425.50	£1,942.00	36.23%	£95,363.03
Mar '13	Lord Alderdice	Artis / NYQ:APAM	£38.83	£43.41	11.79%	£78,256.50
May '16	Lord Allen of Kensington	Moelis / NYQ:MC	£26.76	£64.27	140.17%	£168,120.32
Jun '22	Lord Allen of Kensington	Thg / NYQ:THG	£144.67	£170.26	17.69%	£82,381.97
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	£239.90	-12.67%	£61,132.14
Feb '21	Lord Etherton	Legal & General Group / LSE:LGEN.L	£271.70	£239.90	-11.70%	£61,807.14
Jul '16	Lord Glendonbrook	Legal & General Group / LSE:LGEN.L	£197.30	£239.90	21.59%	£85,114.04
Jan '22	Lord Glendonbrook	Legal & General Group / LSE:LGEN.L	£299.00	£239.90	-19.77%	£56,163.88
Jan '22	Lord Glendonbrook	Legal & General Group / LSE:LGEN.L	£299.00	£239.90	-19.77%	£56,163.88
May '22	Lord Glendonbrook	Legal & General Group / LSE:LGEN.L	£246.70	£239.90	-2.76%	£68,070.53
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	£239.90	3.09%	£72,165.88
May '22	Lord Londesborough	Legal & General Group / LSE:LGEN.L	£248.70	£239.90	-3.54%	£67,523.12
Nov '23	Lord Mance	Legal & General Group / LSE:LGEN.L	£221.80	£239.90	8.16%	£75,712.35
Jul '14	Baroness Noakes	Legal & General Group / LSE:LGEN.L	£224.70	£239.90	6.76%	£74,735.20
Jan '17	Lord Patten	Legal & General Group / LSE:LGEN.L	£246.60	£239.90	-2.72%	£68,098.13
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	£7.99	-15.18%	£59,373.67
Aug '13	Lord Borwick	Hansa Trust / LSE:HAN.L	£150.10	£259.00	72.55%	£120,786.14
Dec '19	Lord Bridges of Headley	Banco Santander / NYQ:BSAC	£23.29	£28.82	23.74%	£86,620.86
Apr '10	Lord Burns	Banco Santander / NYQ:BSAC	£24.92	£28.82	15.64%	£80,945.06
Dec '23	Lord Browne of Madingley	Riverstone / LSE:RSE.L	£760.00	£707.50	-6.91%	£65,164.47
Apr '10	Baroness Byford	Barclays / NYQ:BCS	£21.03	£21.34	1.46%	£71,024.24
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	£21.34	14.48%	£80,139.49
Apr '10	Baroness Byford	Bank Of Montreal / NYQ:BMO	£63.27	£123.67	95.46%	£136,824.72
Jul '21	The Earl of Lindsay	Bank Of Montreal / NYQ:BMO	£101.97	£123.67	21.28%	£84,896.54
Jan '13	Lord Sassoon	Bank Of Montreal / NYQ:BMO	£64.52	£123.67	91.68%	£134,173.90
Apr '10	Baroness Byford	Hsbc / LSE:HSBA.L	£691.00	£1,069.80	54.82%	£108,373.38
May '21	Lord Clarke of Nottingham	Hsbc / LSE:HSBA.L	£443.90	£1,069.80	141.00%	£168,700.17
Apr '10	Baroness Dunn	Hsbc / LSE:HSBA.L	£712.50	£1,069.80	50.15%	£105,103.16
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	£1,069.80	65.30%	£115,707.67
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	£1,069.80	65.14%	£115,600.50
Jun '25	Lord Ponsonby of Shulbrede	Hsbc / LSE:HSBA.L	£886.40	£1,069.80	20.69%	£84,483.30
Apr '10	Baroness Byford	Toronto Dominion Bank / NYQ:TD	£37.85	£81.91	116.44%	£151,504.83
Mar '25	Lord Fink	Toronto Dominion Bank / NYQ:TD	£61.15	£81.91	33.95%	£93,764.52
Apr '10	Baroness Byford	Prudential / LSE:PRU.L	£482.90	£1,062.50	120.02%	£154,016.85
May '23	Lord Fink	Prudential / LSE:PRU.L	£1,195.00	£1,062.50	-11.09%	£62,238.49
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	£1,062.50	71.26%	£119,882.27
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	£1,062.50	-25.51%	£52,143.91
Jun '21	Lord Morse	Prudential / LSE:PRU.L	£1,430.76	£1,062.50	-25.74%	£51,982.93
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	£1,062.50	26.76%	£88,731.80
Aug '14	Lord Carter of Coles	Visa / NYQ:V	£53.04	£345.03	550.51%	£455,356.32
Jun '19	Baroness Deech	Visa / NYQ:V	£173.74	£345.03	98.59%	£139,012.89
May '11	Lord Glendonbrook	Visa / NYQ:V	£19.97	£345.03	1,628.17%	£1,209,722.01
Apr '21	Lord Grabiner	Visa / NYQ:V	£222.52	£345.03	55.06%	£108,539.01
Jun '15	Lord Lloyd-Webber	Visa / NYQ:V	£68.21	£345.03	405.83%	£354,084.45
Nov '23	Lord Mance	Visa / NYQ:V	£244.77	£345.03	40.96%	£98,672.63
Jan '20	Lord Owen	Visa / NYQ:V	£195.33	£345.03	76.64%	£123,647.67
Aug '17	Lord Sterling of Plaistow	Visa / NYQ:V	£103.22	£345.03	234.27%	£233,986.63
May '24	Lord Reay	Visa / NYQ:V	£277.74	£345.03	24.23%	£86,959.39
Mar '25	Lord Fink	Visa / NYQ:V	£344.18	£345.03	0.25%	£70,172.88
Jun '25	Lord Lupton	Visa / NYQ:V	£340.38	£345.03	1.37%	£70,956.28
Jul '18	Lord Carter of Coles	AIA Group / HKG:1299.HK	£68.50	£73.20	6.86%	£74,802.92
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	£73.20	3.98%	£72,784.09
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	£73.20	3.10%	£72,169.01
Jul '18	Lord Carter of Coles	Berkshire Hathaway / NYQ:BRK-A	£301,550.00	£717,922.00	138.08%	£166,654.09
Oct '13	Lord Glendonbrook	Berkshire Hathaway / NYQ:BRK-A	£172,485.00	£717,922.00	316.22%	£291,356.00
Jul '21	Lord Londesborough	Berkshire Hathaway / NYQ:BRK-A	£420,676.00	£717,922.00	70.66%	£119,461.39
Nov '23	Lord Lupton	Berkshire Hathaway / NYQ:BRK-A	£547,836.00	£717,922.00	31.05%	£91,732.82
Aug '17	Lord Sterling of Plaistow	Berkshire Hathaway / NYQ:BRK-A	£268,540.00	£717,922.00	167.34%	£187,139.87
Oct '15	The Duke of Wellington	Berkshire Hathaway / NYQ:BRK-A	£206,020.00	£717,922.00	248.47%	£243,930.40
Jul '25	Lord Leigh of Hurley	Berkshire Hathaway / NYQ:BRK-A	£714,710.00	£717,922.00	0.45%	£70,314.59
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	£36.88	-28.62%	£49,963.23
Nov '23	Lord Mance	Hdfc Bank / NYQ:HDB	£56.35	£36.88	-34.55%	£45,813.67
May '22	Lord Carter of Coles	London Stock Exchange Group / LSE:LSEG.L	£7,492.00	£9,468.00	26.37%	£88,462.36
May '21	Lord Glendonbrook	London Stock Exchange Group / LSE:LSEG.L	£7,540.00	£9,468.00	25.57%	£87,899.20
Apr '22	Lord Grabiner	London Stock Exchange Group / LSE:LSEG.L	£8,116.00	£9,468.00	16.66%	£81,660.92
Jul '20	Lord Levene of Portsoken	London Stock Exchange Group / LSE:LSEG.L	£8,478.00	£9,468.00	11.68%	£78,174.10
Jul '21	Lord Londesborough	London Stock Exchange Group / LSE:LSEG.L	£7,318.00	£9,468.00	29.38%	£90,565.73
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	£25.22	-7.26%	£64,918.24
Mar '24	Lord Petitgas	Morgan Stanley / NYQ:MS-PI	£25.29	£25.22	-0.29%	£69,795.45
Apr '25	Lord Grabiner	Morgan Stanley / NYQ:MS-PI	£24.54	£25.22	2.76%	£71,928.56
Jul '25	Lord Goldsmith	Morgan Stanley / NYQ:MS-PI	£25.06	£25.22	0.62%	£70,436.04
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	£118.80	-22.30%	£54,388.49
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	£539.00	11.71%	£78,196.89
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	£682.00	5.47%	£73,832.36
Jan '17	Lord Patten	Phoenix Group / LSE:PHNX.L	£680.29	£682.00	0.25%	£70,176.22
Jun '25	Baroness Valentine	Phoenix Group / LSE:PHNX.L	£644.50	£682.00	5.82%	£74,072.92
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	£106.40	-20.72%	£55,499.26
Oct '14	Baroness Chisholm of Owlpen	Jupiter Fund Management / LSE:JUP.L	£346.90	£153.40	-55.78%	£30,954.16
Jan '20	Lord Choudrey	United Bank / NMS:UBSI	£35.68	£35.77	0.25%	£70,176.57
Apr '17	Baroness Deech	Worldwide Healthcare Trust / LSE:WWH.L	£233.40	£362.00	55.10%	£108,568.98
Apr '10	Baroness Byford	Standard Chartered / LSE:STAN.L	£1,635.88	£1,571.00	-3.97%	£67,223.88
Jun '19	Baroness Deech	Standard Chartered / LSE:STAN.L	£708.20	£1,571.00	121.83%	£155,280.99
Sep '20	Lord Glendonbrook	Standard Chartered / LSE:STAN.L	£372.60	£1,571.00	321.63%	£295,142.24
Apr '24	Lord Hayward	Standard Chartered / LSE:STAN.L	£678.60	£1,571.00	131.51%	£162,054.24
Jan '13	Lord Sassoon	Standard Chartered / LSE:STAN.L	£1,583.79	£1,571.00	-0.81%	£69,434.62
Oct '25	Baroness Lloyd of Effra	Standard Chartered / LSE:STAN.L	£1,388.00	£1,571.00	13.18%	£79,229.11
Oct '23	Baroness Deech	Ubs Group / NYQ:UBS	£23.79	£38.03	59.86%	£111,899.95
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	£38.03	97.35%	£138,147.37
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	£21.09	68.59%	£118,009.59
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	£2,080.00	134.37%	£164,056.34
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	£478.00	-76.05%	£16,763.53
Apr '25	Lord Etherton	Polar Capital Technology Trust / LSE:PCT.L	£288.50	£478.00	65.68%	£115,979.20
Dec '23	Lord Etherton	M&G Plc / LSE:MNG.L	£207.30	£263.70	27.21%	£89,044.87
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	£263.70	30.03%	£91,020.71
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	£263.70	6.07%	£74,251.81
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	£20.96	108.35%	£145,844.92
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	£100.22	117.87%	£152,508.70
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	£25.47	109.29%	£146,499.59
May '23	Lord Fink	Natwest Group / NYQ:NWG	£6.48	£15.49	139.04%	£167,330.24
Dec '22	Lord Hintze	Natwest Group / NYQ:NWG	£6.35	£15.49	143.94%	£170,755.90
Aug '11	Baroness Noakes	Natwest Group / NYQ:NWG	£9.32	£15.49	66.18%	£116,327.21
May '23	Lord Fink	State Street / NYQ:STT	£70.29	£115.22	63.92%	£114,744.63
May '24	Lord Flight	Beazley / LSE:BEZ.L	£639.50	£947.00	48.08%	£103,659.11
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	£148.39	482.84%	£407,985.09
Apr '24	Lord Mendoza	Blackstone Group / NYQ:BX	£122.09	£148.39	21.54%	£85,079.04
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	£169.18	530.56%	£441,393.94
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	£311.50	56.06%	£109,243.48
May '11	Lord Glendonbrook	Commonwealth Bank Of Australia / ASX:CBA.AX	£52.37	£170.53	225.65%	£227,953.94
Jan '15	Lord Glendonbrook	Commonwealth Bank Of Australia / ASX:CBA.AX	£83.06	£170.53	105.31%	£143,716.62
May '11	Lord Glendonbrook	Royal Bank Of Canada / NYQ:RY	£61.06	£145.90	138.95%	£167,261.70
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	£145.90	18.99%	£83,289.83
Sep '14	Lord Glendonbrook	Shire / LSE:SHRS.L	£241.41	£283.00	17.23%	£82,059.57
Mar '17	Lord Lloyd-Webber	Shire / LSE:SHRS.L	£239.50	£283.00	18.16%	£82,713.99
May '15	Lord Glendonbrook	National Australia Bank / ASX:NAB.AX	£32.06	£43.65	36.14%	£95,296.21
Dec '15	Lord Glendonbrook	Mastercard / NYQ:MA	£97.82	£553.68	466.02%	£396,213.45
Sep '16	Lord Green of Hurstpierpoint	Mastercard / NYQ:MA	£96.63	£553.68	472.99%	£401,092.84
Jun '21	Lord Morse	Mastercard / NYQ:MA	£364.08	£553.68	52.08%	£106,453.53
Jun '19	Lord Sherbourne of Didsbury	Mastercard / NYQ:MA	£259.20	£553.68	113.61%	£149,527.77
Jun '25	Lord Lupton	Mastercard / NYQ:MA	£538.73	£553.68	2.78%	£71,942.53
Jul '25	Lord Goldsmith	Mastercard / NYQ:MA	£562.09	£553.68	-1.50%	£68,952.65
Jul '16	Lord Glendonbrook	Tp Icap Group / LSE:TCAP.L	£299.20	£266.00	-11.10%	£62,232.31
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	£213.00	87.83%	£131,481.48
Sep '18	Lord Glendonbrook	American Express / NYQ:AXP	£105.40	£358.88	240.49%	£238,345.35
May '19	Lord Glendonbrook	Insurance Australia Group / ASX:IAG.AX	£8.23	£7.91	-3.89%	£67,278.25
Apr '21	Lord Glendonbrook	3i Group / LSE:III.L	£1,204.00	£4,442.00	268.94%	£258,255.81
Nov '15	Lord Lupton	3i Group / LSE:III.L	£479.80	£4,442.00	825.80%	£648,061.71
Mar '16	Baroness Noakes	3i Group / LSE:III.L	£461.60	£4,442.00	862.31%	£673,613.51
May '24	Baroness Sheehan	3i Group / LSE:III.L	£2,977.00	£4,442.00	49.21%	£104,447.43
Jan '22	Lord Glendonbrook	Paypal / NMS:PYPL	£181.01	£67.93	-62.47%	£26,269.82
May '21	Lord Mendelsohn	Paypal / NMS:PYPL	£244.63	£67.93	-72.23%	£19,437.93
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	£178.67	56.41%	£109,488.75
Apr '10	Lord Lang of Monkton	Marsh & Mclennan Companies / NYQ:MMC	£24.78	£178.67	621.02%	£504,717.49
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	£382.00	-26.90%	£51,169.20
Jul '20	Lord Levene of Portsoken	Schroders / LSE:SDR.L	£505.75	£382.00	-24.47%	£52,871.97
Apr '17	Lord Pearson of Rannoch	Schroders / LSE:SDR.L	£524.11	£382.00	-27.11%	£51,019.83
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	£2,525.00	171.65%	£190,156.00
Dec '22	Lord Hintze	Marwyn Value Investors / LSE:MVI.L	£95.00	£136.00	43.16%	£100,210.53
Dec '22	Lord Hintze	Old Mutual / LSE:OMU.L	£49.45	£58.40	18.10%	£82,669.36
Dec '22	Lord Hintze	Geiger Counter / LSE:GCL.L	£45.50	£60.00	31.87%	£92,307.69
Jul '10	Lord Hollick	KKR / NYQ:KKR	£10.20	£118.11	1,057.94%	£810,558.83
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	£262.89	32.23%	£92,562.25
Apr '22	Lord Hylton	Impax Environmental Markets / LSE:IEM.L	£446.50	£413.50	-7.39%	£64,826.43
Feb '15	The Earl of Kinnoull	Hiscox / LSE:HSX.L	£888.64	£1,404.00	57.99%	£110,596.43
Apr '22	Lord Lee of Trafford	Secure Trust Bank / LSE:STB.L	£1,240.00	£964.00	-22.26%	£54,419.35
Jun '25	Lord Howard of Rising	Secure Trust Bank / LSE:STB.L	£756.00	£964.00	27.51%	£89,259.26
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	£16.08	-76.36%	£16,547.79
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	£325.00	-1.81%	£68,731.12
Jan '19	Lord Leigh of Hurley	Cavendish Financial / LSE:CAV.L	£28.25	£10.60	-62.48%	£26,265.49
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	£790.16	249.32%	£244,523.43
Apr '10	Lord Levene of Portsoken	Goldman Sachs / NYQ:GS	£163.32	£790.16	383.81%	£338,667.62
Apr '20	Lord O'Neill of Gatley	Goldman Sachs / NYQ:GS	£183.54	£790.16	330.51%	£301,357.74
Nov '23	Lord O'Neill of Gatley	Goldman Sachs / NYQ:GS	£337.65	£790.16	134.02%	£163,812.23
Nov '23	Lord O'Neill of Gatley	Goldman Sachs / NYQ:GS	£337.65	£790.16	134.02%	£163,812.23
Nov '23	Lord O'Neill of Gatley	Goldman Sachs / NYQ:GS	£337.65	£790.16	134.02%	£163,812.23
Jun '16	Lord Lloyd-Webber	Plus500 / LSE:PLUS.L	£628.00	£3,214.00	411.78%	£358,248.41
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	£76.50	-27.83%	£50,518.87
Jul '21	Lord Londesborough	3i Infrastructure / LSE:3IN.L	£307.00	£356.50	16.12%	£81,286.64
May '17	Baroness Valentine	3i Infrastructure / LSE:3IN.L	£246.75	£356.50	44.48%	£101,135.98
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	£101.00	-26.55%	£51,418.18
Jun '22	Lord Magan of Castletown	St Jamess / LSE:STJ.L	£1,190.50	£1,320.50	10.92%	£77,643.85
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	£0.11	-99.57%	£301.96
Feb '19	Lord Mendelsohn	F&C Investment Trust / LSE:FCIT.L	£689.00	£1,245.00	80.70%	£126,487.66
Apr '24	Lord Mendoza	Aon / NYQ:AON	£311.02	£328.19	5.52%	£73,864.38
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	£478.00	6.22%	£74,355.56
Mar '24	Lord Moynihan of Chelsea	Harbourvest / LSE:HVPE.L	£2,315.00	£3,030.00	30.89%	£91,619.87
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	£73.50	73.51%	£121,458.92
Jan '15	Baroness Noakes	Allianz Technology Trust / LSE:ATT.L	£57.00	£540.00	847.37%	£663,157.89
Dec '22	Lord O'Donnell	Brookfield Asset Management / NYQ:BAM	£32.00	£53.67	67.72%	£117,403.12
Mar '23	Lord O'Donnell	Brookfield / NYQ:BBUC	£19.04	£35.69	87.45%	£131,213.22
Apr '16	Baroness Oppenheim-Barnes	Bg Group / NMS:BGC	£5.93	£9.21	55.33%	£108,731.95
Apr '24	Lord Owen	Northern Venture / LSE:NVT.L	£57.50	£0.57	-99.01%	£693.91
Mar '24	Lord Petitgas	Hamilton Lane / NMS:HLNE	£108.34	£114.10	5.32%	£73,721.62
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	£0.55	-99.24%	£533.57
Nov '22	Lord Roborough	Oakley Capital Investments / LSE:OCI.L	£388.00	£556.00	43.30%	£100,309.28
May '24	The Duke of Wellington	Oakley Capital Investments / LSE:OCI.L	£474.50	£556.00	17.18%	£82,023.18
Jul '23	Lord Roborough	Galaxy Digital / TOR:GLXY.TO	£6.43	£47.76	642.77%	£519,937.77
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	£9.16	41.58%	£99,103.55
Jan '13	Lord Sassoon	Bank Of Nova Scotia / NYQ:BNS	£58.86	£65.66	11.55%	£78,086.99
Jan '13	Lord Sassoon	Canadian Imperial Bank Of Commerce / NYQ:CM	£41.95	£82.39	96.42%	£137,496.72
Jan '13	Lord Sassoon	Dunedin Income Growth Investment Trust / LSE:DIG.L	£243.00	£307.00	26.34%	£88,436.21
Jan '13	Lord Sassoon	Merchants Trust / LSE:MRCH.L	£407.40	£573.00	40.65%	£98,453.61
Jan '14	Lord Sassoon	Murray Income Trust / LSE:MUT.L	£747.00	£935.00	25.17%	£87,617.14
Nov '14	Lord Sassoon	City Of London Investment Trust / LSE:CTY.L	£370.90	£514.00	38.58%	£97,007.28
Oct '17	Lord Sassoon	Eaton / NYQ:EIM	£12.44	£9.90	-20.42%	£55,707.39
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	£543.00	25.55%	£87,884.39
Jan '21	Lord Spencer of Alresford	Frenkel Topping Group / LSE:FEN.L	£42.50	£49.00	15.29%	£80,705.88
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	£7,910.00	583.07%	£478,151.99
Mar '24	Lord Spencer of Alresford	Conduit / LSE:CRE.L	£518.00	£348.00	-32.82%	£47,027.03
Jun '22	Lord Stevens of Ludgate	Saga / LSE:SAGA.L	£221.60	£274.00	23.65%	£86,552.34
Jan '19	Lord Thurlow	Syncona / LSE:SYNC.L	£266.00	£101.20	-61.95%	£26,631.58
Dec '14	Lord Tugendhat	Biotech Growth Trust / LSE:BIOG.L	£636.00	£1,185.00	86.32%	£130,424.53
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	£405.50	98.29%	£138,801.96
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.