Financial Services Sector

Members of Parliament invested in the Financial Services Sector

291 investments

137 companies

Investors

Filed	Name	Company	Pur. £	Cur. £	P/L %	MPV*
Apr '24	Felicity Buchan	JP Morgan / NYQ:JPM	£180.08	£273.96	52.13%	£106,492.67
May '11	Lord Glendonbrook	JP Morgan / NYQ:JPM	£44.96	£273.96	509.34%	£426,539.14
Jul '16	Lord Glendonbrook	JP Morgan / NYQ:JPM	£63.93	£273.96	328.53%	£299,971.83
Jan '23	Lord Goldsmith	JP Morgan / NYQ:JPM	£137.37	£273.96	99.43%	£139,602.53
Apr '22	Lord Grabiner	JP Morgan / NYQ:JPM	£131.54	£273.96	108.27%	£145,789.88
Apr '10	Lord Lloyd-Webber	JP Morgan / NYQ:JPM	£45.39	£273.96	503.57%	£422,498.34
Jun '21	Lord Morse	JP Morgan / NYQ:JPM	£165.66	£273.96	65.37%	£115,762.40
Feb '19	Lord Reay	JP Morgan / NYQ:JPM	£105.16	£273.96	160.52%	£182,362.10
Apr '24	Felicity Buchan	Bank Of America / NYQ:BAC	£35.23	£45.06	27.90%	£89,531.65
May '24	Lord Goldsmith	Bank Of America / NYQ:BAC	£36.88	£45.06	22.18%	£85,526.03
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	£4.17	67.47%	£117,228.92
Dec '16	Lord Blackwell	Lloyds Bank / NYQ:LYG	£3.09	£4.17	34.95%	£94,466.02
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	£4.17	-22.06%	£54,560.75
Apr '17	Lord Hodgson of Astley Abbotts	Lloyds Bank / NYQ:LYG	£3.23	£4.17	29.10%	£90,371.52
Mar '24	Lord Jamieson	Lloyds Bank / NYQ:LYG	£2.50	£4.17	66.80%	£116,760.00
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	£4.17	20.17%	£84,121.04
Jan '17	Lord Lupton	Lloyds Bank / NYQ:LYG	£3.31	£4.17	25.98%	£88,187.31
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	£4.17	43.79%	£100,655.17
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	£4.17	40.40%	£98,282.83
Apr '24	Theresa Villiers	Rit Capital Partners / LSE:RCP.L	£1,786.00	£18.72	-98.95%	£733.71
Apr '22	Lord Kestenbaum	Rit Capital Partners / LSE:RCP.L	£2,545.00	£18.72	-99.26%	£514.89
Apr '17	Lord MacGregor of Pulham Market	Rit Capital Partners / LSE:RCP.L	£1,876.00	£18.72	-99.00%	£698.51
Oct '15	The Duke of Wellington	Rit Capital Partners / LSE:RCP.L	£1,545.00	£18.72	-98.79%	£848.16
Apr '24	Theresa Villiers	Scottish Mortgage Investment Trust / LSE:SMT.L	£827.40	£9.91	-98.80%	£838.41
Jul '20	Lord Fairfax of Cameron	Scottish Mortgage Investment Trust / LSE:SMT.L	£865.00	£9.91	-98.85%	£801.97
Mar '22	Lord Agnew of Oulton	Aviva / LSE:AV.L	£508.42	£615.20	21.00%	£84,701.46
Apr '22	Lord Donoughue	Aviva / LSE:AV.L	£564.34	£615.20	9.01%	£76,308.33
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	£615.20	15.93%	£81,152.11
Apr '10	Lord Sharman	Aviva / LSE:AV.L	£497.50	£615.20	23.66%	£86,560.81
Feb '25	Lord Hayward	Aviva / LSE:AV.L	£507.20	£615.20	21.29%	£84,905.36
Mar '22	Lord Agnew of Oulton	Intermediate Capital Group / LSE:ICG.L	£1,425.50	£1,931.00	35.46%	£94,822.87
Mar '13	Lord Alderdice	Artis / NYQ:APAM	£38.83	£42.19	8.65%	£76,057.17
May '16	Lord Allen of Kensington	Moelis / NYQ:MC	£26.76	£56.51	111.17%	£147,821.37
Jun '22	Lord Allen of Kensington	Thg / NYQ:THG	£144.67	£166.92	15.38%	£80,765.88
Jan '21	Lord Spencer of Alresford	Thg / NYQ:THG	£119.80	£166.92	39.33%	£97,532.55
Sep '21	Lord Altrincham	Legal & General Group / LSE:LGEN.L	£274.70	£253.10	-7.86%	£64,495.81
Feb '21	Lord Etherton	Legal & General Group / LSE:LGEN.L	£271.70	£253.10	-6.85%	£65,207.95
Jul '16	Lord Glendonbrook	Legal & General Group / LSE:LGEN.L	£197.30	£253.10	28.28%	£89,797.26
Jan '22	Lord Glendonbrook	Legal & General Group / LSE:LGEN.L	£299.00	£253.10	-15.35%	£59,254.18
Jan '22	Lord Glendonbrook	Legal & General Group / LSE:LGEN.L	£299.00	£253.10	-15.35%	£59,254.18
May '22	Lord Glendonbrook	Legal & General Group / LSE:LGEN.L	£246.70	£253.10	2.59%	£71,815.97
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	£253.10	8.77%	£76,136.66
May '22	Lord Londesborough	Legal & General Group / LSE:LGEN.L	£248.70	£253.10	1.77%	£71,238.44
Nov '23	Lord Mance	Legal & General Group / LSE:LGEN.L	£221.80	£253.10	14.11%	£79,878.27
Jul '14	Baroness Noakes	Legal & General Group / LSE:LGEN.L	£224.70	£253.10	12.64%	£78,847.35
Jan '17	Lord Patten	Legal & General Group / LSE:LGEN.L	£246.60	£253.10	2.64%	£71,845.09
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	£7.80	-17.20%	£57,961.78
Aug '13	Lord Borwick	Hansa Trust / LSE:HAN.L	£150.10	£250.00	66.56%	£116,588.94
Dec '19	Lord Bridges of Headley	Banco Santander / NYQ:BSAC	£23.29	£24.16	3.74%	£72,614.85
Apr '10	Lord Burns	Banco Santander / NYQ:BSAC	£24.92	£24.16	-3.06%	£67,856.79
Dec '23	Lord Browne of Madingley	Riverstone / LSE:RSE.L	£760.00	£844.00	11.05%	£77,736.84
Apr '10	Baroness Byford	Barclays / NYQ:BCS	£21.03	£17.66	-16.03%	£58,776.38
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**
Apr '10	Baroness Byford	Bank Of Montreal / NYQ:BMO	£63.27	£106.25	67.93%	£117,551.76
Jul '21	The Earl of Lindsay	Bank Of Montreal / NYQ:BMO	£101.97	£106.25	4.20%	£72,938.12
Jan '13	Lord Sassoon	Bank Of Montreal / NYQ:BMO	£64.52	£106.25	64.68%	£115,274.34
Apr '10	Baroness Byford	Hsbc / LSE:HSBA.L	£691.00	£864.40	25.09%	£87,565.85
May '21	Lord Clarke of Nottingham	Hsbc / LSE:HSBA.L	£443.90	£864.40	94.73%	£136,309.99
Apr '10	Baroness Dunn	Hsbc / LSE:HSBA.L	£712.50	£864.40	21.32%	£84,923.51
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	£864.40	33.56%	£93,491.97
Oct '10	Baroness Noakes	Hsbc / LSE:HSBA.L	£665.50	£864.40	29.89%	£90,921.11
Jun '19	Lord Patten	Hsbc / LSE:HSBA.L	£647.80	£864.40	33.44%	£93,405.38
Apr '10	Baroness Byford	Toronto Dominion Bank / NYQ:TD	£37.85	£71.30	88.40%	£131,880.04
Mar '25	Lord Fink	Toronto Dominion Bank / NYQ:TD	£61.15	£71.30	16.60%	£81,618.97
Apr '10	Baroness Byford	Prudential / LSE:PRU.L	£482.90	£882.20	82.69%	£127,881.10
May '23	Lord Fink	Prudential / LSE:PRU.L	£1,195.00	£882.20	-26.18%	£51,676.99
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	£882.20	42.20%	£99,538.96
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	£882.20	-38.15%	£43,295.40
Jun '21	Lord Morse	Prudential / LSE:PRU.L	£1,430.76	£882.20	-38.34%	£43,161.74
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	£882.20	5.25%	£73,674.54
Aug '14	Lord Carter of Coles	Visa / NYQ:V	£53.04	£340.38	541.74%	£449,219.45
Jun '19	Baroness Deech	Visa / NYQ:V	£173.74	£340.38	95.91%	£137,139.40
May '11	Lord Glendonbrook	Visa / NYQ:V	£19.97	£340.38	1,604.88%	£1,193,418.50
Apr '21	Lord Grabiner	Visa / NYQ:V	£222.52	£340.38	52.97%	£107,076.22
Jun '15	Lord Lloyd-Webber	Visa / NYQ:V	£68.21	£340.38	399.02%	£349,312.43
Nov '23	Lord Mance	Visa / NYQ:V	£244.77	£340.38	39.06%	£97,342.81
Jan '20	Lord Owen	Visa / NYQ:V	£195.33	£340.38	74.26%	£121,981.26
Aug '17	Lord Sterling of Plaistow	Visa / NYQ:V	£103.22	£340.38	229.76%	£230,833.17
May '24	Lord Reay	Visa / NYQ:V	£277.74	£340.38	22.55%	£85,787.43
Mar '25	Lord Fink	Visa / NYQ:V	£344.18	£340.38	-1.10%	£69,227.15
Jun '25	Lord Lupton	Visa / NYQ:V	£340.38	£340.38	0.00%	£70,000.00
Jul '18	Lord Carter of Coles	AIA Group / HKG:1299.HK	£68.50	£66.75	-2.55%	£68,211.68
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	£66.75	-5.18%	£66,370.74
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	£728,200.00	141.49%	£169,039.96
Oct '13	Lord Glendonbrook	Berkshire Hathaway / NYQ:BRK-A	£172,485.00	£728,200.00	322.18%	£295,527.15
Jul '21	Lord Londesborough	Berkshire Hathaway / NYQ:BRK-A	£420,676.00	£728,200.00	73.10%	£121,171.64
Nov '23	Lord Lupton	Berkshire Hathaway / NYQ:BRK-A	£547,836.00	£728,200.00	32.92%	£93,046.09
Aug '17	Lord Sterling of Plaistow	Berkshire Hathaway / NYQ:BRK-A	£268,540.00	£728,200.00	171.17%	£189,819.02
Oct '15	The Duke of Wellington	Berkshire Hathaway / NYQ:BRK-A	£206,020.00	£728,200.00	253.46%	£247,422.58
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	£74.40	43.99%	£100,793.50
Nov '23	Lord Mance	Hdfc Bank / NYQ:HDB	£56.35	£74.40	32.03%	£92,422.37
May '22	Lord Carter of Coles	London Stock Exchange Group / LSE:LSEG.L	£7,492.00	£10,850.00	44.82%	£101,374.80
May '21	Lord Glendonbrook	London Stock Exchange Group / LSE:LSEG.L	£7,540.00	£10,850.00	43.90%	£100,729.44
Apr '22	Lord Grabiner	London Stock Exchange Group / LSE:LSEG.L	£8,116.00	£10,850.00	33.69%	£93,580.58
Jul '20	Lord Levene of Portsoken	London Stock Exchange Group / LSE:LSEG.L	£8,478.00	£10,850.00	27.98%	£89,584.81
Jul '21	Lord Londesborough	London Stock Exchange Group / LSE:LSEG.L	£7,318.00	£10,850.00	48.26%	£103,785.19
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	£10,850.00	-3.90%	£67,271.92
Dec '24	Lord Sterling of Plaistow	London Stock Exchange Group / LSE:LSEG.L	£11,188.54	£10,850.00	-3.03%	£67,881.98
Oct '16	Baroness Cavendish of Little Venice	Morgan Stanley / NYQ:MS-PI	£27.19	£24.99	-8.09%	£64,336.15
Mar '24	Lord Petitgas	Morgan Stanley / NYQ:MS-PI	£25.29	£24.99	-1.19%	£69,169.63
Apr '25	Lord Grabiner	Morgan Stanley / NYQ:MS-PI	£24.54	£24.99	1.83%	£71,283.62
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	£1.20	-99.22%	£548.46
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	£5.12	-98.94%	£742.80
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	£658.00	1.76%	£71,234.15
Jan '17	Lord Patten	Phoenix Group / LSE:PHNX.L	£680.29	£658.00	-3.28%	£67,706.68
Jun '25	Baroness Valentine	Phoenix Group / LSE:PHNX.L	£644.50	£658.00	2.09%	£71,466.25
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	£1.17	-99.13%	£612.37
Oct '14	Baroness Chisholm of Owlpen	Jupiter Fund Management / LSE:JUP.L	£346.90	£94.80	-72.67%	£19,129.43
Jan '20	Lord Choudrey	United Bank / NMS:UBSI	£35.68	£34.77	-2.55%	£68,214.69
Apr '17	Baroness Deech	Worldwide Healthcare Trust / LSE:WWH.L	£233.40	£2.95	-98.73%	£886.25
Apr '10	Baroness Byford	Standard Chartered / LSE:STAN.L	£1,635.88	£1,152.50	-29.55%	£49,316.05
Jun '19	Baroness Deech	Standard Chartered / LSE:STAN.L	£708.20	£1,152.50	62.74%	£113,915.56
Sep '20	Lord Glendonbrook	Standard Chartered / LSE:STAN.L	£372.60	£1,152.50	209.31%	£216,519.05
Apr '24	Lord Hayward	Standard Chartered / LSE:STAN.L	£678.60	£1,152.50	69.83%	£118,884.47
Jan '13	Lord Sassoon	Standard Chartered / LSE:STAN.L	£1,583.79	£1,152.50	-27.23%	£50,937.88
Oct '23	Baroness Deech	Ubs Group / NYQ:UBS	£23.79	£30.77	29.34%	£90,538.04
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	£30.77	59.68%	£111,774.78
Apr '23	Lord Deighton	Block / NCM:RIOT	£10.90	£11.66	6.97%	£74,880.73**
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	£20.65	-97.67%	£1,628.73
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	£3.42	-99.83%	£120.12
Apr '25	Lord Etherton	Polar Capital Technology Trust / LSE:PCT.L	£288.50	£3.42	-98.81%	£831.02
Dec '23	Lord Etherton	M&G Plc / LSE:MNG.L	£207.30	£257.40	24.17%	£86,917.51
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	£257.40	26.92%	£88,846.15
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	£257.40	3.54%	£72,477.87
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	£19.51	93.94%	£135,755.47
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	£78.35	70.33%	£119,228.26
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	£20.78	70.75%	£119,523.42
May '23	Lord Fink	Natwest Group / NYQ:NWG	£6.48	£14.17	118.67%	£153,070.99
Dec '22	Lord Hintze	Natwest Group / NYQ:NWG	£6.35	£14.17	123.15%	£156,204.73
Aug '11	Baroness Noakes	Natwest Group / NYQ:NWG	£9.32	£14.17	52.02%	£106,414.24
May '23	Lord Fink	State Street / NYQ:STT	£70.29	£99.30	41.27%	£98,890.31
May '24	Lord Flight	Beazley / LSE:BEZ.L	£639.50	£925.00	44.64%	£101,250.98
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	£137.49	440.02%	£378,016.53
Apr '24	Lord Mendoza	Blackstone Group / NYQ:BX	£122.09	£137.49	12.61%	£78,829.56
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	£154.41	475.51%	£402,858.75
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	£2.12	-98.94%	£743.49
May '11	Lord Glendonbrook	Commonwealth Bank Of Australia / ASX:CBA.AX	£52.37	£182.85	249.18%	£244,422.56
Jan '15	Lord Glendonbrook	Commonwealth Bank Of Australia / ASX:CBA.AX	£83.06	£182.85	120.14%	£154,099.48
May '11	Lord Glendonbrook	Royal Bank Of Canada / NYQ:RY	£61.06	£128.07	109.74%	£146,821.17
Feb '11	Lord Wasserman	Royal Bank Of Canada / NYQ:RY	£55.19	£128.07	132.05%	£162,437.05
Jan '25	Lord Sassoon	Royal Bank Of Canada / NYQ:RY	£122.62	£128.07	4.44%	£73,111.24
Sep '14	Lord Glendonbrook	Shire / LSE:SHRS.L	£241.41	£2.71	-98.88%	£787.25
Mar '17	Lord Lloyd-Webber	Shire / LSE:SHRS.L	£239.50	£2.71	-98.87%	£793.53
May '15	Lord Glendonbrook	National Australia Bank / ASX:NAB.AX	£32.06	£39.12	22.01%	£85,406.35
Dec '15	Lord Glendonbrook	Mastercard / NYQ:MA	£97.82	£538.73	450.74%	£385,515.22
Sep '16	Lord Green of Hurstpierpoint	Mastercard / NYQ:MA	£96.63	£538.73	457.52%	£390,262.86
Jun '21	Lord Morse	Mastercard / NYQ:MA	£364.08	£538.73	47.97%	£103,579.16
Jun '19	Lord Sherbourne of Didsbury	Mastercard / NYQ:MA	£259.20	£538.73	107.84%	£145,490.34
Jun '25	Lord Lupton	Mastercard / NYQ:MA	£538.73	£538.73	0.00%	£70,000.00
Jul '16	Lord Glendonbrook	Tp Icap Group / LSE:TCAP.L	£299.20	£255.00	-14.77%	£59,658.79
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	£173.30	52.82%	£106,975.31
Sep '18	Lord Glendonbrook	American Express / NYQ:AXP	£105.40	£296.42	181.23%	£196,863.38
May '19	Lord Glendonbrook	Insurance Australia Group / ASX:IAG.AX	£8.23	£8.95	8.75%	£76,123.94
Apr '21	Lord Glendonbrook	3i Group / LSE:III.L	£1,204.00	£40.40	-96.64%	£2,348.84
Nov '15	Lord Lupton	3i Group / LSE:III.L	£479.80	£40.40	-91.58%	£5,894.12
Mar '16	Baroness Noakes	3i Group / LSE:III.L	£461.60	£40.40	-91.25%	£6,126.52
May '24	Baroness Sheehan	3i Group / LSE:III.L	£2,977.00	£40.40	-98.64%	£949.95
Jan '22	Lord Glendonbrook	Paypal / NMS:PYPL	£181.01	£68.57	-62.12%	£26,517.32
May '21	Lord Mendelsohn	Paypal / NMS:PYPL	£244.63	£68.57	-71.97%	£19,621.06
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	£214.32	87.62%	£131,335.03
Apr '10	Lord Lang of Monkton	Marsh & Mclennan Companies / NYQ:MMC	£24.78	£214.32	764.89%	£605,423.73
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	£359.00	-31.30%	£48,088.33
Jul '20	Lord Levene of Portsoken	Schroders / LSE:SDR.L	£505.75	£359.00	-29.02%	£49,688.58
Apr '17	Lord Pearson of Rannoch	Schroders / LSE:SDR.L	£524.11	£359.00	-31.50%	£47,947.95
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	£22.40	-97.59%	£1,686.93
Dec '22	Lord Hintze	Marwyn Value Investors / LSE:MVI.L	£95.00	£1.14	-98.79%	£843.68
Dec '22	Lord Hintze	Old Mutual / LSE:OMU.L	£49.45	£48.40	-2.12%	£68,513.65
Dec '22	Lord Hintze	Geiger Counter / LSE:GCL.L	£45.50	£44.00	-3.30%	£67,692.31
Jul '10	Lord Hollick	KKR / NYQ:KKR	£10.20	£122.42	1,100.20%	£840,137.24
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	£272.10	36.86%	£95,805.04
Apr '22	Lord Hylton	Impax Environmental Markets / LSE:IEM.L	£446.50	£3.69	-99.17%	£578.50
Feb '15	The Earl of Kinnoull	Hiscox / LSE:HSX.L	£888.64	£1,262.00	42.02%	£99,410.75
Apr '22	Lord Lee of Trafford	Secure Trust Bank / LSE:STB.L	£1,240.00	£770.00	-37.90%	£43,467.74
Jun '25	Lord Howard of Rising	Secure Trust Bank / LSE:STB.L	£756.00	£770.00	1.85%	£71,296.30
Aug '22	Lord Lee of Trafford	Rathbones Group / LSE:RAT.L	£1,858.00	£1,980.00	6.57%	£74,596.34**
Oct '23	Lord Lee of Trafford	Vp / LSE:VSL.L	£68.00	£14.40	-78.82%	£14,823.53
Apr '17	Lord Leigh of Hurley	Tr Property Investment Trust / LSE:TRY.L	£316.20	£3.33	-98.95%	£736.08
May '22	Earl Peel	Tr Property Investment Trust / LSE:TRY.L	£407.00	£280.00	-31.20%	£48,157.25**
Jan '19	Lord Leigh of Hurley	Cavendish Financial / LSE:CAV.L	£28.25	£11.10	-60.71%	£27,504.43
Sep '20	Lord Leigh of Hurley	Caledonia Investments / LSE:CLDN.L	£2,405.00	£37.30	-98.45%	£1,085.65
Apr '17	Lord Griffiths of Fforestfach	Goldman Sachs / NYQ:GS	£226.20	£635.24	180.83%	£196,581.79
Apr '10	Lord Levene of Portsoken	Goldman Sachs / NYQ:GS	£163.32	£635.24	288.95%	£272,267.92
Apr '20	Lord O'Neill of Gatley	Goldman Sachs / NYQ:GS	£183.54	£635.24	246.10%	£242,273.08
Nov '23	Lord O'Neill of Gatley	Goldman Sachs / NYQ:GS	£337.65	£635.24	88.14%	£131,694.95
Nov '23	Lord O'Neill of Gatley	Goldman Sachs / NYQ:GS	£337.65	£635.24	88.14%	£131,694.95
Nov '23	Lord O'Neill of Gatley	Goldman Sachs / NYQ:GS	£337.65	£635.24	88.14%	£131,694.95
Jun '16	Lord Lloyd-Webber	Plus500 / LSE:PLUS.L	£628.00	£3,352.00	433.76%	£373,630.57
Nov '22	Lord Roborough	Plus500 / LSE:PLUS.L	£1,839.00	£3,352.00	82.27%	£127,591.08
Dec '16	Lord Lloyd-Webber	Bluefield Solar Income Fund / LSE:BSIF.L	£106.00	£94.50	-10.85%	£62,405.66
Jul '21	Lord Londesborough	3i Infrastructure / LSE:3IN.L	£307.00	£350.00	14.01%	£79,804.56
May '17	Baroness Valentine	3i Infrastructure / LSE:3IN.L	£246.75	£350.00	41.85%	£99,291.99
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	£1.22	-99.11%	£621.09
Jun '22	Lord Magan of Castletown	St Jamess / LSE:STJ.L	£1,190.50	£1,093.50	-8.15%	£64,296.51
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	£10.86	-98.42%	£1,103.34
Apr '24	Lord Mendoza	Aon / NYQ:AON	£311.02	£350.83	12.80%	£78,959.87
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	£116.60	-19.25%	£56,523.55
Mar '24	Lord Moynihan of Chelsea	Hg Capital Trust / LSE:HGT.L	£450.00	£4.90	-98.91%	£762.22
Mar '24	Lord Moynihan of Chelsea	Harbourvest / LSE:HVPE.L	£2,315.00	£2,380.00	2.81%	£71,965.44
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	£78.43	85.15%	£129,605.76
Jan '15	Baroness Noakes	Allianz Technology Trust / LSE:ATT.L	£57.00	£4.06	-92.88%	£4,985.96
Dec '22	Lord O'Donnell	Brookfield Asset Management / NYQ:BAM	£32.00	£54.64	70.75%	£119,525.00
Mar '23	Lord O'Donnell	Brookfield / NYQ:BBUC	£19.04	£28.14	47.79%	£103,455.87
Apr '16	Baroness Oppenheim-Barnes	Bg Group / NMS:BGC	£5.93	£9.57	61.40%	£112,982.05
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	£136.98	26.44%	£88,504.71
Apr '24	Lord Ponsonby of Shulbrede	Baillie Gifford Japan Trust / LSE:BGFD.L	£710.00	£7.83	-98.90%	£771.97
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	£497.00	28.09%	£89,664.95
May '24	The Duke of Wellington	Oakley Capital Investments / LSE:OCI.L	£474.50	£497.00	4.74%	£73,319.28
Jul '23	Lord Roborough	Galaxy Digital / TOR:GLXY.TO	£6.43	£26.65	314.46%	£290,124.41
Dec '23	Lord Roborough	Coinbase Global / NMS:COIN	£140.20	£295.29	110.62%	£147,434.39
Jan '13	Lord Sassoon	Argo Investments / ASX:ARG.AX	£6.47	£9.04	39.72%	£97,805.25
Jan '13	Lord Sassoon	Bank Of Nova Scotia / NYQ:BNS	£58.86	£54.30	-7.75%	£64,576.96
Jan '13	Lord Sassoon	Canadian Imperial Bank Of Commerce / NYQ:CM	£41.95	£68.46	63.21%	£114,249.61
Jan '13	Lord Sassoon	Dunedin Income Growth Investment Trust / LSE:DIG.L	£243.00	£2.99	-98.77%	£861.32
Jan '13	Lord Sassoon	Merchants Trust / LSE:MRCH.L	£407.40	£5.60	-98.63%	£962.20
Jan '14	Lord Sassoon	Murray Income Trust / LSE:MUT.L	£747.00	£8.50	-98.86%	£796.52
Nov '14	Lord Sassoon	City Of London Investment Trust / LSE:CTY.L	£370.90	£4.89	-98.68%	£921.95
Oct '17	Lord Sassoon	Eaton / NYQ:EIM	£12.44	£9.50	-23.63%	£53,456.59
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	£489.80	13.25%	£79,273.99
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	£6,560.00	466.49%	£396,545.77
Mar '24	Lord Spencer of Alresford	Conduit / LSE:CRE.L	£518.00	£383.00	-26.06%	£51,756.76
Jun '22	Lord Stevens of Ludgate	Saga / LSE:SAGA.L	£221.60	£159.80	-27.89%	£50,478.34
Jan '19	Lord Thurlow	Syncona / LSE:SYNC.L	£266.00	£93.30	-64.92%	£24,552.63
Dec '14	Lord Tugendhat	Biotech Growth Trust / LSE:BIOG.L	£636.00	£7.34	-98.85%	£807.86
Apr '22	Lord Waldegrave of North Hill	Biotech Growth Trust / LSE:BIOG.L	£923.00	£7.34	-99.20%	£556.66
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.