Financial Services Sector

Members of Parliament invested in the Financial Services Sector

305 investments

137 companies

Investors

Filed	Name	Company	Pur. £	Cur. £	P/L %	MPV*
Apr '24	Felicity Buchan	JP Morgan / NYQ:JPM	£180.08	£306.27	70.07%	£119,052.08
May '11	Lord Glendonbrook	JP Morgan / NYQ:JPM	£44.96	£306.27	581.21%	£476,843.85
Jul '16	Lord Glendonbrook	JP Morgan / NYQ:JPM	£63.93	£306.27	379.07%	£335,349.59
Jan '23	Lord Goldsmith	JP Morgan / NYQ:JPM	£137.37	£306.27	122.95%	£156,066.83
Apr '22	Lord Grabiner	JP Morgan / NYQ:JPM	£131.54	£306.27	132.83%	£162,983.89
Apr '10	Lord Lloyd-Webber	JP Morgan / NYQ:JPM	£45.39	£306.27	574.75%	£472,326.50
Jun '21	Lord Morse	JP Morgan / NYQ:JPM	£165.66	£306.27	84.88%	£129,415.06
Feb '19	Lord Reay	JP Morgan / NYQ:JPM	£105.16	£306.27	191.24%	£203,869.33
Apr '24	Felicity Buchan	Bank Of America / NYQ:BAC	£35.23	£52.75	49.73%	£104,811.24
May '24	Lord Goldsmith	Bank Of America / NYQ:BAC	£36.88	£52.75	43.03%	£100,122.01
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	£5.29	112.45%	£148,714.86
Dec '16	Lord Blackwell	Lloyds Bank / NYQ:LYG	£3.09	£5.29	71.20%	£119,838.19
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	£5.29	-1.12%	£69,214.95
Apr '17	Lord Hodgson of Astley Abbotts	Lloyds Bank / NYQ:LYG	£3.23	£5.29	63.78%	£114,643.96
Mar '24	Lord Jamieson	Lloyds Bank / NYQ:LYG	£2.50	£5.29	111.60%	£148,120.00
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	£5.29	52.45%	£106,714.70
Jan '17	Lord Lupton	Lloyds Bank / NYQ:LYG	£3.31	£5.29	59.82%	£111,873.11
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	£5.29	78.11%	£124,680.13
Apr '24	Theresa Villiers	Rit Capital Partners / LSE:RCP.L	£1,786.00	£2,195.00	22.90%	£86,030.24
Apr '22	Lord Kestenbaum	Rit Capital Partners / LSE:RCP.L	£2,545.00	£2,195.00	-13.75%	£60,373.28
Apr '17	Lord MacGregor of Pulham Market	Rit Capital Partners / LSE:RCP.L	£1,876.00	£2,195.00	17.00%	£81,902.99
Oct '15	The Duke of Wellington	Rit Capital Partners / LSE:RCP.L	£1,545.00	£2,195.00	42.07%	£99,449.84
Apr '24	Theresa Villiers	Scottish Mortgage Investment Trust / LSE:SMT.L	£827.40	£1,442.50	74.34%	£122,038.91
Jul '20	Lord Fairfax of Cameron	Scottish Mortgage Investment Trust / LSE:SMT.L	£865.00	£1,442.50	66.76%	£116,734.10
Jul '25	Lord Leigh of Hurley	Scottish Mortgage Investment Trust / LSE:SMT.L	£1,063.00	£1,442.50	35.70%	£94,990.59
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	£624.20	10.61%	£77,424.67
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	£624.20	17.63%	£82,339.32
Apr '10	Lord Sharman	Aviva / LSE:AV.L	£497.50	£624.20	25.47%	£87,827.14
Feb '25	Lord Hayward	Aviva / LSE:AV.L	£507.20	£624.20	23.07%	£86,147.48
Jul '25	Lord Gadhia	Aviva / LSE:AV.L	£635.20	£624.20	-1.73%	£68,787.78
Mar '22	Lord Agnew of Oulton	Intermediate Capital Group / LSE:ICG.L	£1,425.50	£1,876.00	31.60%	£92,122.06
Mar '13	Lord Alderdice	Artis / NYQ:APAM	£38.83	£37.61	-3.14%	£67,800.67
May '16	Lord Allen of Kensington	Moelis / NYQ:MC	£26.76	£63.91	138.83%	£167,178.62
Jun '22	Lord Allen of Kensington	Thg / NYQ:THG	£144.67	£186.30	28.78%	£90,143.09
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	£251.40	-8.48%	£64,062.61
Feb '21	Lord Etherton	Legal & General Group / LSE:LGEN.L	£271.70	£251.40	-7.47%	£64,769.96
Jul '16	Lord Glendonbrook	Legal & General Group / LSE:LGEN.L	£197.30	£251.40	27.42%	£89,194.12
Jan '22	Lord Glendonbrook	Legal & General Group / LSE:LGEN.L	£299.00	£251.40	-15.92%	£58,856.19
Jan '22	Lord Glendonbrook	Legal & General Group / LSE:LGEN.L	£299.00	£251.40	-15.92%	£58,856.19
May '22	Lord Glendonbrook	Legal & General Group / LSE:LGEN.L	£246.70	£251.40	1.91%	£71,333.60
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	£251.40	8.04%	£75,625.27
May '22	Lord Londesborough	Legal & General Group / LSE:LGEN.L	£248.70	£251.40	1.09%	£70,759.95
Nov '23	Lord Mance	Legal & General Group / LSE:LGEN.L	£221.80	£251.40	13.35%	£79,341.75
Jul '14	Baroness Noakes	Legal & General Group / LSE:LGEN.L	£224.70	£251.40	11.88%	£78,317.76
Jan '17	Lord Patten	Legal & General Group / LSE:LGEN.L	£246.60	£251.40	1.95%	£71,362.53
Jan '21	Lord Taverne	Legal & General Group / LSE:LGEN.L	£275.30	£227.50	-17.36%	£57,845.99**
May '24	Lord Nash	Legal & General Group / LSE:LGEN.L	£248.90	£235.80	-5.26%	£66,315.79**
May '10	Lord Ashcroft	Bcb / NGM:BCBP	£9.42	£10.10	7.22%	£75,053.08
Aug '13	Lord Borwick	Hansa Trust / LSE:HAN.L	£150.10	£284.00	89.21%	£132,445.03
Dec '19	Lord Bridges of Headley	Banco Santander / NYQ:BSAC	£23.29	£30.53	31.09%	£91,760.41
Apr '10	Lord Burns	Banco Santander / NYQ:BSAC	£24.92	£30.53	22.50%	£85,747.84
Dec '23	Lord Browne of Madingley	Riverstone / LSE:RSE.L	£760.00	£572.50	-24.67%	£52,730.26
Apr '10	Baroness Byford	Barclays / NYQ:BCS	£21.03	£23.29	10.73%	£77,514.27
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	£23.29	24.95%	£87,462.45
Apr '10	Baroness Byford	Bank Of Montreal / NYQ:BMO	£63.27	£152.48	141.00%	£168,699.22
Jul '21	The Earl of Lindsay	Bank Of Montreal / NYQ:BMO	£101.97	£152.48	49.53%	£104,673.92
Jan '13	Lord Sassoon	Bank Of Montreal / NYQ:BMO	£64.52	£152.48	136.33%	£165,430.88
Apr '10	Baroness Byford	Hsbc / LSE:HSBA.L	£691.00	£1,335.40	93.26%	£135,279.31
May '21	Lord Clarke of Nottingham	Hsbc / LSE:HSBA.L	£443.90	£1,335.40	200.83%	£210,583.47
Apr '10	Baroness Dunn	Hsbc / LSE:HSBA.L	£712.50	£1,335.40	87.42%	£131,197.20
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	£1,335.40	106.33%	£144,434.49
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	£1,335.40	106.14%	£144,300.72
Jun '25	Lord Ponsonby of Shulbrede	Hsbc / LSE:HSBA.L	£886.40	£1,335.40	50.65%	£105,458.03
Apr '26	Lord Macpherson of Earl's Court	Hsbc / LSE:HSBA.L	£1,335.20	£1,335.40	0.01%	£70,010.49
Apr '10	Baroness Byford	Toronto Dominion Bank / NYQ:TD	£37.85	£107.70	184.58%	£199,207.28
Mar '25	Lord Fink	Toronto Dominion Bank / NYQ:TD	£61.15	£107.70	76.12%	£123,286.99
Apr '10	Baroness Byford	Prudential / LSE:PRU.L	£482.90	£1,168.00	141.87%	£169,309.82
May '23	Lord Fink	Prudential / LSE:PRU.L	£1,195.00	£1,168.00	-2.26%	£68,418.41
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	£1,168.00	88.27%	£131,785.87
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	£1,168.00	-18.11%	£57,321.50
Jun '21	Lord Morse	Prudential / LSE:PRU.L	£1,430.76	£1,168.00	-18.36%	£57,144.53
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	£1,168.00	39.35%	£97,542.35
Aug '14	Lord Carter of Coles	Visa / NYQ:V	£53.04	£321.28	505.73%	£424,012.06
Jun '19	Baroness Deech	Visa / NYQ:V	£173.74	£321.28	84.92%	£129,443.99
May '11	Lord Glendonbrook	Visa / NYQ:V	£19.97	£321.28	1,509.22%	£1,126,451.29
Apr '21	Lord Grabiner	Visa / NYQ:V	£222.52	£321.28	44.38%	£101,067.77
Jun '15	Lord Lloyd-Webber	Visa / NYQ:V	£68.21	£321.28	371.02%	£329,711.19
Nov '23	Lord Mance	Visa / NYQ:V	£244.77	£321.28	31.26%	£91,880.54
Jan '20	Lord Owen	Visa / NYQ:V	£195.33	£321.28	64.48%	£115,136.43
Aug '17	Lord Sterling of Plaistow	Visa / NYQ:V	£103.22	£321.28	211.26%	£217,880.25
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	£321.28	-6.65%	£65,342.55
Jun '25	Lord Lupton	Visa / NYQ:V	£340.38	£321.28	-5.61%	£66,072.04
Jul '18	Lord Carter of Coles	AIA Group / HKG:1299.HK	£68.50	£89.15	30.15%	£91,102.19
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	£89.15	26.63%	£88,643.46
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	£89.15	25.56%	£87,894.37
Jul '18	Lord Carter of Coles	Berkshire Hathaway / NYQ:BRK-A	£301,550.00	£716,250.00	137.52%	£166,265.96
Oct '13	Lord Glendonbrook	Berkshire Hathaway / NYQ:BRK-A	£172,485.00	£716,250.00	315.25%	£290,677.45
Jul '21	Lord Londesborough	Berkshire Hathaway / NYQ:BRK-A	£420,676.00	£716,250.00	70.26%	£119,183.17
Nov '23	Lord Lupton	Berkshire Hathaway / NYQ:BRK-A	£547,836.00	£716,250.00	30.74%	£91,519.18
Aug '17	Lord Sterling of Plaistow	Berkshire Hathaway / NYQ:BRK-A	£268,540.00	£716,250.00	166.72%	£186,704.03
Oct '15	The Duke of Wellington	Berkshire Hathaway / NYQ:BRK-A	£206,020.00	£716,250.00	247.66%	£243,362.29
Jul '25	Lord Leigh of Hurley	Berkshire Hathaway / NYQ:BRK-A	£714,710.00	£716,250.00	0.22%	£70,150.83
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	£25.67	-54.45%	£31,888.20
May '22	Lord Carter of Coles	London Stock Exchange Group / LSE:LSEG.L	£7,492.00	£9,234.00	23.25%	£86,276.03
May '21	Lord Glendonbrook	London Stock Exchange Group / LSE:LSEG.L	£7,540.00	£9,234.00	22.47%	£85,726.79
Apr '22	Lord Grabiner	London Stock Exchange Group / LSE:LSEG.L	£8,116.00	£9,234.00	13.78%	£79,642.68
Jul '20	Lord Levene of Portsoken	London Stock Exchange Group / LSE:LSEG.L	£8,478.00	£9,234.00	8.92%	£76,242.04
Jul '21	Lord Londesborough	London Stock Exchange Group / LSE:LSEG.L	£7,318.00	£9,234.00	26.18%	£88,327.41
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	£25.11	-7.65%	£64,645.09
Mar '24	Lord Petitgas	Morgan Stanley / NYQ:MS-PI	£25.29	£25.11	-0.71%	£69,501.78
Apr '25	Lord Grabiner	Morgan Stanley / NYQ:MS-PI	£24.54	£25.11	2.32%	£71,625.92
Jul '25	Lord Goldsmith	Morgan Stanley / NYQ:MS-PI	£25.06	£25.11	0.20%	£70,139.67
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	£126.20	-17.46%	£57,776.33
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	£538.00	11.50%	£78,051.81
Nov '17	Viscount Chandos	Phoenix Group / LSE:PHNX.L	£681.64	£511.20	-25.00%	£52,497.21**
Apr '23	Lord Etherton	Phoenix Group / LSE:PHNX.L	£546.80	£535.20	-2.12%	£68,515.00**
Aug '22	Lord Lee of Trafford	Phoenix Group / LSE:PHNX.L	£646.60	£756.00	16.92%	£81,843.49
Jan '17	Lord Patten	Phoenix Group / LSE:PHNX.L	£680.29	£756.00	11.13%	£77,790.65
Jun '25	Baroness Valentine	Phoenix Group / LSE:PHNX.L	£644.50	£756.00	17.30%	£82,110.16
Jul '18	Viscount Chandos	Greencoat Uk Wind / LSE:UKW.L	£124.92	£147.30	17.92%	£82,540.83**
Jun '21	Lord Morse	Greencoat Uk Wind / LSE:UKW.L	£134.20	£99.20	-26.08%	£51,743.67
Oct '14	Baroness Chisholm of Owlpen	Jupiter Fund Management / LSE:JUP.L	£346.90	£159.40	-54.05%	£32,164.89
Jan '20	Lord Choudrey	United Bank / NMS:UBSI	£35.68	£43.41	21.66%	£85,165.36
Apr '17	Baroness Deech	Worldwide Healthcare Trust / LSE:WWH.L	£233.40	£342.00	46.53%	£102,570.70
Apr '10	Baroness Byford	Standard Chartered / LSE:STAN.L	£1,635.88	£1,896.28	15.92%	£81,142.77
Jun '19	Baroness Deech	Standard Chartered / LSE:STAN.L	£708.20	£1,896.28	167.76%	£187,432.36
Sep '20	Lord Glendonbrook	Standard Chartered / LSE:STAN.L	£372.60	£1,896.28	408.93%	£356,252.28
Apr '24	Lord Hayward	Standard Chartered / LSE:STAN.L	£678.60	£1,896.28	179.44%	£195,608.03
Jan '13	Lord Sassoon	Standard Chartered / LSE:STAN.L	£1,583.79	£1,896.28	19.73%	£83,811.26
Oct '25	Baroness Lloyd of Effra	Standard Chartered / LSE:STAN.L	£1,388.00	£1,896.28	36.62%	£95,633.72
Oct '23	Baroness Deech	Ubs Group / NYQ:UBS	£23.79	£44.41	86.68%	£130,672.55
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	£44.41	130.46%	£161,323.30
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	£24.11	92.73%	£134,908.07
Apr '10	Lord Donoughue	Canadian Western Bank / TOR:CWB.TO	£24.96	£56.63	126.88%	£158,818.12
Oct '13	Viscount Eccles	Rights And Issues Investment Trust / LSE:RIII.L	£887.50	£2,090.00	135.49%	£164,845.07**
Oct '21	Lord Etherton	Blackrock Throgmorton Trust / LSE:THRG.L	£915.00	£585.00	-36.07%	£44,754.10**
Oct '21	Lord Etherton	Jpmorgan American Investment Trust / LSE:JAM.L	£681.00	£941.00	38.18%	£96,725.40**
Oct '21	Lord Etherton	Edinburgh Worldwide Investment Trust / LSE:EWI.L	£293.00	£152.80	-47.85%	£36,505.12**
Oct '21	Lord Etherton	Polar Capital Technology Trust / LSE:PCT.L	£2,390.00	£279.00	-88.33%	£8,171.55**
May '22	Lord Ponsonby of Shulbrede	Polar Capital Technology Trust / LSE:PCT.L	£1,996.00	£651.00	-67.38%	£22,830.66
Apr '25	Lord Etherton	Polar Capital Technology Trust / LSE:PCT.L	£288.50	£651.00	125.65%	£157,954.94
Dec '23	Lord Etherton	M&G Plc / LSE:MNG.L	£207.30	£306.42	47.81%	£103,468.65
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	£306.42	51.09%	£105,764.55
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	£306.42	23.26%	£86,279.36
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	£24.47	143.24%	£170,268.38
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	£129.09	180.63%	£196,441.30
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	£29.78	144.70%	£171,290.06
May '23	Lord Fink	Natwest Group / NYQ:NWG	£6.48	£15.37	137.19%	£166,033.95
Dec '22	Lord Hintze	Natwest Group / NYQ:NWG	£6.35	£15.37	142.05%	£169,433.07
Aug '11	Baroness Noakes	Natwest Group / NYQ:NWG	£9.32	£15.37	64.89%	£115,426.03
May '23	Lord Fink	State Street / NYQ:STT	£70.29	£148.78	111.67%	£148,166.17
May '24	Lord Flight	Beazley / LSE:BEZ.L	£639.50	£1,278.00	99.84%	£139,890.54
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	£122.33	380.48%	£336,335.45
Apr '24	Lord Mendoza	Blackstone Group / NYQ:BX	£122.09	£122.33	0.20%	£70,137.61
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	£153.19	470.97%	£399,675.74
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	£179.23	242.26%	£239,583.56
Jan '15	Lord Glendonbrook	Commonwealth Bank Of Australia / ASX:CBA.AX	£83.06	£179.23	115.78%	£151,048.67
May '11	Lord Glendonbrook	Royal Bank Of Canada / NYQ:RY	£61.06	£181.35	197.00%	£207,902.07
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	£181.35	47.90%	£103,527.16
Sep '14	Lord Glendonbrook	Shire / LSE:SHRS.L	£241.41	£3.02	-98.75%	£875.69
Mar '17	Lord Lloyd-Webber	Shire / LSE:SHRS.L	£239.50	£3.02	-98.74%	£882.67
May '15	Lord Glendonbrook	National Australia Bank / ASX:NAB.AX	£32.06	£39.51	23.23%	£86,257.80
Dec '15	Lord Glendonbrook	Mastercard / NYQ:MA	£97.82	£500.94	412.10%	£358,472.71
Sep '16	Lord Green of Hurstpierpoint	Mastercard / NYQ:MA	£96.63	£500.94	418.41%	£362,887.32
Jun '21	Lord Morse	Mastercard / NYQ:MA	£364.08	£500.94	37.59%	£96,313.45
Jun '19	Lord Sherbourne of Didsbury	Mastercard / NYQ:MA	£259.20	£500.94	93.26%	£135,284.72
Jun '25	Lord Lupton	Mastercard / NYQ:MA	£538.73	£500.94	-7.01%	£65,089.75
Jul '25	Lord Goldsmith	Mastercard / NYQ:MA	£562.09	£500.94	-10.88%	£62,384.67
Jul '16	Lord Glendonbrook	Tp Icap Group / LSE:TCAP.L	£299.20	£317.00	5.95%	£74,164.06
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	£261.80	130.86%	£161,604.93
Sep '18	Lord Glendonbrook	American Express / NYQ:AXP	£105.40	£318.69	202.36%	£211,653.70
May '19	Lord Glendonbrook	Insurance Australia Group / ASX:IAG.AX	£8.23	£7.51	-8.75%	£63,876.07
Apr '21	Lord Glendonbrook	3i Group / LSE:III.L	£1,204.00	£2,618.50	117.48%	£152,238.37
Nov '15	Lord Lupton	3i Group / LSE:III.L	£479.80	£2,618.50	445.75%	£382,023.77
Mar '16	Baroness Noakes	3i Group / LSE:III.L	£461.60	£2,618.50	467.27%	£397,086.22
May '24	Baroness Sheehan	3i Group / LSE:III.L	£2,977.00	£2,618.50	-12.04%	£61,570.37
Jan '22	Lord Glendonbrook	Paypal / NMS:PYPL	£181.01	£46.22	-74.47%	£17,874.15
May '21	Lord Mendelsohn	Paypal / NMS:PYPL	£244.63	£46.22	-81.11%	£13,225.69
Apr '21	Lord Grabiner	Banco Bilbao Vizcaya Argentaria / NYQ:BBVA	£5.30	£13.03	145.85%	£172,094.34**
Apr '26	Lord Grabiner	Banco Bilbao Vizcaya Argentaria / NYQ:BBVA	£22.70	£21.87	-3.66%	£67,440.53
Apr '21	Lord Grabiner	Marsh & Mclennan Companies / NYQ:MMC	£126.18	£233.34	84.93%	£129,448.41**
Oct '20	Lord Green of Hurstpierpoint	Marsh & Mclennan Companies / NYQ:MMC	£114.23	£171.94	50.52%	£105,364.61**
Apr '10	Lord Lang of Monkton	Marsh & Mclennan Companies / NYQ:MMC	£24.78	£171.94	593.87%	£485,706.20
Oct '16	Lord Hamilton of Epsom	Schroders / LSE:SDR.L	£476.85	£374.60	-21.44%	£54,990.04**
Feb '15	The Earl of Kinnoull	Schroders / LSE:SDR.L	£522.58	£581.00	11.18%	£77,825.40
Jul '20	Lord Levene of Portsoken	Schroders / LSE:SDR.L	£505.75	£581.00	14.88%	£80,415.22
Apr '17	Lord Pearson of Rannoch	Schroders / LSE:SDR.L	£524.11	£581.00	10.85%	£77,598.22
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	£3,015.00	224.37%	£227,057.56
Dec '22	Lord Hintze	Marwyn Value Investors / LSE:MVI.L	£95.00	£133.50	40.53%	£98,368.42
Dec '22	Lord Hintze	Old Mutual / LSE:OMU.L	£49.45	£61.00	23.36%	£86,349.85
Dec '22	Lord Hintze	Geiger Counter / LSE:GCL.L	£45.50	£74.20	63.08%	£114,153.84
Jul '10	Lord Hollick	KKR / NYQ:KKR	£10.20	£100.34	883.73%	£688,607.82
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	£286.85	44.28%	£100,998.44
Apr '22	Lord Hylton	Impax Environmental Markets / LSE:IEM.L	£446.50	£450.00	0.78%	£70,548.71
Feb '15	The Earl of Kinnoull	Hiscox / LSE:HSX.L	£888.64	£1,634.00	83.88%	£128,714.08
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	£1,334.00	76.46%	£123,518.52
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	£11.68	-82.83%	£12,018.38
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	£319.50	-3.47%	£67,567.98
Jan '19	Lord Leigh of Hurley	Cavendish Financial / LSE:CAV.L	£28.25	£8.85	-68.67%	£21,929.20
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	£925.87	309.31%	£286,520.34
Apr '10	Lord Levene of Portsoken	Goldman Sachs / NYQ:GS	£163.32	£925.87	466.91%	£396,833.80
Apr '20	Lord O'Neill of Gatley	Goldman Sachs / NYQ:GS	£183.54	£925.87	404.45%	£353,115.95
Nov '23	Lord O'Neill of Gatley	Goldman Sachs / NYQ:GS	£337.65	£925.87	174.21%	£191,946.99
Nov '23	Lord O'Neill of Gatley	Goldman Sachs / NYQ:GS	£337.65	£925.87	174.21%	£191,946.99
Nov '23	Lord O'Neill of Gatley	Goldman Sachs / NYQ:GS	£337.65	£925.87	174.21%	£191,946.99
Jun '16	Lord Lloyd-Webber	Plus500 / LSE:PLUS.L	£628.00	£4,508.00	617.83%	£502,484.08
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	£78.20	-26.23%	£51,641.51
Jul '21	Lord Londesborough	3i Infrastructure / LSE:3IN.L	£307.00	£372.50	21.34%	£84,934.85
May '17	Baroness Valentine	3i Infrastructure / LSE:3IN.L	£246.75	£372.50	50.96%	£105,675.05
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	£219.00	59.27%	£111,490.91
Jun '22	Lord Magan of Castletown	St Jamess / LSE:STJ.L	£1,190.50	£1,237.50	3.95%	£72,763.54
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	£29.00	13.73%	£79,607.84
Feb '19	Lord Mendelsohn	F&C Investment Trust / LSE:FCIT.L	£689.00	£1,319.00	91.44%	£134,005.81
Apr '24	Lord Mendoza	Aon / NYQ:AON	£311.02	£313.59	0.83%	£70,578.42
Apr '24	Lord Mendoza	Credit Agricole / VIE:ACA.VI	£14.11	£16.52	17.16%	£82,009.92**
Mar '24	Lord Moynihan of Chelsea	Apax Global Alpha / LSE:APAX.L	£144.40	£191.50	32.62%	£92,832.41**
Mar '24	Lord Moynihan of Chelsea	Hg Capital Trust / LSE:HGT.L	£450.00	£422.00	-6.22%	£65,644.44**
Mar '24	Lord Moynihan of Chelsea	Harbourvest / LSE:HVPE.L	£2,315.00	£3,010.00	30.02%	£91,015.12**
Aug '20	Lord Nash	Cypher / CNQ:HODL.CN	£0.08	£0.12	50.00%	£105,000.00**
Nov '23	Lord Nash	Unum / NYQ:UNM	£42.36	£80.32	89.61%	£132,728.99
Jan '15	Baroness Noakes	Allianz Technology Trust / LSE:ATT.L	£57.00	£661.00	1,059.65%	£811,754.39
Dec '22	Lord O'Donnell	Brookfield Asset Management / NYQ:BAM	£32.00	£48.79	52.47%	£106,728.13
Mar '23	Lord O'Donnell	Brookfield / NYQ:BBUC	£19.04	£33.61	76.52%	£123,566.17
Apr '16	Baroness Oppenheim-Barnes	Bg Group / NMS:BGC	£5.93	£11.29	90.41%	£133,288.13
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	£88.96	-17.89%	£57,478.31
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	£470.00	21.13%	£84,793.81
May '24	The Duke of Wellington	Oakley Capital Investments / LSE:OCI.L	£474.50	£470.00	-0.95%	£69,336.14
Jul '23	Lord Roborough	Galaxy Digital / TOR:GLXY.TO	£6.43	£28.26	339.50%	£307,651.64
Dec '23	Lord Roborough	Coinbase Global / NMS:COIN	£140.20	£355.37	153.47%	£177,431.53**
Jan '13	Lord Sassoon	Argo Investments / ASX:ARG.AX	£6.47	£8.84	36.63%	£95,641.42
Jan '13	Lord Sassoon	Bank Of Nova Scotia / NYQ:BNS	£58.86	£78.09	32.67%	£92,869.51
Jan '13	Lord Sassoon	Canadian Imperial Bank Of Commerce / NYQ:CM	£41.95	£110.51	163.46%	£184,424.85
Jan '13	Lord Sassoon	Dunedin Income Growth Investment Trust / LSE:DIG.L	£243.00	£301.00	23.87%	£86,707.82
Jan '13	Lord Sassoon	Merchants Trust / LSE:MRCH.L	£407.40	£610.00	49.73%	£104,811.00
Jan '14	Lord Sassoon	Murray Income Trust / LSE:MUT.L	£747.00	£930.00	24.50%	£87,148.59
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	£9.98	-19.77%	£56,157.55
Apr '26	Lord Grabiner	Eaton / NYQ:EIM	£9.89	£9.98	0.91%	£70,637.00
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	£527.00	21.85%	£85,294.80
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	£448.50	-13.42%	£60,608.11
Jun '22	Lord Stevens of Ludgate	Saga / LSE:SAGA.L	£221.60	£615.00	177.53%	£194,268.95
Jan '19	Lord Thurlow	Syncona / LSE:SYNC.L	£266.00	£90.00	-66.17%	£23,684.21
Dec '14	Lord Tugendhat	Biotech Growth Trust / LSE:BIOG.L	£636.00	£1,330.00	109.12%	£146,383.65
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	£425.00	107.82%	£145,476.77
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.