Financial Services Sector

Members of Parliament invested in the Financial Services Sector

306 investments

137 companies

Investors

Filed	Name	Company	Pur. £	Cur. £	P/L %	MPV*
Apr '24	Felicity Buchan	JP Morgan / NYQ:JPM	£180.08	£325.22	80.60%	£126,418.26
May '11	Lord Glendonbrook	JP Morgan / NYQ:JPM	£44.96	£325.22	623.35%	£506,347.88
Jul '16	Lord Glendonbrook	JP Morgan / NYQ:JPM	£63.93	£325.22	408.71%	£356,098.86
Jan '23	Lord Goldsmith	JP Morgan / NYQ:JPM	£137.37	£325.22	136.75%	£165,723.24
Apr '22	Lord Grabiner	JP Morgan / NYQ:JPM	£131.54	£325.22	147.24%	£173,068.28
Apr '10	Lord Lloyd-Webber	JP Morgan / NYQ:JPM	£45.39	£325.22	616.50%	£501,551.02
Jun '21	Lord Morse	JP Morgan / NYQ:JPM	£165.66	£325.22	96.32%	£137,422.43
Feb '19	Lord Reay	JP Morgan / NYQ:JPM	£105.16	£325.22	209.26%	£216,483.45
Apr '24	Felicity Buchan	Bank Of America / NYQ:BAC	£35.23	£56.20	59.52%	£111,666.20
May '24	Lord Goldsmith	Bank Of America / NYQ:BAC	£36.88	£56.20	52.39%	£106,670.28
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	£5.54	3.55%	£72,485.98
Apr '17	Lord Hodgson of Astley Abbotts	Lloyds Bank / NYQ:LYG	£3.23	£5.54	71.52%	£120,061.92
Mar '24	Lord Jamieson	Lloyds Bank / NYQ:LYG	£2.50	£5.54	121.60%	£155,120.00
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	£5.54	59.65%	£111,757.92
Jan '17	Lord Lupton	Lloyds Bank / NYQ:LYG	£3.31	£5.54	67.37%	£117,160.12
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	£5.54	86.53%	£130,572.39
Apr '24	Theresa Villiers	Rit Capital Partners / LSE:RCP.L	£1,786.00	£2,315.00	29.62%	£90,733.48
Apr '22	Lord Kestenbaum	Rit Capital Partners / LSE:RCP.L	£2,545.00	£2,315.00	-9.04%	£63,673.87
Apr '17	Lord MacGregor of Pulham Market	Rit Capital Partners / LSE:RCP.L	£1,876.00	£2,315.00	23.40%	£86,380.60
Oct '15	The Duke of Wellington	Rit Capital Partners / LSE:RCP.L	£1,545.00	£2,315.00	49.84%	£104,886.73
Apr '24	Theresa Villiers	Scottish Mortgage Investment Trust / LSE:SMT.L	£827.40	£1,477.00	78.51%	£124,957.70
Jul '20	Lord Fairfax of Cameron	Scottish Mortgage Investment Trust / LSE:SMT.L	£865.00	£1,477.00	70.75%	£119,526.01
Jul '25	Lord Leigh of Hurley	Scottish Mortgage Investment Trust / LSE:SMT.L	£1,063.00	£1,477.00	38.95%	£97,262.46
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	£634.00	12.34%	£78,640.24
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	£634.00	19.47%	£83,632.05
Apr '10	Lord Sharman	Aviva / LSE:AV.L	£497.50	£634.00	27.44%	£89,206.03
Feb '25	Lord Hayward	Aviva / LSE:AV.L	£507.20	£634.00	25.00%	£87,500.00
Jul '25	Lord Gadhia	Aviva / LSE:AV.L	£635.20	£634.00	-0.19%	£69,867.76
Mar '22	Lord Agnew of Oulton	Intermediate Capital Group / LSE:ICG.L	£1,425.50	£1,735.00	21.71%	£85,198.18
Mar '13	Lord Alderdice	Artis / NYQ:APAM	£38.83	£35.88	-7.60%	£64,681.95
May '16	Lord Allen of Kensington	Moelis / NYQ:MC	£26.76	£67.18	151.05%	£175,732.44
Jun '22	Lord Allen of Kensington	Thg / NYQ:THG	£144.67	£197.93	36.81%	£95,770.37
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	£285.20	3.82%	£72,675.65
Feb '21	Lord Etherton	Legal & General Group / LSE:LGEN.L	£271.70	£285.20	4.97%	£73,478.10
Jul '16	Lord Glendonbrook	Legal & General Group / LSE:LGEN.L	£197.30	£285.20	44.55%	£101,186.01
Jan '22	Lord Glendonbrook	Legal & General Group / LSE:LGEN.L	£299.00	£285.20	-4.62%	£66,769.23
Jan '22	Lord Glendonbrook	Legal & General Group / LSE:LGEN.L	£299.00	£285.20	-4.62%	£66,769.23
May '22	Lord Glendonbrook	Legal & General Group / LSE:LGEN.L	£246.70	£285.20	15.61%	£80,924.20
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	£285.20	22.56%	£85,792.87
May '22	Lord Londesborough	Legal & General Group / LSE:LGEN.L	£248.70	£285.20	14.68%	£80,273.43
Nov '23	Lord Mance	Legal & General Group / LSE:LGEN.L	£221.80	£285.20	28.58%	£90,009.02
Jul '14	Baroness Noakes	Legal & General Group / LSE:LGEN.L	£224.70	£285.20	26.92%	£88,847.36
Jan '17	Lord Patten	Legal & General Group / LSE:LGEN.L	£246.60	£285.20	15.65%	£80,957.02
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	£11.06	17.41%	£82,186.84
Aug '13	Lord Borwick	Hansa Trust / LSE:HAN.L	£150.10	£338.00	125.18%	£157,628.24
Dec '19	Lord Bridges of Headley	Banco Santander / NYQ:BSAC	£23.29	£32.64	40.15%	£98,102.18
Apr '10	Lord Burns	Banco Santander / NYQ:BSAC	£24.92	£32.64	30.96%	£91,674.07
Dec '23	Lord Browne of Madingley	Riverstone / LSE:RSE.L	£760.00	£560.00	-26.32%	£51,578.95
Apr '10	Baroness Byford	Barclays / NYQ:BCS	£21.03	£26.31	25.09%	£87,565.49
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	£26.31	41.15%	£98,803.65
Apr '10	Baroness Byford	Bank Of Montreal / NYQ:BMO	£63.27	£170.82	169.99%	£188,990.05
Jul '21	The Earl of Lindsay	Bank Of Montreal / NYQ:BMO	£101.97	£170.82	67.52%	£117,263.91
Jan '13	Lord Sassoon	Bank Of Montreal / NYQ:BMO	£64.52	£170.82	164.76%	£185,328.60
Apr '10	Baroness Byford	Hsbc / LSE:HSBA.L	£691.00	£1,442.40	108.74%	£146,118.67
May '21	Lord Clarke of Nottingham	Hsbc / LSE:HSBA.L	£443.90	£1,442.40	224.94%	£227,456.64
Apr '10	Baroness Dunn	Hsbc / LSE:HSBA.L	£712.50	£1,442.40	102.44%	£141,709.48
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	£1,442.40	122.87%	£156,007.42
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	£1,442.40	122.66%	£155,862.93
Jun '25	Lord Ponsonby of Shulbrede	Hsbc / LSE:HSBA.L	£886.40	£1,442.40	62.73%	£113,907.94
Apr '26	Lord Macpherson of Earl's Court	Hsbc / LSE:HSBA.L	£1,335.20	£1,442.40	8.03%	£75,620.14
Apr '10	Baroness Byford	Toronto Dominion Bank / NYQ:TD	£37.85	£119.29	215.21%	£220,644.73
Mar '25	Lord Fink	Toronto Dominion Bank / NYQ:TD	£61.15	£119.29	95.08%	£136,554.37
Apr '10	Baroness Byford	Prudential / LSE:PRU.L	£482.90	£1,010.00	109.15%	£146,406.61
May '23	Lord Fink	Prudential / LSE:PRU.L	£1,195.00	£1,010.00	-15.48%	£59,163.18
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	£1,010.00	62.80%	£113,958.68
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	£1,010.00	-29.19%	£49,567.39
Jun '21	Lord Morse	Prudential / LSE:PRU.L	£1,430.76	£1,010.00	-29.41%	£49,414.36
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	£1,010.00	20.50%	£84,347.41
Aug '14	Lord Carter of Coles	Visa / NYQ:V	£53.04	£327.24	516.97%	£431,877.81
Jun '19	Baroness Deech	Visa / NYQ:V	£173.74	£327.24	88.35%	£131,845.28
May '11	Lord Glendonbrook	Visa / NYQ:V	£19.97	£327.24	1,539.07%	£1,147,347.82
Apr '21	Lord Grabiner	Visa / NYQ:V	£222.52	£327.24	47.06%	£102,942.65
Jun '15	Lord Lloyd-Webber	Visa / NYQ:V	£68.21	£327.24	379.75%	£335,827.59
Nov '23	Lord Mance	Visa / NYQ:V	£244.77	£327.24	33.69%	£93,584.99
Jan '20	Lord Owen	Visa / NYQ:V	£195.33	£327.24	67.53%	£117,272.30
Aug '17	Lord Sterling of Plaistow	Visa / NYQ:V	£103.22	£327.24	217.03%	£221,922.10
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	£327.24	-4.92%	£66,554.71
Jun '25	Lord Lupton	Visa / NYQ:V	£340.38	£327.24	-3.86%	£67,297.72
Jul '18	Lord Carter of Coles	AIA Group / HKG:1299.HK	£68.50	£73.70	7.59%	£75,313.87
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	£73.70	4.69%	£73,281.24
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	£73.70	3.80%	£72,661.97
Jul '18	Lord Carter of Coles	Berkshire Hathaway / NYQ:BRK-A	£301,550.00	£733,610.00	143.28%	£170,295.81
Oct '13	Lord Glendonbrook	Berkshire Hathaway / NYQ:BRK-A	£172,485.00	£733,610.00	325.32%	£297,722.70
Jul '21	Lord Londesborough	Berkshire Hathaway / NYQ:BRK-A	£420,676.00	£733,610.00	74.39%	£122,071.86
Nov '23	Lord Lupton	Berkshire Hathaway / NYQ:BRK-A	£547,836.00	£733,610.00	33.91%	£93,737.36
Aug '17	Lord Sterling of Plaistow	Berkshire Hathaway / NYQ:BRK-A	£268,540.00	£733,610.00	173.18%	£191,229.24
Oct '15	The Duke of Wellington	Berkshire Hathaway / NYQ:BRK-A	£206,020.00	£733,610.00	256.09%	£249,260.75
Jul '25	Lord Leigh of Hurley	Berkshire Hathaway / NYQ:BRK-A	£714,710.00	£733,610.00	2.64%	£71,851.10
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	£25.06	-55.53%	£31,130.44
May '22	Lord Carter of Coles	London Stock Exchange Group / LSE:LSEG.L	£7,492.00	£8,338.00	11.29%	£77,904.43
May '21	Lord Glendonbrook	London Stock Exchange Group / LSE:LSEG.L	£7,540.00	£8,338.00	10.58%	£77,408.49
Apr '22	Lord Grabiner	London Stock Exchange Group / LSE:LSEG.L	£8,116.00	£8,338.00	2.74%	£71,914.74
Jul '20	Lord Levene of Portsoken	London Stock Exchange Group / LSE:LSEG.L	£8,478.00	£8,338.00	-1.65%	£68,844.07
Jul '21	Lord Londesborough	London Stock Exchange Group / LSE:LSEG.L	£7,318.00	£8,338.00	13.94%	£79,756.76
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	£25.07	-7.80%	£64,542.11
Mar '24	Lord Petitgas	Morgan Stanley / NYQ:MS-PI	£25.29	£25.07	-0.87%	£69,391.06
Apr '25	Lord Grabiner	Morgan Stanley / NYQ:MS-PI	£24.54	£25.07	2.16%	£71,511.81
Jul '25	Lord Goldsmith	Morgan Stanley / NYQ:MS-PI	£25.06	£25.07	0.04%	£70,027.93
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	£135.80	-11.18%	£62,171.36
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	£536.00	11.09%	£77,761.66
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	£104.80	-21.91%	£54,664.68
Oct '14	Baroness Chisholm of Owlpen	Jupiter Fund Management / LSE:JUP.L	£346.90	£171.60	-50.53%	£34,626.70
Jan '20	Lord Choudrey	United Bank / NMS:UBSI	£35.68	£44.42	24.50%	£87,146.86
Apr '17	Baroness Deech	Worldwide Healthcare Trust / LSE:WWH.L	£233.40	£354.50	51.89%	£106,319.63
Apr '10	Baroness Byford	Standard Chartered / LSE:STAN.L	£1,635.88	£2,058.00	25.80%	£88,062.85
Jun '19	Baroness Deech	Standard Chartered / LSE:STAN.L	£708.20	£2,058.00	190.60%	£203,417.11
Sep '20	Lord Glendonbrook	Standard Chartered / LSE:STAN.L	£372.60	£2,058.00	452.33%	£386,634.45
Apr '24	Lord Hayward	Standard Chartered / LSE:STAN.L	£678.60	£2,058.00	203.27%	£212,290.02
Jan '13	Lord Sassoon	Standard Chartered / LSE:STAN.L	£1,583.79	£2,058.00	29.94%	£90,958.91
Oct '25	Baroness Lloyd of Effra	Standard Chartered / LSE:STAN.L	£1,388.00	£2,058.00	48.27%	£103,789.63
Oct '23	Baroness Deech	Ubs Group / NYQ:UBS	£23.79	£50.80	113.54%	£149,474.56
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	£50.80	163.62%	£184,535.54
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	£28.10	124.62%	£157,234.21
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	£733.50	-63.25%	£25,723.95
Apr '25	Lord Etherton	Polar Capital Technology Trust / LSE:PCT.L	£288.50	£733.50	154.25%	£177,972.27
Dec '23	Lord Etherton	M&G Plc / LSE:MNG.L	£207.30	£327.60	58.03%	£110,622.29
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	£327.60	61.54%	£113,076.92
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	£327.60	31.78%	£92,244.57
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	£24.81	146.62%	£172,634.19
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	£143.06	211.00%	£217,700.00
Apr '22	Lord Grabiner	Citigroup / NYQ:C	£50.34	£61.64	22.45%	£85,713.15**
May '26	Lord Carter of Coles	Citigroup / NYQ:C	£122.41	£143.06	16.87%	£81,808.67
May '23	Lord Fink	Ing Groep / NYQ:ING	£12.17	£31.36	157.68%	£180,377.98
May '23	Lord Fink	Natwest Group / NYQ:NWG	£6.48	£16.77	158.80%	£181,157.41
Dec '22	Lord Hintze	Natwest Group / NYQ:NWG	£6.35	£16.77	164.09%	£184,866.15
Aug '11	Baroness Noakes	Natwest Group / NYQ:NWG	£9.32	£16.77	79.91%	£125,939.79
May '23	Lord Fink	State Street / NYQ:STT	£70.29	£168.31	139.45%	£167,615.59
May '24	Lord Flight	Beazley / LSE:BEZ.L	£639.50	£1,285.00	100.94%	£140,656.76
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	£123.79	386.21%	£340,349.58
Apr '24	Lord Mendoza	Blackstone Group / NYQ:BX	£122.09	£123.79	1.39%	£70,974.69
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	£155.47	479.46%	£405,624.30
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	£162.23	209.80%	£216,859.01
Jan '15	Lord Glendonbrook	Commonwealth Bank Of Australia / ASX:CBA.AX	£83.06	£162.23	95.32%	£136,721.67
May '11	Lord Glendonbrook	Royal Bank Of Canada / NYQ:RY	£61.06	£201.56	230.10%	£231,071.07
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	£201.56	64.38%	£115,064.42
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	£37.34	16.46%	£81,520.28
Dec '15	Lord Glendonbrook	Mastercard / NYQ:MA	£97.82	£489.79	400.71%	£350,493.77
Sep '16	Lord Green of Hurstpierpoint	Mastercard / NYQ:MA	£96.63	£489.79	406.87%	£354,810.12
Jun '21	Lord Morse	Mastercard / NYQ:MA	£364.08	£489.79	34.53%	£94,169.69
Jun '19	Lord Sherbourne of Didsbury	Mastercard / NYQ:MA	£259.20	£489.79	88.96%	£132,273.53
Jun '25	Lord Lupton	Mastercard / NYQ:MA	£538.73	£489.79	-9.08%	£63,640.97
Jul '25	Lord Goldsmith	Mastercard / NYQ:MA	£562.09	£489.79	-12.86%	£60,996.10
Jul '16	Lord Glendonbrook	Tp Icap Group / LSE:TCAP.L	£299.20	£344.40	15.11%	£80,574.46
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	£299.20	163.84%	£184,691.36
Sep '18	Lord Glendonbrook	American Express / NYQ:AXP	£105.40	£338.00	220.68%	£224,478.17
May '19	Lord Glendonbrook	Insurance Australia Group / ASX:IAG.AX	£8.23	£8.01	-2.67%	£68,128.80
Apr '21	Lord Glendonbrook	3i Group / LSE:III.L	£1,204.00	£2,245.00	86.46%	£130,523.26
Nov '15	Lord Lupton	3i Group / LSE:III.L	£479.80	£2,245.00	367.90%	£327,532.31
Mar '16	Baroness Noakes	3i Group / LSE:III.L	£461.60	£2,245.00	386.35%	£340,446.27
May '24	Baroness Sheehan	3i Group / LSE:III.L	£2,977.00	£2,245.00	-24.59%	£52,788.04
Jan '22	Lord Glendonbrook	Paypal / NMS:PYPL	£181.01	£42.51	-76.52%	£16,439.42
May '21	Lord Mendelsohn	Paypal / NMS:PYPL	£244.63	£42.51	-82.62%	£12,164.08
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	£24.48	7.84%	£75,488.98
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	£584.00	11.75%	£78,227.25
Jul '20	Lord Levene of Portsoken	Schroders / LSE:SDR.L	£505.75	£584.00	15.47%	£80,830.45
Apr '17	Lord Pearson of Rannoch	Schroders / LSE:SDR.L	£524.11	£584.00	11.43%	£77,998.90
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	£3,125.00	236.20%	£235,341.58
Dec '22	Lord Hintze	Marwyn Value Investors / LSE:MVI.L	£95.00	£140.00	47.37%	£103,157.89
Dec '22	Lord Hintze	Old Mutual / LSE:OMU.L	£49.45	£63.00	27.40%	£89,180.99
Dec '22	Lord Hintze	Geiger Counter / LSE:GCL.L	£45.50	£65.20	43.30%	£100,307.69
Jul '10	Lord Hollick	KKR / NYQ:KKR	£10.20	£97.01	851.08%	£665,754.92
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	£246.38	23.93%	£86,749.16
Apr '22	Lord Hylton	Impax Environmental Markets / LSE:IEM.L	£446.50	£473.50	6.05%	£74,232.92
Feb '15	The Earl of Kinnoull	Hiscox / LSE:HSX.L	£888.64	£1,764.00	98.51%	£138,954.49
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	£10.82	-84.08%	£11,143.38
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	£313.00	-5.44%	£66,193.35
Jan '19	Lord Leigh of Hurley	Cavendish Financial / LSE:CAV.L	£28.25	£9.15	-67.61%	£22,672.57
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	£1,096.56	384.77%	£339,342.20
Apr '10	Lord Levene of Portsoken	Goldman Sachs / NYQ:GS	£163.32	£1,096.56	571.42%	£469,992.66
Apr '20	Lord O'Neill of Gatley	Goldman Sachs / NYQ:GS	£183.54	£1,096.56	497.45%	£418,215.14
Nov '23	Lord O'Neill of Gatley	Goldman Sachs / NYQ:GS	£337.65	£1,096.56	224.76%	£227,333.65
Nov '23	Lord O'Neill of Gatley	Goldman Sachs / NYQ:GS	£337.65	£1,096.56	224.76%	£227,333.65
Nov '23	Lord O'Neill of Gatley	Goldman Sachs / NYQ:GS	£337.65	£1,096.56	224.76%	£227,333.65
Jun '16	Lord Lloyd-Webber	Plus500 / LSE:PLUS.L	£628.00	£4,824.00	668.15%	£537,707.01
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	£91.50	-13.68%	£60,424.53
Jul '21	Lord Londesborough	3i Infrastructure / LSE:3IN.L	£307.00	£371.50	21.01%	£84,706.84
May '17	Baroness Valentine	3i Infrastructure / LSE:3IN.L	£246.75	£371.50	50.56%	£105,391.35
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	£306.00	122.55%	£155,781.82
Jun '22	Lord Magan of Castletown	St Jamess / LSE:STJ.L	£1,190.50	£1,150.00	-3.40%	£67,618.65
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	£112.50	341.18%	£308,823.53
Feb '19	Lord Mendelsohn	F&C Investment Trust / LSE:FCIT.L	£689.00	£351.70	-48.96%	£35,731.50
Apr '24	Lord Mendoza	Aon / NYQ:AON	£311.02	£317.74	2.16%	£71,512.44
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	£89.98	112.42%	£148,692.16
Jan '15	Baroness Noakes	Allianz Technology Trust / LSE:ATT.L	£57.00	£753.00	1,221.05%	£924,736.84
Dec '22	Lord O'Donnell	Brookfield Asset Management / NYQ:BAM	£32.00	£47.44	48.25%	£103,775.00
Mar '23	Lord O'Donnell	Brookfield / NYQ:BBUC	£19.04	£33.09	73.79%	£121,654.41
Apr '16	Baroness Oppenheim-Barnes	Bg Group / NMS:BGC	£5.93	£12.05	103.23%	£142,260.59
Apr '24	Lord Owen	Northern Venture / LSE:NVT.L	£57.50	£55.00	-4.35%	£66,956.52
Mar '24	Lord Petitgas	Hamilton Lane / NMS:HLNE	£108.34	£82.22	-24.11%	£53,123.50
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	£52.00	-27.27%	£50,909.09
Nov '22	Lord Roborough	Oakley Capital Investments / LSE:OCI.L	£388.00	£500.00	28.87%	£90,206.19
May '24	The Duke of Wellington	Oakley Capital Investments / LSE:OCI.L	£474.50	£500.00	5.37%	£73,761.85
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	£8.72	34.78%	£94,343.12
Jan '13	Lord Sassoon	Bank Of Nova Scotia / NYQ:BNS	£58.86	£87.03	47.86%	£103,501.53
Jan '13	Lord Sassoon	Canadian Imperial Bank Of Commerce / NYQ:CM	£41.95	£111.69	166.28%	£186,394.09
Jan '13	Lord Sassoon	Dunedin Income Growth Investment Trust / LSE:DIG.L	£243.00	£300.00	23.46%	£86,419.75
Jan '13	Lord Sassoon	Merchants Trust / LSE:MRCH.L	£407.40	£638.00	56.60%	£109,621.99
Jan '14	Lord Sassoon	Murray Income Trust / LSE:MUT.L	£747.00	£958.00	28.25%	£89,772.42
Nov '14	Lord Sassoon	City Of London Investment Trust / LSE:CTY.L	£370.90	£563.00	51.79%	£106,255.06
Oct '17	Lord Sassoon	Eaton / NYQ:EIM	£12.44	£9.76	-21.54%	£54,919.62
Apr '26	Lord Grabiner	Eaton / NYQ:EIM	£9.89	£9.76	-1.31%	£69,079.88
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	£609.50	40.92%	£98,647.40
Jan '21	Lord Spencer of Alresford	Frenkel Topping Group / LSE:FEN.L	£42.50	£50.00	17.65%	£82,352.94
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	£445.00	-14.09%	£60,135.14
Jun '22	Lord Stevens of Ludgate	Saga / LSE:SAGA.L	£221.60	£591.00	166.70%	£186,687.72
Jan '19	Lord Thurlow	Syncona / LSE:SYNC.L	£266.00	£99.90	-62.44%	£26,289.47
Dec '14	Lord Tugendhat	Biotech Growth Trust / LSE:BIOG.L	£636.00	£1,364.00	114.47%	£150,125.79
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	£424.00	107.33%	£145,134.47
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.