Financial Services Sector

Members of Parliament invested in the Financial Services Sector

314 investments

137 companies

Investors

Filed	Name	Company	Pur. £	Cur. £	P/L %	MPV*
Apr '24	Felicity Buchan	JP Morgan / NYQ:JPM	£180.08	£349.31	93.97%	£135,782.43
May '11	Lord Glendonbrook	JP Morgan / NYQ:JPM	£44.96	£349.31	676.94%	£543,854.55
Jul '16	Lord Glendonbrook	JP Morgan / NYQ:JPM	£63.93	£349.31	446.39%	£382,476.14
Jan '23	Lord Goldsmith	JP Morgan / NYQ:JPM	£137.37	£349.31	154.28%	£177,998.84
Apr '22	Lord Grabiner	JP Morgan / NYQ:JPM	£131.54	£349.31	165.55%	£185,887.95
Apr '10	Lord Lloyd-Webber	JP Morgan / NYQ:JPM	£45.39	£349.31	669.57%	£538,702.37
Jun '21	Lord Morse	JP Morgan / NYQ:JPM	£165.66	£349.31	110.86%	£147,601.71
Feb '19	Lord Reay	JP Morgan / NYQ:JPM	£105.16	£349.31	232.17%	£232,519.01
Apr '24	Felicity Buchan	Bank Of America / NYQ:BAC	£35.23	£58.18	65.14%	£115,600.34
May '24	Lord Goldsmith	Bank Of America / NYQ:BAC	£36.88	£58.18	57.75%	£110,428.41
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	£5.94	138.55%	£166,987.95
Dec '16	Lord Blackwell	Lloyds Bank / NYQ:LYG	£3.09	£5.94	92.23%	£134,563.11
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	£5.94	11.03%	£77,719.63
Apr '17	Lord Hodgson of Astley Abbotts	Lloyds Bank / NYQ:LYG	£3.23	£5.94	83.90%	£128,730.65
Mar '24	Lord Jamieson	Lloyds Bank / NYQ:LYG	£2.50	£5.94	137.60%	£166,320.00
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	£5.94	71.18%	£119,827.09
Jan '17	Lord Lupton	Lloyds Bank / NYQ:LYG	£3.31	£5.94	79.46%	£125,619.34
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	£5.94	100.00%	£140,000.00
Apr '24	Theresa Villiers	Rit Capital Partners / LSE:RCP.L	£1,786.00	£2,520.00	41.10%	£98,768.20
Apr '22	Lord Kestenbaum	Rit Capital Partners / LSE:RCP.L	£2,545.00	£2,525.00	-0.79%	£69,449.90
Apr '17	Lord MacGregor of Pulham Market	Rit Capital Partners / LSE:RCP.L	£1,876.00	£2,525.00	34.59%	£94,216.42
Oct '15	The Duke of Wellington	Rit Capital Partners / LSE:RCP.L	£1,545.00	£2,525.00	63.43%	£114,401.29
Apr '24	Theresa Villiers	Scottish Mortgage Investment Trust / LSE:SMT.L	£827.40	£1,478.00	78.63%	£125,042.30
Jul '20	Lord Fairfax of Cameron	Scottish Mortgage Investment Trust / LSE:SMT.L	£865.00	£1,519.00	75.61%	£122,924.86
Jul '25	Lord Leigh of Hurley	Scottish Mortgage Investment Trust / LSE:SMT.L	£1,063.00	£1,519.00	42.90%	£100,028.22
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	£714.60	26.63%	£88,637.72
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	£726.00	36.81%	£95,767.94
Apr '10	Lord Sharman	Aviva / LSE:AV.L	£497.50	£726.00	45.93%	£102,150.75
Feb '25	Lord Hayward	Aviva / LSE:AV.L	£507.20	£726.00	43.14%	£100,197.16
Jul '25	Lord Gadhia	Aviva / LSE:AV.L	£635.20	£726.00	14.29%	£80,006.30
Mar '22	Lord Agnew of Oulton	Intermediate Capital Group / LSE:ICG.L	£1,425.50	£1,872.00	31.32%	£91,925.64
Mar '13	Lord Alderdice	Artis / NYQ:APAM	£38.83	£36.53	-5.92%	£65,853.72
May '16	Lord Allen of Kensington	Moelis / NYQ:MC	£26.76	£59.53	122.46%	£155,721.22
Jun '22	Lord Allen of Kensington	Thg / NYQ:THG	£144.67	£229.17	58.41%	£110,886.16
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	£300.60	9.43%	£76,599.93
Feb '21	Lord Etherton	Legal & General Group / LSE:LGEN.L	£271.70	£300.60	10.64%	£77,445.71
Jul '16	Lord Glendonbrook	Legal & General Group / LSE:LGEN.L	£197.30	£301.60	52.86%	£107,004.56
Jan '22	Lord Glendonbrook	Legal & General Group / LSE:LGEN.L	£299.00	£301.60	0.87%	£70,608.70
Jan '22	Lord Glendonbrook	Legal & General Group / LSE:LGEN.L	£299.00	£301.60	0.87%	£70,608.70
May '22	Lord Glendonbrook	Legal & General Group / LSE:LGEN.L	£246.70	£301.60	22.25%	£85,577.63
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	£301.60	29.61%	£90,726.26
May '22	Lord Londesborough	Legal & General Group / LSE:LGEN.L	£248.70	£301.60	21.27%	£84,889.43
Nov '23	Lord Mance	Legal & General Group / LSE:LGEN.L	£221.80	£301.60	35.98%	£95,184.85
Jul '14	Baroness Noakes	Legal & General Group / LSE:LGEN.L	£224.70	£301.60	34.22%	£93,956.39
Jan '17	Lord Patten	Legal & General Group / LSE:LGEN.L	£246.60	£301.60	22.30%	£85,612.33
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	£8.69	-7.75%	£64,575.37
Aug '13	Lord Borwick	Hansa Trust / LSE:HAN.L	£150.10	£332.00	121.19%	£154,830.11
Dec '19	Lord Bridges of Headley	Banco Santander / NYQ:BSAC	£23.29	£34.29	47.23%	£103,061.40
Apr '10	Lord Burns	Banco Santander / NYQ:BSAC	£24.92	£34.29	37.58%	£96,308.34
Dec '23	Lord Browne of Madingley	Riverstone / LSE:RSE.L	£760.00	£575.00	-24.34%	£52,960.53
Apr '10	Baroness Byford	Barclays / NYQ:BCS	£21.03	£25.64	21.91%	£85,335.59
Oct '20	Lord Farmer	Barclays / NYQ:BCS	£5.00	£9.73	94.60%	£136,220.00**
Mar '21	Lord Gadhia	Barclays / NYQ:BCS	£9.69	£10.56	8.98%	£76,284.83**
Jul '25	Lord Gadhia	Barclays / NYQ:BCS	£18.64	£25.64	37.55%	£96,287.55
Sep '26	Lord Stace	Barclays / NYQ:BCS	£26.44	£25.64	-3.03%	£67,881.99
Apr '10	Baroness Byford	Bank Of Montreal / NYQ:BMO	£63.27	£173.79	174.68%	£192,275.95
Jul '21	The Earl of Lindsay	Bank Of Montreal / NYQ:BMO	£101.97	£173.79	70.43%	£119,302.73
Jan '13	Lord Sassoon	Bank Of Montreal / NYQ:BMO	£64.52	£173.79	169.36%	£188,550.84
Apr '10	Baroness Byford	Hsbc / LSE:HSBA.L	£691.00	£1,507.80	118.21%	£152,743.85
May '21	Lord Clarke of Nottingham	Hsbc / LSE:HSBA.L	£443.90	£1,507.80	239.67%	£237,769.78
Apr '10	Baroness Dunn	Hsbc / LSE:HSBA.L	£712.50	£1,507.80	111.62%	£148,134.74
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	£1,537.40	137.55%	£166,282.45
Oct '10	Baroness Noakes	Hsbc / LSE:HSBA.L	£665.50	£1,011.80	52.04%	£106,425.24**
Jun '19	Lord Patten	Hsbc / LSE:HSBA.L	£647.80	£1,537.40	137.33%	£166,128.44
Jun '25	Lord Ponsonby of Shulbrede	Hsbc / LSE:HSBA.L	£886.40	£1,537.40	73.44%	£121,410.20
Apr '26	Lord Macpherson of Earl's Court	Hsbc / LSE:HSBA.L	£1,335.20	£1,537.40	15.14%	£80,600.66
Aug '26	Baroness Noakes	Hsbc / LSE:HSBA.L	£1,526.40	£1,537.40	0.72%	£70,504.45
Aug '26	Baroness Deech	Hsbc / LSE:HSBA.L	£1,537.80	£1,507.80	-1.95%	£68,634.41
Apr '10	Baroness Byford	Toronto Dominion Bank / NYQ:TD	£37.85	£121.81	221.87%	£225,305.84
Mar '25	Lord Fink	Toronto Dominion Bank / NYQ:TD	£61.15	£121.81	99.20%	£139,439.08
Apr '10	Baroness Byford	Prudential / LSE:PRU.L	£482.90	£981.00	103.15%	£142,202.85
May '23	Lord Fink	Prudential / LSE:PRU.L	£1,195.00	£993.80	-16.84%	£58,214.23
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	£993.80	60.19%	£112,130.82
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	£993.80	-30.33%	£48,772.35
Jun '21	Lord Morse	Prudential / LSE:PRU.L	£1,430.76	£993.80	-30.54%	£48,621.78
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	£993.80	18.56%	£82,994.51
Aug '26	Baroness Deech	Prudential / LSE:PRU.L	£1,012.00	£981.00	-3.06%	£67,855.73
Aug '14	Lord Carter of Coles	Visa / NYQ:V	£53.04	£369.93	597.45%	£488,218.31
Jun '19	Baroness Deech	Visa / NYQ:V	£173.74	£369.93	112.92%	£149,045.12
May '11	Lord Glendonbrook	Visa / NYQ:V	£19.97	£369.93	1,752.89%	£1,297,024.77
Apr '21	Lord Grabiner	Visa / NYQ:V	£222.52	£369.93	66.25%	£116,372.01
Jun '15	Lord Lloyd-Webber	Visa / NYQ:V	£68.21	£369.93	442.34%	£379,637.88
Nov '23	Lord Mance	Visa / NYQ:V	£244.77	£369.93	51.13%	£105,793.60
Jan '20	Lord Owen	Visa / NYQ:V	£195.33	£369.93	89.39%	£132,571.03
Aug '17	Lord Sterling of Plaistow	Visa / NYQ:V	£103.22	£369.93	258.39%	£250,872.89
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	£369.93	7.48%	£75,237.09
Jun '25	Lord Lupton	Visa / NYQ:V	£340.38	£369.93	8.68%	£76,077.03
Jul '18	Lord Carter of Coles	AIA Group / HKG:1299.HK	£68.50	£77.35	12.92%	£79,043.79
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	£77.35	9.87%	£76,910.51
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	£74.10	4.37%	£73,056.34**
Jul '18	Lord Carter of Coles	Berkshire Hathaway / NYQ:BRK-A	£301,550.00	£763,936.00	153.34%	£177,335.50
Oct '13	Lord Glendonbrook	Berkshire Hathaway / NYQ:BRK-A	£172,485.00	£763,936.00	342.90%	£310,029.97
Jul '21	Lord Londesborough	Berkshire Hathaway / NYQ:BRK-A	£420,676.00	£763,936.00	81.60%	£127,118.07
Nov '23	Lord Lupton	Berkshire Hathaway / NYQ:BRK-A	£547,836.00	£763,936.00	39.45%	£97,612.28
Aug '17	Lord Sterling of Plaistow	Berkshire Hathaway / NYQ:BRK-A	£268,540.00	£737,000.00	174.45%	£192,112.91**
Oct '15	The Duke of Wellington	Berkshire Hathaway / NYQ:BRK-A	£206,020.00	£763,936.00	270.81%	£259,564.70
Jul '25	Lord Leigh of Hurley	Berkshire Hathaway / NYQ:BRK-A	£714,710.00	£763,936.00	6.89%	£74,821.28
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	£22.66	-59.79%	£28,149.07
May '22	Lord Carter of Coles	London Stock Exchange Group / LSE:LSEG.L	£7,492.00	£8,150.00	8.78%	£76,147.89
May '21	Lord Glendonbrook	London Stock Exchange Group / LSE:LSEG.L	£7,540.00	£8,262.00	9.58%	£76,702.92
Apr '22	Lord Grabiner	London Stock Exchange Group / LSE:LSEG.L	£8,116.00	£8,262.00	1.80%	£71,259.24
Jul '20	Lord Levene of Portsoken	London Stock Exchange Group / LSE:LSEG.L	£8,478.00	£8,262.00	-2.55%	£68,216.56
Jul '21	Lord Londesborough	London Stock Exchange Group / LSE:LSEG.L	£7,318.00	£8,262.00	12.90%	£79,029.79
Apr '22	Lord Sterling of Plaistow	London Stock Exchange Group / LSE:LSEG.L	£8,116.00	£9,536.00	17.50%	£82,247.41**
Dec '24	Lord Green of Hurstpierpoint	London Stock Exchange Group / LSE:LSEG.L	£11,290.00	£9,314.00	-17.50%	£57,748.45**
Dec '24	Lord Sterling of Plaistow	London Stock Exchange Group / LSE:LSEG.L	£11,188.54	£10,740.00	-4.01%	£67,193.78**
Oct '16	Baroness Cavendish of Little Venice	Morgan Stanley / NYQ:MS-PI	£27.19	£24.13	-11.25%	£62,122.10
Mar '24	Lord Petitgas	Morgan Stanley / NYQ:MS-PI	£25.29	£24.13	-4.59%	£66,789.24
Apr '25	Lord Grabiner	Morgan Stanley / NYQ:MS-PI	£24.54	£24.13	-1.67%	£68,830.48
Jul '25	Lord Goldsmith	Morgan Stanley / NYQ:MS-PI	£25.06	£24.13	-3.71%	£67,402.23
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	£134.40	-12.10%	£61,530.41
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	£544.00	12.75%	£78,922.28
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	£113.60	-15.35%	£59,254.84
Oct '14	Baroness Chisholm of Owlpen	Jupiter Fund Management / LSE:JUP.L	£346.90	£160.20	-53.82%	£32,326.32
Jan '20	Lord Choudrey	United Bank / NMS:UBSI	£35.68	£47.02	31.78%	£92,247.76
Apr '17	Baroness Deech	Worldwide Healthcare Trust / LSE:WWH.L	£233.40	£376.50	61.31%	£112,917.74
Apr '10	Baroness Byford	Standard Chartered / LSE:STAN.L	£1,635.88	£2,287.00	39.80%	£97,861.88
Jun '19	Baroness Deech	Standard Chartered / LSE:STAN.L	£708.20	£2,219.00	213.33%	£219,330.69**
Sep '20	Lord Glendonbrook	Standard Chartered / LSE:STAN.L	£372.60	£2,338.00	527.48%	£439,237.78
Apr '24	Lord Hayward	Standard Chartered / LSE:STAN.L	£678.60	£2,338.00	244.53%	£241,173.01
Jan '13	Lord Sassoon	Standard Chartered / LSE:STAN.L	£1,583.79	£2,338.00	47.62%	£103,334.28
Oct '25	Baroness Lloyd of Effra	Standard Chartered / LSE:STAN.L	£1,388.00	£2,338.00	68.44%	£117,910.66
Oct '23	Baroness Deech	Ubs Group / NYQ:UBS	£23.79	£50.62	112.78%	£148,944.93
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	£50.62	162.69%	£183,881.68
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	£21.88	74.90%	£122,430.05
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	£657.00	-67.08%	£23,041.08
Apr '25	Lord Etherton	Polar Capital Technology Trust / LSE:PCT.L	£288.50	£657.00	127.73%	£159,410.75
Dec '23	Lord Etherton	M&G Plc / LSE:MNG.L	£207.30	£341.00	64.50%	£115,147.13
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	£341.00	68.15%	£117,702.17
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	£341.00	37.17%	£96,017.70
Aug '20	Lord Turner of Ecchinswell	M&G Plc / LSE:MNG.L	£166.45	£198.20	19.07%	£83,352.36**
Aug '26	Baroness Valentine	M&G Plc / LSE:MNG.L	£361.70	£341.00	-5.72%	£65,993.92
May '23	Lord Farmer	Fhn / NYQ:FHN	£10.06	£24.01	138.67%	£167,067.60
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	£132.70	188.48%	£201,934.78
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	£132.70	8.41%	£75,884.32
Jul '26	Lord Sterling of Plaistow	Citigroup / NYQ:C	£140.71	£132.70	-5.69%	£66,015.20
May '23	Lord Fink	Ing Groep / NYQ:ING	£12.17	£36.92	203.37%	£212,358.25
May '23	Lord Fink	Natwest Group / NYQ:NWG	£6.48	£18.94	192.28%	£204,598.77
Dec '22	Lord Hintze	Natwest Group / NYQ:NWG	£6.35	£18.94	198.27%	£208,787.41
Aug '11	Baroness Noakes	Natwest Group / NYQ:NWG	£9.32	£18.94	103.19%	£142,236.11
May '23	Lord Fink	State Street / NYQ:STT	£70.29	£183.07	160.45%	£182,314.70
May '24	Lord Flight	Beazley / LSE:BEZ.L	£639.50	£1,305.00	104.07%	£142,845.97
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	£125.41	392.58%	£344,803.64
Apr '24	Lord Mendoza	Blackstone Group / NYQ:BX	£122.09	£125.41	2.72%	£71,903.52
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	£151.23	463.66%	£394,562.05
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	£154.01	194.10%	£205,871.02
Jan '15	Lord Glendonbrook	Commonwealth Bank Of Australia / ASX:CBA.AX	£83.06	£154.01	85.42%	£129,794.15
May '11	Lord Glendonbrook	Royal Bank Of Canada / NYQ:RY	£61.06	£203.57	233.39%	£233,375.37
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	£203.57	66.02%	£116,211.88
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	£39.22	22.32%	£85,624.68
Dec '15	Lord Glendonbrook	Mastercard / NYQ:MA	£97.82	£565.73	478.34%	£404,836.42
Sep '16	Lord Green of Hurstpierpoint	Mastercard / NYQ:MA	£96.63	£565.73	485.46%	£409,822.00
Jun '21	Lord Morse	Mastercard / NYQ:MA	£364.08	£565.73	55.39%	£108,770.33
Jun '19	Lord Sherbourne of Didsbury	Mastercard / NYQ:MA	£259.20	£565.73	118.26%	£152,782.01
Jun '25	Lord Lupton	Mastercard / NYQ:MA	£538.73	£565.73	5.01%	£73,508.25
Jul '25	Lord Goldsmith	Mastercard / NYQ:MA	£562.09	£565.73	0.65%	£70,453.30
Jul '16	Lord Glendonbrook	Tp Icap Group / LSE:TCAP.L	£299.20	£326.60	9.16%	£76,410.04
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	£336.80	197.00%	£207,901.22
Sep '18	Lord Glendonbrook	American Express / NYQ:AXP	£105.40	£311.17	195.23%	£206,659.40
May '19	Lord Glendonbrook	Insurance Australia Group / ASX:IAG.AX	£8.23	£8.10	-1.58%	£68,894.29
Apr '21	Lord Glendonbrook	3i Group / LSE:III.L	£1,204.00	£2,715.00	125.50%	£157,848.84
Nov '15	Lord Lupton	3i Group / LSE:III.L	£479.80	£2,715.00	465.86%	£396,102.55
Mar '16	Baroness Noakes	3i Group / LSE:III.L	£461.60	£2,715.00	488.17%	£411,720.10
May '24	Baroness Sheehan	3i Group / LSE:III.L	£2,977.00	£2,715.00	-8.80%	£63,839.44
Jun '26	Lord Camoys	3i Group / LSE:III.L	£2,259.00	£2,668.00	18.11%	£82,673.75
Jan '22	Lord Glendonbrook	Paypal / NMS:PYPL	£181.01	£52.94	-70.75%	£20,472.90
May '21	Lord Mendelsohn	Paypal / NMS:PYPL	£244.63	£52.94	-78.36%	£15,148.59
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	£28.83	27.00%	£88,903.08
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
Aug '26	Lord Green of Hurstpierpoint	Marsh & Mclennan Companies / NYQ:MMC	£0.00	£0.00	0.00%	£70,000.00
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	£587.50	12.42%	£78,696.08
Jul '20	Lord Levene of Portsoken	Schroders / LSE:SDR.L	£505.75	£587.50	16.16%	£81,314.88
Apr '17	Lord Pearson of Rannoch	Schroders / LSE:SDR.L	£524.11	£587.50	12.09%	£78,466.35
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	£2,875.00	209.31%	£216,514.25
Dec '22	Lord Hintze	Marwyn Value Investors / LSE:MVI.L	£95.00	£141.00	48.42%	£103,894.74
Dec '22	Lord Hintze	Old Mutual / LSE:OMU.L	£49.45	£64.80	31.04%	£91,729.02
Dec '22	Lord Hintze	Geiger Counter / LSE:GCL.L	£45.50	£57.00	25.27%	£87,692.31
Jul '10	Lord Hollick	KKR / NYQ:KKR	£10.20	£98.19	862.65%	£673,852.96
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	£271.15	36.39%	£95,470.55
Apr '22	Lord Hylton	Impax Environmental Markets / LSE:IEM.L	£446.50	£438.50	-1.79%	£68,745.80
Feb '15	The Earl of Kinnoull	Hiscox / LSE:HSX.L	£888.64	£1,937.00	117.97%	£152,582.11
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	£1,558.00	106.08%	£144,259.26
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	£12.50	-81.62%	£12,867.65
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	£289.00	-12.69%	£61,117.82
Jan '19	Lord Leigh of Hurley	Cavendish Financial / LSE:CAV.L	£28.25	£8.90	-68.50%	£22,053.10
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	£951.47	320.63%	£294,442.52
Apr '10	Lord Levene of Portsoken	Goldman Sachs / NYQ:GS	£163.32	£951.47	482.58%	£407,806.12
Apr '20	Lord O'Neill of Gatley	Goldman Sachs / NYQ:GS	£183.54	£951.47	418.40%	£362,879.48
Nov '23	Lord O'Neill of Gatley	Goldman Sachs / NYQ:GS	£337.65	£951.47	181.79%	£197,254.25
Nov '23	Lord O'Neill of Gatley	Goldman Sachs / NYQ:GS	£337.65	£951.47	181.79%	£197,254.25
Nov '23	Lord O'Neill of Gatley	Goldman Sachs / NYQ:GS	£337.65	£951.47	181.79%	£197,254.25
Jun '16	Lord Lloyd-Webber	Plus500 / LSE:PLUS.L	£628.00	£3,508.00	458.60%	£391,019.11
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	£102.27	-3.52%	£67,536.79
Jul '21	Lord Londesborough	3i Infrastructure / LSE:3IN.L	£307.00	£393.00	28.01%	£89,609.12
May '17	Baroness Valentine	3i Infrastructure / LSE:3IN.L	£246.75	£393.00	59.27%	£111,490.72
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	£242.00	76.00%	£123,200.00
Jun '22	Lord Magan of Castletown	St Jamess / LSE:STJ.L	£1,190.50	£1,113.00	-6.51%	£65,443.09
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	£122.50	380.39%	£336,274.51
Feb '19	Lord Mendelsohn	F&C Investment Trust / LSE:FCIT.L	£689.00	£342.40	-50.30%	£34,786.65
Apr '24	Lord Mendoza	Aon / NYQ:AON	£311.02	£296.05	-4.81%	£66,630.76
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	£95.62	125.73%	£158,012.28
Jan '15	Baroness Noakes	Allianz Technology Trust / LSE:ATT.L	£57.00	£721.00	1,164.91%	£885,438.60
Dec '22	Lord O'Donnell	Brookfield Asset Management / NYQ:BAM	£32.00	£45.42	41.94%	£99,356.25
Mar '23	Lord O'Donnell	Brookfield / NYQ:BBUC	£19.04	£25.56	34.24%	£93,970.58
Apr '16	Baroness Oppenheim-Barnes	Bg Group / NMS:BGC	£5.93	£11.99	102.22%	£141,552.23
Apr '24	Lord Owen	Northern Venture / LSE:NVT.L	£57.50	£56.00	-2.61%	£68,173.91
Mar '24	Lord Petitgas	Hamilton Lane / NMS:HLNE	£108.34	£88.30	-18.50%	£57,051.88
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	£53.00	-25.87%	£51,888.11
Nov '22	Lord Roborough	Oakley Capital Investments / LSE:OCI.L	£388.00	£522.00	34.54%	£94,175.26
May '24	The Duke of Wellington	Oakley Capital Investments / LSE:OCI.L	£474.50	£522.00	10.01%	£77,007.38
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	£9.20	42.19%	£99,536.32
Jan '13	Lord Sassoon	Bank Of Nova Scotia / NYQ:BNS	£58.86	£94.10	59.87%	£111,909.61
Jan '13	Lord Sassoon	Canadian Imperial Bank Of Commerce / NYQ:CM	£41.95	£113.78	171.26%	£189,881.99
Jan '13	Lord Sassoon	Dunedin Income Growth Investment Trust / LSE:DIG.L	£243.00	£313.00	28.81%	£90,164.61
Jan '13	Lord Sassoon	Merchants Trust / LSE:MRCH.L	£407.40	£672.00	64.95%	£115,463.92
Jan '14	Lord Sassoon	Murray Income Trust / LSE:MUT.L	£747.00	£986.00	31.99%	£92,396.25
Nov '14	Lord Sassoon	City Of London Investment Trust / LSE:CTY.L	£370.90	£586.00	57.99%	£110,595.85
Oct '17	Lord Sassoon	Eaton / NYQ:EIM	£12.44	£9.17	-26.29%	£51,599.68
Apr '26	Lord Grabiner	Eaton / NYQ:EIM	£9.89	£9.17	-7.28%	£64,903.94
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	£589.00	36.18%	£95,329.48
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	£480.50	-7.24%	£64,932.43
Jun '22	Lord Stevens of Ludgate	Saga / LSE:SAGA.L	£221.60	£618.00	178.88%	£195,216.60
Jan '19	Lord Thurlow	Syncona / LSE:SYNC.L	£266.00	£111.80	-57.97%	£29,421.05
Dec '14	Lord Tugendhat	Biotech Growth Trust / LSE:BIOG.L	£636.00	£1,634.00	156.92%	£179,842.77
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	£421.00	105.87%	£144,107.58
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.