Financial Services Sector

Members of Parliament invested in the Financial Services Sector

302 investments

137 companies

Investors

Filed	Name	Company	Pur. £	Cur. £	P/L %	MPV*
Apr '24	Felicity Buchan	JP Morgan / NYQ:JPM	£180.08	£287.97	59.91%	£111,938.58
May '11	Lord Glendonbrook	JP Morgan / NYQ:JPM	£44.96	£287.97	540.50%	£448,351.88
Jul '16	Lord Glendonbrook	JP Morgan / NYQ:JPM	£63.93	£287.97	350.45%	£315,312.06
Jan '23	Lord Goldsmith	JP Morgan / NYQ:JPM	£137.37	£287.97	109.63%	£146,741.65
Apr '22	Lord Grabiner	JP Morgan / NYQ:JPM	£131.54	£287.97	118.92%	£153,245.41
Apr '10	Lord Lloyd-Webber	JP Morgan / NYQ:JPM	£45.39	£287.97	534.43%	£444,104.44
Jun '21	Lord Morse	JP Morgan / NYQ:JPM	£165.66	£287.97	73.83%	£121,682.36
Feb '19	Lord Reay	JP Morgan / NYQ:JPM	£105.16	£287.97	173.84%	£191,687.90
Apr '24	Felicity Buchan	Bank Of America / NYQ:BAC	£35.23	£47.01	33.44%	£93,406.18
May '24	Lord Goldsmith	Bank Of America / NYQ:BAC	£36.88	£47.01	27.47%	£89,227.22
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	£5.07	103.61%	£142,530.13
Dec '16	Lord Blackwell	Lloyds Bank / NYQ:LYG	£3.09	£5.07	64.08%	£114,854.37
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	£5.07	-5.23%	£66,336.45
Apr '17	Lord Hodgson of Astley Abbotts	Lloyds Bank / NYQ:LYG	£3.23	£5.07	56.97%	£109,876.16
Mar '24	Lord Jamieson	Lloyds Bank / NYQ:LYG	£2.50	£5.07	102.80%	£141,960.00
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	£5.07	46.11%	£102,276.66
Jan '17	Lord Lupton	Lloyds Bank / NYQ:LYG	£3.31	£5.07	53.17%	£107,220.55
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	£5.07	70.71%	£119,494.95
Apr '24	Theresa Villiers	Rit Capital Partners / LSE:RCP.L	£1,786.00	£2,145.00	20.10%	£84,070.55
Apr '22	Lord Kestenbaum	Rit Capital Partners / LSE:RCP.L	£2,545.00	£2,145.00	-15.72%	£58,998.04
Apr '17	Lord MacGregor of Pulham Market	Rit Capital Partners / LSE:RCP.L	£1,876.00	£2,145.00	14.34%	£80,037.31
Oct '15	The Duke of Wellington	Rit Capital Partners / LSE:RCP.L	£1,545.00	£2,145.00	38.83%	£97,184.47
Apr '24	Theresa Villiers	Scottish Mortgage Investment Trust / LSE:SMT.L	£827.40	£1,183.00	42.98%	£100,084.60
Jul '20	Lord Fairfax of Cameron	Scottish Mortgage Investment Trust / LSE:SMT.L	£865.00	£1,183.00	36.76%	£95,734.10
Jul '25	Lord Leigh of Hurley	Scottish Mortgage Investment Trust / LSE:SMT.L	£1,063.00	£1,183.00	11.29%	£77,902.16
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	£619.60	9.79%	£76,854.09
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	£619.60	16.76%	£81,732.52
Apr '10	Lord Sharman	Aviva / LSE:AV.L	£497.50	£619.60	24.54%	£87,179.90
Feb '25	Lord Hayward	Aviva / LSE:AV.L	£507.20	£619.60	22.16%	£85,512.61
Jul '25	Lord Gadhia	Aviva / LSE:AV.L	£635.20	£619.60	-2.46%	£68,280.85
Mar '22	Lord Agnew of Oulton	Intermediate Capital Group / LSE:ICG.L	£1,425.50	£1,516.00	6.35%	£74,444.05
Mar '13	Lord Alderdice	Artis / NYQ:APAM	£38.83	£36.07	-7.11%	£65,024.46
May '16	Lord Allen of Kensington	Moelis / NYQ:MC	£26.76	£53.96	101.64%	£141,150.97
Jun '22	Lord Allen of Kensington	Thg / NYQ:THG	£144.67	£169.58	17.22%	£82,052.95
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	£241.30	-12.16%	£61,488.90
Feb '21	Lord Etherton	Legal & General Group / LSE:LGEN.L	£271.70	£241.30	-11.19%	£62,167.83
Jul '16	Lord Glendonbrook	Legal & General Group / LSE:LGEN.L	£197.30	£241.30	22.30%	£85,610.74
Jan '22	Lord Glendonbrook	Legal & General Group / LSE:LGEN.L	£299.00	£241.30	-19.30%	£56,491.64
Jan '22	Lord Glendonbrook	Legal & General Group / LSE:LGEN.L	£299.00	£241.30	-19.30%	£56,491.64
May '22	Lord Glendonbrook	Legal & General Group / LSE:LGEN.L	£246.70	£241.30	-2.19%	£68,467.78
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	£241.30	3.70%	£72,587.02
May '22	Lord Londesborough	Legal & General Group / LSE:LGEN.L	£248.70	£241.30	-2.98%	£67,917.17
Nov '23	Lord Mance	Legal & General Group / LSE:LGEN.L	£221.80	£241.30	8.79%	£76,154.19
Jul '14	Baroness Noakes	Legal & General Group / LSE:LGEN.L	£224.70	£241.30	7.39%	£75,171.34
Jan '17	Lord Patten	Legal & General Group / LSE:LGEN.L	£246.60	£241.30	-2.15%	£68,495.54
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	£8.18	-13.16%	£60,785.56
Aug '13	Lord Borwick	Hansa Trust / LSE:HAN.L	£150.10	£274.00	82.54%	£127,781.47
Dec '19	Lord Bridges of Headley	Banco Santander / NYQ:BSAC	£23.29	£32.17	38.13%	£96,689.56
Apr '10	Lord Burns	Banco Santander / NYQ:BSAC	£24.92	£32.17	29.08%	£90,354.01
Dec '23	Lord Browne of Madingley	Riverstone / LSE:RSE.L	£760.00	£740.00	-2.63%	£68,157.89
Apr '10	Baroness Byford	Barclays / NYQ:BCS	£21.03	£20.80	-1.10%	£69,226.99
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	£20.80	11.59%	£78,111.59
Apr '10	Baroness Byford	Bank Of Montreal / NYQ:BMO	£63.27	£136.62	115.93%	£151,152.20
Jul '21	The Earl of Lindsay	Bank Of Montreal / NYQ:BMO	£101.97	£136.62	33.98%	£93,786.40
Jan '13	Lord Sassoon	Bank Of Montreal / NYQ:BMO	£64.52	£136.62	111.75%	£148,223.81
Apr '10	Baroness Byford	Hsbc / LSE:HSBA.L	£691.00	£1,171.60	69.55%	£118,685.96
May '21	Lord Clarke of Nottingham	Hsbc / LSE:HSBA.L	£443.90	£1,171.60	163.93%	£184,753.32
Apr '10	Baroness Dunn	Hsbc / LSE:HSBA.L	£712.50	£1,171.60	64.44%	£115,104.56
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	£1,171.60	81.03%	£126,718.17
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	£1,171.60	80.86%	£126,600.80
Jun '25	Lord Ponsonby of Shulbrede	Hsbc / LSE:HSBA.L	£886.40	£1,171.60	32.18%	£92,522.56
Apr '10	Baroness Byford	Toronto Dominion Bank / NYQ:TD	£37.85	£93.57	147.25%	£173,071.73
Mar '25	Lord Fink	Toronto Dominion Bank / NYQ:TD	£61.15	£93.57	53.02%	£107,112.02
Apr '10	Baroness Byford	Prudential / LSE:PRU.L	£482.90	£1,068.00	121.16%	£154,814.12
May '23	Lord Fink	Prudential / LSE:PRU.L	£1,195.00	£1,068.00	-10.63%	£62,560.67
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	£1,068.00	72.15%	£120,502.84
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	£1,068.00	-25.12%	£52,413.84
Jun '21	Lord Morse	Prudential / LSE:PRU.L	£1,430.76	£1,068.00	-25.35%	£52,252.02
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	£1,068.00	27.42%	£89,191.12
Aug '14	Lord Carter of Coles	Visa / NYQ:V	£53.04	£299.71	465.06%	£395,544.85
Jun '19	Baroness Deech	Visa / NYQ:V	£173.74	£299.71	72.50%	£120,753.42
May '11	Lord Glendonbrook	Visa / NYQ:V	£19.97	£299.71	1,401.18%	£1,050,823.91
Apr '21	Lord Grabiner	Visa / NYQ:V	£222.52	£299.71	34.69%	£94,282.31
Jun '15	Lord Lloyd-Webber	Visa / NYQ:V	£68.21	£299.71	339.39%	£307,575.13
Nov '23	Lord Mance	Visa / NYQ:V	£244.77	£299.71	22.45%	£85,711.89
Jan '20	Lord Owen	Visa / NYQ:V	£195.33	£299.71	53.44%	£107,406.44
Aug '17	Lord Sterling of Plaistow	Visa / NYQ:V	£103.22	£299.71	190.36%	£203,252.27
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	£299.71	-12.92%	£60,955.60
Jun '25	Lord Lupton	Visa / NYQ:V	£340.38	£299.71	-11.95%	£61,636.11
Jul '18	Lord Carter of Coles	AIA Group / HKG:1299.HK	£68.50	£82.80	20.88%	£84,613.14
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	£82.80	17.61%	£82,329.55
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	£82.80	16.62%	£81,633.81
Jul '18	Lord Carter of Coles	Berkshire Hathaway / NYQ:BRK-A	£301,550.00	£722,778.00	139.69%	£167,781.33
Oct '13	Lord Glendonbrook	Berkshire Hathaway / NYQ:BRK-A	£172,485.00	£722,778.00	319.04%	£293,326.72
Jul '21	Lord Londesborough	Berkshire Hathaway / NYQ:BRK-A	£420,676.00	£722,778.00	71.81%	£120,269.42
Nov '23	Lord Lupton	Berkshire Hathaway / NYQ:BRK-A	£547,836.00	£722,778.00	31.93%	£92,353.30
Aug '17	Lord Sterling of Plaistow	Berkshire Hathaway / NYQ:BRK-A	£268,540.00	£722,778.00	169.15%	£188,405.68
Oct '15	The Duke of Wellington	Berkshire Hathaway / NYQ:BRK-A	£206,020.00	£722,778.00	250.83%	£245,580.33
Jul '25	Lord Leigh of Hurley	Berkshire Hathaway / NYQ:BRK-A	£714,710.00	£722,778.00	1.13%	£70,790.19
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	£26.14	-53.61%	£32,472.05
May '22	Lord Carter of Coles	London Stock Exchange Group / LSE:LSEG.L	£7,492.00	£8,618.00	15.03%	£80,520.56
May '21	Lord Glendonbrook	London Stock Exchange Group / LSE:LSEG.L	£7,540.00	£8,618.00	14.30%	£80,007.96
Apr '22	Lord Grabiner	London Stock Exchange Group / LSE:LSEG.L	£8,116.00	£8,618.00	6.19%	£74,329.72
Jul '20	Lord Levene of Portsoken	London Stock Exchange Group / LSE:LSEG.L	£8,478.00	£8,618.00	1.65%	£71,155.93
Jul '21	Lord Londesborough	London Stock Exchange Group / LSE:LSEG.L	£7,318.00	£8,618.00	17.76%	£82,435.09
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	£25.26	-7.10%	£65,031.26
Mar '24	Lord Petitgas	Morgan Stanley / NYQ:MS-PI	£25.29	£25.26	-0.12%	£69,916.96
Apr '25	Lord Grabiner	Morgan Stanley / NYQ:MS-PI	£24.54	£25.26	2.93%	£72,053.79
Jul '25	Lord Goldsmith	Morgan Stanley / NYQ:MS-PI	£25.06	£25.26	0.80%	£70,558.66
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	£119.00	-22.17%	£54,480.05
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	£526.00	9.02%	£76,310.88
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	£667.00	3.15%	£72,208.48
Jan '17	Lord Patten	Phoenix Group / LSE:PHNX.L	£680.29	£667.00	-1.95%	£68,632.76
Jun '25	Baroness Valentine	Phoenix Group / LSE:PHNX.L	£644.50	£667.00	3.49%	£72,443.75
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	£102.50	-23.62%	£53,464.98
Oct '14	Baroness Chisholm of Owlpen	Jupiter Fund Management / LSE:JUP.L	£346.90	£168.60	-51.40%	£34,021.33
Jan '20	Lord Choudrey	United Bank / NMS:UBSI	£35.68	£39.43	10.51%	£77,357.06
Apr '17	Baroness Deech	Worldwide Healthcare Trust / LSE:WWH.L	£233.40	£335.00	43.53%	£100,471.30
Apr '10	Baroness Byford	Standard Chartered / LSE:STAN.L	£1,635.88	£1,517.50	-7.24%	£64,934.59
Jun '19	Baroness Deech	Standard Chartered / LSE:STAN.L	£708.20	£1,517.50	114.28%	£149,992.94
Sep '20	Lord Glendonbrook	Standard Chartered / LSE:STAN.L	£372.60	£1,517.50	307.27%	£285,091.25
Apr '24	Lord Hayward	Standard Chartered / LSE:STAN.L	£678.60	£1,517.50	123.62%	£156,535.52
Jan '13	Lord Sassoon	Standard Chartered / LSE:STAN.L	£1,583.79	£1,517.50	-4.19%	£67,070.04
Oct '25	Baroness Lloyd of Effra	Standard Chartered / LSE:STAN.L	£1,388.00	£1,517.50	9.33%	£76,530.98
Oct '23	Baroness Deech	Ubs Group / NYQ:UBS	£23.79	£37.36	57.04%	£109,928.54
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	£37.36	93.88%	£135,713.55
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	£14.14	13.03%	£79,120.70
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	£2,105.00	137.18%	£166,028.17
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	£501.00	-74.90%	£17,570.14
Apr '25	Lord Etherton	Polar Capital Technology Trust / LSE:PCT.L	£288.50	£501.00	73.66%	£121,559.79
Dec '23	Lord Etherton	M&G Plc / LSE:MNG.L	£207.30	£278.80	34.49%	£94,143.75
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	£278.80	37.48%	£96,232.74
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	£278.80	12.15%	£78,503.61
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	£21.73	116.00%	£151,202.78
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	£109.85	138.80%	£167,163.04
Apr '22	Lord Grabiner	Citigroup / NYQ:C	£50.34	£61.64	22.45%	£85,713.15**
May '23	Lord Fink	Ing Groep / NYQ:ING	£12.17	£25.94	113.15%	£149,202.96
May '23	Lord Fink	Natwest Group / NYQ:NWG	£6.48	£15.08	132.72%	£162,901.23
Dec '22	Lord Hintze	Natwest Group / NYQ:NWG	£6.35	£15.08	137.48%	£166,236.22
Aug '11	Baroness Noakes	Natwest Group / NYQ:NWG	£9.32	£15.08	61.78%	£113,248.18
May '23	Lord Fink	State Street / NYQ:STT	£70.29	£120.95	72.07%	£120,450.98
May '24	Lord Flight	Beazley / LSE:BEZ.L	£639.50	£1,265.00	97.81%	£138,467.55
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	£113.47	345.68%	£311,975.66
Apr '24	Lord Mendoza	Blackstone Group / NYQ:BX	£122.09	£113.47	-7.06%	£65,057.75
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	£130.64	386.92%	£340,842.34
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	£177.36	238.69%	£237,083.86
Jan '15	Lord Glendonbrook	Commonwealth Bank Of Australia / ASX:CBA.AX	£83.06	£177.36	113.53%	£149,472.70
May '11	Lord Glendonbrook	Royal Bank Of Canada / NYQ:RY	£61.06	£160.33	162.58%	£183,804.45
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	£160.33	30.75%	£91,527.48
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	£46.62	45.40%	£101,780.27
Dec '15	Lord Glendonbrook	Mastercard / NYQ:MA	£97.82	£491.14	402.09%	£351,459.83
Sep '16	Lord Green of Hurstpierpoint	Mastercard / NYQ:MA	£96.63	£491.14	408.27%	£355,788.08
Jun '21	Lord Morse	Mastercard / NYQ:MA	£364.08	£491.14	34.90%	£94,429.25
Jun '19	Lord Sherbourne of Didsbury	Mastercard / NYQ:MA	£259.20	£491.14	89.48%	£132,638.12
Jun '25	Lord Lupton	Mastercard / NYQ:MA	£538.73	£491.14	-8.83%	£63,816.39
Jul '25	Lord Goldsmith	Mastercard / NYQ:MA	£562.09	£491.14	-12.62%	£61,164.23
Jul '16	Lord Glendonbrook	Tp Icap Group / LSE:TCAP.L	£299.20	£273.50	-8.59%	£63,986.98
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	£248.40	119.05%	£153,333.33
Sep '18	Lord Glendonbrook	American Express / NYQ:AXP	£105.40	£294.93	179.82%	£195,873.81
May '19	Lord Glendonbrook	Insurance Australia Group / ASX:IAG.AX	£8.23	£7.19	-12.64%	£61,154.31
Apr '21	Lord Glendonbrook	3i Group / LSE:III.L	£1,204.00	£2,764.00	129.57%	£160,697.67
Nov '15	Lord Lupton	3i Group / LSE:III.L	£479.80	£2,764.00	476.07%	£403,251.36
Mar '16	Baroness Noakes	3i Group / LSE:III.L	£461.60	£2,764.00	498.79%	£419,150.77
May '24	Baroness Sheehan	3i Group / LSE:III.L	£2,977.00	£2,764.00	-7.15%	£64,991.60
Jan '22	Lord Glendonbrook	Paypal / NMS:PYPL	£181.01	£44.19	-75.59%	£17,089.11
May '21	Lord Mendelsohn	Paypal / NMS:PYPL	£244.63	£44.19	-81.94%	£12,644.81
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	£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	£572.50	9.55%	£76,686.82
Jul '20	Lord Levene of Portsoken	Schroders / LSE:SDR.L	£505.75	£572.50	13.20%	£79,238.75
Apr '17	Lord Pearson of Rannoch	Schroders / LSE:SDR.L	£524.11	£572.50	9.23%	£76,462.96
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	£2,495.00	168.42%	£187,896.72
Dec '22	Lord Hintze	Marwyn Value Investors / LSE:MVI.L	£95.00	£135.00	42.11%	£99,473.68
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	£64.00	40.66%	£98,461.54
Jul '10	Lord Hollick	KKR / NYQ:KKR	£10.20	£90.60	788.24%	£621,764.70
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	£310.71	56.28%	£109,399.42
Apr '22	Lord Hylton	Impax Environmental Markets / LSE:IEM.L	£446.50	£410.00	-8.17%	£64,277.72
Feb '15	The Earl of Kinnoull	Hiscox / LSE:HSX.L	£888.64	£1,513.00	70.26%	£119,182.62
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	£1,255.00	66.01%	£116,203.70
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	£12.13	-82.17%	£12,481.62
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	£9.25	-67.26%	£22,920.35
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	£809.50	257.87%	£250,508.40
Apr '10	Lord Levene of Portsoken	Goldman Sachs / NYQ:GS	£163.32	£809.50	395.65%	£346,956.88
Apr '20	Lord O'Neill of Gatley	Goldman Sachs / NYQ:GS	£183.54	£809.50	341.05%	£308,733.80
Nov '23	Lord O'Neill of Gatley	Goldman Sachs / NYQ:GS	£337.65	£809.50	139.75%	£167,821.71
Nov '23	Lord O'Neill of Gatley	Goldman Sachs / NYQ:GS	£337.65	£809.50	139.75%	£167,821.71
Nov '23	Lord O'Neill of Gatley	Goldman Sachs / NYQ:GS	£337.65	£809.50	139.75%	£167,821.71
Jun '16	Lord Lloyd-Webber	Plus500 / LSE:PLUS.L	£628.00	£4,214.00	571.02%	£469,713.38
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	£84.60	-20.19%	£55,867.92
Jul '21	Lord Londesborough	3i Infrastructure / LSE:3IN.L	£307.00	£345.00	12.38%	£78,664.50
May '17	Baroness Valentine	3i Infrastructure / LSE:3IN.L	£246.75	£345.00	39.82%	£97,873.53
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	£154.50	12.36%	£78,654.55
Jun '22	Lord Magan of Castletown	St Jamess / LSE:STJ.L	£1,190.50	£1,240.00	4.16%	£72,910.54
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	£0.11	-99.57%	£301.96
Feb '19	Lord Mendelsohn	F&C Investment Trust / LSE:FCIT.L	£689.00	£1,214.00	76.20%	£123,338.17
Apr '24	Lord Mendoza	Aon / NYQ:AON	£311.02	£316.99	1.92%	£71,343.64
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	£72.95	72.21%	£120,550.04
Jan '15	Baroness Noakes	Allianz Technology Trust / LSE:ATT.L	£57.00	£534.00	836.84%	£655,789.47
Dec '22	Lord O'Donnell	Brookfield Asset Management / NYQ:BAM	£32.00	£43.47	35.84%	£95,090.63
Mar '23	Lord O'Donnell	Brookfield / NYQ:BBUC	£19.04	£30.12	58.19%	£110,735.29
Apr '16	Baroness Oppenheim-Barnes	Bg Group / NMS:BGC	£5.93	£9.60	61.91%	£113,336.24
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	£101.00	-6.77%	£65,257.53
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	£479.00	23.45%	£86,417.53
May '24	The Duke of Wellington	Oakley Capital Investments / LSE:OCI.L	£474.50	£479.00	0.95%	£70,663.86
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	£8.76	35.39%	£94,775.89
Jan '13	Lord Sassoon	Bank Of Nova Scotia / NYQ:BNS	£58.86	£68.74	16.79%	£81,749.91
Jan '13	Lord Sassoon	Canadian Imperial Bank Of Commerce / NYQ:CM	£41.95	£95.53	127.75%	£159,425.44
Jan '13	Lord Sassoon	Dunedin Income Growth Investment Trust / LSE:DIG.L	£243.00	£289.00	18.93%	£83,251.03
Jan '13	Lord Sassoon	Merchants Trust / LSE:MRCH.L	£407.40	£587.00	44.08%	£100,859.11
Jan '14	Lord Sassoon	Murray Income Trust / LSE:MUT.L	£747.00	£885.00	18.47%	£82,931.73
Nov '14	Lord Sassoon	City Of London Investment Trust / LSE:CTY.L	£370.90	£539.00	45.32%	£101,725.53
Oct '17	Lord Sassoon	Eaton / NYQ:EIM	£12.44	£9.85	-20.82%	£55,426.05
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	£456.80	5.62%	£73,932.95
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	£418.00	-19.31%	£56,486.49
Jun '22	Lord Stevens of Ludgate	Saga / LSE:SAGA.L	£221.60	£479.50	116.38%	£151,466.60
Jan '19	Lord Thurlow	Syncona / LSE:SYNC.L	£266.00	£93.70	-64.77%	£24,657.89
Dec '14	Lord Tugendhat	Biotech Growth Trust / LSE:BIOG.L	£636.00	£1,190.00	87.11%	£130,974.84
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	£423.50	107.09%	£144,963.33
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.