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	£310.16	72.23%	£120,564.19
May '11	Lord Glendonbrook	JP Morgan / NYQ:JPM	£44.96	£310.16	589.86%	£482,900.37
Jul '16	Lord Glendonbrook	JP Morgan / NYQ:JPM	£63.93	£310.16	385.16%	£339,608.95
Jan '23	Lord Goldsmith	JP Morgan / NYQ:JPM	£137.37	£310.16	125.78%	£158,049.07
Apr '22	Lord Grabiner	JP Morgan / NYQ:JPM	£131.54	£310.16	135.79%	£165,053.99
Apr '10	Lord Lloyd-Webber	JP Morgan / NYQ:JPM	£45.39	£310.16	583.32%	£478,325.64
Jun '21	Lord Morse	JP Morgan / NYQ:JPM	£165.66	£310.16	87.23%	£131,058.79
Feb '19	Lord Reay	JP Morgan / NYQ:JPM	£105.16	£310.16	194.94%	£206,458.72
Apr '24	Felicity Buchan	Bank Of America / NYQ:BAC	£35.23	£54.94	55.95%	£109,162.64
May '24	Lord Goldsmith	Bank Of America / NYQ:BAC	£36.88	£54.94	48.97%	£104,278.74
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	£5.81	133.33%	£163,333.33
Dec '16	Lord Blackwell	Lloyds Bank / NYQ:LYG	£3.09	£5.81	88.03%	£131,618.12
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	£5.81	8.60%	£76,018.69
Apr '17	Lord Hodgson of Astley Abbotts	Lloyds Bank / NYQ:LYG	£3.23	£5.81	79.88%	£125,913.31
Mar '24	Lord Jamieson	Lloyds Bank / NYQ:LYG	£2.50	£5.81	132.40%	£162,680.00
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	£5.81	67.44%	£117,204.61
Jan '17	Lord Lupton	Lloyds Bank / NYQ:LYG	£3.31	£5.81	75.53%	£122,870.09
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	£5.81	95.62%	£136,936.03
Apr '24	Theresa Villiers	Rit Capital Partners / LSE:RCP.L	£1,786.00	£2,190.00	22.62%	£85,834.27
Apr '22	Lord Kestenbaum	Rit Capital Partners / LSE:RCP.L	£2,545.00	£2,190.00	-13.95%	£60,235.76
Apr '17	Lord MacGregor of Pulham Market	Rit Capital Partners / LSE:RCP.L	£1,876.00	£2,190.00	16.74%	£81,716.42
Oct '15	The Duke of Wellington	Rit Capital Partners / LSE:RCP.L	£1,545.00	£2,190.00	41.75%	£99,223.30
Apr '24	Theresa Villiers	Scottish Mortgage Investment Trust / LSE:SMT.L	£827.40	£1,211.50	46.42%	£102,495.77
Jul '20	Lord Fairfax of Cameron	Scottish Mortgage Investment Trust / LSE:SMT.L	£865.00	£1,211.50	40.06%	£98,040.46
Jul '25	Lord Leigh of Hurley	Scottish Mortgage Investment Trust / LSE:SMT.L	£1,063.00	£1,211.50	13.97%	£79,778.93
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	£644.20	14.15%	£79,905.43
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	£644.20	21.40%	£84,977.56
Apr '10	Lord Sharman	Aviva / LSE:AV.L	£497.50	£644.20	29.49%	£90,641.21
Feb '25	Lord Hayward	Aviva / LSE:AV.L	£507.20	£644.20	27.01%	£88,907.73
Jul '25	Lord Gadhia	Aviva / LSE:AV.L	£635.20	£644.20	1.42%	£70,991.81
Mar '22	Lord Agnew of Oulton	Intermediate Capital Group / LSE:ICG.L	£1,425.50	£1,675.00	17.50%	£82,251.84
Mar '13	Lord Alderdice	Artis / NYQ:APAM	£38.83	£44.31	14.11%	£79,878.96
May '16	Lord Allen of Kensington	Moelis / NYQ:MC	£26.76	£71.68	167.86%	£187,503.74
Jun '22	Lord Allen of Kensington	Thg / NYQ:THG	£144.67	£178.06	23.08%	£86,156.08
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	£266.60	-2.95%	£67,935.93
Feb '21	Lord Etherton	Legal & General Group / LSE:LGEN.L	£271.70	£266.60	-1.88%	£68,686.05
Jul '16	Lord Glendonbrook	Legal & General Group / LSE:LGEN.L	£197.30	£266.60	35.12%	£94,586.92
Jan '22	Lord Glendonbrook	Legal & General Group / LSE:LGEN.L	£299.00	£266.60	-10.84%	£62,414.72
Jan '22	Lord Glendonbrook	Legal & General Group / LSE:LGEN.L	£299.00	£266.60	-10.84%	£62,414.72
May '22	Lord Glendonbrook	Legal & General Group / LSE:LGEN.L	£246.70	£266.60	8.07%	£75,646.54
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	£266.60	14.57%	£80,197.68
May '22	Lord Londesborough	Legal & General Group / LSE:LGEN.L	£248.70	£266.60	7.20%	£75,038.20
Nov '23	Lord Mance	Legal & General Group / LSE:LGEN.L	£221.80	£266.60	20.20%	£84,138.86
Jul '14	Baroness Noakes	Legal & General Group / LSE:LGEN.L	£224.70	£266.60	18.65%	£83,052.96
Jan '17	Lord Patten	Legal & General Group / LSE:LGEN.L	£246.60	£266.60	8.11%	£75,677.21
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	£8.20	-12.95%	£60,934.18
Aug '13	Lord Borwick	Hansa Trust / LSE:HAN.L	£150.10	£279.00	85.88%	£130,113.25
Dec '19	Lord Bridges of Headley	Banco Santander / NYQ:BSAC	£23.29	£36.13	55.13%	£108,591.67
Apr '10	Lord Burns	Banco Santander / NYQ:BSAC	£24.92	£36.13	44.97%	£101,476.24
Dec '23	Lord Browne of Madingley	Riverstone / LSE:RSE.L	£760.00	£728.00	-4.21%	£67,052.63
Apr '10	Baroness Byford	Barclays / NYQ:BCS	£21.03	£25.48	21.15%	£84,803.07
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	£25.48	36.70%	£95,686.70
Apr '10	Baroness Byford	Bank Of Montreal / NYQ:BMO	£63.27	£139.83	121.01%	£154,703.65
Jul '21	The Earl of Lindsay	Bank Of Montreal / NYQ:BMO	£101.97	£139.83	37.13%	£95,990.00
Jan '13	Lord Sassoon	Bank Of Montreal / NYQ:BMO	£64.52	£139.83	116.72%	£151,706.46
Apr '10	Baroness Byford	Hsbc / LSE:HSBA.L	£691.00	£1,277.60	84.89%	£129,424.02
May '21	Lord Clarke of Nottingham	Hsbc / LSE:HSBA.L	£443.90	£1,277.60	187.81%	£201,468.80
Apr '10	Baroness Dunn	Hsbc / LSE:HSBA.L	£712.50	£1,277.60	79.31%	£125,518.59
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	£1,277.60	97.40%	£138,182.94
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	£1,277.60	97.22%	£138,054.96
Jun '25	Lord Ponsonby of Shulbrede	Hsbc / LSE:HSBA.L	£886.40	£1,277.60	44.13%	£100,893.50
Apr '10	Baroness Byford	Toronto Dominion Bank / NYQ:TD	£37.85	£94.92	150.81%	£175,568.76
Mar '25	Lord Fink	Toronto Dominion Bank / NYQ:TD	£61.15	£94.92	55.22%	£108,657.40
Apr '10	Baroness Byford	Prudential / LSE:PRU.L	£482.90	£1,175.50	143.42%	£170,397.00
May '23	Lord Fink	Prudential / LSE:PRU.L	£1,195.00	£1,175.50	-1.63%	£68,857.74
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	£1,175.50	89.47%	£132,632.10
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	£1,175.50	-17.59%	£57,689.57
Jun '21	Lord Morse	Prudential / LSE:PRU.L	£1,430.76	£1,175.50	-17.84%	£57,511.47
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	£1,175.50	40.24%	£98,168.69
Aug '14	Lord Carter of Coles	Visa / NYQ:V	£53.04	£329.13	520.53%	£434,372.17
Jun '19	Baroness Deech	Visa / NYQ:V	£173.74	£329.13	89.44%	£132,606.77
May '11	Lord Glendonbrook	Visa / NYQ:V	£19.97	£329.13	1,548.53%	£1,153,974.47
Apr '21	Lord Grabiner	Visa / NYQ:V	£222.52	£329.13	47.91%	£103,537.21
Jun '15	Lord Lloyd-Webber	Visa / NYQ:V	£68.21	£329.13	382.52%	£337,767.20
Nov '23	Lord Mance	Visa / NYQ:V	£244.77	£329.13	34.47%	£94,125.51
Jan '20	Lord Owen	Visa / NYQ:V	£195.33	£329.13	68.50%	£117,949.62
Aug '17	Lord Sterling of Plaistow	Visa / NYQ:V	£103.22	£329.13	218.86%	£223,203.84
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	£329.13	-4.37%	£66,939.10
Jun '25	Lord Lupton	Visa / NYQ:V	£340.38	£329.13	-3.31%	£67,686.41
Jul '18	Lord Carter of Coles	AIA Group / HKG:1299.HK	£68.50	£88.40	29.05%	£90,335.77
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	£88.40	25.57%	£87,897.73
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	£88.40	24.51%	£87,154.93
Jul '18	Lord Carter of Coles	Berkshire Hathaway / NYQ:BRK-A	£301,550.00	£756,943.00	151.02%	£175,712.19
Oct '13	Lord Glendonbrook	Berkshire Hathaway / NYQ:BRK-A	£172,485.00	£756,943.00	338.85%	£307,191.99
Jul '21	Lord Londesborough	Berkshire Hathaway / NYQ:BRK-A	£420,676.00	£756,943.00	79.93%	£125,954.44
Nov '23	Lord Lupton	Berkshire Hathaway / NYQ:BRK-A	£547,836.00	£756,943.00	38.17%	£96,718.74
Aug '17	Lord Sterling of Plaistow	Berkshire Hathaway / NYQ:BRK-A	£268,540.00	£756,943.00	181.87%	£197,311.42
Oct '15	The Duke of Wellington	Berkshire Hathaway / NYQ:BRK-A	£206,020.00	£756,943.00	267.41%	£257,188.67
Jul '25	Lord Leigh of Hurley	Berkshire Hathaway / NYQ:BRK-A	£714,710.00	£756,943.00	5.91%	£74,136.38
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	£33.99	-39.68%	£42,223.61
May '22	Lord Carter of Coles	London Stock Exchange Group / LSE:LSEG.L	£7,492.00	£7,586.00	1.25%	£70,878.27
May '21	Lord Glendonbrook	London Stock Exchange Group / LSE:LSEG.L	£7,540.00	£7,586.00	0.61%	£70,427.06
Apr '22	Lord Grabiner	London Stock Exchange Group / LSE:LSEG.L	£8,116.00	£7,586.00	-6.53%	£65,428.78
Jul '20	Lord Levene of Portsoken	London Stock Exchange Group / LSE:LSEG.L	£8,478.00	£7,586.00	-10.52%	£62,635.06
Jul '21	Lord Londesborough	London Stock Exchange Group / LSE:LSEG.L	£7,318.00	£7,586.00	3.66%	£72,563.54
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	£25.20	-7.32%	£64,876.79
Mar '24	Lord Petitgas	Morgan Stanley / NYQ:MS-PI	£25.29	£25.20	-0.36%	£69,750.89
Apr '25	Lord Grabiner	Morgan Stanley / NYQ:MS-PI	£24.54	£25.20	2.69%	£71,882.64
Jul '25	Lord Goldsmith	Morgan Stanley / NYQ:MS-PI	£25.06	£25.20	0.56%	£70,391.07
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	£117.60	-23.09%	£53,839.11
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	£546.00	13.16%	£79,212.44
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	£749.50	15.91%	£81,139.81
Jan '17	Lord Patten	Phoenix Group / LSE:PHNX.L	£680.29	£749.50	10.17%	£77,121.81
Jun '25	Baroness Valentine	Phoenix Group / LSE:PHNX.L	£644.50	£749.50	16.29%	£81,404.19
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	£97.80	-27.12%	£51,013.42
Oct '14	Baroness Chisholm of Owlpen	Jupiter Fund Management / LSE:JUP.L	£346.90	£188.00	-45.81%	£37,936.01
Jan '20	Lord Choudrey	United Bank / NMS:UBSI	£35.68	£44.72	25.34%	£87,735.43
Apr '17	Baroness Deech	Worldwide Healthcare Trust / LSE:WWH.L	£233.40	£360.00	54.24%	£107,969.15
Apr '10	Baroness Byford	Standard Chartered / LSE:STAN.L	£1,635.88	£1,847.00	12.91%	£79,034.06
Jun '19	Baroness Deech	Standard Chartered / LSE:STAN.L	£708.20	£1,847.00	160.80%	£182,561.42
Sep '20	Lord Glendonbrook	Standard Chartered / LSE:STAN.L	£372.60	£1,847.00	395.71%	£346,994.09
Apr '24	Lord Hayward	Standard Chartered / LSE:STAN.L	£678.60	£1,847.00	172.18%	£190,524.62
Jan '13	Lord Sassoon	Standard Chartered / LSE:STAN.L	£1,583.79	£1,847.00	16.62%	£81,633.19
Oct '25	Baroness Lloyd of Effra	Standard Chartered / LSE:STAN.L	£1,388.00	£1,847.00	33.07%	£93,148.41
Oct '23	Baroness Deech	Ubs Group / NYQ:UBS	£23.79	£43.77	83.98%	£128,789.40
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	£43.77	127.14%	£158,998.44
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	£12.06	-3.60%	£67,482.02
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	£2,120.00	138.87%	£167,211.27
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	£480.00	-75.95%	£16,833.67
Apr '25	Lord Etherton	Polar Capital Technology Trust / LSE:PCT.L	£288.50	£480.00	66.38%	£116,464.47
Dec '23	Lord Etherton	M&G Plc / LSE:MNG.L	£207.30	£307.10	48.14%	£103,699.95
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	£307.10	51.43%	£106,000.99
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	£307.10	23.53%	£86,472.24
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	£25.84	156.86%	£179,801.19
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	£115.74	151.61%	£176,126.08
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	£29.56	142.89%	£170,024.65
May '23	Lord Fink	Natwest Group / NYQ:NWG	£6.48	£17.65	172.38%	£190,663.58
Dec '22	Lord Hintze	Natwest Group / NYQ:NWG	£6.35	£17.65	177.95%	£194,566.92
Aug '11	Baroness Noakes	Natwest Group / NYQ:NWG	£9.32	£17.65	89.35%	£132,548.43
May '23	Lord Fink	State Street / NYQ:STT	£70.29	£128.71	83.11%	£128,178.98
May '24	Lord Flight	Beazley / LSE:BEZ.L	£639.50	£1,236.00	93.28%	£135,293.20
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	£126.83	398.15%	£348,707.80
Apr '24	Lord Mendoza	Blackstone Group / NYQ:BX	£122.09	£126.83	3.88%	£72,717.67
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	£158.47	490.64%	£413,451.36
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	£159.28	204.17%	£212,915.64
Jan '15	Lord Glendonbrook	Commonwealth Bank Of Australia / ASX:CBA.AX	£83.06	£159.28	91.77%	£134,235.52
May '11	Lord Glendonbrook	Royal Bank Of Canada / NYQ:RY	£61.06	£168.84	176.51%	£193,560.42
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	£168.84	37.69%	£96,385.58
Sep '14	Lord Glendonbrook	Shire / LSE:SHRS.L	£241.41	£327.00	35.45%	£94,817.94
Mar '17	Lord Lloyd-Webber	Shire / LSE:SHRS.L	£239.50	£327.00	36.53%	£95,574.11
May '15	Lord Glendonbrook	National Australia Bank / ASX:NAB.AX	£32.06	£44.05	37.38%	£96,169.48
Dec '15	Lord Glendonbrook	Mastercard / NYQ:MA	£97.82	£551.89	464.19%	£394,932.54
Sep '16	Lord Green of Hurstpierpoint	Mastercard / NYQ:MA	£96.63	£551.89	471.14%	£399,796.15
Jun '21	Lord Morse	Mastercard / NYQ:MA	£364.08	£551.89	51.58%	£106,109.38
Jun '19	Lord Sherbourne of Didsbury	Mastercard / NYQ:MA	£259.20	£551.89	112.92%	£149,044.36
Jun '25	Lord Lupton	Mastercard / NYQ:MA	£538.73	£551.89	2.44%	£71,709.95
Jul '25	Lord Goldsmith	Mastercard / NYQ:MA	£562.09	£551.89	-1.81%	£68,729.74
Jul '16	Lord Glendonbrook	Tp Icap Group / LSE:TCAP.L	£299.20	£251.50	-15.94%	£58,839.94
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	£260.00	129.28%	£160,493.82
Sep '18	Lord Glendonbrook	American Express / NYQ:AXP	£105.40	£354.62	236.45%	£235,516.12
May '19	Lord Glendonbrook	Insurance Australia Group / ASX:IAG.AX	£8.23	£7.85	-4.62%	£66,767.92
Apr '21	Lord Glendonbrook	3i Group / LSE:III.L	£1,204.00	£3,302.00	174.25%	£191,976.74
Nov '15	Lord Lupton	3i Group / LSE:III.L	£479.80	£3,302.00	588.20%	£481,742.40
Mar '16	Baroness Noakes	3i Group / LSE:III.L	£461.60	£3,302.00	615.34%	£500,736.56
May '24	Baroness Sheehan	3i Group / LSE:III.L	£2,977.00	£3,302.00	10.92%	£77,641.92
Jan '22	Lord Glendonbrook	Paypal / NMS:PYPL	£181.01	£39.90	-77.96%	£15,430.09
May '21	Lord Mendelsohn	Paypal / NMS:PYPL	£244.63	£39.90	-83.69%	£11,417.24
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	£187.51	64.15%	£114,905.89
Apr '10	Lord Lang of Monkton	Marsh & Mclennan Companies / NYQ:MMC	£24.78	£187.51	656.70%	£529,689.23
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	£455.80	-12.78%	£61,054.76
Jul '20	Lord Levene of Portsoken	Schroders / LSE:SDR.L	£505.75	£455.80	-9.88%	£63,086.50
Apr '17	Lord Pearson of Rannoch	Schroders / LSE:SDR.L	£524.11	£455.80	-13.03%	£60,876.53
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	£2,475.00	166.27%	£186,390.53
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	£71.80	45.20%	£101,638.02
Dec '22	Lord Hintze	Geiger Counter / LSE:GCL.L	£45.50	£74.00	62.64%	£113,846.15
Jul '10	Lord Hollick	KKR / NYQ:KKR	£10.20	£99.17	872.25%	£680,578.42
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	£297.38	49.58%	£104,706.00
Apr '22	Lord Hylton	Impax Environmental Markets / LSE:IEM.L	£446.50	£413.00	-7.50%	£64,748.04
Feb '15	The Earl of Kinnoull	Hiscox / LSE:HSX.L	£888.64	£1,507.00	69.59%	£118,709.98
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	£1,530.00	102.38%	£141,666.67
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	£13.48	-80.18%	£13,871.32
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	£331.50	0.15%	£70,105.74
Jan '19	Lord Leigh of Hurley	Cavendish Financial / LSE:CAV.L	£28.25	£10.25	-63.72%	£25,398.23
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	£890.41	293.64%	£275,546.86
Apr '10	Lord Levene of Portsoken	Goldman Sachs / NYQ:GS	£163.32	£890.41	445.19%	£381,635.41
Apr '20	Lord O'Neill of Gatley	Goldman Sachs / NYQ:GS	£183.54	£890.41	385.13%	£339,591.92
Nov '23	Lord O'Neill of Gatley	Goldman Sachs / NYQ:GS	£337.65	£890.41	163.71%	£184,595.58
Nov '23	Lord O'Neill of Gatley	Goldman Sachs / NYQ:GS	£337.65	£890.41	163.71%	£184,595.58
Nov '23	Lord O'Neill of Gatley	Goldman Sachs / NYQ:GS	£337.65	£890.41	163.71%	£184,595.58
Jun '16	Lord Lloyd-Webber	Plus500 / LSE:PLUS.L	£628.00	£4,434.00	606.05%	£494,235.67
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	£74.00	-30.19%	£48,867.92
Jul '21	Lord Londesborough	3i Infrastructure / LSE:3IN.L	£307.00	£346.50	12.87%	£79,006.51
May '17	Baroness Valentine	3i Infrastructure / LSE:3IN.L	£246.75	£346.50	40.43%	£98,299.07
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	£131.00	-4.73%	£66,690.91
Jun '22	Lord Magan of Castletown	St Jamess / LSE:STJ.L	£1,190.50	£1,478.50	24.19%	£86,934.06
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	£1,249.00	81.28%	£126,894.05
Apr '24	Lord Mendoza	Aon / NYQ:AON	£311.02	£343.36	10.40%	£77,278.63
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	£403.50	-10.33%	£62,766.67
Mar '24	Lord Moynihan of Chelsea	Harbourvest / LSE:HVPE.L	£2,315.00	£3,050.00	31.75%	£92,224.62
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	£75.66	78.61%	£125,028.33
Jan '15	Baroness Noakes	Allianz Technology Trust / LSE:ATT.L	£57.00	£513.00	800.00%	£630,000.00
Dec '22	Lord O'Donnell	Brookfield Asset Management / NYQ:BAM	£32.00	£48.66	52.06%	£106,443.75
Mar '23	Lord O'Donnell	Brookfield / NYQ:BBUC	£19.04	£35.23	85.03%	£129,522.05
Apr '16	Baroness Oppenheim-Barnes	Bg Group / NMS:BGC	£5.93	£8.87	49.60%	£104,717.96
Apr '24	Lord Owen	Northern Venture / LSE:NVT.L	£57.50	£0.56	-99.02%	£687.83
Mar '24	Lord Petitgas	Hamilton Lane / NMS:HLNE	£108.34	£131.72	21.58%	£85,106.15
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	£508.00	30.93%	£91,649.48
May '24	The Duke of Wellington	Oakley Capital Investments / LSE:OCI.L	£474.50	£508.00	7.06%	£74,942.04
Jul '23	Lord Roborough	Galaxy Digital / TOR:GLXY.TO	£6.43	£23.04	258.32%	£250,824.27
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	£9.11	40.80%	£98,562.59
Jan '13	Lord Sassoon	Bank Of Nova Scotia / NYQ:BNS	£58.86	£75.30	27.93%	£89,551.48
Jan '13	Lord Sassoon	Canadian Imperial Bank Of Commerce / NYQ:CM	£41.95	£94.53	125.37%	£157,756.58
Jan '13	Lord Sassoon	Dunedin Income Growth Investment Trust / LSE:DIG.L	£243.00	£302.00	24.28%	£86,995.88
Jan '13	Lord Sassoon	Merchants Trust / LSE:MRCH.L	£407.40	£641.00	57.34%	£110,137.46
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	£557.00	50.18%	£105,122.68
Oct '17	Lord Sassoon	Eaton / NYQ:EIM	£12.44	£9.95	-20.02%	£55,988.74
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	£457.00	5.66%	£73,965.32
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	£398.50	-23.07%	£53,851.35
Jun '22	Lord Stevens of Ludgate	Saga / LSE:SAGA.L	£221.60	£552.00	149.10%	£174,368.23
Jan '19	Lord Thurlow	Syncona / LSE:SYNC.L	£266.00	£99.40	-62.63%	£26,157.90
Dec '14	Lord Tugendhat	Biotech Growth Trust / LSE:BIOG.L	£636.00	£1,210.00	90.25%	£133,176.10
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	£432.00	111.25%	£147,872.86
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.