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	£317.38	76.24%	£123,370.72
May '11	Lord Glendonbrook	JP Morgan / NYQ:JPM	£44.96	£317.38	605.92%	£494,141.48
Jul '16	Lord Glendonbrook	JP Morgan / NYQ:JPM	£63.93	£317.38	396.45%	£347,514.47
Jan '23	Lord Goldsmith	JP Morgan / NYQ:JPM	£137.37	£317.38	131.04%	£161,728.19
Apr '22	Lord Grabiner	JP Morgan / NYQ:JPM	£131.54	£317.38	141.28%	£168,896.16
Apr '10	Lord Lloyd-Webber	JP Morgan / NYQ:JPM	£45.39	£317.38	599.23%	£489,460.25
Jun '21	Lord Morse	JP Morgan / NYQ:JPM	£165.66	£317.38	91.59%	£134,109.62
Feb '19	Lord Reay	JP Morgan / NYQ:JPM	£105.16	£317.38	201.81%	£211,264.73
Apr '24	Felicity Buchan	Bank Of America / NYQ:BAC	£35.23	£54.56	54.87%	£108,407.61
May '24	Lord Goldsmith	Bank Of America / NYQ:BAC	£36.88	£54.56	47.94%	£103,557.48
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	£5.14	106.43%	£144,497.99
Dec '16	Lord Blackwell	Lloyds Bank / NYQ:LYG	£3.09	£5.14	66.34%	£116,440.13
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	£5.14	-3.93%	£67,252.33
Apr '17	Lord Hodgson of Astley Abbotts	Lloyds Bank / NYQ:LYG	£3.23	£5.14	59.13%	£111,393.19
Mar '24	Lord Jamieson	Lloyds Bank / NYQ:LYG	£2.50	£5.14	105.60%	£143,920.00
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	£5.14	48.13%	£103,688.76
Jan '17	Lord Lupton	Lloyds Bank / NYQ:LYG	£3.31	£5.14	55.29%	£108,700.90
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	£5.14	73.06%	£121,144.78
Apr '24	Theresa Villiers	Rit Capital Partners / LSE:RCP.L	£1,786.00	£2,215.00	24.02%	£86,814.11
Apr '22	Lord Kestenbaum	Rit Capital Partners / LSE:RCP.L	£2,545.00	£2,215.00	-12.97%	£60,923.38
Apr '17	Lord MacGregor of Pulham Market	Rit Capital Partners / LSE:RCP.L	£1,876.00	£2,215.00	18.07%	£82,649.25
Oct '15	The Duke of Wellington	Rit Capital Partners / LSE:RCP.L	£1,545.00	£2,215.00	43.37%	£100,355.99
Apr '24	Theresa Villiers	Scottish Mortgage Investment Trust / LSE:SMT.L	£827.40	£1,142.00	38.02%	£96,615.90
Jul '20	Lord Fairfax of Cameron	Scottish Mortgage Investment Trust / LSE:SMT.L	£865.00	£1,142.00	32.02%	£92,416.18
Jul '25	Lord Leigh of Hurley	Scottish Mortgage Investment Trust / LSE:SMT.L	£1,063.00	£1,142.00	7.43%	£75,202.26
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	£653.80	15.85%	£81,096.20
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	£653.80	23.21%	£86,243.91
Apr '10	Lord Sharman	Aviva / LSE:AV.L	£497.50	£653.80	31.42%	£91,991.96
Feb '25	Lord Hayward	Aviva / LSE:AV.L	£507.20	£653.80	28.90%	£90,232.65
Jul '25	Lord Gadhia	Aviva / LSE:AV.L	£635.20	£653.80	2.93%	£72,049.75
Mar '22	Lord Agnew of Oulton	Intermediate Capital Group / LSE:ICG.L	£1,425.50	£2,028.00	42.27%	£99,586.11
Mar '13	Lord Alderdice	Artis / NYQ:APAM	£38.83	£41.47	6.80%	£74,759.21
May '16	Lord Allen of Kensington	Moelis / NYQ:MC	£26.76	£70.98	165.25%	£185,672.65
Jun '22	Lord Allen of Kensington	Thg / NYQ:THG	£144.67	£184.87	27.79%	£89,451.16
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	£247.00	-10.08%	£62,941.39
Feb '21	Lord Etherton	Legal & General Group / LSE:LGEN.L	£271.70	£247.00	-9.09%	£63,636.36
Jul '16	Lord Glendonbrook	Legal & General Group / LSE:LGEN.L	£197.30	£247.00	25.19%	£87,633.04
Jan '22	Lord Glendonbrook	Legal & General Group / LSE:LGEN.L	£299.00	£247.00	-17.39%	£57,826.09
Jan '22	Lord Glendonbrook	Legal & General Group / LSE:LGEN.L	£299.00	£247.00	-17.39%	£57,826.09
May '22	Lord Glendonbrook	Legal & General Group / LSE:LGEN.L	£246.70	£247.00	0.12%	£70,085.12
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	£247.00	6.15%	£74,301.68
May '22	Lord Londesborough	Legal & General Group / LSE:LGEN.L	£248.70	£247.00	-0.68%	£69,521.51
Nov '23	Lord Mance	Legal & General Group / LSE:LGEN.L	£221.80	£247.00	11.36%	£77,953.11
Jul '14	Baroness Noakes	Legal & General Group / LSE:LGEN.L	£224.70	£247.00	9.92%	£76,947.04
Jan '17	Lord Patten	Legal & General Group / LSE:LGEN.L	£246.60	£247.00	0.16%	£70,113.54
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	£8.44	-10.40%	£62,717.62
Aug '13	Lord Borwick	Hansa Trust / LSE:HAN.L	£150.10	£268.00	78.55%	£124,983.34
Dec '19	Lord Bridges of Headley	Banco Santander / NYQ:BSAC	£23.29	£30.82	32.33%	£92,632.03
Apr '10	Lord Burns	Banco Santander / NYQ:BSAC	£24.92	£30.82	23.66%	£86,562.34
Dec '23	Lord Browne of Madingley	Riverstone / LSE:RSE.L	£760.00	£720.00	-5.26%	£66,315.79
Apr '10	Baroness Byford	Barclays / NYQ:BCS	£21.03	£24.19	15.01%	£80,509.67
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	£24.19	29.77%	£90,842.28
Apr '10	Baroness Byford	Bank Of Montreal / NYQ:BMO	£63.27	£132.09	108.77%	£146,140.35
Jul '21	The Earl of Lindsay	Bank Of Montreal / NYQ:BMO	£101.97	£132.09	29.54%	£90,676.67
Jan '13	Lord Sassoon	Bank Of Montreal / NYQ:BMO	£64.52	£132.09	104.73%	£143,309.05
Apr '10	Baroness Byford	Hsbc / LSE:HSBA.L	£691.00	£1,112.60	61.01%	£112,709.11
May '21	Lord Clarke of Nottingham	Hsbc / LSE:HSBA.L	£443.90	£1,112.60	150.64%	£175,449.42
Apr '10	Baroness Dunn	Hsbc / LSE:HSBA.L	£712.50	£1,112.60	56.15%	£109,308.07
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	£1,112.60	71.91%	£120,336.83
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	£1,112.60	71.75%	£120,225.38
Jun '25	Lord Ponsonby of Shulbrede	Hsbc / LSE:HSBA.L	£886.40	£1,112.60	25.52%	£87,863.26
Apr '10	Baroness Byford	Toronto Dominion Bank / NYQ:TD	£37.85	£91.83	142.65%	£169,853.35
Mar '25	Lord Fink	Toronto Dominion Bank / NYQ:TD	£61.15	£91.83	50.17%	£105,120.20
Apr '10	Baroness Byford	Prudential / LSE:PRU.L	£482.90	£1,087.00	125.10%	£157,568.30
May '23	Lord Fink	Prudential / LSE:PRU.L	£1,195.00	£1,087.00	-9.04%	£63,673.64
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	£1,087.00	75.21%	£122,646.61
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	£1,087.00	-23.79%	£53,346.29
Jun '21	Lord Morse	Prudential / LSE:PRU.L	£1,430.76	£1,087.00	-24.03%	£53,181.60
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	£1,087.00	29.68%	£90,777.86
Aug '14	Lord Carter of Coles	Visa / NYQ:V	£53.04	£345.63	551.64%	£456,148.19
Jun '19	Baroness Deech	Visa / NYQ:V	£173.74	£345.63	98.94%	£139,254.63
May '11	Lord Glendonbrook	Visa / NYQ:V	£19.97	£345.63	1,631.18%	£1,211,825.71
Apr '21	Lord Grabiner	Visa / NYQ:V	£222.52	£345.63	55.33%	£108,727.75
Jun '15	Lord Lloyd-Webber	Visa / NYQ:V	£68.21	£345.63	406.71%	£354,700.20
Nov '23	Lord Mance	Visa / NYQ:V	£244.77	£345.63	41.21%	£98,844.22
Jan '20	Lord Owen	Visa / NYQ:V	£195.33	£345.63	76.95%	£123,862.69
Aug '17	Lord Sterling of Plaistow	Visa / NYQ:V	£103.22	£345.63	234.85%	£234,393.53
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	£345.63	0.42%	£70,294.91
Jun '25	Lord Lupton	Visa / NYQ:V	£340.38	£345.63	1.54%	£71,079.68
Jul '18	Lord Carter of Coles	AIA Group / HKG:1299.HK	£68.50	£77.30	12.85%	£78,992.70
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	£77.30	9.80%	£76,860.80
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	£77.30	8.87%	£76,211.27
Jul '18	Lord Carter of Coles	Berkshire Hathaway / NYQ:BRK-A	£301,550.00	£742,550.00	146.24%	£172,371.08
Oct '13	Lord Glendonbrook	Berkshire Hathaway / NYQ:BRK-A	£172,485.00	£742,550.00	330.50%	£301,350.84
Jul '21	Lord Londesborough	Berkshire Hathaway / NYQ:BRK-A	£420,676.00	£742,550.00	76.51%	£123,559.46
Nov '23	Lord Lupton	Berkshire Hathaway / NYQ:BRK-A	£547,836.00	£742,550.00	35.54%	£94,879.67
Aug '17	Lord Sterling of Plaistow	Berkshire Hathaway / NYQ:BRK-A	£268,540.00	£742,550.00	176.51%	£193,559.62
Oct '15	The Duke of Wellington	Berkshire Hathaway / NYQ:BRK-A	£206,020.00	£742,550.00	260.43%	£252,298.32
Jul '25	Lord Leigh of Hurley	Berkshire Hathaway / NYQ:BRK-A	£714,710.00	£742,550.00	3.90%	£72,726.70
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	£35.83	-30.66%	£48,540.74
Nov '23	Lord Mance	Hdfc Bank / NYQ:HDB	£56.35	£35.83	-36.42%	£44,509.32
May '22	Lord Carter of Coles	London Stock Exchange Group / LSE:LSEG.L	£7,492.00	£8,396.00	12.07%	£78,446.34
May '21	Lord Glendonbrook	London Stock Exchange Group / LSE:LSEG.L	£7,540.00	£8,396.00	11.35%	£77,946.95
Apr '22	Lord Grabiner	London Stock Exchange Group / LSE:LSEG.L	£8,116.00	£8,396.00	3.45%	£72,414.98
Jul '20	Lord Levene of Portsoken	London Stock Exchange Group / LSE:LSEG.L	£8,478.00	£8,396.00	-0.97%	£69,322.95
Jul '21	Lord Londesborough	London Stock Exchange Group / LSE:LSEG.L	£7,318.00	£8,396.00	14.73%	£80,311.56
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	£25.34	-6.80%	£65,237.22
Mar '24	Lord Petitgas	Morgan Stanley / NYQ:MS-PI	£25.29	£25.34	0.20%	£70,138.39
Apr '25	Lord Grabiner	Morgan Stanley / NYQ:MS-PI	£24.54	£25.34	3.26%	£72,281.99
Jul '25	Lord Goldsmith	Morgan Stanley / NYQ:MS-PI	£25.06	£25.34	1.12%	£70,782.12
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	£117.00	-23.48%	£53,564.42
May '23	Lord Chadlington	Polar Capital Global Financials Trust / LSE:PCFT.L	£136.80	£203.00	48.39%	£103,874.27**
Feb '23	Lord Hamilton of Epsom	Polar Capital Global Financials Trust / LSE:PCFT.L	£161.00	£165.00	2.48%	£71,739.13**
Apr '24	Lord Chadlington	Personal Assets Trust / LSE:PNL.L	£482.50	£538.00	11.50%	£78,051.81
Nov '17	Viscount Chandos	Phoenix Group / LSE:PHNX.L	£681.64	£511.20	-25.00%	£52,497.21**
Apr '23	Lord Etherton	Phoenix Group / LSE:PHNX.L	£546.80	£535.20	-2.12%	£68,515.00**
Aug '22	Lord Lee of Trafford	Phoenix Group / LSE:PHNX.L	£646.60	£679.50	5.09%	£73,561.71
Jan '17	Lord Patten	Phoenix Group / LSE:PHNX.L	£680.29	£679.50	-0.12%	£69,918.98
Jun '25	Baroness Valentine	Phoenix Group / LSE:PHNX.L	£644.50	£679.50	5.43%	£73,801.40
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	£94.80	-29.36%	£49,448.59
Oct '14	Baroness Chisholm of Owlpen	Jupiter Fund Management / LSE:JUP.L	£346.90	£148.00	-57.34%	£29,864.51
Jan '20	Lord Choudrey	United Bank / NMS:UBSI	£35.68	£39.53	10.79%	£77,553.25
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	£1,717.00	4.96%	£73,471.29
Jun '19	Baroness Deech	Standard Chartered / LSE:STAN.L	£708.20	£1,717.00	142.45%	£169,711.94
Sep '20	Lord Glendonbrook	Standard Chartered / LSE:STAN.L	£372.60	£1,717.00	360.82%	£322,571.12
Apr '24	Lord Hayward	Standard Chartered / LSE:STAN.L	£678.60	£1,717.00	153.02%	£177,114.65
Jan '13	Lord Sassoon	Standard Chartered / LSE:STAN.L	£1,583.79	£1,717.00	8.41%	£75,887.49
Oct '25	Baroness Lloyd of Effra	Standard Chartered / LSE:STAN.L	£1,388.00	£1,717.00	23.70%	£86,592.22
Oct '23	Baroness Deech	Ubs Group / NYQ:UBS	£23.79	£42.68	79.40%	£125,582.17
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	£42.68	121.48%	£155,038.92
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	£15.75	25.90%	£88,129.49
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	£1,990.00	124.23%	£156,957.75
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	£469.50	-76.48%	£16,465.43
Apr '25	Lord Etherton	Polar Capital Technology Trust / LSE:PCT.L	£288.50	£469.50	62.74%	£113,916.81
Dec '23	Lord Etherton	M&G Plc / LSE:MNG.L	£207.30	£273.30	31.84%	£92,286.54
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	£273.30	34.76%	£94,334.31
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	£273.30	9.94%	£76,954.94
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	£23.96	138.17%	£166,719.68
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	£111.74	142.91%	£170,039.13
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	£27.67	127.36%	£159,153.66
May '23	Lord Fink	Natwest Group / NYQ:NWG	£6.48	£16.75	158.49%	£180,941.36
Dec '22	Lord Hintze	Natwest Group / NYQ:NWG	£6.35	£16.75	163.78%	£184,645.67
Aug '11	Baroness Noakes	Natwest Group / NYQ:NWG	£9.32	£16.75	79.70%	£125,789.59
May '23	Lord Fink	State Street / NYQ:STT	£70.29	£129.60	84.38%	£129,065.31
May '24	Lord Flight	Beazley / LSE:BEZ.L	£639.50	£802.50	25.49%	£87,842.06
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	£154.11	505.30%	£423,711.72
Apr '24	Lord Mendoza	Blackstone Group / NYQ:BX	£122.09	£154.11	26.23%	£88,358.59
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	£173.61	547.07%	£452,951.92
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	£152.74	191.68%	£204,173.38
Jan '15	Lord Glendonbrook	Commonwealth Bank Of Australia / ASX:CBA.AX	£83.06	£152.74	83.89%	£128,723.85
May '11	Lord Glendonbrook	Royal Bank Of Canada / NYQ:RY	£61.06	£167.02	173.53%	£191,473.96
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	£167.02	36.21%	£95,346.60
Sep '14	Lord Glendonbrook	Shire / LSE:SHRS.L	£241.41	£306.00	26.76%	£88,728.72
Mar '17	Lord Lloyd-Webber	Shire / LSE:SHRS.L	£239.50	£306.00	27.77%	£89,436.33
May '15	Lord Glendonbrook	National Australia Bank / ASX:NAB.AX	£32.06	£41.38	29.06%	£90,340.37
Dec '15	Lord Glendonbrook	Mastercard / NYQ:MA	£97.82	£563.37	475.93%	£403,147.61
Sep '16	Lord Green of Hurstpierpoint	Mastercard / NYQ:MA	£96.63	£563.37	483.02%	£408,112.40
Jun '21	Lord Morse	Mastercard / NYQ:MA	£364.08	£563.37	54.74%	£108,316.58
Jun '19	Lord Sherbourne of Didsbury	Mastercard / NYQ:MA	£259.20	£563.37	117.35%	£152,144.67
Jun '25	Lord Lupton	Mastercard / NYQ:MA	£538.73	£563.37	4.57%	£73,201.61
Jul '25	Lord Goldsmith	Mastercard / NYQ:MA	£562.09	£563.37	0.23%	£70,159.40
Jul '16	Lord Glendonbrook	Tp Icap Group / LSE:TCAP.L	£299.20	£249.00	-16.78%	£58,255.05
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	£213.20	88.01%	£131,604.93
Sep '18	Lord Glendonbrook	American Express / NYQ:AXP	£105.40	£384.89	265.17%	£255,619.55
May '19	Lord Glendonbrook	Insurance Australia Group / ASX:IAG.AX	£8.23	£7.75	-5.83%	£65,917.38
Apr '21	Lord Glendonbrook	3i Group / LSE:III.L	£1,204.00	£3,175.00	163.70%	£184,593.02
Nov '15	Lord Lupton	3i Group / LSE:III.L	£479.80	£3,175.00	561.73%	£463,213.85
Mar '16	Baroness Noakes	3i Group / LSE:III.L	£461.60	£3,175.00	587.82%	£481,477.46
May '24	Baroness Sheehan	3i Group / LSE:III.L	£2,977.00	£3,175.00	6.65%	£74,655.69
Jan '22	Lord Glendonbrook	Paypal / NMS:PYPL	£181.01	£61.69	-65.92%	£23,856.69
May '21	Lord Mendelsohn	Paypal / NMS:PYPL	£244.63	£61.69	-74.78%	£17,652.37
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	£183.47	60.61%	£112,430.18
Apr '10	Lord Lang of Monkton	Marsh & Mclennan Companies / NYQ:MMC	£24.78	£183.47	640.40%	£518,276.82
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	£386.20	-26.10%	£51,731.79
Jul '20	Lord Levene of Portsoken	Schroders / LSE:SDR.L	£505.75	£386.20	-23.64%	£53,453.29
Apr '17	Lord Pearson of Rannoch	Schroders / LSE:SDR.L	£524.11	£386.20	-26.31%	£51,580.78
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	£2,430.00	161.43%	£183,001.61
Dec '22	Lord Hintze	Marwyn Value Investors / LSE:MVI.L	£95.00	£137.50	44.74%	£101,315.79
Dec '22	Lord Hintze	Old Mutual / LSE:OMU.L	£49.45	£61.80	24.97%	£87,482.30
Dec '22	Lord Hintze	Geiger Counter / LSE:GCL.L	£45.50	£55.20	21.32%	£84,923.08
Jul '10	Lord Hollick	KKR / NYQ:KKR	£10.20	£142.77	1,299.71%	£979,794.15
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	£272.41	37.02%	£95,914.19
Apr '22	Lord Hylton	Impax Environmental Markets / LSE:IEM.L	£446.50	£399.00	-10.64%	£62,553.19
Feb '15	The Earl of Kinnoull	Hiscox / LSE:HSX.L	£888.64	£1,339.00	50.68%	£105,476.22
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	£1,035.00	36.90%	£95,833.33
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	£15.10	-77.79%	£15,544.12
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	£314.00	-5.14%	£66,404.83
Jan '19	Lord Leigh of Hurley	Cavendish Financial / LSE:CAV.L	£28.25	£9.50	-66.37%	£23,539.82
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	£911.03	302.75%	£281,927.95
Apr '10	Lord Levene of Portsoken	Goldman Sachs / NYQ:GS	£163.32	£911.03	457.82%	£390,473.30
Apr '20	Lord O'Neill of Gatley	Goldman Sachs / NYQ:GS	£183.54	£911.03	396.37%	£347,456.16
Nov '23	Lord O'Neill of Gatley	Goldman Sachs / NYQ:GS	£337.65	£911.03	169.81%	£188,870.44
Nov '23	Lord O'Neill of Gatley	Goldman Sachs / NYQ:GS	£337.65	£911.03	169.81%	£188,870.44
Nov '23	Lord O'Neill of Gatley	Goldman Sachs / NYQ:GS	£337.65	£911.03	169.81%	£188,870.44
Jun '16	Lord Lloyd-Webber	Plus500 / LSE:PLUS.L	£628.00	£3,446.00	448.73%	£384,108.28
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	£67.20	-36.60%	£44,377.36
Jul '21	Lord Londesborough	3i Infrastructure / LSE:3IN.L	£307.00	£370.50	20.68%	£84,478.83
May '17	Baroness Valentine	3i Infrastructure / LSE:3IN.L	£246.75	£370.50	50.15%	£105,107.66
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	£103.00	-25.09%	£52,436.36
Jun '22	Lord Magan of Castletown	St Jamess / LSE:STJ.L	£1,190.50	£1,365.50	14.70%	£80,289.79
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	£1,236.00	79.39%	£125,573.29
Apr '24	Lord Mendoza	Aon / NYQ:AON	£311.02	£347.40	11.70%	£78,187.90
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	£490.00	8.89%	£76,222.22
Mar '24	Lord Moynihan of Chelsea	Harbourvest / LSE:HVPE.L	£2,315.00	£3,075.00	32.83%	£92,980.56
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	£76.50	80.59%	£126,416.43
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	£54.59	70.59%	£119,415.63
Mar '23	Lord O'Donnell	Brookfield / NYQ:BBUC	£19.04	£36.84	93.49%	£135,441.17
Apr '16	Baroness Oppenheim-Barnes	Bg Group / NMS:BGC	£5.93	£8.96	51.11%	£105,780.49
Apr '24	Lord Owen	Northern Venture / LSE:NVT.L	£57.50	£58.00	0.87%	£70,608.70
Mar '24	Lord Petitgas	Hamilton Lane / NMS:HLNE	£108.34	£133.30	23.04%	£86,127.01
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	£56.50	-20.98%	£55,314.69
Nov '22	Lord Roborough	Oakley Capital Investments / LSE:OCI.L	£388.00	£558.00	43.81%	£100,670.10
May '24	The Duke of Wellington	Oakley Capital Investments / LSE:OCI.L	£474.50	£558.00	17.60%	£82,318.23
Jul '23	Lord Roborough	Galaxy Digital / TOR:GLXY.TO	£6.43	£41.10	539.19%	£447,433.89
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	£9.04	39.72%	£97,805.25
Jan '13	Lord Sassoon	Bank Of Nova Scotia / NYQ:BNS	£58.86	£72.92	23.89%	£86,721.03
Jan '13	Lord Sassoon	Canadian Imperial Bank Of Commerce / NYQ:CM	£41.95	£92.66	120.91%	£154,635.84
Jan '13	Lord Sassoon	Dunedin Income Growth Investment Trust / LSE:DIG.L	£243.00	£298.00	22.63%	£85,843.62
Jan '13	Lord Sassoon	Merchants Trust / LSE:MRCH.L	£407.40	£581.00	42.61%	£99,828.18
Jan '14	Lord Sassoon	Murray Income Trust / LSE:MUT.L	£747.00	£892.00	19.41%	£83,587.68
Nov '14	Lord Sassoon	City Of London Investment Trust / LSE:CTY.L	£370.90	£520.00	40.20%	£98,139.66
Oct '17	Lord Sassoon	Eaton / NYQ:EIM	£12.44	£9.91	-20.34%	£55,763.66
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	£467.60	8.12%	£75,680.93
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	£355.50	-31.37%	£48,040.54
Jun '22	Lord Stevens of Ludgate	Saga / LSE:SAGA.L	£221.60	£337.00	52.08%	£106,453.07
Jan '19	Lord Thurlow	Syncona / LSE:SYNC.L	£266.00	£95.10	-64.25%	£25,026.32
Dec '14	Lord Tugendhat	Biotech Growth Trust / LSE:BIOG.L	£636.00	£1,230.00	93.40%	£135,377.36
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	£402.50	96.82%	£137,775.06
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.