Financial Services Sector

Members of Parliament invested in the Financial Services Sector

306 investments

137 companies

Investors

Filed	Name	Company	Pur. £	Cur. £	P/L %	MPV*
Apr '24	Felicity Buchan	JP Morgan / NYQ:JPM	£180.08	£313.49	74.08%	£121,858.61
May '11	Lord Glendonbrook	JP Morgan / NYQ:JPM	£44.96	£313.49	597.26%	£488,084.96
Jul '16	Lord Glendonbrook	JP Morgan / NYQ:JPM	£63.93	£313.49	390.36%	£343,255.11
Jan '23	Lord Goldsmith	JP Morgan / NYQ:JPM	£137.37	£313.49	128.21%	£159,745.94
Apr '22	Lord Grabiner	JP Morgan / NYQ:JPM	£131.54	£313.49	138.32%	£166,826.06
Apr '10	Lord Lloyd-Webber	JP Morgan / NYQ:JPM	£45.39	£313.49	590.66%	£483,461.11
Jun '21	Lord Morse	JP Morgan / NYQ:JPM	£165.66	£313.49	89.24%	£132,465.89
Feb '19	Lord Reay	JP Morgan / NYQ:JPM	£105.16	£313.49	198.11%	£208,675.34
Apr '24	Felicity Buchan	Bank Of America / NYQ:BAC	£35.23	£55.16	56.57%	£109,599.77
May '24	Lord Goldsmith	Bank Of America / NYQ:BAC	£36.88	£55.16	49.57%	£104,696.31
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	£5.42	117.67%	£152,369.48
Dec '16	Lord Blackwell	Lloyds Bank / NYQ:LYG	£3.09	£5.42	75.40%	£122,783.17
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	£5.42	1.31%	£70,915.89
Apr '17	Lord Hodgson of Astley Abbotts	Lloyds Bank / NYQ:LYG	£3.23	£5.42	67.80%	£117,461.30
Mar '24	Lord Jamieson	Lloyds Bank / NYQ:LYG	£2.50	£5.42	116.80%	£151,760.00
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	£5.42	56.20%	£109,337.18
Jan '17	Lord Lupton	Lloyds Bank / NYQ:LYG	£3.31	£5.42	63.75%	£114,622.36
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	£5.42	82.49%	£127,744.11
Apr '24	Theresa Villiers	Rit Capital Partners / LSE:RCP.L	£1,786.00	£2,290.00	28.22%	£89,753.64
Apr '22	Lord Kestenbaum	Rit Capital Partners / LSE:RCP.L	£2,545.00	£2,290.00	-10.02%	£62,986.25
Apr '17	Lord MacGregor of Pulham Market	Rit Capital Partners / LSE:RCP.L	£1,876.00	£2,290.00	22.07%	£85,447.76
Oct '15	The Duke of Wellington	Rit Capital Partners / LSE:RCP.L	£1,545.00	£2,290.00	48.22%	£103,754.05
Apr '24	Theresa Villiers	Scottish Mortgage Investment Trust / LSE:SMT.L	£827.40	£1,426.00	72.35%	£120,642.97
Jul '20	Lord Fairfax of Cameron	Scottish Mortgage Investment Trust / LSE:SMT.L	£865.00	£1,426.00	64.86%	£115,398.84
Jul '25	Lord Leigh of Hurley	Scottish Mortgage Investment Trust / LSE:SMT.L	£1,063.00	£1,426.00	34.15%	£93,904.05
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	£619.00	9.69%	£76,779.67
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	£619.00	16.65%	£81,653.38
Apr '10	Lord Sharman	Aviva / LSE:AV.L	£497.50	£619.00	24.42%	£87,095.48
Feb '25	Lord Hayward	Aviva / LSE:AV.L	£507.20	£619.00	22.04%	£85,429.81
Jul '25	Lord Gadhia	Aviva / LSE:AV.L	£635.20	£619.00	-2.55%	£68,214.73
Mar '22	Lord Agnew of Oulton	Intermediate Capital Group / LSE:ICG.L	£1,425.50	£1,716.00	20.38%	£84,265.17
Mar '13	Lord Alderdice	Artis / NYQ:APAM	£38.83	£35.48	-8.63%	£63,960.85
May '16	Lord Allen of Kensington	Moelis / NYQ:MC	£26.76	£68.93	157.59%	£180,310.17
Jun '22	Lord Allen of Kensington	Thg / NYQ:THG	£144.67	£196.07	35.53%	£94,870.40
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	£276.30	0.58%	£70,407.71
Feb '21	Lord Etherton	Legal & General Group / LSE:LGEN.L	£271.70	£276.30	1.69%	£71,185.12
Jul '16	Lord Glendonbrook	Legal & General Group / LSE:LGEN.L	£197.30	£276.30	40.04%	£98,028.38
Jan '22	Lord Glendonbrook	Legal & General Group / LSE:LGEN.L	£299.00	£276.30	-7.59%	£64,685.62
Jan '22	Lord Glendonbrook	Legal & General Group / LSE:LGEN.L	£299.00	£276.30	-7.59%	£64,685.62
May '22	Lord Glendonbrook	Legal & General Group / LSE:LGEN.L	£246.70	£276.30	12.00%	£78,398.86
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	£276.30	18.74%	£83,115.60
May '22	Lord Londesborough	Legal & General Group / LSE:LGEN.L	£248.70	£276.30	11.10%	£77,768.39
Nov '23	Lord Mance	Legal & General Group / LSE:LGEN.L	£221.80	£276.30	24.57%	£87,200.18
Jul '14	Baroness Noakes	Legal & General Group / LSE:LGEN.L	£224.70	£276.30	22.96%	£86,074.76
Jan '17	Lord Patten	Legal & General Group / LSE:LGEN.L	£246.60	£276.30	12.04%	£78,430.65
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	£10.95	16.24%	£81,369.43
Aug '13	Lord Borwick	Hansa Trust / LSE:HAN.L	£150.10	£326.00	117.19%	£152,031.97
Dec '19	Lord Bridges of Headley	Banco Santander / NYQ:BSAC	£23.29	£32.42	39.20%	£97,440.95
Apr '10	Lord Burns	Banco Santander / NYQ:BSAC	£24.92	£32.42	30.08%	£91,056.17
Dec '23	Lord Browne of Madingley	Riverstone / LSE:RSE.L	£760.00	£554.00	-27.11%	£51,026.32
Apr '10	Baroness Byford	Barclays / NYQ:BCS	£21.03	£24.75	17.68%	£82,373.47
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	£24.75	32.78%	£92,945.28
Apr '10	Baroness Byford	Bank Of Montreal / NYQ:BMO	£63.27	£166.60	163.32%	£184,321.17
Jul '21	The Earl of Lindsay	Bank Of Montreal / NYQ:BMO	£101.97	£166.60	63.38%	£114,366.97
Jan '13	Lord Sassoon	Bank Of Montreal / NYQ:BMO	£64.52	£166.60	158.21%	£180,750.17
Apr '10	Baroness Byford	Hsbc / LSE:HSBA.L	£691.00	£1,321.80	91.29%	£133,901.60
May '21	Lord Clarke of Nottingham	Hsbc / LSE:HSBA.L	£443.90	£1,321.80	197.77%	£208,438.85
Apr '10	Baroness Dunn	Hsbc / LSE:HSBA.L	£712.50	£1,321.80	85.52%	£129,861.06
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	£1,321.80	104.23%	£142,963.54
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	£1,321.80	104.04%	£142,831.13
Jun '25	Lord Ponsonby of Shulbrede	Hsbc / LSE:HSBA.L	£886.40	£1,321.80	49.12%	£104,384.03
Apr '26	Lord Macpherson of Earl's Court	Hsbc / LSE:HSBA.L	£1,335.20	£1,321.80	-1.00%	£69,297.49
Apr '10	Baroness Byford	Toronto Dominion Bank / NYQ:TD	£37.85	£116.25	207.17%	£215,021.79
Mar '25	Lord Fink	Toronto Dominion Bank / NYQ:TD	£61.15	£116.25	90.11%	£133,074.40
Apr '10	Baroness Byford	Prudential / LSE:PRU.L	£482.90	£949.60	96.64%	£137,651.20
May '23	Lord Fink	Prudential / LSE:PRU.L	£1,195.00	£949.60	-20.54%	£55,625.10
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	£949.60	53.06%	£107,143.72
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	£949.60	-33.42%	£46,603.16
Jun '21	Lord Morse	Prudential / LSE:PRU.L	£1,430.76	£949.60	-33.63%	£46,459.29
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	£949.60	13.29%	£79,303.27
Aug '14	Lord Carter of Coles	Visa / NYQ:V	£53.04	£319.05	501.53%	£421,068.98
Jun '19	Baroness Deech	Visa / NYQ:V	£173.74	£319.05	83.64%	£128,545.52
May '11	Lord Glendonbrook	Visa / NYQ:V	£19.97	£319.05	1,498.05%	£1,118,632.56
Apr '21	Lord Grabiner	Visa / NYQ:V	£222.52	£319.05	43.38%	£100,366.25
Jun '15	Lord Lloyd-Webber	Visa / NYQ:V	£68.21	£319.05	367.75%	£327,422.66
Nov '23	Lord Mance	Visa / NYQ:V	£244.77	£319.05	30.35%	£91,242.79
Jan '20	Lord Owen	Visa / NYQ:V	£195.33	£319.05	63.34%	£114,337.27
Aug '17	Lord Sterling of Plaistow	Visa / NYQ:V	£103.22	£319.05	209.10%	£216,367.94
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	£319.05	-7.30%	£64,889.01
Jun '25	Lord Lupton	Visa / NYQ:V	£340.38	£319.05	-6.27%	£65,613.43
Jul '18	Lord Carter of Coles	AIA Group / HKG:1299.HK	£68.50	£73.75	7.66%	£75,364.96
May '23	Lord Londesborough	AIA Group / HKG:1299.HK	£79.20	£55.50	-29.92%	£49,053.03**
Nov '23	Lord Mance	AIA Group / HKG:1299.HK	£70.40	£73.75	4.76%	£73,330.96
May '23	Lord Sterling of Plaistow	AIA Group / HKG:1299.HK	£82.10	£56.30	-31.43%	£48,002.44**
Oct '25	Lord Sterling of Plaistow	AIA Group / HKG:1299.HK	£71.00	£73.75	3.87%	£72,711.27
Jul '18	Lord Carter of Coles	Berkshire Hathaway / NYQ:BRK-A	£301,550.00	£726,581.00	140.95%	£168,664.14
Oct '13	Lord Glendonbrook	Berkshire Hathaway / NYQ:BRK-A	£172,485.00	£726,581.00	321.24%	£294,870.10
Jul '21	Lord Londesborough	Berkshire Hathaway / NYQ:BRK-A	£420,676.00	£726,581.00	72.72%	£120,902.24
Nov '23	Lord Lupton	Berkshire Hathaway / NYQ:BRK-A	£547,836.00	£726,581.00	32.63%	£92,839.23
Aug '17	Lord Sterling of Plaistow	Berkshire Hathaway / NYQ:BRK-A	£268,540.00	£726,581.00	170.57%	£189,397.00
Oct '15	The Duke of Wellington	Berkshire Hathaway / NYQ:BRK-A	£206,020.00	£726,581.00	252.67%	£246,872.49
Jul '25	Lord Leigh of Hurley	Berkshire Hathaway / NYQ:BRK-A	£714,710.00	£726,581.00	1.66%	£71,162.67
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	£23.81	-57.75%	£29,577.64
May '22	Lord Carter of Coles	London Stock Exchange Group / LSE:LSEG.L	£7,492.00	£8,850.00	18.13%	£82,688.20
May '21	Lord Glendonbrook	London Stock Exchange Group / LSE:LSEG.L	£7,540.00	£8,850.00	17.37%	£82,161.80
Apr '22	Lord Grabiner	London Stock Exchange Group / LSE:LSEG.L	£8,116.00	£8,850.00	9.04%	£76,330.70
Jul '20	Lord Levene of Portsoken	London Stock Exchange Group / LSE:LSEG.L	£8,478.00	£8,850.00	4.39%	£73,071.48
Jul '21	Lord Londesborough	London Stock Exchange Group / LSE:LSEG.L	£7,318.00	£8,850.00	20.93%	£84,654.28
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	£25.02	-7.98%	£64,413.39
Mar '24	Lord Petitgas	Morgan Stanley / NYQ:MS-PI	£25.29	£25.02	-1.07%	£69,252.67
Apr '25	Lord Grabiner	Morgan Stanley / NYQ:MS-PI	£24.54	£25.02	1.96%	£71,369.19
Jul '25	Lord Goldsmith	Morgan Stanley / NYQ:MS-PI	£25.06	£25.02	-0.16%	£69,888.27
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	£133.40	-12.75%	£61,072.60
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	£537.00	11.30%	£77,906.74
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	£103.80	-22.65%	£54,143.07
Oct '14	Baroness Chisholm of Owlpen	Jupiter Fund Management / LSE:JUP.L	£346.90	£170.40	-50.88%	£34,384.55
Jan '20	Lord Choudrey	United Bank / NMS:UBSI	£35.68	£44.98	26.07%	£88,245.51
Apr '17	Baroness Deech	Worldwide Healthcare Trust / LSE:WWH.L	£233.40	£348.50	49.31%	£104,520.14
Apr '10	Baroness Byford	Standard Chartered / LSE:STAN.L	£1,635.88	£1,852.00	13.21%	£79,248.01
Jun '19	Baroness Deech	Standard Chartered / LSE:STAN.L	£708.20	£1,852.00	161.51%	£183,055.63
Sep '20	Lord Glendonbrook	Standard Chartered / LSE:STAN.L	£372.60	£1,852.00	397.05%	£347,933.44
Apr '24	Lord Hayward	Standard Chartered / LSE:STAN.L	£678.60	£1,852.00	172.91%	£191,040.38
Jan '13	Lord Sassoon	Standard Chartered / LSE:STAN.L	£1,583.79	£1,852.00	16.93%	£81,854.18
Oct '25	Baroness Lloyd of Effra	Standard Chartered / LSE:STAN.L	£1,388.00	£1,852.00	33.43%	£93,400.58
Oct '23	Baroness Deech	Ubs Group / NYQ:UBS	£23.79	£48.19	102.56%	£141,794.86
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	£48.19	150.08%	£175,054.48
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	£26.14	108.95%	£146,266.98
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	£665.00	-66.68%	£23,321.64
Apr '25	Lord Etherton	Polar Capital Technology Trust / LSE:PCT.L	£288.50	£665.00	130.50%	£161,351.82
Dec '23	Lord Etherton	M&G Plc / LSE:MNG.L	£207.30	£315.50	52.19%	£106,536.42
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	£315.50	55.57%	£108,900.39
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	£315.50	26.91%	£88,837.49
Aug '20	Lord Turner of Ecchinswell	M&G Plc / LSE:MNG.L	£166.45	£198.20	19.07%	£83,352.36**
May '23	Lord Farmer	Fhn / NYQ:FHN	£10.06	£24.99	148.41%	£173,886.68
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	£138.07	200.15%	£210,106.53
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	£138.07	12.79%	£78,955.15
May '23	Lord Fink	Ing Groep / NYQ:ING	£12.17	£29.68	143.88%	£170,714.87
May '23	Lord Fink	Natwest Group / NYQ:NWG	£6.48	£16.23	150.46%	£175,324.07
Dec '22	Lord Hintze	Natwest Group / NYQ:NWG	£6.35	£16.23	155.59%	£178,913.38
Aug '11	Baroness Noakes	Natwest Group / NYQ:NWG	£9.32	£16.23	74.12%	£121,884.48
May '23	Lord Fink	State Street / NYQ:STT	£70.29	£164.85	134.53%	£164,169.87
May '24	Lord Flight	Beazley / LSE:BEZ.L	£639.50	£1,283.00	100.63%	£140,437.84
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	£120.88	374.78%	£332,348.79
Apr '24	Lord Mendoza	Blackstone Group / NYQ:BX	£122.09	£120.88	-0.99%	£69,306.25
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	£153.97	473.87%	£401,710.77
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	£156.42	198.70%	£209,092.57
Jan '15	Lord Glendonbrook	Commonwealth Bank Of Australia / ASX:CBA.AX	£83.06	£156.42	88.32%	£131,825.21
May '11	Lord Glendonbrook	Royal Bank Of Canada / NYQ:RY	£61.06	£199.27	226.35%	£228,445.79
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	£199.27	62.51%	£113,757.14
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	£35.68	11.28%	£77,896.19
Dec '15	Lord Glendonbrook	Mastercard / NYQ:MA	£97.82	£486.51	397.35%	£348,146.60
Sep '16	Lord Green of Hurstpierpoint	Mastercard / NYQ:MA	£96.63	£486.51	403.48%	£352,434.04
Jun '21	Lord Morse	Mastercard / NYQ:MA	£364.08	£486.51	33.63%	£93,539.06
Jun '19	Lord Sherbourne of Didsbury	Mastercard / NYQ:MA	£259.20	£486.51	87.70%	£131,387.73
Jun '25	Lord Lupton	Mastercard / NYQ:MA	£538.73	£486.51	-9.69%	£63,214.79
Jul '25	Lord Goldsmith	Mastercard / NYQ:MA	£562.09	£486.51	-13.45%	£60,587.63
Jul '16	Lord Glendonbrook	Tp Icap Group / LSE:TCAP.L	£299.20	£336.20	12.37%	£78,656.02
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	£281.80	148.50%	£173,950.61
Sep '18	Lord Glendonbrook	American Express / NYQ:AXP	£105.40	£318.49	202.17%	£211,520.86
May '19	Lord Glendonbrook	Insurance Australia Group / ASX:IAG.AX	£8.23	£7.92	-3.77%	£67,363.31
Apr '21	Lord Glendonbrook	3i Group / LSE:III.L	£1,204.00	£2,225.00	84.80%	£129,360.47
Nov '15	Lord Lupton	3i Group / LSE:III.L	£479.80	£2,225.00	363.73%	£324,614.43
Mar '16	Baroness Noakes	3i Group / LSE:III.L	£461.60	£2,225.00	382.02%	£337,413.34
May '24	Baroness Sheehan	3i Group / LSE:III.L	£2,977.00	£2,225.00	-25.26%	£52,317.77
Jan '22	Lord Glendonbrook	Paypal / NMS:PYPL	£181.01	£41.24	-77.22%	£15,948.29
May '21	Lord Mendelsohn	Paypal / NMS:PYPL	£244.63	£41.24	-83.14%	£11,800.68
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	£23.15	1.98%	£71,387.66
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	£583.50	11.66%	£78,160.28
Jul '20	Lord Levene of Portsoken	Schroders / LSE:SDR.L	£505.75	£583.50	15.37%	£80,761.25
Apr '17	Lord Pearson of Rannoch	Schroders / LSE:SDR.L	£524.11	£583.50	11.33%	£77,932.12
Oct '16	Lord Hamilton of Epsom	Herald Investment Trust / LSE:HRI.L	£850.00	£2,220.00	161.18%	£182,823.53**
Apr '17	Lord Leigh of Hurley	Herald Investment Trust / LSE:HRI.L	£929.50	£3,040.00	227.06%	£228,940.29
Dec '22	Lord Hintze	Marwyn Value Investors / LSE:MVI.L	£95.00	£139.50	46.84%	£102,789.47
Dec '22	Lord Hintze	Old Mutual / LSE:OMU.L	£49.45	£60.20	21.74%	£85,217.39
Dec '22	Lord Hintze	Geiger Counter / LSE:GCL.L	£45.50	£61.50	35.16%	£94,615.38
Jul '10	Lord Hollick	KKR / NYQ:KKR	£10.20	£95.30	834.31%	£654,019.63
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	£262.18	31.87%	£92,312.26
Apr '22	Lord Hylton	Impax Environmental Markets / LSE:IEM.L	£446.50	£457.00	2.35%	£71,646.14
Feb '15	The Earl of Kinnoull	Hiscox / LSE:HSX.L	£888.64	£1,748.00	96.71%	£137,694.13
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	£1,264.00	67.20%	£117,037.04
Aug '22	Lord Lee of Trafford	Rathbones Group / LSE:RAT.L	£1,858.00	£1,980.00	6.57%	£74,596.34**
Oct '23	Lord Lee of Trafford	Vp / LSE:VSL.L	£68.00	£10.90	-83.97%	£11,220.59
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	£307.00	-7.25%	£64,924.47
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	£1,035.64	357.84%	£320,489.84
Apr '10	Lord Levene of Portsoken	Goldman Sachs / NYQ:GS	£163.32	£1,035.64	534.12%	£443,881.94
Apr '20	Lord O'Neill of Gatley	Goldman Sachs / NYQ:GS	£183.54	£1,035.64	464.26%	£394,980.95
Nov '23	Lord O'Neill of Gatley	Goldman Sachs / NYQ:GS	£337.65	£1,035.64	206.72%	£214,703.99
Nov '23	Lord O'Neill of Gatley	Goldman Sachs / NYQ:GS	£337.65	£1,035.64	206.72%	£214,703.99
Nov '23	Lord O'Neill of Gatley	Goldman Sachs / NYQ:GS	£337.65	£1,035.64	206.72%	£214,703.99
Jun '16	Lord Lloyd-Webber	Plus500 / LSE:PLUS.L	£628.00	£4,790.00	662.74%	£533,917.20
Nov '22	Lord Roborough	Plus500 / LSE:PLUS.L	£1,839.00	£3,376.00	83.58%	£128,504.62**
Dec '16	Lord Lloyd-Webber	Bluefield Solar Income Fund / LSE:BSIF.L	£106.00	£91.40	-13.77%	£60,358.49
Jul '21	Lord Londesborough	3i Infrastructure / LSE:3IN.L	£307.00	£368.50	20.03%	£84,022.80
May '17	Baroness Valentine	3i Infrastructure / LSE:3IN.L	£246.75	£368.50	49.34%	£104,540.28
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	£244.00	77.45%	£124,218.18
Jun '22	Lord Magan of Castletown	St Jamess / LSE:STJ.L	£1,190.50	£1,127.50	-5.29%	£66,295.67
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	£117.50	360.78%	£322,549.02
Feb '19	Lord Mendelsohn	F&C Investment Trust / LSE:FCIT.L	£689.00	£334.10	-51.51%	£33,943.40
Apr '24	Lord Mendoza	Aon / NYQ:AON	£311.02	£335.17	7.76%	£75,435.35
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	£91.71	116.50%	£151,550.99
Jan '15	Baroness Noakes	Allianz Technology Trust / LSE:ATT.L	£57.00	£691.00	1,112.28%	£848,596.49
Dec '22	Lord O'Donnell	Brookfield Asset Management / NYQ:BAM	£32.00	£46.62	45.69%	£101,981.25
Mar '23	Lord O'Donnell	Brookfield / NYQ:BBUC	£19.04	£31.51	65.49%	£115,845.58
Apr '16	Baroness Oppenheim-Barnes	Bg Group / NMS:BGC	£5.93	£11.21	89.06%	£132,343.67
Apr '24	Lord Owen	Northern Venture / LSE:NVT.L	£57.50	£0.55	-99.04%	£669.57
Mar '24	Lord Petitgas	Hamilton Lane / NMS:HLNE	£108.34	£78.74	-27.32%	£50,875.02
Apr '24	Lord Ponsonby of Shulbrede	Baillie Gifford Japan Trust / LSE:BGFD.L	£710.00	£783.00	10.28%	£77,197.18**
Feb '13	Viscount Ridley	Northern 2 Vct / LSE:NTV.L	£71.50	£52.00	-27.27%	£50,909.09
Nov '22	Lord Roborough	Oakley Capital Investments / LSE:OCI.L	£388.00	£516.00	32.99%	£93,092.78
May '24	The Duke of Wellington	Oakley Capital Investments / LSE:OCI.L	£474.50	£516.00	8.75%	£76,122.23
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	£8.63	33.38%	£93,369.40
Jan '13	Lord Sassoon	Bank Of Nova Scotia / NYQ:BNS	£58.86	£82.69	40.49%	£98,340.13
Jan '13	Lord Sassoon	Canadian Imperial Bank Of Commerce / NYQ:CM	£41.95	£111.84	166.63%	£186,644.41
Jan '13	Lord Sassoon	Dunedin Income Growth Investment Trust / LSE:DIG.L	£243.00	£299.00	23.05%	£86,131.69
Jan '13	Lord Sassoon	Merchants Trust / LSE:MRCH.L	£407.40	£632.00	55.13%	£108,591.07
Jan '14	Lord Sassoon	Murray Income Trust / LSE:MUT.L	£747.00	£946.00	26.64%	£88,647.93
Nov '14	Lord Sassoon	City Of London Investment Trust / LSE:CTY.L	£370.90	£564.00	52.06%	£106,443.79
Oct '17	Lord Sassoon	Eaton / NYQ:EIM	£12.44	£9.84	-20.90%	£55,369.78
Apr '26	Lord Grabiner	Eaton / NYQ:EIM	£9.89	£9.84	-0.51%	£69,646.11
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	£606.00	40.12%	£98,080.92
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	£452.50	-12.64%	£61,148.65
Jun '22	Lord Stevens of Ludgate	Saga / LSE:SAGA.L	£221.60	£564.00	154.51%	£178,158.84
Jan '19	Lord Thurlow	Syncona / LSE:SYNC.L	£266.00	£98.00	-63.16%	£25,789.47
Dec '14	Lord Tugendhat	Biotech Growth Trust / LSE:BIOG.L	£636.00	£1,262.00	98.43%	£138,899.37
Apr '22	Lord Waldegrave of North Hill	Biotech Growth Trust / LSE:BIOG.L	£923.00	£1,185.00	28.39%	£89,869.99**
Jun '18	Baroness Valentine	Bh Macro / LSE:BHMG.L	£204.50	£424.50	107.58%	£145,305.62
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.