Principal Financial Group’s Loar Holdings LOAR Stock Holding History

Principal Financial Group’s Portfolio LOAR Stock Details LOAR Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$50.9M	Buy	+827,354	New	+$58.3M	0.03%	478

Other funds holding LOAR

Abrams Capital Management Boston, Massachusetts $4.81B AUM 10.43% 1-Year Est. Return

Capital International Investors Los Angeles, California $483B AUM 27.72% 1-Year Est. Return

Wasatch Advisors Salt Lake City, Utah $13.5B AUM 16.58% 1-Year Est. Return

Baillie Gifford & Co Edinburgh, United Kingdom $106B AUM 2.29% 1-Year Est. Return

BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM

Federated Hermes Pittsburgh, Pennsylvania $71.4B AUM 33.43% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM

Principal Financial Group's LOAR Position: Q3 2026 in Review

Principal Financial Group opened a new position in Loar Holdings (LOAR) in Q3 2026: 827,354 shares worth $50.9M. The stake represents 0.03% of the portfolio and ranks #478 among its holdings.

237 funds tracked by Wall St. Rank hold LOAR as of Q3 2026.

Principal Financial Group held 827,354 shares of Loar Holdings worth $50.9M as of Q3 2026.
Loar Holdings was a new Principal Financial Group position in Q3 2026.
Loar Holdings made up 0.03% of Principal Financial Group's portfolio in Q3 2026, its #478 holding.
237 funds tracked by Wall St. Rank held Loar Holdings as of Q3 2026.

Based on Principal Financial Group's 13F filing for Q3 2026, filed 2 Nov 2026.