UBS Group
LOAR icon

UBS Group’s Loar Holdings LOAR Stock Holding History

UBS 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
Q2 		$113M Sell
1,399,163
-436,224
-24% -$27.8M 0.01% 1037
2026
Q1 		$105M Buy
1,835,387
+558,607
+44% +$37.7M 0.02% 1015
2025
Q4 		$86.8M Buy
1,276,780
+927,908
+266% +$67.7M 0.01% 1129
2025
Q3 		$27.9M Buy
348,872
+80,375
+30% +$6.04M ﹤0.01% 2204
2025
Q2 		$23.1M Sell
268,497
-338,436
-56% -$29.3M ﹤0.01% 2226
2025
Q1 		$42.9M Buy
606,933
+596,584
+5,765% +$43M 0.01% 1624
2024
Q4 		$765K Buy
10,349
+9,210
+809% +$755K ﹤0.01% 5526
2024
Q3 		$85K Sell
1,139
-170
-13% -$11.3K ﹤0.01% 6471
2024
Q2 		$69.9K Buy
+1,309
New +$70.9K ﹤0.01% 6430

Other funds holding LOAR

ACM
Abrams Capital Management Boston, Massachusetts $5.48B AUM 3.63% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
BAMCO Inc
BAMCO Inc New York $66.6B AUM 7.35% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

UBS Group's LOAR Position: Q2 2026 in Review

UBS Group reduced its Loar Holdings (LOAR) stake by 24% in Q2 2026, selling an estimated $27.8M and leaving 1,399,163 shares worth $113M. The position accounts for 0.01% of the portfolio, ranked #1037.

UBS Group first reported a position in LOAR in Q2 2024 and has held it in 9 quarters since. 283 funds tracked by Wall St. Rank hold LOAR as of Q2 2026.

  • UBS Group held 1,399,163 shares of Loar Holdings worth $113M as of Q2 2026.
  • UBS Group sold 436,224 Loar Holdings shares in Q2 2026, an estimated $27.8M.
  • Loar Holdings made up 0.01% of UBS Group's portfolio in Q2 2026, its #1037 holding.
  • UBS Group first reported a position in Loar Holdings in Q2 2024 and has held it in 9 quarters since.
  • 283 funds tracked by Wall St. Rank held Loar Holdings as of Q2 2026.

Based on UBS Group's 13F filing for Q2 2026, filed 13 Aug 2026.