UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC

Position in LOAR — Loar Holdings Inc.

CIK 861177 NEW YORK, NY

Back to LOAR Full portfolio

Position in LOAR

as of Jun 30, 2026 · filed Aug 13, 2026 Compact

Position Value

$4,457,489

+$1,071,881 QoQ

Shares Held

55,297

-6.4% QoQ

Ownership

0.059%

of shares outstanding

% of Portfolio

0.00%

of 13F equity value

Holder Rank

#81

of 282 holders

Holding Since

Jun 2024

7 quarters on record

Voting authority Sole 38% Shared 0% None 62%

Common Shares in LOAR Over Time

Shares Held

Position Value (USD)

Position in Aerospace & Defense

Industrials · as of Jun 30, 2026

UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC holds $9,930,468,294 across 52 Aerospace & Defense names. LOAR ranks #34 (0.0% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	GE	General Electric Co	7,251,603	$2,710,141,583
2	RTX	RTX Corp	8,693,939	$1,649,501,042
3	HWM	Howmet Aerospace Inc.	3,074,688	$826,660,609
4	BA	Boeing Co	3,091,370	$669,188,858
5	TDG	TransDigm Group INC	354,105	$471,682,019
6	HONA	Honeywell Aerospace Inc.	1,676,062	$370,543,782
7	AXON	Axon Enterprise, Inc.	631,247	$353,883,375
8	SPCX	Space Exploration Technologies Corp	1,988,875	$339,819,177

All Filings in LOAR

Export CSV

7 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$4,457,489	55,297	-6.4%	Shares	Defined	2026-08-13
2026-03-31	$3,385,608	59,096	+3.5%	Shares	Defined	2026-05-13
2025-12-31	$3,881,712	57,084	+3.2%	Shares	Defined	2026-02-13
2025-09-30	$4,423,600	55,295	-41.7%	Shares	Sole	2025-11-14
2025-06-30	$8,173,224	94,850	+387.9%	Shares	Defined	2025-08-14
2025-03-31	$1,373,436	19,440	-54.4%	Shares	Defined	2025-05-19
2024-06-30	$2,275,266	42,600	—	Shares	Sole	2024-08-14
No filing history on record for this holder in this stock.