Impax Asset Management Group Plc Top Holdings and 13F Report (2025)

About Impax Asset Management Group Plc

Investment Activity

Impax Asset Management Group Plc has $16.61 billion in total holdings as of March 31, 2025.
Impax Asset Management Group Plc owns shares of 295 different stocks, but just 60 companies or ETFs make up 80% of its holdings.
Approximately 7.90% of the portfolio was purchased this quarter.
About 36.27% of the portfolio was sold this quarter.
This quarter, Impax Asset Management Group Plc has purchased 312 new stocks and bought additional shares in 112 stocks.
Impax Asset Management Group Plc sold shares of 133 stocks and completely divested from 36 stocks this quarter.

Largest Holdings

Linde PLC: $834,345,212
Microsoft: $691,744,138
Xylem: $576,174,810
NVIDIA: $456,431,626
Pentair: $433,817,725

Largest New Holdings this Quarter

032095101 - Amphenol: $127,983,446 Holding
000360206 - AAON: $36,222,709 Holding
90353T100 - Uber Technologies: $14,799,469 Holding
460146103 - International Paper: $13,828,747 Holding
72346Q104 - Pinnacle Financial Partners: $7,422,800 Holding

Largest Purchases this Quarter

eBay: 3,401,198 shares (about $229.97M)
Marvell Technology: 3,264,557 shares (about $200.27M)
A. O. Smith: 2,086,433 shares (about $136.37M)
Amphenol: 1,951,265 shares (about $127.98M)
KLA: 135,469 shares (about $91.86M)

Largest Sales this Quarter

American Water Works: 2,326,940 shares (about $343.27M)
Mastercard: 573,748 shares (about $311.39M)
Boston Scientific: 3,040,709 shares (about $303.86M)
Marsh & McLennan Companies: 1,109,830 shares (about $267.95M)
Thermo Fisher Scientific: 431,255 shares (about $212.35M)

Sector Allocation Over Time

Selling

Neutral

Buying

Latest 13F Holdings and Changes Since Previous Quarterly Filing

Issuer Name	Holdings Value	Approximate Purchase/Sale	Change in Shares	Shares Held	% of Portfolio	Sector
Linde PLC	$834,345,212	$211,726,866 ▼	-20.2%	1,794,517	5.0%	Common Stock
MSFT Microsoft	$691,744,138	$196,221,711 ▼	-22.1%	1,846,615	4.2%	Computer and Technology
XYL Xylem	$576,174,810	$86,389,225 ▼	-13.0%	4,836,497	3.5%	Business Services
NVDA NVIDIA	$456,431,626	$119,625,956 ▼	-20.8%	4,220,817	2.7%	Computer and Technology
PNR Pentair	$433,817,725	$8,094,283 ▼	-1.8%	4,969,006	2.6%	Business Services
Veralto Corp	$381,687,612	$6,244,949 ▼	-1.6%	3,924,722	2.3%	Common Stock
IEX IDEX	$363,156,918	$37,491,925 ▲	11.5%	2,006,724	2.2%	Industrials
WM Waste Management	$349,747,070	$28,385,214 ▼	-7.5%	1,510,721	2.1%	Business Services
A Agilent Technologies	$342,961,305	$11,974,659 ▲	3.6%	2,931,794	2.1%	Medical
AWK American Water Works	$340,710,569	$343,270,189 ▼	-50.2%	2,309,589	2.1%	Utilities
AOS A. O. Smith	$339,124,373	$136,369,271 ▲	67.3%	5,188,561	2.0%	Industrials
WMS Advanced Drainage Systems	$314,699,727	$40,568,591 ▲	14.8%	2,904,414	1.9%	Construction
HUBB Hubbell	$303,400,190	$34,647,108 ▼	-10.2%	919,156	1.8%	Industrials
TE Connectivity PLC	$273,750,365	$172,582,021 ▼	-38.7%	1,942,320	1.6%	Common Stock
KLAC KLA	$264,343,067	$91,860,358 ▲	53.3%	389,834	1.6%	Computer and Technology
RNR RenaissanceRe	$262,537,789	$187,304,483 ▼	-41.6%	1,097,306	1.6%	Finance
EBAY eBay	$239,037,391	$229,970,808 ▲	2,536.5%	3,535,290	1.4%	Retail/Wholesale
AMAT Applied Materials	$230,946,737	$147,880,966 ▼	-39.0%	1,595,646	1.4%	Computer and Technology
MRVL Marvell Technology	$227,032,519	$200,268,155 ▲	748.3%	3,700,841	1.4%	Computer and Technology
MTD Mettler-Toledo International	$226,105,241	$8,721,018 ▼	-3.7%	191,467	1.4%	Medical
WTS Watts Water Technologies	$225,552,241	$30,236,925 ▼	-11.8%	1,109,533	1.4%	Computer and Technology
SNPS Synopsys	$207,227,760	$3,366,475 ▼	-1.6%	483,217	1.2%	Computer and Technology
CARR Carrier Global	$207,001,446	$14,985,795 ▼	-6.8%	3,265,007	1.2%	Computer and Technology
TXN Texas Instruments	$201,926,799	$6,466,507 ▼	-3.1%	1,123,688	1.2%	Computer and Technology
Aptiv PLC	$196,886,749	$86,147,768 ▼	-30.4%	3,314,676	1.2%	Common Stock
CTAS Cintas	$194,907,182	$185,478,009 ▼	-48.8%	952,049	1.2%	Business Services
SBS Companhia de Saneamento Básico do Estado de São Paulo - SABESP	$192,997,893	$47,651,219 ▼	-19.8%	10,843,612	1.2%	Utilities
CHE Chemed	$185,568,206	$18,999,236 ▼	-9.3%	301,580	1.1%	Medical
RSG Republic Services	$174,209,255	$33,334,065 ▼	-16.1%	719,397	1.0%	Business Services
ANSS ANSYS	$171,804,933	$5,859,206 ▼	-3.3%	542,725	1.0%	Computer and Technology
ADSK Autodesk	$165,194,527	$7,782,007 ▼	-4.5%	630,995	1.0%	Computer and Technology
ECL Ecolab	$158,547,352	$7,096,785 ▼	-4.3%	625,384	1.0%	Basic Materials
WAT Waters	$156,551,368	$106,665,001 ▼	-40.5%	424,753	0.9%	Medical
ORA Ormat Technologies	$156,216,353	$13,478,932 ▼	-7.9%	2,223,617	0.9%	Energy
MAS Masco	$156,071,473	$3,517,333 ▼	-2.2%	2,244,341	0.9%	Construction
CNM Core & Main	$154,980,461	$10,760,859 ▼	-6.5%	3,208,041	0.9%	Industrials
UNP Union Pacific	$154,811,455	$7,680,402 ▲	5.2%	655,314	0.9%	Transportation
PTC PTC	$147,898,380	$11,148,838 ▼	-7.0%	963,005	0.9%	Computer and Technology
TRMB Trimble	$147,699,567	$19,999,302 ▼	-11.9%	2,268,619	0.9%	Industrials
BSX Boston Scientific	$146,373,854	$303,856,780 ▼	-67.5%	1,464,770	0.9%	Medical
RYN Rayonier	$144,667,647	$20,370,300 ▼	-12.3%	5,227,844	0.9%	Construction
ACM AECOM	$139,407,500	$3,134,830 ▼	-2.2%	1,503,370	0.8%	Construction
MA Mastercard	$138,282,454	$311,387,210 ▼	-69.2%	254,793	0.8%	Business Services
ORCL Oracle	$137,274,266	$143,092,374 ▼	-51.0%	990,041	0.8%	Computer and Technology
V Visa	$133,774,788	$207,916,190 ▼	-60.8%	384,284	0.8%	Business Services
ZWS Zurn Elkay Water Solutions	$132,460,015	$2,484,581 ▼	-1.8%	4,016,374	0.8%	Industrials
CDNS Cadence Design Systems	$128,660,206	$183,899,559 ▼	-58.8%	509,008	0.8%	Computer and Technology
APH Amphenol	$127,983,446	$127,983,446 ▲	New Holding	1,951,265	0.8%	Computer and Technology
SITE SiteOne Landscape Supply	$122,753,495	$2,793,606 ▼	-2.2%	1,010,816	0.7%	Industrials
MPWR Monolithic Power Systems	$120,138,217	$16,868,576 ▼	-12.3%	208,618	0.7%	Computer and Technology
LFUS Littelfuse	$110,589,128	$19,130,359 ▼	-14.7%	566,393	0.7%	Computer and Technology
MMC Marsh & McLennan Companies	$106,441,493	$267,945,233 ▼	-71.6%	440,881	0.6%	Finance
GNRC Generac	$104,988,924	$1,007,035 ▼	-1.0%	835,399	0.6%	Industrials
TT Trane Technologies	$103,789,369	$40,181,812 ▼	-27.9%	308,053	0.6%	Construction
RGEN Repligen	$101,490,568	$31,213,505 ▼	-23.5%	804,511	0.6%	Medical
MWA Mueller Water Products	$100,858,146	$15,586,197 ▼	-13.4%	3,967,669	0.6%	Industrials
WCN Waste Connections	$99,624,000	$40,769,894 ▲	69.3%	516,905	0.6%	Business Services
TMO Thermo Fisher Scientific	$94,955,515	$212,354,622 ▼	-69.1%	192,838	0.6%	Medical
BSY Bentley Systems	$94,342,159	$3,009,916 ▼	-3.1%	2,415,979	0.6%	Computer and Technology
CLH Clean Harbors	$94,001,720	$9,423,845 ▲	11.1%	483,253	0.6%	Business Services
AAPL Apple	$92,159,516	$32,604,686 ▼	-26.1%	414,890	0.6%	Computer and Technology
VMI Valmont Industries	$88,775,183	$3,249,794 ▼	-3.5%	311,088	0.5%	Industrials
DAR Darling Ingredients	$86,103,657	$6,740,356 ▼	-7.3%	2,772,289	0.5%	Consumer Staples
VOYA Voya Financial	$86,006,955	$109,279,114 ▼	-56.0%	1,276,669	0.5%	Finance
ADI Analog Devices	$81,889,919	$181,026,293 ▼	-68.9%	410,189	0.5%	Computer and Technology
GPK Graphic Packaging	$80,813,194	$9,730,072 ▼	-10.7%	3,141,459	0.5%	Industrials
FELE Franklin Electric	$79,198,482	$1,792,545 ▼	-2.2%	843,614	0.5%	Industrials
DHR Danaher	$77,312,060	$110,907,485 ▼	-58.9%	380,174	0.5%	Medical
GOOGL Alphabet	$76,179,685	$26,533,750 ▼	-25.8%	492,626	0.5%	Computer and Technology
CGNX Cognex	$72,086,910	$78,823,848 ▼	-52.2%	2,427,715	0.4%	Computer and Technology
HDB HDFC Bank	$68,523,891	$137,981,142 ▼	-66.8%	1,041,998	0.4%	Finance
AZEK AZEK	$66,444,150	$7,755,349 ▼	-10.5%	1,376,510	0.4%	Construction
CFR Cullen/Frost Bankers	$64,359,436	$50,081,811 ▲	350.8%	518,387	0.4%	Finance
ISRG Intuitive Surgical	$62,613,519	$35,155,113 ▼	-36.0%	127,713	0.4%	Medical
NOW ServiceNow	$60,642,780	$20,540,871 ▲	51.2%	76,559	0.4%	Computer and Technology
DCI Donaldson	$58,129,754	$12,542,496 ▲	27.5%	878,632	0.4%	Industrials
TREX Trex	$52,835,443	$132,410 ▲	0.3%	909,388	0.3%	Construction
NVT nVent Electric	$51,688,793	$18,118,575 ▲	54.0%	996,668	0.3%	Computer and Technology
LLY Eli Lilly and Company	$50,742,259	$12,286,237 ▲	31.9%	61,438	0.3%	Medical
MKC McCormick & Company, Incorporated	$45,053,860	$11,161,236 ▼	-19.9%	547,368	0.3%	Consumer Staples
JPM JPMorgan Chase & Co.	$44,348,523	$23,362,863 ▼	-34.5%	180,793	0.3%	Finance
ZTS Zoetis	$41,729,390	$25,225,903 ▲	152.9%	254,407	0.3%	Medical
PG Procter & Gamble	$41,214,714	$9,840,051 ▼	-19.3%	241,842	0.2%	Consumer Staples
AMZN Amazon.com	$40,883,069	$22,979,983 ▲	128.4%	214,880	0.2%	Retail/Wholesale
DIS Walt Disney	$39,554,913	$11,518,487 ▼	-22.6%	400,759	0.2%	Consumer Discretionary
VRT Vertiv	$38,415,382	$2,495,449 ▲	6.9%	532,069	0.2%	Computer and Technology
PGR Progressive	$37,853,437	$18,982,330 ▲	100.6%	133,753	0.2%	Finance
AAON AAON	$36,222,709	$36,222,709 ▲	New Holding	469,850	0.2%	Construction
VCTR Victory Capital	$36,168,750		0.0%	625,000	0.2%	Finance
MRK Merck & Co., Inc.	$35,839,732	$4,153,644 ▼	-10.4%	399,284	0.2%	Medical
GILD Gilead Sciences	$31,822,872	$10,819,996 ▼	-25.4%	284,006	0.2%	Medical
CSL Carlisle Companies	$29,537,694	$2,734,215 ▼	-8.5%	86,748	0.2%	Multi-Sector Conglomerates
LGND Ligand Pharmaceuticals	$29,461,069		0.0%	280,208	0.2%	Medical
AMT American Tower	$28,501,030	$21,267,571 ▲	294.0%	130,979	0.2%	Finance
BSIG BrightSphere Investment Group	$28,446,000	$2,586,000 ▲	10.0%	1,100,000	0.2%	Finance
PLD Prologis	$27,865,334	$8,216,453 ▼	-22.8%	249,265	0.2%	Finance
CME CME Group	$27,228,039	$11,324,965 ▼	-29.4%	102,635	0.2%	Finance
SBUX Starbucks	$25,774,128	$4,894,004 ▼	-16.0%	262,760	0.2%	Retail/Wholesale
CVS CVS Health	$25,684,499	$4,191,828 ▼	-14.0%	379,107	0.2%	Medical
BALL Ball	$25,027,966	$1,158,245 ▲	4.9%	480,660	0.2%	Industrials

Showing largest 100 holdings. View all holdings.

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Impax Asset Management Group Plc Top Holdings and 13F Report (2025)

About Impax Asset Management Group Plc

Investment Activity

Largest Holdings

Largest New Holdings this Quarter

Largest Purchases this Quarter

Largest Sales this Quarter

Sector Allocation Over Time

Latest 13F Holdings and Changes Since Previous Quarterly Filing

More Institutional Buying and Selling Information

Best-in-Class Portfolio Monitoring

Stock Ideas and Recommendations

Advanced Stock Screeners and Research Tools

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Impax Asset Management Group Plc Top Holdings and 13F Report (2025)

About Impax Asset Management Group Plc

Investment Activity

Largest Holdings

Largest New Holdings this Quarter

Largest Purchases this Quarter

Largest Sales this Quarter

Sector Allocation Over Time

Map of 500 Largest Holdings ofImpax Asset Management Group Plc

Latest 13F Holdings and Changes Since Previous Quarterly Filing

More Institutional Buying and Selling Information

MarketBeat All Access Features

Best-in-Class Portfolio Monitoring

Stock Ideas and Recommendations

Advanced Stock Screeners and Research Tools