Impax Asset Management Group Plc Top Holdings and 13F Report (2025) About Impax Asset Management Group PlcInvestment ActivityImpax Asset Management Group Plc has $17.39 billion in total holdings as of June 30, 2025.Impax Asset Management Group Plc owns shares of 280 different stocks, but just 59 companies or ETFs make up 80% of its holdings.Approximately 6.62% of the portfolio was purchased this quarter.About 12.28% of the portfolio was sold this quarter.This quarter, Impax Asset Management Group Plc has purchased 295 new stocks and bought additional shares in 97 stocks.Impax Asset Management Group Plc sold shares of 104 stocks and completely divested from 50 stocks this quarter.Largest Holdings Linde PLC $890,078,205Microsoft $785,871,206Xylem $709,182,899NVIDIA $601,045,726Pentair $451,763,852 Largest New Holdings this Quarter 465741106 - Itron $91,997,547 Holding857477103 - State Street $9,122,483 Holding87612E106 - Target $7,032,561 Holding518439104 - Estee Lauder Companies $6,704,057 Holding93403J106 - Warby Parker $6,579,000 Holding Largest Purchases this Quarter Zoetis 922,589 shares (about $143.21M)Itron 698,910 shares (about $92.00M)Xylem 663,191 shares (about $85.52M)Synopsys 135,198 shares (about $69.01M)Linde PLC 105,614 shares (about $49.47M) Largest Sales this Quarter Microsoft 262,649 shares (about $130.31M)Waste Management 398,200 shares (about $91.12M)American Water Works 574,390 shares (about $79.90M)ANSYS 224,586 shares (about $78.88M)Voya Financial 936,659 shares (about $66.50M) Sector Allocation Over TimeMap of 500 Largest Holdings ofImpax Asset Management Group Plc Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorLinde PLC$890,078,205$49,472,757 ▲5.9%1,900,1315.1%Common StockMSFTMicrosoft$785,871,206$130,311,059 ▼-14.2%1,583,9664.5%Computer and TechnologyXYLXylem$709,182,899$85,518,254 ▲13.7%5,499,6884.1%Business ServicesNVDANVIDIA$601,045,726$63,985,349 ▼-9.6%3,814,7153.5%Computer and TechnologyPNRPentair$451,763,852$57,319,037 ▼-11.3%4,409,5322.6%Business ServicesHUBBHubbell$409,363,496$35,629,619 ▲9.5%1,006,7832.4%IndustrialsVeralto Corp$372,274,270$23,072,137 ▼-5.8%3,695,6782.1%Common StockAAgilent Technologies$356,725,642$10,744,576 ▲3.1%3,022,8422.1%MedicalWMSAdvanced Drainage Systems$348,709,102$15,980,496 ▲4.8%3,043,9092.0%ConstructionIEXIDEX$345,250,447$7,070,027 ▼-2.0%1,966,4552.0%IndustrialsSNPSSynopsys$315,663,057$69,010,315 ▲28.0%618,4151.8%Computer and TechnologyKLACKLA$308,260,937$39,937,504 ▼-11.5%345,1211.8%Computer and TechnologyAOSA. O. Smith$307,674,237$32,539,702 ▼-9.6%4,692,3021.8%IndustrialsRNRRenaissanceRe$295,494,409$29,725,812 ▲11.2%1,220,0381.7%FinanceEBAYeBay$282,838,337$20,436,977 ▲7.8%3,810,6341.6%Retail/WholesaleTE Connectivity PLC$278,690,501$47,854,301 ▼-14.7%1,657,6781.6%Common StockMRVLMarvell Technology$262,423,447$22,761,528 ▼-8.0%3,405,4651.5%Computer and TechnologyWMWaste Management$254,566,991$91,116,101 ▼-26.4%1,112,5211.5%Business ServicesAMATApplied Materials$244,396,736$46,765,870 ▼-16.1%1,339,3571.4%Computer and TechnologyAWKAmerican Water Works$241,383,533$79,903,393 ▼-24.9%1,735,1991.4%UtilitiesWTSWatts Water Technologies$215,123,997$56,792,455 ▼-20.9%877,7961.2%Computer and TechnologyORCLOracle$207,605,801$7,038,301 ▼-3.3%957,5771.2%Computer and TechnologyCTASCintas$201,712,728$9,570,040 ▼-4.5%908,9261.2%Business ServicesMTDMettler-Toledo International$201,383,289$23,536,674 ▼-10.5%171,4311.2%MedicalSBSCompanhia de saneamento Basico Do Estado De Sao Paulo - Sabesp$200,082,592$37,284,207 ▼-15.7%9,140,3601.2%UtilitiesAptiv PLC$199,339,339$26,335,144 ▼-11.7%2,927,8691.1%Common StockCARRCarrier Global$196,859,984$42,105,922 ▼-17.6%2,689,7111.1%ConstructionTXNTexas Instruments$195,116,537$38,183,609 ▼-16.4%939,7771.1%Computer and TechnologyCNMCore & Main$193,605,2740.0%3,208,0411.1%IndustrialsZTSZoetis$182,705,139$143,213,530 ▲362.6%1,176,9961.1%MedicalZWSZurn Elkay Water Solutions Cor$180,408,002$33,529,205 ▲22.8%4,933,2241.0%Business ServicesMAMastercard$177,942,235$35,925,440 ▲25.3%319,2471.0%Business ServicesECLEcolab$175,991,203$7,487,738 ▲4.4%653,1741.0%Basic MaterialsACMAECOM$171,188,644$1,518,306 ▲0.9%1,516,8231.0%ConstructionADSKAutodesk$169,719,363$25,617,859 ▼-13.1%548,2421.0%Computer and TechnologyMASMasco$169,597,803$25,152,017 ▲17.4%2,635,1431.0%ConstructionORAOrmat Technologies$168,348,889$16,514,813 ▼-8.9%2,024,9701.0%EnergyRSGRepublic Services$166,804,978$10,605,460 ▼-6.0%676,3921.0%Business ServicesTRMBTrimble$159,974,370$10,868,533 ▼-6.4%2,124,2960.9%IndustrialsBSXBoston Scientific$154,344,196$1,600,575 ▼-1.0%1,449,7360.9%MedicalAPHAmphenol$144,089,570$48,597,834 ▼-25.2%1,459,1350.8%Computer and TechnologyCDNSCadence Design Systems$142,019,864$13,798,426 ▼-8.9%463,9330.8%Computer and TechnologyUNPUnion Pacific$139,465,166$11,309,591 ▼-7.5%606,1590.8%TransportationCHEChemed$130,297,112$16,551,238 ▼-11.3%267,5890.7%MedicalPTCPTC$128,332,636$36,201,182 ▼-22.0%751,1220.7%Computer and TechnologyBSYBentley Systems$126,619,719$2,785,777 ▼-2.2%2,363,9690.7%Computer and TechnologyMPWRMonolithic Power Systems$126,206,201$25,245,015 ▼-16.7%173,8440.7%Computer and TechnologySITESiteOne Landscape Supply$122,248,0870.0%1,010,8160.7%IndustrialsTTTrane Technologies$119,141,247$15,604,158 ▼-11.6%272,3790.7%ConstructionWCNWaste Connections$116,515,334$21,327,322 ▲22.4%632,7200.7%Business ServicesGNRCGenerac$112,736,631$5,931,571 ▼-5.0%793,6420.6%IndustrialsFELEFranklin Electric$111,881,460$36,175,540 ▲47.8%1,246,7290.6%IndustrialsANSSANSYS$111,736,840$78,879,138 ▼-41.4%318,1390.6%Computer and TechnologyLFUSLittelfuse$108,854,207$18,571,437 ▼-14.6%483,8450.6%Computer and TechnologyCFRCullen/Frost Bankers$104,860,747$38,801,807 ▲58.7%822,8780.6%FinanceMMCMarsh & McLennan Companies$104,403,880$8,987,372 ▲9.4%482,4080.6%FinanceVVisa$104,191,198$31,296,812 ▼-23.1%295,5170.6%Business ServicesVMIValmont Industries$102,408,433$816,425 ▲0.8%313,5880.6%IndustrialsDHRDanaher$102,287,595$27,790,980 ▲37.3%521,9980.6%MedicalWATWaters$95,765,488$52,490,425 ▼-35.4%274,3680.6%MedicalRGENRepligen$93,756,027$5,355,002 ▼-5.4%761,0430.5%MedicalITRIItron$91,997,547$91,997,547 ▲New Holding698,9100.5%Computer and TechnologyNOWServiceNow$90,290,098$12,026,890 ▲15.4%88,3240.5%Computer and TechnologyCLHClean Harbors$81,254,222$28,965,555 ▼-26.3%356,2550.5%Business ServicesMWAMueller Water Products$80,888,758$14,494,004 ▼-15.2%3,364,7570.5%IndustrialsAAPLApple$80,834,108$4,288,874 ▼-5.0%393,9860.5%Computer and TechnologyAMZNAmazon.com$79,610,927$32,468,404 ▲68.9%362,8740.5%Retail/WholesaleADIAnalog Devices$79,318,737$17,357,676 ▼-18.0%336,5420.5%Computer and TechnologyHDBHDFC Bank$72,066,043$6,815,218 ▼-8.6%951,9710.4%FinanceISRGIntuitive Surgical$71,710,014$2,968,451 ▲4.3%133,2280.4%MedicalGOOGLAlphabet$71,038,489$15,776,991 ▼-18.2%403,1010.4%Computer and TechnologyTMOThermo Fisher Scientific$68,443,675$8,946,246 ▼-11.6%170,5460.4%MedicalNVTnVent Electric$67,064,111$5,104,927 ▼-7.1%926,1680.4%Computer and TechnologyPGRProgressive$63,412,341$27,719,015 ▲77.7%237,6240.4%FinanceVRTVertiv$60,662,810$7,660,170 ▼-11.2%472,4150.3%Computer and TechnologyJPMJPMorgan Chase & Co.$59,288,914$6,875,216 ▲13.1%204,5080.3%FinanceDCIDonaldson$56,824,350$3,243,736 ▼-5.4%831,1850.3%IndustrialsRYNRayonier$54,714,666$60,435,565 ▼-52.5%2,484,0570.3%ConstructionTREXTrex$54,506,923$5,054,403 ▲10.2%1,002,3340.3%ConstructionLLYEli Lilly and Company$53,975,437$6,082,673 ▲12.7%69,2410.3%MedicalGPKGraphic Packaging$48,574,441$17,130,704 ▼-26.1%2,322,4150.3%IndustrialsDARDarling Ingredients$45,243,564$59,937,081 ▼-57.0%1,192,5030.3%Consumer StaplesAAONAAON$42,715,041$8,542,048 ▲25.0%587,2960.2%ConstructionMKCMcCormick & Company, Incorporated$38,630,972$2,870,469 ▼-6.9%509,5090.2%Consumer StaplesVCTRVictory Capital$38,202,000$1,591,750 ▼-4.0%600,0000.2%FinanceAVGOBroadcom$37,964,172$7,927,143 ▲26.4%137,7260.2%Computer and TechnologyURIUnited Rentals$36,128,944$31,872,940 ▲748.9%47,9540.2%ConstructionBSIGBrightSphere Investment Group$35,240,000$3,524,000 ▼-9.1%1,000,0000.2%FinanceGILDGilead Sciences$32,663,743$1,175,998 ▲3.7%294,6130.2%MedicalCSLCarlisle Companies$30,365,261$2,026,442 ▼-6.3%81,3210.2%Multi-Sector ConglomeratesLGNDLigand Pharmaceuticals$29,580,445$2,273,600 ▼-7.1%260,2080.2%MedicalPANWPalo Alto Networks$29,383,848$1,952,266 ▲7.1%143,5880.2%Computer and TechnologyDISWalt Disney$28,476,168$21,221,955 ▼-42.7%229,6280.2%Consumer DiscretionaryCMGChipotle Mexican Grill$26,680,852$6,630,585 ▲33.1%475,1710.2%Retail/WholesaleBALLBall$26,557,157$403,063 ▼-1.5%473,4740.2%IndustrialsAMTAmerican Tower$24,854,804$4,094,174 ▼-14.1%112,4550.1%FinanceVOYAVoya Financial$24,140,710$66,502,789 ▼-73.4%340,0100.1%FinanceCLColgate-Palmolive$22,874,076$1,071,711 ▲4.9%251,6400.1%Consumer StaplesPLDPrologis$22,541,512$3,661,224 ▼-14.0%214,4360.1%FinanceROIVRoivant Sciences$22,540,0000.0%2,000,0000.1%MedicalShowing largest 100 holdings. 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