Impax Asset Management Group Plc Top Holdings and 13F Report (2026)

About Impax Asset Management Group Plc

Investment Activity

Impax Asset Management Group Plc has $14.35 billion in total holdings as of March 31, 2026.
Impax Asset Management Group Plc owns shares of 287 different stocks, but just 61 companies or ETFs make up 80% of its holdings.
Approximately 10.61% of the portfolio was purchased this quarter.
About 19.97% of the portfolio was sold this quarter.
This quarter, Impax Asset Management Group Plc has purchased 279 new stocks and bought additional shares in 110 stocks.
Impax Asset Management Group Plc sold shares of 123 stocks and completely divested from 21 stocks this quarter.

Largest Holdings

Linde PLC: $848,631,948
NVIDIA: $635,005,186
Xylem: $547,973,030
KLA: $535,647,414
Microsoft: $440,090,238

Largest New Holdings this Quarter

704223387 - Impax Global Infrastructure ET: $70,675,331 Holding
72348N109 - Pinnacle Financial Partners In: $35,699,689 Holding
65290E101 - Nextpower: $21,179,188 Holding
88076W103 - Teradata: $14,020,353 Holding
477839104 - JBT Marel Corp: $13,539,771 Holding

Largest Purchases this Quarter

Waste Connections: 1,635,720 shares (about $265.71M)
KLA: 151,316 shares (about $222.80M)
NVIDIA: 606,829 shares (about $105.83M)
Itron: 838,000 shares (about $75.11M)
Impax Global Infrastructure ET: 2,755,857 shares (about $70.68M)

Largest Sales this Quarter

Waste Management: 892,173 shares (about $205.01M)
Applied Materials: 594,927 shares (about $203.34M)
Microsoft: 402,656 shares (about $149.05M)
IDEX: 760,870 shares (about $144.22M)
Pentair: 1,595,996 shares (about $139.03M)

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	$848,631,948	$64,527,618 â–¼	-7.1%	1,711,780	5.9%	Common Stock
NVDA NVIDIA	$635,005,186	$105,830,971 â–²	20.0%	3,641,085	4.4%	Computer and Technology
XYL Xylem	$547,973,030	$35,331,373 â–¼	-6.1%	4,585,548	3.8%	Business Services
KLAC KLA	$535,647,414	$222,799,546 â–²	71.2%	363,789	3.7%	Computer and Technology
MSFT Microsoft	$440,090,238	$149,051,150 â–¼	-25.3%	1,188,887	3.1%	Computer and Technology
AWK American Water Works	$383,396,150	$58,566,604 â–²	18.0%	2,817,225	2.7%	Utilities
WCN Waste Connections	$343,954,488	$265,706,334 â–²	339.6%	2,117,425	2.4%	Business Services
HUBB Hubbell	$335,058,431	$67,593,606 â–¼	-16.8%	682,761	2.3%	Industrials
Aptiv PLC	$318,836,440	$22,359,822 â–²	7.5%	4,591,538	2.2%	Common Stock
Veralto Corp	$298,514,552	$20,400,885 â–²	7.3%	3,376,097	2.1%	Common Stock
AOS A. O. Smith	$282,105,751	$24,485,170 â–¼	-8.0%	4,278,219	2.0%	Industrials
VRT Vertiv	$271,749,750	$30,707,326 â–¼	-10.2%	1,084,483	1.9%	Computer and Technology
WMS Advanced Drainage Systems	$264,319,446	$19,090,279 â–¼	-6.7%	1,927,510	1.8%	Construction
CTAS Cintas	$254,313,322	$26,606,568 â–²	11.7%	1,503,567	1.8%	Business Services
EBAY eBay	$247,195,296	$38,128,095 â–¼	-13.4%	2,715,835	1.7%	Retail/Wholesale
MRVL Marvell Technology	$229,221,105	$82,048,857 â–¼	-26.4%	2,314,196	1.6%	Computer and Technology
ECL Ecolab	$228,589,124	$35,609,703 â–²	18.5%	859,293	1.6%	Basic Materials
A Agilent Technologies	$210,197,212	$85,649,051 â–¼	-29.0%	1,844,158	1.5%	Medical
SBS Companhia de saneamento Basico Do Estado De Sao Paulo - Sabesp	$205,709,404	$15,075,510 â–¼	-6.8%	6,742,360	1.4%	Utilities
ITRI Itron	$196,571,893	$75,109,954 â–²	61.8%	2,193,148	1.4%	Computer and Technology
RNR RenaissanceRe	$189,547,901	$98,726,221 â–¼	-34.2%	637,714	1.3%	Finance
UNP Union Pacific	$181,532,347	$14,280,627 â–²	8.5%	748,216	1.3%	Transportation
IEX IDEX	$179,683,252	$144,222,979 â–¼	-44.5%	947,946	1.3%	Industrials
WTS Watts Water Technologies	$170,696,906	$17,374,147 â–¼	-9.2%	588,022	1.2%	Computer and Technology
CDNS Cadence Design Systems	$164,881,111	$15,235,612 â–²	10.2%	593,375	1.1%	Computer and Technology
TE Connectivity PLC	$155,584,766	$4,314,594 â–¼	-2.7%	744,353	1.1%	Common Stock
ZTS Zoetis	$154,981,280	$31,478,979 â–¼	-16.9%	1,311,067	1.1%	Medical
PNR Pentair	$149,407,868	$139,027,229 â–¼	-48.2%	1,715,163	1.0%	Business Services
MAS Masco	$143,509,210	$20,139,553 â–¼	-12.3%	2,377,161	1.0%	Construction
CNM Core & Main	$140,857,530	$1,048,663 â–¼	-0.7%	2,851,367	1.0%	Industrials
MA Mastercard	$139,651,972	$26,459,995 â–¼	-15.9%	279,494	1.0%	Business Services
SNPS Synopsys	$125,098,683	$50,448,165 â–¼	-28.7%	315,523	0.9%	Computer and Technology
FELE Franklin Electric	$119,508,452	$16,168,277 â–²	15.6%	1,296,609	0.8%	Industrials
AAON AAON	$118,852,865	$2,700,961 â–²	2.3%	1,436,288	0.8%	Construction
LFUS Littelfuse	$117,314,992	$36,750,926 â–¼	-23.9%	345,705	0.8%	Computer and Technology
ACM AECOM	$117,277,815	$799,429 â–¼	-0.7%	1,382,667	0.8%	Construction
ZWS Zurn Elkay Water Solutions Cor	$116,993,927	$14,023,351 â–¼	-10.7%	2,609,142	0.8%	Business Services
TTEK Tetra Tech	$115,361,829	$18,731,146 â–²	19.4%	3,830,074	0.8%	Industrials
SITE SiteOne Landscape Supply	$109,739,877	$12,177,835 â–¼	-10.0%	824,430	0.8%	Industrials
AAPL Apple	$106,930,610	$13,475,741 â–²	14.4%	421,335	0.7%	Computer and Technology
MPWR Monolithic Power Systems	$96,713,368	$19,441,950 â–¼	-16.7%	88,456	0.7%	Computer and Technology
TT Trane Technologies	$95,353,404	$9,962,999 â–¼	-9.5%	228,808	0.7%	Construction
WAT Waters	$93,683,157	$24,519,374 â–²	35.5%	314,584	0.7%	Medical
QXO Inc	$91,527,791	$67,121,024 â–²	275.0%	4,713,068	0.6%	Common Stock
VMI Valmont Industries	$90,732,358	$13,450,725 â–¼	-12.9%	227,075	0.6%	Industrials
AMAT Applied Materials	$88,729,295	$203,339,933 â–¼	-69.6%	259,602	0.6%	Computer and Technology
BSX Boston Scientific	$85,313,143	$22,863,276 â–¼	-21.1%	1,359,572	0.6%	Medical
MWA Mueller Water Products	$81,048,245	$11,448,925 â–¼	-12.4%	2,948,281	0.6%	Industrials
ORA Ormat Technologies	$80,926,778	$5,185,925 â–²	6.8%	723,077	0.6%	Energy
WAB Wabtec	$79,558,849	$27,980,174 â–²	54.2%	318,350	0.6%	Transportation
ADSK Autodesk	$78,426,793	$5,352,989 â–¼	-6.4%	327,597	0.5%	Computer and Technology
CFG Citizens Financial Group	$76,424,749	$27,298,584 â–¼	-26.3%	1,274,383	0.5%	Finance
Impax Global Infrastructure ET	$70,675,331	$70,675,331 â–²	New Holding	2,755,857	0.5%	ETP
CFR Cullen/Frost Bankers	$67,585,923	$57,969,898 â–¼	-46.2%	493,040	0.5%	Finance
CHE Chemed	$66,643,157	$25,616,816 â–¼	-27.8%	176,426	0.5%	Medical
CARR Carrier Global	$66,235,032	$133,604,147 â–¼	-66.9%	1,176,257	0.5%	Construction
GNRC Generac	$65,720,927	$24,178,143 â–¼	-26.9%	336,461	0.5%	Industrials
TREX Trex	$64,331,123	$635,420 â–¼	-1.0%	1,766,368	0.4%	Construction
DHR Danaher	$63,283,550	$22,868,414 â–¼	-26.5%	333,774	0.4%	Medical
TRMB Trimble	$62,755,957	$37,095,127 â–¼	-37.2%	962,072	0.4%	Industrials
NVT nVent Electric	$62,435,872	$3,004,667 â–¼	-4.6%	527,865	0.4%	Computer and Technology
AMZN Amazon.com	$62,244,614	$18,446,057 â–¼	-22.9%	298,865	0.4%	Retail/Wholesale
ISRG Intuitive Surgical	$61,899,893	$30,079,136 â–¼	-32.7%	134,276	0.4%	Medical
BSY Bentley Systems	$58,916,890	$17,598,000 â–¼	-23.0%	1,677,588	0.4%	Computer and Technology
Marsh & McLennan Cos Inc	$58,616,387	$15,554,996 â–¼	-21.0%	337,944	0.4%	Common Stock
TMO Thermo Fisher Scientific	$57,881,590	$15,421,262 â–¼	-21.0%	117,758	0.4%	Medical
TYL Tyler Technologies	$56,234,888	$24,270,976 â–¼	-30.1%	164,247	0.4%	Computer and Technology
GOOGL Alphabet	$56,054,933	$14,860,526 â–¼	-21.0%	194,933	0.4%	Computer and Technology
AVGO Broadcom	$52,675,507	$15,244,606 â–²	40.7%	170,190	0.4%	Computer and Technology
RGEN Repligen	$51,660,300	$2,955,397 â–²	6.1%	438,468	0.4%	Medical
DAR Darling Ingredients	$47,645,467	$23,320,975 â–¼	-32.9%	770,339	0.3%	Consumer Staples
NOW ServiceNow	$47,507,102	$14,617,554 â–¼	-23.5%	454,396	0.3%	Computer and Technology
Acadian Asset Management Inc	$44,805,238	$1,204,206 â–¼	-2.6%	823,323	0.3%	Common Stock
PGR Progressive	$43,895,887	$1,565,700 â–²	3.7%	221,428	0.3%	Finance
APH Amphenol	$43,529,648	$80,647,279 â–¼	-64.9%	344,516	0.3%	Computer and Technology
PTC PTC	$42,701,261	$39,845,619 â–¼	-48.3%	299,679	0.3%	Computer and Technology
VCTR Victory Capital	$42,562,000		0.0%	650,000	0.3%	Finance
MTD Mettler-Toledo International	$41,018,007	$1,623,164 â–²	4.1%	32,523	0.3%	Medical
LLY Eli Lilly and Company	$36,164,437	$5,897,565 â–¼	-14.0%	39,319	0.3%	Medical
Pinnacle Financial Partners In	$35,699,689	$35,699,689 â–²	New Holding	414,438	0.2%	Common Stock
CLH Clean Harbors	$35,263,776	$7,345,736 â–¼	-17.2%	122,986	0.2%	Business Services
MELI MercadoLibre	$34,127,397	$29,870,550 â–²	701.7%	19,738	0.2%	Retail/Wholesale
URI United Rentals	$33,704,627	$1,084,825 â–¼	-3.1%	46,262	0.2%	Construction
HDB HDFC Bank	$31,714,859	$10,467,812 â–¼	-24.8%	1,274,713	0.2%	Finance
LGND Ligand Pharmaceuticals	$30,435,445	$2,548,333 â–¼	-7.7%	152,444	0.2%	Medical
GILD Gilead Sciences	$29,381,008	$11,951,256 â–¼	-28.9%	210,813	0.2%	Medical
JNJ Johnson & Johnson	$28,676,723	$2,180,160 â–²	8.2%	117,316	0.2%	Medical
ORCL Oracle	$28,187,012	$3,067,391 â–²	12.2%	191,605	0.2%	Computer and Technology
TSLA Tesla	$27,131,430	$6,032,387 â–²	28.6%	72,983	0.2%	Auto/Tires/Trucks
WM Waste Management	$26,864,077	$205,012,567 â–¼	-88.4%	116,907	0.2%	Business Services
EBC Eastern Bankshares	$24,939,000		0.0%	1,275,000	0.2%	Finance
TSM Taiwan Semiconductor Manufacturing	$23,232,650	$9,132,061 â–¼	-28.2%	68,746	0.2%	Computer and Technology
ONON ON	$22,877,565	$19,740,615 â–²	629.3%	672,474	0.2%	Retail/Wholesale
GOOG Alphabet	$21,678,297	$3,138,535 â–²	16.9%	75,571	0.2%	Computer and Technology
ABT Abbott Laboratories	$21,208,439	$8,047,172 â–²	61.1%	206,569	0.1%	Medical
NXT Nextpower	$21,179,188	$21,179,188 â–²	New Holding	175,688	0.1%	Energy
GE Vernova Inc	$20,894,810	$8,554,503 â–²	69.3%	23,937	0.1%	Common Stock
MKC McCormick & Company, Incorporated	$19,640,983	$4,356,856 â–¼	-18.2%	389,393	0.1%	Consumer Staples
ADC Agree Realty	$19,598,800	$4,522,800 â–²	30.0%	260,000	0.1%	Finance
C Citigroup	$19,595,433	$3,947,689 â–²	25.2%	172,784	0.1%	Financial Services

Showing largest 100 holdings. View all holdings.

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Impax Asset Management Group Plc Top Holdings and 13F Report (2026)

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

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Impax Asset Management Group Plc Top Holdings and 13F Report (2026)

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