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 $13.03 billion in total holdings as of September 30, 2026.
Impax Asset Management Group Plc owns shares of 287 different stocks, but just 59 companies or ETFs make up 80% of its holdings.
Approximately 6.42% of the portfolio was purchased this quarter.
About 18.13% of the portfolio was sold this quarter.
This quarter, Impax Asset Management Group Plc has purchased 284 new stocks and bought additional shares in 60 stocks.
Impax Asset Management Group Plc sold shares of 133 stocks and completely divested from 42 stocks this quarter.

Largest Holdings

NVIDIA: $663,068,808
Linde PLC: $598,619,771
Microsoft: $540,991,025
Veralto Corp: $484,779,795
Xylem: $478,248,035

Largest New Holdings this Quarter

G25457105 - Credo Technology Group: $26,749,926 Holding
G39104107 - Gates Industrial Corp Ltd: $19,721,081 Holding
040413205 - Arista Networks Inc: $10,373,725 Holding
38141G104 - The Goldman Sachs Group: $10,205,581 Holding
55405W104 - MYR Group: $10,162,985 Holding

Largest Purchases this Quarter

Ferguson Enterprises Inc: 825,744 shares (about $183.83M)
Nextpower: 546,001 shares (about $42.55M)
Vertiv: 175,991 shares (about $42.47M)
Advanced Drainage Systems: 288,718 shares (about $36.58M)
Credo Technology Group: 137,327 shares (about $26.75M)

Largest Sales this Quarter

NVIDIA: 819,399 shares (about $187.13M)
Microsoft: 295,879 shares (about $151.76M)
Agilent Technologies: 638,988 shares (about $110.10M)
Mastercard: 155,149 shares (about $85.56M)
RenaissanceRe: 255,694 shares (about $81.37M)

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
NVDA NVIDIA	$663,068,808	$187,134,382 ▼	-22.0%	2,903,357	5.1%	Technology
Linde PLC	$598,619,771	$75,071,620 ▼	-11.1%	1,261,181	4.6%	Common Stock
MSFT Microsoft	$540,991,025	$151,756,340 ▼	-21.9%	1,054,769	4.2%	Technology
Veralto Corp	$484,779,795	$4,419,269 ▼	-0.9%	5,139,735	3.7%	Common Stock
XYL Xylem	$478,248,035	$25,673,973 ▲	5.7%	4,722,504	3.7%	Industrials
KLAC KLA	$438,311,544	$45,614,803 ▼	-9.4%	2,248,558	3.4%	Technology
CTAS Cintas	$390,486,805	$80,254,140 ▼	-17.0%	2,001,880	3.0%	Industrials
AWK American Water Works	$388,942,640	$75,025,017 ▼	-16.2%	3,004,114	3.0%	Utilities
SBS Companhia de saneamento Basico Do Estado De Sao Paulo - Sabesp	$274,576,378	$3,266,234 ▼	-1.2%	51,709,299	2.1%	Utilities
WMS Advanced Drainage Systems	$270,482,769	$36,583,458 ▲	15.6%	2,134,660	2.1%	Industrials
WCN Waste Connections	$265,973,325	$38,658,286 ▼	-12.7%	1,727,885	2.0%	Industrials
ECL Ecolab	$262,563,830	$8,828,022 ▼	-3.3%	956,238	2.0%	Materials
VRT Vertiv	$218,504,888	$42,468,414 ▲	24.1%	905,494	1.7%	Industrials
CNM Core & Main	$200,337,200	$25,971,126 ▲	14.9%	4,829,730	1.5%	Industrials
Ferguson Enterprises Inc	$199,449,920	$183,827,117 ▲	1,176.7%	895,921	1.5%	Common Stock
HUBB Hubbell	$198,985,877	$21,851,746 ▼	-9.9%	438,681	1.5%	Industrials
IEX IDEX	$185,671,195	$33,645,508 ▼	-15.3%	814,419	1.4%	Industrials
WTS Watts Water Technologies	$180,353,060	$12,112,602 ▼	-6.3%	509,213	1.4%	Industrials
TE Connectivity PLC	$178,514,865	$17,521,547 ▲	10.9%	845,721	1.4%	Common Stock
A Agilent Technologies	$178,507,872	$110,104,055 ▼	-38.1%	1,035,969	1.4%	Healthcare
MRVL Marvell Technology	$178,129,764	$3,675,693 ▲	2.1%	674,197	1.4%	Technology
WAB Wabtec	$163,823,621	$3,359,720 ▲	2.1%	570,456	1.3%	Industrials
AOS A. O. Smith	$154,588,919	$4,020,083 ▼	-2.5%	2,742,397	1.2%	Industrials
ITRI Itron	$140,061,791	$26,307,195 ▼	-15.8%	1,622,212	1.1%	Technology
Aptiv PLC	$136,998,108	$38,838,159 ▼	-22.1%	3,184,521	1.1%	Common Stock
AAPL Apple	$129,002,290	$8,111,368 ▲	6.7%	387,371	1.0%	Technology
BMI Badger Meter	$128,028,702	$11,197,666 ▲	9.6%	1,036,334	1.0%	Technology
TTEK Tetra Tech	$126,486,911	$3,063,955 ▼	-2.4%	3,838,753	1.0%	Industrials
SNPS Synopsys	$123,406,051	$21,398,194 ▼	-14.8%	283,731	0.9%	Technology
APH Amphenol	$123,381,518	$22,618,961 ▲	22.4%	1,463,600	0.9%	Technology
MAS Masco	$122,752,991	$14,185,948 ▼	-10.4%	1,821,261	0.9%	Industrials
ACM AECOM	$122,406,197	$3,059,387 ▼	-2.4%	2,076,441	0.9%	Industrials
ZWS Zurn Elkay Water Solutions Cor	$119,288,536	$3,102,198 ▼	-2.5%	2,567,001	0.9%	Industrials
RNR RenaissanceRe	$114,476,492	$81,369,680 ▼	-41.5%	359,728	0.9%	Finance
FELE Franklin Electric	$109,959,173	$2,767,385 ▼	-2.5%	1,146,722	0.8%	Industrials
CDNS Cadence Design Systems	$108,551,290	$32,313,225 ▼	-22.9%	328,759	0.8%	Technology
PNR Pentair	$106,673,427	$3,916,862 ▼	-3.5%	2,013,086	0.8%	Industrials
UNP Union Pacific	$106,543,542	$17,369,789 ▼	-14.0%	391,517	0.8%	Industrials
DE Deere & Company	$102,062,170	$52,481,633 ▼	-34.0%	151,980	0.8%	Industrials
VMI Valmont Industries	$100,311,562	$4,358,957 ▼	-4.2%	216,665	0.8%	Industrials
NEE NextEra Energy	$92,743,148	$3,696,947 ▲	4.2%	1,224,493	0.7%	Utilities
ADSK Autodesk	$91,757,593	$12,892,808 ▼	-12.3%	439,031	0.7%	Technology
MA Mastercard	$89,620,493	$85,560,019 ▼	-48.8%	162,512	0.7%	Finance
MPWR Monolithic Power Systems	$85,795,011	$344,888 ▲	0.4%	63,683	0.7%	Technology
SITE SiteOne Landscape Supply	$81,888,412	$6,352,225 ▲	8.4%	906,748	0.6%	Industrials
NXT Nextpower	$81,851,576	$42,549,889 ▲	108.3%	1,050,321	0.6%	Industrials
LFUS Littelfuse	$81,018,534	$2,570,840 ▼	-3.1%	191,198	0.6%	Technology
Pinnacle Financial Partners In	$79,293,474	$27,642,846 ▼	-25.8%	847,062	0.6%	Common Stock
TT Trane Technologies	$76,320,414	$15,001,211 ▼	-16.4%	168,858	0.6%	Industrials
AMAT Applied Materials	$69,646,225	$54,533,845 ▼	-43.9%	136,192	0.5%	Technology
GOOGL Alphabet	$65,171,505	$8,851,802 ▲	15.7%	189,408	0.5%	Communication Services
MWA Mueller Water Products	$61,431,517	$1,597,567 ▼	-2.5%	2,892,256	0.5%	Industrials
ORA Ormat Technologies	$60,553,205	$13,621,397 ▲	29.0%	661,856	0.5%	Utilities
GNRC Generac	$59,038,903	$5,926,841 ▲	11.2%	285,281	0.5%	Industrials
RGEN Repligen	$56,911,614	$19,310,080 ▼	-25.3%	296,060	0.4%	Healthcare
TRMB Trimble	$54,414,180	$1,750,936 ▼	-3.1%	952,796	0.4%	Technology
TMO Thermo Fisher Scientific	$53,087,957	$26,851,464 ▼	-33.6%	78,643	0.4%	Healthcare
BSY Bentley Systems	$51,918,654	$1,035,180 ▼	-2.0%	1,624,997	0.4%	Technology
AMZN Amazon.com	$50,345,741	$6,973,459 ▼	-12.2%	202,070	0.4%	Consumer Discretionary
AVGO Broadcom	$48,085,637	$1,894,670 ▼	-3.8%	136,922	0.4%	Technology
NOW ServiceNow	$44,383,442	$18,864,588 ▼	-29.8%	331,195	0.3%	Technology
VCTR Victory Capital	$44,240,000	$13,825,000 ▼	-23.8%	400,000	0.3%	Finance
ISRG Intuitive Surgical	$43,374,002	$14,932,267 ▼	-25.6%	106,667	0.3%	Healthcare
CARR Carrier Global	$42,021,443	$8,359,457 ▼	-16.6%	765,976	0.3%	Industrials
GE Vernova Inc	$41,939,708	$23,743,403 ▲	130.5%	44,124	0.3%	Common Stock
NVT nVent Electric	$41,889,285	$6,774,670 ▼	-13.9%	261,204	0.3%	Industrials
AAON AAON	$40,221,194	$11,820,859 ▲	41.6%	485,998	0.3%	Industrials
PTC PTC	$39,801,707	$1,359,647 ▼	-3.3%	283,690	0.3%	Technology
GOOG Alphabet	$36,040,751	$8,996,899 ▲	33.3%	105,772	0.3%	Communication Services
MTD Mettler-Toledo International	$35,662,289	$17,124,789 ▼	-32.4%	23,603	0.3%	Healthcare
LLY Eli Lilly and Company	$34,132,703	$3,399,501 ▼	-9.1%	29,499	0.3%	Healthcare
PGR Progressive	$33,827,809	$8,638,193 ▼	-20.3%	163,175	0.3%	Finance
Marsh & McLennan Cos Inc	$32,906,500	$25,116,773 ▼	-43.3%	192,740	0.3%	Common Stock
JNJ Johnson & Johnson	$31,439,463	$4,130,209 ▼	-11.6%	118,756	0.2%	Healthcare
GILD Gilead Sciences	$30,965,287	$2,460,666 ▼	-7.4%	207,751	0.2%	Healthcare
BSX Boston Scientific	$30,439,633	$20,158,836 ▼	-39.8%	697,357	0.2%	Healthcare
JPM JPMorgan Chase & Co.	$28,823,564	$10,155,158 ▲	54.4%	87,125	0.2%	Finance
Acadian Asset Management Inc	$27,513,000	$4,585,500 ▼	-14.3%	300,000	0.2%	Common Stock
SIBN SiBone	$26,790,188		0.0%	1,425,010	0.2%	Healthcare
CRDO Credo Technology Group	$26,749,926	$26,749,926 ▲	New Holding	137,327	0.2%	Technology
ADC Agree Realty	$26,724,000	$9,353,400 ▲	53.8%	400,000	0.2%	Real Estate
EBC Eastern Bankshares	$26,685,750		0.0%	1,275,000	0.2%	Finance
MU Micron Technology	$26,188,925	$6,050,890 ▼	-18.8%	24,588	0.2%	Technology
NBIX Neurocrine Biosciences	$24,641,438	$1,947,038 ▲	8.6%	173,727	0.2%	Healthcare
DAR Darling Ingredients	$24,402,627	$817,096 ▲	3.5%	401,954	0.2%	Consumer Staples
LGND Ligand Pharmaceuticals	$23,427,750	$17,180,350 ▼	-42.3%	75,000	0.2%	Healthcare
V Visa	$22,196,533	$1,370,844 ▼	-5.8%	61,772	0.2%	Finance
Lam Research Corp	$21,555,184	$272,006 ▼	-1.2%	65,615	0.2%	Common Stock
ZBRA Zebra Technologies	$21,465,325		0.0%	57,500	0.2%	Technology
INTC Intel	$21,315,096	$2,006,879 ▼	-8.6%	177,286	0.2%	Technology
ONON ON	$21,240,289	$9,343,465 ▼	-30.6%	717,335	0.2%	Consumer Discretionary
ORCL Oracle	$21,223,010	$1,490,803 ▼	-6.6%	154,574	0.2%	Technology
C Citigroup	$21,036,486	$1,321,602 ▼	-5.9%	162,469	0.2%	Finance
MELI MercadoLibre	$20,757,917	$14,156,661 ▼	-40.5%	12,009	0.2%	Consumer Discretionary
HDB HDFC Bank	$20,609,901	$6,722,687 ▼	-24.6%	922,556	0.2%	Finance
VOYA Voya Financial	$20,258,118	$1,207,265 ▼	-5.6%	214,417	0.2%	Finance
NPO Enpro	$20,228,473	$3,751,685 ▲	22.8%	66,050	0.2%	Industrials
TDC Teradata	$19,741,816		0.0%	684,529	0.2%	Technology
Gates Industrial Corp Ltd	$19,721,081	$19,721,081 ▲	New Holding	752,713	0.2%	Common Stock
URI United Rentals	$19,461,524	$12,235,760 ▼	-38.6%	19,446	0.1%	Industrials

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

Stock Ideas and Recommendations

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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