Impax Asset Management Group Plc

Investment Portfolio & 13F Holdings Analysis

About

Impax Asset Management Group plc is an institutional investment manager that filed its latest Form 13F for 2025Q1, reporting 295 holdings worth $16.6 billion. Form 13F filings provide transparency into the equity holdings of institutional investment managers with over $100 million in assets under management. This page displays the most recent portfolio holdings, allowing investors to track position changes, new investments, and portfolio composition.

Filing Details

13F-HR • 2025-03-31

SEC FilingSEC DataHachi Filing

Report Date: 2025-03-31
Filing Date: 2025-04-29
Total Holdings: 295
Total Value: 16605228861
Accession Number: 0001749768-25-000042
Form Type: 13F-HR
CIK: 0001749768
Manager Name: Impax Asset Management Group Plc

Data Enrichment

99% identified

292 identified3 unidentified

Holdings

SEC FilingSEC DataHachi Filing

Manager:

295 positions • $16,605,228.861K total value

295 positions

Manager:

SEC FilingSEC DataHachi Filing

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LINDE PLC

LIN|G54950103

1794517(-20.2%)

Value:

$834.3B(-11.3%)

MICROSOFT CORP

MSFT|594918104

1846615(-22.1%)

Value:

$691.7B(-30.7%)

Xylem Inc.

XYL|98419M100

4836497(-13.0%)

Value:

$576.2B(-10.5%)

NVIDIA CORP

NVDA|67066G104

4220817(-20.8%)

Value:

$456.4B(-36.1%)

PENTAIR plc

PNR|G7S00T104

4969006(-1.8%)

Value:

$433.8B(-14.7%)

Veralto Corp

VLTO|92338C103

3924722(-1.6%)

Value:

$381.7B(-5.9%)

IDEX CORP /DE/

IEX|45167R104

2006724(+11.5%)

Value:

$363.2B(-3.6%)

WASTE MANAGEMENT INC

WM|94106L109

1510721(-7.5%)

Value:

$349.7B(+6.1%)

AGILENT TECHNOLOGIES, INC.

A|00846U101

2931794(+3.6%)

Value:

$343.0B(-9.8%)

American Water Works Company, Inc.

AWK|030420103

2309589(-50.2%)

Value:

$340.7B(-40.9%)

SMITH A O CORP

AOS|831865209

5188561(+67.3%)

Value:

$339.1B(+60.3%)

ADVANCED DRAINAGE SYSTEMS, INC.

WMS|00790R104

2904414(+14.8%)

Value:

$314.7B(+7.9%)

HUBBELL INC

HUBB|443510607

919156(-10.2%)

Value:

$303.4B(-29.2%)

TE Connectivity plc

TEL|G87052109

1942320(-38.7%)

Value:

$273.8B(-39.4%)

KLA CORP

KLAC|482480100

389834(+53.3%)

Value:

$264.3B(+64.9%)

RENAISSANCERE HOLDINGS LTD

RNR|G7496G103

1097306(-41.6%)

Value:

$262.5B(-43.8%)

EBAY INC

EBAY|278642103

3535290(+2536.5%)

Value:

$239.0B(+2777.5%)

APPLIED MATERIALS INC /DE

AMAT|038222105

1595646(-39.0%)

Value:

$230.9B(-45.6%)

Marvell Technology, Inc.

MRVL|573874104

3700841(+748.3%)

Value:

$227.0B(+371.1%)

METTLER TOLEDO INTERNATIONAL INC/

MTD|592688105

191467(-3.7%)

Value:

$226.1B(-7.1%)

Instrument	Shares		Other Manager	Value
Linde Plc(LINcusipG54950103)	1.8M	QoQ -20.24% (-455.4K) YoY -33.11% (-888.5K)	All Managers (Combined)	$834.3M	QoQ -11.32% (-$106.5M) YoY -32.95% (-$410.0M)
Microsoft Corp(MSFTcusip594918104)	1.8M	QoQ -22.09% (-523.8K) YoY -39.45% (-1.2M)	All Managers (Combined)	$691.7M	QoQ -30.66% (-$306.0M) YoY -46.03% (-$590.1M)
Xylem Inc.(XYLcusip98419M100)	4.8M	QoQ -13.03% (-725.2K) YoY +145.28% (+2.9M)	All Managers (Combined)	$576.2M	QoQ -10.53% (-$67.9M) YoY +126.09% (+$321.3M)
Nvidia Corp(NVDAcusip67066G104)	4.2M	QoQ -20.76% (-1.1M) YoY +2974.98% (+4.1M)	All Managers (Combined)	$456.4M	QoQ -36.10% (-$257.9M) YoY +268.01% (+$332.4M)
Pentair Plc(PNRcusipG7S00T104)	5.0M	QoQ -1.83% (-92.7K) YoY -46.19% (-4.3M)	All Managers (Combined)	$433.8M	QoQ -14.67% (-$74.6M) YoY -44.92% (-$353.9M)
Veralto Corp(VLTOcusip92338C103)	3.9M	QoQ -1.60% (-64.2K) YoY -11.47% (-508.6K)	All Managers (Combined)	$381.7M	QoQ -5.89% (-$23.9M) YoY -2.74% (-$10.8M)
Idex Corp /De/(IEXcusip45167R104)	2.0M	QoQ +11.51% (-207.2K) YoY +2.26% (-44.4K)	All Managers (Combined)	$363.2M	QoQ -3.57% (-$13.5M) YoY -24.16% (-$115.7M)
Waste Management Inc(WMcusip94106L109)	1.5M	QoQ -7.50% (-122.6K) YoY -13.03% (-226.5K)	All Managers (Combined)	$349.7M	QoQ +6.11% (-$20.2M) YoY -5.54% (-$20.5M)
Agilent Technologies, Inc.(Acusip00846U101)	2.9M	QoQ +3.61% (-102.4K) YoY +29.07% (+660.4K)	All Managers (Combined)	$343.0M	QoQ -9.77% (-$37.1M) YoY +3.76% (+$12.5M)
American Water Works Company, Inc.(AWKcusip030420103)	2.3M	QoQ -50.18% (-2.3M) YoY -65.29% (-4.3M)	All Managers (Combined)	$340.7M	QoQ -40.88% (-$235.6M) YoY -58.06% (-$471.7M)
Smith A O Corp(AOScusip831865209)	5.2M	QoQ +67.25% (+2.1M) YoY +59.68% (+1.9M)	All Managers (Combined)	$339.1M	QoQ +60.26% (+$127.5M) YoY +16.66% (+$48.4M)
Advanced Drainage Systems, Inc.(WMScusip00790R104)	2.9M	QoQ +14.79% (+374.4K) YoY +22.11% (-525.9K)	All Managers (Combined)	$314.7M	QoQ +7.87% (+$23.0M) YoY -23.00% (-$94.0M)
Hubbell Inc(HUBBcusip443510607)	919.2K	QoQ -10.24% (-105.0K) YoY +53.17% (+319.1K)	All Managers (Combined)	$303.4M	QoQ -29.16% (-$124.9M) YoY +21.81% (+$54.3M)
Te Connectivity Plc(TELcusipG87052109)	1.9M	QoQ -38.66% (-1.2M) YoY NEW(+1.9M)	All Managers (Combined)	$273.8M	QoQ -39.43% (-$178.3M) YoY NEW(+$273.8M)
Kla Corp(KLACcusip482480100)	389.8K	QoQ +53.25% (+135.5K) YoY +116.41% (+209.7K)	All Managers (Combined)	$264.3M	QoQ +64.92% (+$104.1M) YoY +110.07% (+$138.5M)
Renaissancere Holdings Ltd(RNRcusipG7496G103)	1.1M	QoQ -41.63% (-782.9K) YoY -7.85% (-93.5K)	All Managers (Combined)	$262.5M	QoQ -43.77% (-$204.4M) YoY -6.01% (-$16.8M)
Ebay Inc(EBAYcusip278642103)	3.5M	QoQ +2536.46% (+3.4M) YoY NEW(+3.5M)	All Managers (Combined)	$239.0M	QoQ +2777.54% (+$230.7M) YoY NEW(+$239.0M)
Applied Materials Inc /De(AMATcusip038222105)	1.6M	QoQ -39.03% (-1.0M) YoY -41.24% (-1.1M)	All Managers (Combined)	$230.9M	QoQ -45.65% (-$194.0M) YoY -58.71% (-$328.4M)
Marvell Technology, Inc.(MRVLcusip573874104)	3.7M	QoQ +748.26% (+3.3M) YoY +380.87% (+2.9M)	All Managers (Combined)	$227.0M	QoQ +371.14% (+$178.8M) YoY +316.19% (+$172.5M)
Mettler Toledo International Inc/(MTDcusip592688105)	191.5K	QoQ -3.71% (-7.4K) YoY -3.54% (-7.0K)	All Managers (Combined)	$226.1M	QoQ -7.07% (-$17.2M) YoY -14.44% (-$38.2M)