Impax Asset Management Group Plc

Investment Portfolio & 13F Holdings Analysis

About

Type: FundHoldings: 295Value: $16.6BLatest: 2025Q1

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.

AI_NATIVE detailed information: This accession holds the following tickers:[
  "MRUS",
  "MMSI",
  "PINS",
  "RGEN",
  "TREX",
  "GTES",
  "AZEK",
  "MPWR",
  "INSP",
  "SPT",
  "LYFT",
  "ONON",
  "NPO",
  "ACN",
  "PBH",
  "ABT",
  "ADBE",
  "A",
  "APD",
  "MWA",
  "PCRX",
  "ALL",
  "FRPT",
  "GOOGL",
  null,
  "AXP",
  "VC",
  "ACA",
  "ARRY",
  "TEAM",
  "ENOV",
  "AYI",
  "AVGO",
  "HRI",
  "FELE",
  "BSX",
  "HHH",
  "SBS",
  "CCI",
  "CMI",
  "LGND",
  "LLYVA",
  "LNN",
  "NTCT",
  "M",
  "EBAY",
  "SMPL",
  "TTGT",
  "EXPE",
  "PNR",
  "FERG",
  "ATEN",
  "FITB",
  "TVTX",
  "GILD",
  "IRDM",
  "GIS",
  "HD",
  "MCD",
  "INTU",
  "FBIN",
  "UNP",
  "QCOM",
  "ISRG",
  "HUBB",
  "HUBS",
  "ITW",
  "INGR",
  "AMAT",
  "RIVN",
  "EMR",
  "NBIX",
  "OABI",
  "SIBN",
  "SWK",
  "IQV",
  "LIN",
  "EGHT",
  "MMC",
  "MRVL",
  "MA",
  "MSFT",
  "DUOL",
  "ETSY",
  "HCAT",
  "HIG",
  "HAS",
  "ILMN",
  "OMC",
  "ANSS",
  "KLAC",
  "ORCL",
  "DASH",
  "PANW",
  "PYPL",
  "PNC",
  "PGR",
  "AAPL",
  "ECL",
  "NVDA",
  "HPE",
  "INTC",
  "GEHC",
  "PRU",
  "PG",
  "MRK",
  "KEYS",
  "MKC",
  "AMGN",
  "MAS",
  "ORA",
  "PPG",
  "REGN",
  "ROK",
  "SPGI",
  "NOW",
  "SHW",
  "AMT",
  "RSG",
  "IBM",
  "SYK",
  "SBUX",
  "SNPS",
  "TEL",
  "TXN",
  "TMO",
  "TFC",
  "UBER",
  "AA",
  "PNFP",
  "MET",
  "WMS",
  "SITE",
  "MBLY",
  "EBC",
  "NX",
  "HR",
  "SBAC",
  "MOD",
  "TRS",
  "ULTA",
  "WY",
  "MTD",
  "TSM",
  "VTR",
  "VRTX",
  null,
  "EA",
  "K",
  "EW",
  "TT",
  "VRSK",
  "AGCO",
  "GPK",
  "VRT",
  "RYN",
  "LFUS",
  "MUSA",
  "MSA",
  "VOYA",
  "ARE",
  "MTN",
  "ADSK",
  "WTS",
  "APTV",
  "USFD",
  "APH",
  "AMD",
  "VFC",
  "IP",
  "GNRC",
  "DECK",
  "WM",
  "WCN",
  "MIDD",
  "ROIV",
  "CAH",
  "EXTR",
  "IFF",
  "IDXX",
  "IEX",
  "AOS",
  "AMZN",
  "IVZ",
  "AAON",
  "HDB",
  "HBAN",
  "ACM",
  "VMI",
  "VLTO",
  "VCTR",
  "V",
  "VITL",
  "WAT",
  "WELL",
  "WSM",
  "WTW",
  "WSC",
  "WH",
  "WK",
  "WDAY",
  "XYL",
  "GTM",
  "ADC",
  "ESI",
  "DY",
  "ONTO",
  "PTC",
  "BIIB",
  "LEA",
  "EIX",
  "KEY",
  "JCI",
  "MITK",
  "TRMB",
  "OTIS",
  "PLNT",
  "CRM",
  "RNR",
  "SEE",
  "SPOT",
  "LII",
  "ZWS",
  "MELI",
  "MCK",
  "NVT",
  "GWW",
  "LULU",
  "ALV",
  "AVTR",
  "BALL",
  "BAC",
  "BK",
  "BSY",
  "BJ",
  "BBY",
  "BAH",
  "BWA",
  "BMY",
  "BFAM",
  "CDNS",
  "CWST",
  "CARR",
  "CSL",
  "CBRE",
  "CDW",
  "CASY",
  "CNC",
  "CHE",
  "CIEN",
  "CMG",
  "CTAS",
  "CSCO",
  "CFG",
  "CLH",
  "C",
  "CME",
  null,
  "KO",
  "CGNX",
  "CL",
  "COLM",
  "CFLT",
  "COO",
  "CNM",
  "CVS",
  "CFR",
  "DHR",
  "CYTK",
  "DAR",
  "DAY",
  "DOLE",
  "DFS",
  "DLR",
  "DCI",
  "DPZ",
  "ADI",
  "MCO",
  "TRNO",
  "TTEK",
  "NEE",
  "MAR",
  "DIS",
  "ELV",
  "ETN",
  "GOOG",
  "JNJ",
  "LLY",
  "PLD",
  "NFLX",
  "AWK",
  "MLM",
  "URI",
  "JPM",
  "ZTS"
]

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: impax-asset-management-group
Manager Name: Impax-Asset-Management-Group

Data Enrichment

99% identified

292 identified3 unidentified

Holdings

SEC FilingSEC DataHachi Filing

Manager:

295 positions • $16.6B total value

SEC FilingSEC DataHachi Filing

Manager:

Search and click to pin securities to the top

Page 1 of 15

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LINDE PLC

LIN|G54950103

Shares:1.8M

Value:$834.3M

% of Portfolio:5.0% ($834.3M/$16.6B)

MICROSOFT CORP

MSFT|594918104

Shares:1.8M

Value:$691.7M

% of Portfolio:4.2% ($691.7M/$16.6B)

Xylem Inc.

XYL|98419M100

Shares:4.8M

Value:$576.2M

% of Portfolio:3.5% ($576.2M/$16.6B)

NVIDIA CORP

NVDA|67066G104

Shares:4.2M

Value:$456.4M

% of Portfolio:2.7% ($456.4M/$16.6B)

PENTAIR plc

PNR|G7S00T104

Shares:5.0M

Value:$433.8M

% of Portfolio:2.6% ($433.8M/$16.6B)

Veralto Corp

VLTO|92338C103

Shares:3.9M

Value:$381.7M

% of Portfolio:2.3% ($381.7M/$16.6B)

IDEX CORP /DE/

IEX|45167R104

Shares:2.0M

Value:$363.2M

% of Portfolio:2.2% ($363.2M/$16.6B)

WASTE MANAGEMENT INC

WM|94106L109

Shares:1.5M

Value:$349.7M

% of Portfolio:2.1% ($349.7M/$16.6B)

AGILENT TECHNOLOGIES, INC.

A|00846U101

Shares:2.9M

Value:$343.0M

% of Portfolio:2.1% ($343.0M/$16.6B)

American Water Works Company, Inc.

AWK|030420103

Shares:2.3M

Value:$340.7M

% of Portfolio:2.1% ($340.7M/$16.6B)

SMITH A O CORP

AOS|831865209

Shares:5.2M

Value:$339.1M

% of Portfolio:2.0% ($339.1M/$16.6B)

ADVANCED DRAINAGE SYSTEMS, INC.

WMS|00790R104

Shares:2.9M

Value:$314.7M

% of Portfolio:1.9% ($314.7M/$16.6B)

HUBBELL INC

HUBB|443510607

Shares:919.2K

Value:$303.4M

% of Portfolio:1.8% ($303.4M/$16.6B)

TE Connectivity plc

TEL|G87052109

Shares:1.9M

Value:$273.8M

% of Portfolio:1.6% ($273.8M/$16.6B)

KLA CORP

KLAC|482480100

Shares:389.8K

Value:$264.3M

% of Portfolio:1.6% ($264.3M/$16.6B)

RENAISSANCERE HOLDINGS LTD

RNR|G7496G103

Shares:1.1M

Value:$262.5M

% of Portfolio:1.6% ($262.5M/$16.6B)

EBAY INC

EBAY|278642103

Shares:3.5M

Value:$239.0M

% of Portfolio:1.4% ($239.0M/$16.6B)

APPLIED MATERIALS INC /DE

AMAT|038222105

Shares:1.6M

Value:$230.9M

% of Portfolio:1.4% ($230.9M/$16.6B)

Marvell Technology, Inc.

MRVL|573874104

Shares:3.7M

Value:$227.0M

% of Portfolio:1.4% ($227.0M/$16.6B)

METTLER TOLEDO INTERNATIONAL INC/

MTD|592688105

Shares:191.5K

Value:$226.1M

% of Portfolio:1.4% ($226.1M/$16.6B)

Instrument	Shares		Other Manager	Value	% of Portfolio
LINDE PLC(LINcusipG54950103)	1.8M	QoQ -20.24% (-455.4K) YoY -33.11% (-888.5K)	All Managers (Combined)	$834.3M	5.0% ($834.3M/$16.6B)	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	4.2% ($691.7M/$16.6B)	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	3.5% ($576.2M/$16.6B)	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	2.7% ($456.4M/$16.6B)	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	2.6% ($433.8M/$16.6B)	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	2.3% ($381.7M/$16.6B)	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	2.2% ($363.2M/$16.6B)	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	2.1% ($349.7M/$16.6B)	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	2.1% ($343.0M/$16.6B)	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	2.1% ($340.7M/$16.6B)	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	2.0% ($339.1M/$16.6B)	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	1.9% ($314.7M/$16.6B)	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	1.8% ($303.4M/$16.6B)	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	1.6% ($273.8M/$16.6B)	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	1.6% ($264.3M/$16.6B)	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	1.6% ($262.5M/$16.6B)	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	1.4% ($239.0M/$16.6B)	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	1.4% ($230.9M/$16.6B)	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	1.4% ($227.0M/$16.6B)	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	1.4% ($226.1M/$16.6B)	QoQ -7.07% (-$17.2M) YoY -14.44% (-$38.2M)