Impax Asset Management Group plc
Institutional investor · Portfolio as of Q1 2025
Top Holdings295 positions
Linde PLC | 1.8M | $834.3M | 5.0% | $342.45 | +32.73% | 9 qtrssince 2023-Q1 | Decreased 0 |
Microsoft Corp. | 1.8M | $691.7M | 4.2% | $214.01 | +73.37% | 25 qtrssince 2019-Q1 | Decreased 0 |
XYLEM INC | 4.8M | $576.2M | 3.5% | $106.29 | +10.18% | 25 qtrssince 2019-Q1 | Decreased 0 |
NVIDIA Corp. | 4.2M | $456.4M | 2.7% | $111.66 | -3.18% | 17 qtrssince 2021-Q1 | Decreased 0 |
PENTAIR PLC | 5M | $433.8M | 2.6% | $43.00 | +99.87% | 25 qtrssince 2019-Q1 | Decreased 0 |
VERALTO CORP COM SHS | 3.9M | $381.7M | 2.3% | $81.86 | +16.78% | 6 qtrssince 2023-Q4 | Decreased 0 |
IDEX CORP | 2M | $363.2M | 2.2% | $167.51 | +5.31% | 25 qtrssince 2019-Q1 | Increased 59 |
WASTE MGMT INC DEL | 1.5M | $349.7M | 2.1% | $124.58 | +80.94% | 25 qtrssince 2019-Q1 | Decreased 0 |
AGILENT TECHNOLOGIES INC | 2.9M | $343M | 2.1% | $103.15 | +12.03% | 25 qtrssince 2019-Q1 | Increased 55 |
AMERICAN WTR WKS CO INC NEW | 2.3M | $340.7M | 2.1% | $119.38 | +18.89% | 25 qtrssince 2019-Q1 | Decreased 0 |
SMITH A O CORP | 5.2M | $339.1M | 2.0% | $60.51 | +4.62% | 17 qtrssince 2021-Q1 | Increased 78 |
ADVANCED DRAIN SYS INC DEL COM | 2.9M | $314.7M | 1.9% | $71.01 | +51.79% | 25 qtrssince 2019-Q1 | Increased 56 |
HUBBELL INC | 919,156 | $303.4M | 1.8% | $264.58 | +24.28% | 25 qtrssince 2019-Q1 | Decreased 0 |
TE Connectivity PLC | 1.9M | $273.8M | 1.6% | $146.93 | -5.60% | 3 qtrssince 2024-Q3 | Decreased 0 |
KLA Corp. | 389,834 | $264.3M | 1.6% | $53.02 | +26.94% | 10 qtrssince 2022-Q4 | Increased 68 |
RENAISSANCERE HLDGS LTD | 1.1M | $262.5M | 1.6% | $241.38 | +0.09% | 5 qtrssince 2024-Q1 | Decreased 0 |
EBAY INC. | 3.5M | $239M | 1.4% | $66.26 | +0.21% | 3 qtrssince 2024-Q3 | Increased 78 |
APPLIED MATLS INC | 1.6M | $230.9M | 1.4% | $119.12 | +20.60% | 25 qtrssince 2019-Q1 | Decreased 0 |
Marvell Technology Inc | 3.7M | $227M | 1.4% | $61.02 | +0.49% | 8 qtrssince 2023-Q2 | Increased 78 |
Mettler-Toledo International Inc | 191,467 | $226.1M | 1.4% | $1,047.00 | +12.79% | 23 qtrssince 2019-Q3 | Decreased 0 |
Impax Asset Management Group plc manages $16.6B across 295 positions as of Q1 2025. Top holdings: LIN (5.0%), MSFT (4.2%), XYL (3.5%). Fund DNA: Steady Compounder. HoldingsIntel Score: 2/5.0.
Active quarter - 19 new positions, 36 exits, 112 increased. Top move: AOS (INCREASED, conviction 78). Portfolio: $16.6B across 295 positions.
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Portfolio allocation by GICS sector
Behavioral investing profile
Position Outcomes
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Cost basis estimates based on full filing history using quarter-end prices. Actual transaction prices are not disclosed in 13F filings.
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Data sourced from SEC EDGAR 13F filings. Not financial advice. Full disclaimer
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