Impax Asset Management Group plc
Institutional investor · Portfolio as of Q3 2025
Top Holdings275 positions
LINDE PLC | 1.9M | $906.7M | 5.3% | $349.59 | +35.80% | 11 qtrssince 2023-Q1 | Increased 62 |
MICROSOFT CORP | 1.6M | $807M | 4.7% | $214.01 | +140.04% | 27 qtrssince 2019-Q1 | Decreased 0 |
XYLEM INC | 5.3M | $782.9M | 4.6% | $108.81 | +33.68% | 27 qtrssince 2019-Q1 | Decreased 0 |
NVIDIA CORPORATION | 3.2M | $593.3M | 3.5% | $111.66 | +66.70% | 19 qtrssince 2021-Q1 | Decreased 0 |
VERALTO CORP | 3.8M | $408.5M | 2.4% | $82.72 | +26.74% | 8 qtrssince 2023-Q4 | Increased 56 |
HUBBELL INC | 937,136 | $402.4M | 2.3% | $276.72 | +53.60% | 27 qtrssince 2019-Q1 | Decreased 0 |
PENTAIR PLC | 3.6M | $396.3M | 2.3% | $43.00 | +154.44% | 27 qtrssince 2019-Q1 | Decreased 0 |
APTIV PLC | 4.5M | $390M | 2.3% | $69.56 | +23.95% | 4 qtrssince 2024-Q4 | Increased 75 |
AGILENT TECHNOLOGIES INC | 3M | $380.1M | 2.2% | $103.56 | +23.20% | 27 qtrssince 2019-Q1 | Decreased 0 |
SMITH A O CORP | 4.9M | $356.1M | 2.1% | $60.88 | +17.96% | 19 qtrssince 2021-Q1 | Increased 55 |
ADVANCED DRAIN SYS INC DEL | 2.5M | $345.8M | 2.0% | $72.98 | +89.07% | 27 qtrssince 2019-Q1 | Decreased 0 |
IDEX CORP | 2M | $319.1M | 1.9% | $167.51 | -4.56% | 27 qtrssince 2019-Q1 | Decreased 0 |
RENAISSANCERE HLDGS LTD | 1.2M | $309.9M | 1.8% | $241.35 | +3.68% | 7 qtrssince 2024-Q1 | Increased 49 |
SYNOPSYS INC | 621,909 | $305.5M | 1.8% | $538.94 | -8.45% | 6 qtrssince 2024-Q2 | Increased 49 |
MARVELL TECHNOLOGY INC | 3.6M | $304.3M | 1.8% | $62.42 | +34.39% | 10 qtrssince 2023-Q2 | Increased 52 |
KLA CORP | 252,188 | $271.2M | 1.6% | $53.02 | +102.33% | 12 qtrssince 2022-Q4 | Decreased 0 |
EBAY INC. | 2.8M | $255.8M | 1.5% | $66.77 | +34.50% | 5 qtrssince 2024-Q3 | Decreased 0 |
ZOETIS INC | 1.7M | $247.8M | 1.4% | $151.11 | -4.99% | 24 qtrssince 2019-Q4 | Increased 65 |
CARRIER GLOBAL CORPORATION | 4.1M | $246.7M | 1.4% | $55.91 | +5.17% | 15 qtrssince 2022-Q1 | Increased 68 |
WASTE MGMT INC DEL | 1.1M | $246.7M | 1.4% | $124.96 | +74.92% | 27 qtrssince 2019-Q1 | Increased 48 |
Impax Asset Management Group plc manages $17.1B across 275 positions as of Q3 2025. Top holdings: LIN (5.3%), MSFT (4.7%), XYL (4.6%). Fund DNA: Steady Compounder. HoldingsIntel Score: 2.5/5.0.
Active quarter - 21 new positions, 26 exits, 65 increased. Top move: APTV (INCREASED, conviction 75). Portfolio: $17.1B across 275 positions.
Top holdings by portfolio weight
Portfolio allocation by GICS sector
Behavioral investing profile
Position Outcomes
Best and worst performing positions by estimated return
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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
Verify source filings on SEC EDGAR