Impax Asset Management Group plc
Institutional investor · Portfolio as of Q4 2025
Top Holdings279 positions
Linde PLC | 1.8M | $785.4M | 4.9% | $349.59 | +22.53% | 12 qtrssince 2023-Q1 | Decreased 0 |
Microsoft Corp. | 1.6M | $769.7M | 4.8% | $219.63 | +118.81% | 28 qtrssince 2019-Q1 | Increased 59 |
XYLEM INC | 4.9M | $664.7M | 4.2% | $108.81 | +23.77% | 28 qtrssince 2019-Q1 | Decreased 0 |
NVIDIA Corp. | 3M | $565.9M | 3.5% | $111.66 | +66.64% | 20 qtrssince 2021-Q1 | Decreased 0 |
HUBBELL INC | 820,499 | $364.4M | 2.3% | $276.72 | +61.39% | 28 qtrssince 2019-Q1 | Decreased 0 |
AGILENT TECHNOLOGIES INC | 2.6M | $353.2M | 2.2% | $103.56 | +30.61% | 28 qtrssince 2019-Q1 | Decreased 0 |
PENTAIR PLC | 3.3M | $344.8M | 2.2% | $43.00 | +139.77% | 28 qtrssince 2019-Q1 | Decreased 0 |
APTIV PLC COM SHS | 4.3M | $324.9M | 2.0% | $69.56 | +9.39% | 5 qtrssince 2024-Q4 | Decreased 0 |
VERALTO CORP COM SHS | 3.1M | $313.8M | 2.0% | $82.72 | +22.37% | 9 qtrssince 2023-Q4 | Decreased 0 |
AMERICAN WTR WKS CO INC NEW | 2.4M | $311.5M | 1.9% | $121.71 | +5.04% | 28 qtrssince 2019-Q1 | Increased 64 |
SMITH A O CORP | 4.6M | $311M | 1.9% | $60.88 | +8.05% | 20 qtrssince 2021-Q1 | Decreased 0 |
IDEX CORP | 1.7M | $304.1M | 1.9% | $167.51 | +4.79% | 28 qtrssince 2019-Q1 | Decreased 0 |
ADVANCED DRAIN SYS INC DEL COM | 2.1M | $299.3M | 1.9% | $72.98 | +97.66% | 28 qtrssince 2019-Q1 | Decreased 0 |
EBAY INC. | 3.1M | $273M | 1.7% | $68.78 | +25.49% | 6 qtrssince 2024-Q3 | Increased 54 |
RENAISSANCERE HLDGS LTD | 969,868 | $272.7M | 1.7% | $241.35 | +17.53% | 8 qtrssince 2024-Q1 | Decreased 0 |
Marvell Technology Inc | 3.1M | $267.1M | 1.7% | $62.42 | +35.93% | 11 qtrssince 2023-Q2 | Decreased 0 |
KLA Corp. | 212,473 | $258.2M | 1.6% | $53.02 | +128.32% | 13 qtrssince 2022-Q4 | Decreased 0 |
Cintas Corporation | 1.3M | $253.2M | 1.6% | $132.33 | +41.05% | 18 qtrssince 2021-Q3 | Increased 61 |
WASTE MGMT INC DEL | 1M | $221.7M | 1.4% | $124.96 | +77.75% | 28 qtrssince 2019-Q1 | Decreased 0 |
APPLIED MATLS INC | 854,529 | $219.6M | 1.4% | $119.12 | +115.21% | 28 qtrssince 2019-Q1 | Decreased 0 |
Impax Asset Management Group plc manages $16B across 279 positions as of Q4 2025. Top holdings: LIN (4.9%), MSFT (4.8%), XYL (4.2%). Fund DNA: Steady Compounder. HoldingsIntel Score: 2/5.0.
Active quarter - 19 new positions, 15 exits, 66 increased. Top move: AWK (INCREASED, conviction 64). Portfolio: $16.0B across 279 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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