IA
Impax Asset Management Group plc
Impax Asset Management Group plc · Investor
1Y performance ⓘ
+4%
AUM (13F)
$14.3B
# of Holdings
287
3Y performance ⓘ
+38%
vs S&P 500 ⓘ
−41%
Updated
Mar 31
Impax Asset Management Group plc's Impax Asset Management Group plc holds 287 U.S.-equity positions worth $14.3B (SEC 13F, Q1 2026). Top positions: Linde plc Ordinary Share 5.9%, NVIDIA CORP 4.4%, Xylem Inc 3.8%. 13F-replication return is +38% over 3 years (-41 pts vs the S&P 500) — a replicated, non-audited figure.
Holdings
| Stock | % of portfolio | Shares | Value | Latest activity | Avg buy price | Current price | Date |
|---|---|---|---|---|---|---|---|
| LIN Linde plc Ordinary Share | 5.9% | 1.7M | $849M | ▼ 7.1% (−130K) | $365.17 | $466.11 (+28%) | 2026-03-31 |
| NVDA NVIDIA CORP | 4.4% | 3.6M | $635M | ▲ 20% (+607K) | $122.84 | $230.82 (+88%) | 2026-03-31 |
| XYL Xylem Inc | 3.8% | 4.6M | $548M | ▼ 6.1% (−296K) | $115.54 | $100.78 (−13%) | 2026-03-31 |
| KLAC KLA Corporation Common Stock | 3.7% | 364K | $536M | ▲ 71% (+151K) | $93.21 | $198.82 (+113%) | 2026-03-31 |
| MSFT MICROSOFT CORP | 3.1% | 1.2M | $440M | ▼ 25% (−403K) | $294.39 | $519.35 (+76%) | 2026-03-31 |
| AWK American Water Works Company, Inc | 2.7% | 2.8M | $383M | ▲ 18% (+430K) | $138.23 | $127.46 (−8%) | 2026-03-31 |
| WCN Waste Connections, Inc. | 2.4% | 2.1M | $344M | ▲ 340% (+1.6M) | $167.67 | $154.03 (−8%) | 2026-03-31 |
| HUBB Hubbell Incorporated | 2.3% | 683K | $335M | ▼ 17% (−138K) | $326.65 | $452.31 (+38%) | 2026-03-31 |
| APTV Aptiv PLC | 2.2% | 4.6M | $319M | ▲ 7.5% (+322K) | $69.58 | $43.17 (−38%) | 2026-03-31 |
| VLTO Veralto Corporation | 2.1% | 3.4M | $299M | ▲ 7.3% (+231K) | $83.79 | $94.30 (+13%) | 2026-03-31 |
| AOS A.O. Smith Corporation | 2.0% | 4.3M | $282M | ▼ 8.0% (−371K) | $67.78 | $56.18 (−17%) | 2026-03-31 |
| VRT Vertiv Holdings Co Class A Common Stock | 1.9% | 1.1M | $272M | ▼ 10% (−123K) | $101.56 | $241.53 (+138%) | 2026-03-31 |
| WMS ADVANCED DRAINAGE SYSTEMS, INC. | 1.8% | 1.9M | $264M | ▼ 6.7% (−139K) | $95.32 | $126.13 (+32%) | 2026-03-31 |
| CTAS Cintas Corp | 1.8% | 1.5M | $254M | ▲ 12% (+157K) | $144.04 | $195.57 (+36%) | 2026-03-31 |
| EBAY eBay Inc | 1.7% | 2.7M | $247M | ▼ 13% (−419K) | $69.97 | $105.24 (+50%) | 2026-03-31 |
| MRVL Marvell Technology, Inc. Common Stock | 1.6% | 2.3M | $229M | ▼ 26% (−828K) | $62.74 | $262.81 (+319%) | 2026-03-31 |
| ECL Ecolab, Inc. | 1.6% | 859K | $229M | ▲ 18% (+134K) | $196.24 | $270.56 (+38%) | 2026-03-31 |
| A Agilent Technologies Inc. | 1.5% | 1.8M | $210M | ▼ 29% (−751K) | $135.96 | $171.87 (+26%) | 2026-03-31 |
| SBS Cia De Saneamento Basico Do | 1.4% | 6.7M | $206M | ▼ 6.8% (−494K) | $2.00 | $5.25 (+162%) | 2026-03-31 |
| ITRI Itron Inc | 1.4% | 2.2M | $197M | ▲ 62% (+838K) | $113.14 | $86.45 (−24%) | 2026-03-31 |
| RNR RenaissanceRe Holdings Ltd. | 1.3% | 638K | $190M | ▼ 34% (−332K) | $243.99 | $319.35 (+31%) | 2026-03-31 |
| UNP Union Pacific Corp. | 1.3% | 748K | $182M | ▲ 8.5% (+59K) | $241.52 | $270.33 (+12%) | 2026-03-31 |
| IEX IDEX Corporation | 1.2% | 948K | $180M | ▼ 45% (−761K) | $224.62 | $228.53 (+2%) | 2026-03-31 |
| WTS Watts Water Technologies, Inc. Class A | 1.2% | 588K | $171M | ▼ 9.2% (−60K) | $168.32 | $353.71 (+110%) | 2026-03-31 |
| CDNS Cadence Design Systems | 1.1% | 593K | $165M | ▲ 10% (+55K) | $242.52 | $346.69 (+43%) | 2026-03-31 |
| TEL TE Connectivity plc | 1.1% | 744K | $156M | ▼ 2.7% (−21K) | $150.99 | $211.69 (+40%) | 2026-03-31 |
| ZTS ZOETIS INC. | 1.1% | 1.3M | $155M | ▼ 17% (−266K) | $154.87 | $70.33 (−55%) | 2026-03-31 |
| PNR Pentair plc | 1.0% | 1.7M | $149M | ▼ 48% (−1.6M) | $55.50 | $53.04 (−4%) | 2026-03-31 |
| MAS Masco Corporation | 1.0% | 2.4M | $144M | ▼ 12% (−334K) | $54.14 | $66.89 (+24%) | 2026-03-31 |
| CNM Core & Main, Inc. | 1.0% | 2.9M | $141M | ▼ 0.7% (−21K) | $45.18 | $41.07 (−9%) | 2026-03-31 |
| MA Mastercard Incorporated | 1.0% | 279K | $140M | ▼ 16% (−53K) | $419.58 | $554.07 (+32%) | 2026-03-31 |
| SNPS Synopsys Inc | 0.9% | 316K | $125M | ▼ 29% (−127K) | $537.53 | $474.75 (−12%) | 2026-03-31 |
| FELE Franklin Electric Co Inc | 0.8% | 1.3M | $120M | ▲ 16% (+175K) | $92.62 | $95.52 (+3%) | 2026-03-31 |
| AAON Aaon Inc | 0.8% | 1.4M | $119M | ▲ 2.3% (+33K) | $81.07 | $81.85 (+1%) | 2026-03-31 |
| LFUS Littelfuse Inc | 0.8% | 346K | $117M | ▼ 24% (−108K) | $266.48 | $426.60 (+60%) | 2026-03-31 |
| ACM Aecom | 0.8% | 1.4M | $117M | ▼ 0.7% (−9K) | $85.31 | $59.38 (−30%) | 2026-03-31 |
| ZWS Zurn Elkay Water Solutions Corporation | 0.8% | 2.6M | $117M | ▼ 11% (−313K) | $24.66 | $46.23 (+88%) | 2026-03-31 |
| TTEK Tetra Tech Inc | 0.8% | 3.8M | $115M | ▲ 19% (+622K) | $33.03 | $33.27 (+1%) | 2026-03-31 |
| SITE SiteOne Landscape Supply, Inc. | 0.8% | 824K | $110M | ▼ 10.0% (−91K) | $133.46 | $89.06 (−33%) | 2026-03-31 |
| AAPL Apple Inc. | 0.8% | 421K | $107M | ▲ 14% (+53K) | $176.22 | $332.30 (+89%) | 2026-03-31 |
| MPWR Monolithic Power Systems, Inc. | 0.7% | 88K | $97M | ▼ 17% (−18K) | $519.74 | $1,345.12 (+159%) | 2026-03-31 |
| TT Trane Technologies plc | 0.7% | 229K | $95M | ▼ 9.5% (−24K) | $183.98 | $452.40 (+146%) | 2026-03-31 |
| WAT Waters Corp | 0.7% | 315K | $94M | ▲ 35% (+82K) | $306.10 | $436.87 (+43%) | 2026-03-31 |
| QXO QXO, Inc. | 0.6% | 4.7M | $92M | ▲ 275% (+3.5M) | $19.39 | $11.52 (−41%) | 2026-03-31 |
| VMI Valmont Industries, Inc. | 0.6% | 227K | $91M | ▼ 13% (−34K) | $292.41 | $461.80 (+58%) | 2026-03-31 |
| AMAT Applied Materials Inc | 0.6% | 260K | $89M | ▼ 70% (−595K) | $128.91 | $528.75 (+310%) | 2026-03-31 |
| BSX Boston Scientific Corp. | 0.6% | 1.4M | $85M | ▼ 21% (−364K) | $63.43 | $43.49 (−31%) | 2026-03-31 |
| MWA Mueller Water Products, Inc. | 0.6% | 2.9M | $81M | ▼ 12% (−416K) | $13.94 | $21.16 (+52%) | 2026-03-31 |
| ORA Ormat Technologies, Inc. | 0.6% | 723K | $81M | ▲ 6.8% (+46K) | $82.81 | $87.84 (+6%) | 2026-03-31 |
| WAB Wabtec Inc. | 0.6% | 318K | $80M | ▲ 54% (+112K) | $226.07 | $285.10 (+26%) | 2026-03-31 |
Showing top 50 of 287 holdings by value.
FAQ ▾
What are Impax Asset Management Group plc's largest holdings?
As of the latest 13F: Linde plc Ordinary Share 5.9%, NVIDIA CORP 4.4%, Xylem Inc 3.8%, KLA Corporation Common Stock 3.7%, MICROSOFT CORP 3.1%.
How big is Impax Asset Management Group plc's 13F portfolio?
$14.3B across 287 disclosed U.S.-equity positions.
What is Impax Asset Management Group plc's 3-year performance?
+38% (13F-replication, price return), -41 pts vs the S&P 500. Not an audited fund return.
Where does this data come from?
U.S. SEC Form 13F-HR institutional holdings filings.
Sourced from SEC Form 13F-HR filings · Not investment advice ▾
Data as of 2026-03-31 · Methodology
13F-replication (price return, filing-date based) — not an audited fund return.
Published by WealthFile · Not investment advice.
Latest activity = change vs. the prior 13F. Avg buy price = est. entry over the trailing 3 years (gain = vs. latest price). Returns are 13F-replication, not audited fund returns. Sourced from SEC 13F filings.