IA
Impax Asset Management Group plc
Impax Asset Management Group plc · Investor
1Y performance ⓘ
+27%
AUM (13F)
$14.3B
# of Holdings
286
3Y performance ⓘ
—
vs S&P 500 ⓘ
—
Updated
Mar 31
Impax Asset Management Group plc's Impax Asset Management Group plc holds 286 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%.
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) | $355.14 | $516.71 (+45%) | 2026-03-31 |
| NVDA NVIDIA CORP | 4.4% | 3.6M | $635M | ▲ 20% (+607K) | $277.77 | $208.65 (−25%) | 2026-03-31 |
| XYL Xylem Inc | 3.8% | 4.6M | $548M | ▼ 6.1% (−296K) | $104.70 | $111.77 (+7%) | 2026-03-31 |
| KLAC KLA Corporation Common Stock | 3.7% | 364K | $536M | ▲ 71% (+151K) | $399.17 | $269.16 (−33%) | 2026-03-31 |
| MSFT MICROSOFT CORP | 3.1% | 1.2M | $440M | ▼ 25% (−403K) | $287.98 | $367.34 (+28%) | 2026-03-31 |
| AWK American Water Works Company, Inc | 2.7% | 2.8M | $383M | ▲ 18% (+430K) | $146.34 | $124.92 (−15%) | 2026-03-31 |
| WCN Waste Connections, Inc. | 2.4% | 2.1M | $344M | ▲ 340% (+1.6M) | $176.84 | $153.43 (−13%) | 2026-03-31 |
| HUBB Hubbell Incorporated | 2.3% | 683K | $335M | ▼ 17% (−138K) | $243.31 | $539.39 (+122%) | 2026-03-31 |
| APTV Aptiv PLC | 2.2% | 4.6M | $319M | ▲ 7.5% (+322K) | $60.41 | $63.57 (+5%) | 2026-03-31 |
| VLTO Veralto Corporation | 2.1% | 3.4M | $299M | ▲ 7.3% (+231K) | $82.15 | $82.95 (+1%) | 2026-03-31 |
| AOS A.O. Smith Corporation | 2.0% | 4.3M | $282M | ▼ 8.0% (−371K) | $69.15 | $58.69 (−15%) | 2026-03-31 |
| VRT Vertiv Holdings Co Class A Common Stock | 1.9% | 1.1M | $272M | ▼ 10% (−123K) | $14.31 | $357.96 (+2401%) | 2026-03-31 |
| WMS ADVANCED DRAINAGE SYSTEMS, INC. | 1.8% | 1.9M | $264M | ▼ 6.7% (−139K) | $84.03 | $141.40 (+68%) | 2026-03-31 |
| CTAS Cintas Corp | 1.8% | 1.5M | $254M | ▲ 12% (+157K) | $461.97 | $169.45 (−63%) | 2026-03-31 |
| EBAY eBay Inc | 1.7% | 2.7M | $247M | ▼ 13% (−419K) | $44.37 | $104.94 (+137%) | 2026-03-31 |
| MRVL Marvell Technology, Inc. Common Stock | 1.6% | 2.3M | $229M | ▼ 26% (−828K) | $59.78 | $307.86 (+415%) | 2026-03-31 |
| ECL Ecolab, Inc. | 1.6% | 859K | $229M | ▲ 18% (+134K) | $165.53 | $269.34 (+63%) | 2026-03-31 |
| A Agilent Technologies Inc. | 1.5% | 1.8M | $210M | ▼ 29% (−751K) | $138.34 | $126.49 (−9%) | 2026-03-31 |
| SBS Cia De Saneamento Basico Do | 1.4% | 6.7M | $206M | ▼ 6.8% (−494K) | $9.98 | $5.42 (−46%) | 2026-03-31 |
| ITRI Itron Inc | 1.4% | 2.2M | $197M | ▲ 62% (+838K) | $131.63 | $81.76 (−38%) | 2026-03-31 |
| RNR RenaissanceRe Holdings Ltd. | 1.3% | 638K | $190M | ▼ 34% (−332K) | $234.57 | $300.93 (+28%) | 2026-03-31 |
| UNP Union Pacific Corp. | 1.3% | 748K | $182M | ▲ 8.5% (+59K) | $201.26 | $259.91 (+29%) | 2026-03-31 |
| IEX IDEX Corporation | 1.2% | 948K | $180M | ▼ 45% (−761K) | $231.03 | $225.36 (−2%) | 2026-03-31 |
| WTS Watts Water Technologies, Inc. Class A | 1.2% | 588K | $171M | ▼ 9.2% (−60K) | $167.95 | $350.00 (+108%) | 2026-03-31 |
| CDNS Cadence Design Systems | 1.1% | 593K | $165M | ▲ 10% (+55K) | $209.72 | $389.04 (+86%) | 2026-03-31 |
| TEL TE Connectivity plc | 1.1% | 744K | $156M | ▼ 2.7% (−21K) | $150.77 | $212.69 (+41%) | 2026-03-31 |
| ZTS ZOETIS INC. | 1.1% | 1.3M | $155M | ▼ 17% (−266K) | $166.44 | $75.89 (−54%) | 2026-03-31 |
| PNR Pentair plc | 1.0% | 1.7M | $149M | ▼ 48% (−1.6M) | $55.20 | $74.03 (+34%) | 2026-03-31 |
| MAS Masco Corporation | 1.0% | 2.4M | $144M | ▼ 12% (−334K) | $49.72 | $73.58 (+48%) | 2026-03-31 |
| CNM Core & Main, Inc. | 1.0% | 2.9M | $141M | ▼ 0.7% (−21K) | $23.10 | $47.25 (+105%) | 2026-03-31 |
| MA Mastercard Incorporated | 1.0% | 279K | $140M | ▼ 16% (−53K) | $362.59 | $484.09 (+34%) | 2026-03-31 |
| SNPS Synopsys Inc | 0.9% | 316K | $125M | ▼ 29% (−127K) | $386.25 | $464.58 (+20%) | 2026-03-31 |
| FELE Franklin Electric Co Inc | 0.8% | 1.3M | $120M | ▲ 16% (+175K) | $94.10 | $104.46 (+11%) | 2026-03-31 |
| AAON Aaon Inc | 0.8% | 1.4M | $119M | ▲ 2.3% (+33K) | $87.24 | $136.16 (+56%) | 2026-03-31 |
| LFUS Littelfuse Inc | 0.8% | 346K | $117M | ▼ 24% (−108K) | $266.88 | $489.10 (+83%) | 2026-03-31 |
| ACM Aecom | 0.8% | 1.4M | $117M | ▼ 0.7% (−9K) | $84.69 | $67.86 (−20%) | 2026-03-31 |
| ZWS Zurn Elkay Water Solutions Corporation | 0.8% | 2.6M | $117M | ▼ 11% (−313K) | $21.31 | $49.64 (+133%) | 2026-03-31 |
| TTEK Tetra Tech Inc | 0.8% | 3.8M | $115M | ▲ 19% (+622K) | $204.48 | $27.15 (−87%) | 2026-03-31 |
| SITE SiteOne Landscape Supply, Inc. | 0.8% | 824K | $110M | ▼ 10.0% (−91K) | $136.87 | $106.66 (−22%) | 2026-03-31 |
| AAPL Apple Inc. | 0.8% | 421K | $107M | ▲ 14% (+53K) | $164.90 | $297.01 (+80%) | 2026-03-31 |
| MPWR Monolithic Power Systems, Inc. | 0.7% | 88K | $97M | ▼ 17% (−18K) | $498.41 | $1,537.88 (+209%) | 2026-03-31 |
| TT Trane Technologies plc | 0.7% | 229K | $95M | ▼ 9.5% (−24K) | $183.98 | $491.59 (+167%) | 2026-03-31 |
| WAT Waters Corp | 0.7% | 315K | $94M | ▲ 35% (+82K) | $309.63 | $358.25 (+16%) | 2026-03-31 |
| QXO QXO, Inc. | 0.6% | 4.7M | $92M | ▲ 275% (+3.5M) | $19.29 | $16.74 (−13%) | 2026-03-31 |
| VMI Valmont Industries, Inc. | 0.6% | 227K | $91M | ▼ 13% (−34K) | $319.28 | $583.00 (+83%) | 2026-03-31 |
| AMAT Applied Materials Inc | 0.6% | 260K | $89M | ▼ 70% (−595K) | $122.70 | $640.18 (+422%) | 2026-03-31 |
| BSX Boston Scientific Corp. | 0.6% | 1.4M | $85M | ▼ 21% (−364K) | $49.91 | $44.33 (−11%) | 2026-03-31 |
| MWA Mueller Water Products, Inc. | 0.6% | 2.9M | $81M | ▼ 12% (−416K) | $13.94 | $25.89 (+86%) | 2026-03-31 |
| ORA Ormat Technologies, Inc. | 0.6% | 723K | $81M | ▲ 6.8% (+46K) | $84.38 | $129.55 (+54%) | 2026-03-31 |
| WAB Wabtec Inc. | 0.6% | 318K | $80M | ▲ 54% (+112K) | $209.35 | $276.75 (+32%) | 2026-03-31 |
Showing top 50 of 286 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 286 disclosed U.S.-equity positions.
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.