Impax Asset Management Group Plc Top Holdings and 13F Report (2025) About Impax Asset Management Group PlcInvestment ActivityImpax Asset Management Group Plc has $22.08 billion in total holdings as of December 31, 2024.Impax Asset Management Group Plc owns shares of 312 different stocks, but just 60 companies or ETFs make up 80% of its holdings.Approximately 8.07% of the portfolio was purchased this quarter.About 17.22% of the portfolio was sold this quarter.This quarter, Impax Asset Management Group Plc has purchased 313 new stocks and bought additional shares in 86 stocks.Impax Asset Management Group Plc sold shares of 176 stocks and completely divested from 28 stocks this quarter.Largest Holdings Microsoft $997,695,137Linde PLC $940,853,227NVIDIA $714,309,728Xylem $644,039,086American Water Works $576,330,688 Largest New Holdings this Quarter Aptiv PLC $287,845,911 HoldingSealed Air $18,210,046 HoldingCullen/Frost Bankers $15,438,750 HoldingTechTarget Inc $8,450,990 HoldingQuanex Building Products $8,187,060 Holding Largest Purchases this Quarter Xylem 3,883,845 shares (about $449.75M)Aptiv PLC 4,765,012 shares (about $287.85M)Voya Financial 2,131,578 shares (about $146.38M)Intuitive Surgical 194,252 shares (about $101.08M)Advanced Drainage Systems 650,052 shares (about $74.95M) Largest Sales this Quarter IQVIA 1,591,807 shares (about $312.81M)Pentair 2,557,006 shares (about $256.84M)Zurn Elkay Water Solutions 4,709,565 shares (about $175.63M)American Water Works 1,041,719 shares (about $129.49M)Microsoft 276,504 shares (about $116.38M) Sector Allocation Over TimeMap of 500 Largest Holdings ofImpax Asset Management Group Plc Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorMSFTMicrosoft$997,695,137$116,378,335 ▼-10.4%2,370,4304.5%Computer and TechnologyLinde PLC$940,853,227$52,036,909 ▼-5.2%2,249,9014.3%Common StockNVDANVIDIA$714,309,728$23,404,256 ▼-3.2%5,327,0493.2%Computer and TechnologyXYLXylem$644,039,086$449,748,373 ▲231.5%5,561,6612.9%Business ServicesAWKAmerican Water Works$576,330,688$129,487,948 ▼-18.3%4,636,5292.6%UtilitiesPNRPentair$508,426,034$256,839,311 ▼-33.6%5,061,7192.3%Business ServicesRNRRenaissanceRe$466,969,096$45,334,225 ▲10.8%1,880,1662.1%FinanceTE Connectivity PLC$452,023,960$44,264,499 ▼-8.9%3,166,8282.0%Common StockMAMastercard$434,910,487$103,105,691 ▼-19.2%828,5412.0%Business ServicesHUBBHubbell$428,300,783$74,582,100 ▼-14.8%1,024,1201.9%Industrial ProductsAMATApplied Materials$424,985,529$10,761,119 ▲2.6%2,617,3781.9%Computer and TechnologyVeralto Corp$405,590,533$6,124,729 ▼-1.5%3,988,9361.8%Common StockBSXBoston Scientific$401,143,176$85,891,160 ▼-17.6%4,505,4791.8%MedicalAAgilent Technologies$380,105,492$21,737,958 ▲6.1%2,829,4291.7%MedicalIEXIDEX$376,628,238$19,341,535 ▼-4.9%1,799,5521.7%Industrial ProductsCDNSCadence Design Systems$370,606,894$41,352,675 ▼-10.0%1,236,5551.7%Computer and TechnologyCTASCintas$338,790,293$104,156,992 ▼-23.5%1,858,0401.5%Business ServicesORCLOracle$336,024,228$50,390,099 ▼-13.0%2,022,0431.5%Computer and TechnologyWMWaste Management$329,589,661$21,744,890 ▼-6.2%1,633,3301.5%Business ServicesMMCMarsh & McLennan Companies$328,252,891$55,341,135 ▼-14.4%1,550,7111.5%FinanceTMOThermo Fisher Scientific$323,638,725$40,575,344 ▼-11.1%624,0931.5%MedicalVVisa$309,455,939$44,730,985 ▼-12.6%981,5481.4%Business ServicesWMSAdvanced Drainage Systems$291,722,958$74,954,582 ▲34.6%2,530,0001.3%ConstructionAptiv PLC$287,845,911$287,845,911 ▲New Holding4,765,0121.3%Common StockADIAnalog Devices$278,933,847$46,492,257 ▼-14.3%1,316,9551.3%Computer and TechnologyWATWaters$264,937,222$25,415,469 ▲10.6%714,1551.2%MedicalWTSWatts Water Technologies$255,117,104$47,383,461 ▼-15.7%1,258,2741.2%Computer and TechnologyMTDMettler-Toledo International$243,331,215$13,252,454 ▲5.8%198,8521.1%MedicalCARRCarrier Global$239,003,926$20,516,908 ▼-7.9%3,501,3761.1%Computer and TechnologySNPSSynopsys$238,344,279$166,964 ▲0.1%491,0671.1%Computer and TechnologyTXNTexas Instruments$217,450,284$25,616,491 ▼-10.5%1,159,6731.0%Computer and TechnologyDHRDanaher$211,843,431$4,666,255 ▼-2.2%925,5501.0%MedicalAOSA. O. Smith$211,596,151$2,146,705 ▼-1.0%3,102,1281.0%Industrial ProductsHDBHDFC Bank$199,896,935$46,858,526 ▼-19.0%3,140,1870.9%FinanceVOYAVoya Financial$199,061,798$146,377,103 ▲277.8%2,898,7850.9%FinanceADSKAutodesk$195,289,010$38,272,177 ▼-16.4%660,7200.9%Computer and TechnologySTESTERIS$194,752,683$33,318,134 ▼-14.6%951,7580.9%MedicalSBSCompanhia de Saneamento Básico do Estado de São Paulo - SABESP$193,084,741$7,377,202 ▼-3.7%13,520,9020.9%UtilitiesANSSANSYS$189,321,065$14,221,833 ▼-7.0%561,2340.9%Computer and TechnologyPTCPTC$188,969,634$12,841,420 ▼-6.4%1,035,5980.9%Computer and TechnologyCGNXCognex$181,781,942$5,292,060 ▼-2.8%5,082,3140.8%Computer and TechnologyTRMBTrimble$180,698,677$12,611,576 ▼-6.5%2,575,8020.8%Industrial ProductsCooper Cos Inc/The$180,045,640$30,235,770 ▼-14.4%1,964,7490.8%Common StockCHEChemed$176,135,719$158,940 ▼-0.1%332,4570.8%MedicalCNMCore & Main$174,661,366$72,134,735 ▲70.4%3,430,7870.8%Industrial ProductsRSGRepublic Services$172,421,319$9,604,736 ▼-5.3%857,0500.8%Business ServicesMASMasco$166,542,417$17,949,464 ▼-9.7%2,294,9210.8%ConstructionACMAECOM$164,201,140$20,423,770 ▼-11.1%1,537,1760.7%ConstructionORAOrmat Technologies$162,585,562$11,005,499 ▲7.3%2,415,4790.7%Oils/EnergyKLACKLA$160,280,474$54,238,839 ▲51.1%254,3650.7%Computer and TechnologyTTTrane Technologies$157,828,795$26,401,877 ▼-14.3%427,3150.7%ConstructionLFUSLittelfuse$155,565,997$9,032,775 ▼-5.5%664,3710.7%Computer and TechnologyRYNRayonier$154,709,264$16,329,345 ▼-9.5%5,963,9640.7%ConstructionECLEcolab$153,099,299$2,260,251 ▼-1.5%653,3770.7%Basic MaterialsZWSZurn Elkay Water Solutions$152,587,325$175,628,264 ▼-53.5%4,091,7100.7%Industrial ProductsRGENRepligen$150,267,171$889,942 ▼-0.6%1,051,9390.7%MedicalUNPUnion Pacific$142,023,996$17,460,339 ▲14.0%622,8030.6%TransportationAAPLApple$140,653,902$13,682,698 ▼-8.9%561,6720.6%Computer and TechnologyMPWRMonolithic Power Systems$139,912,199$29,631,441 ▲26.9%237,9100.6%Computer and TechnologySITESiteOne Landscape Supply$136,226,461$933,986 ▼-0.7%1,033,8200.6%Industrial ProductsGNRCGenerac$129,890,502$14,280,976 ▼-9.9%843,4120.6%Industrial ProductsALTRAltair Engineering$129,533,974$17,774,049 ▼-12.1%1,196,0980.6%Computer and TechnologyGOOGLAlphabet$125,734,953$12,184,295 ▼-8.8%664,2100.6%Computer and TechnologyBSYBentley Systems$115,718,911$34,179,624 ▲41.9%2,493,0590.5%Computer and TechnologyLIILennox International$114,255,936$19,964,498 ▼-14.9%188,6000.5%ConstructionISRGIntuitive Surgical$103,768,258$101,079,594 ▲3,759.5%199,4190.5%MedicalMWAMueller Water Products$103,068,360$26,053,245 ▼-20.2%4,580,8160.5%Industrial ProductsDARDarling Ingredients$100,167,748$12,616,782 ▼-11.2%2,989,3090.5%Consumer StaplesVMIValmont Industries$98,893,715$42,699,811 ▼-30.2%322,4760.4%Industrial ProductsCLHClean Harbors$98,841,448$1,175,488 ▼-1.2%434,8060.4%Business ServicesGPKGraphic Packaging$94,834,545$18,325,848 ▼-16.2%3,519,6970.4%Industrial ProductsFELEFranklin Electric$84,070,895$12,526,418 ▼-13.0%862,7080.4%Industrial ProductsAZEKAZEK$72,154,827$1,374,164 ▼-1.9%1,537,1760.3%ConstructionJPMJPMorgan Chase & Co.$66,168,350$8,401,596 ▼-11.3%276,0350.3%FinanceTREXTrex$62,617,734$5,850,154 ▲10.3%907,1090.3%ConstructionDISWalt Disney$57,619,282$14,092,011 ▼-19.7%517,4610.3%Consumer DiscretionaryVRTVertiv$56,521,657$14,444,603 ▼-20.4%497,5060.3%Computer and TechnologyNOWServiceNow$53,670,695$22,154,388 ▼-29.2%50,6270.2%Computer and TechnologyHRIHerc$52,684,480$19,571,884 ▼-27.1%281,1040.2%TransportationMKCMcCormick & Company, Incorporated$52,069,480$3,714,108 ▼-6.7%682,9680.2%Consumer StaplesWCNWaste Connections$51,788,678$766,058 ▼-1.5%305,3680.2%Business ServicesPGProcter & Gamble$50,224,922$2,093,948 ▼-4.0%299,5820.2%Consumer StaplesMRVLMarvell Technology$48,187,568$15,320,740 ▼-24.1%436,2840.2%Computer and TechnologyDCIDonaldson$45,860,636$1,031,687 ▼-2.2%689,0520.2%Industrial ProductsABTAbbott Laboratories$45,249,769$17,821,272 ▼-28.3%400,0510.2%MedicalULTAUlta Beauty$44,822,146$4,191,420 ▲10.3%103,0560.2%Retail/WholesaleMRKMerck & Co., Inc.$44,324,209$12,556,564 ▼-22.1%445,5590.2%MedicalNVTnVent Electric$43,626,353$42,103,113 ▲2,764.1%647,3040.2%Computer and TechnologyVCTRVictory Capital$40,912,500$3,273,000 ▼-7.4%625,0000.2%FinanceIQVIQVIA$39,538,402$312,805,997 ▼-88.8%201,2030.2%MedicalUPSUnited Parcel Service$38,808,158$3,473,929 ▼-8.2%307,7570.2%TransportationAVTRAvantor$37,707,083$8,875,780 ▲30.8%1,789,6100.2%MedicalTGTTarget$36,677,714$4,038,908 ▲12.4%271,3250.2%Retail/WholesaleLOWLowe's Companies$36,086,109$8,750,047 ▲32.0%146,2160.2%Retail/WholesaleLLYEli Lilly and Company$35,945,864$19,428,924 ▲117.6%46,5620.2%MedicalNBIXNeurocrine Biosciences$35,708,264$24,105,764 ▲207.8%261,5990.2%MedicalDELLDell Technologies$35,480,552$1,529,120 ▼-4.1%307,8840.2%Computer and TechnologyGILDGilead Sciences$35,153,251$19,658,922 ▲126.9%380,5700.2%MedicalCSLCarlisle Companies$34,957,918$5,167,817 ▼-12.9%94,7780.2%Multi-Sector ConglomeratesSWKStanley Black & Decker$34,205,226$1,168,300 ▲3.5%426,0210.2%Industrial ProductsShowing largest 100 holdings. 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