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Impax Asset Management Group plc

Portfolio Manager
Impax Asset Management Group plc
Performance
-3.29% (2025 Q4)
AUM (13F)
$14.35B
# of Holdings
287
Performance Rank
Allocation (Top 20)
49.33%

Impax Asset Management Group plc Holdings Map

Top 50 Impax Asset Management Group plc Holdings

Top 10 holdings

StockCompany% Port.SharesValueActivityOwnershipAvg. CostDate
LIN
Linde PLC
5.92%1.71M$848.6M
-7.07%(-130.16K)
2025-Q1: 1.79M shares2025-Q2: 1.90M shares2025-Q3: 1.91M shares2025-Q4: 1.84M shares2026-Q1: 1.71M shares
$257.88(+98.41%)
2026-03-31
NVDA
NVIDIA Corp
4.43%3.64M$635.0M
+20.00%(+606.83K)
2025-Q1: 4.22M shares2025-Q2: 3.81M shares2025-Q3: 3.18M shares2025-Q4: 3.03M shares2026-Q1: 3.64M shares
$111.14(+112.11%)
2026-03-31
XYL
Xylem Inc/NY
3.82%4.59M$548.0M
-6.06%(-295.66K)
2025-Q1: 4.84M shares2025-Q2: 5.50M shares2025-Q3: 5.32M shares2025-Q4: 4.88M shares2026-Q1: 4.59M shares
$116.56(-6.11%)
2026-03-31
KLAC
KLA Corp
3.73%363.8K$535.6M
+71.22%(+151.32K)
2025-Q1: 389.8K shares2025-Q2: 345.1K shares2025-Q3: 252.2K shares2025-Q4: 212.5K shares2026-Q1: 363.8K shares
$869.86(+117.61%)
2026-03-31
MSFT
Microsoft Corp
3.07%1.19M$440.1M
-25.30%(-402.66K)
2025-Q1: 1.85M shares2025-Q2: 1.58M shares2025-Q3: 1.56M shares2025-Q4: 1.59M shares2026-Q1: 1.19M shares
$223.96(+82.82%)
2026-03-31
AWK
American Water Works Co Inc
2.67%2.82M$383.4M
+18.03%(+430.35K)
2025-Q1: 2.31M shares2025-Q2: 1.74M shares2025-Q3: 1.73M shares2025-Q4: 2.39M shares2026-Q1: 2.82M shares
$130.96(-3.80%)
2026-03-31
WCN
Waste Connections Inc
2.4%2.12M$344.0M
+339.57%(+1.64M)
2025-Q1: 516.9K shares2025-Q2: 632.7K shares2025-Q3: 653.8K shares2025-Q4: 481.7K shares2026-Q1: 2.12M shares
$171.77(-9.81%)
2026-03-31
HUBB
Hubbell Inc
2.34%682.8K$335.1M
-16.79%(-137.74K)
2025-Q1: 919.2K shares2025-Q2: 1.01M shares2025-Q3: 937.1K shares2025-Q4: 820.5K shares2026-Q1: 682.8K shares
$286.63(+68.17%)
2026-03-31
APTV
Aptiv PLC
2.22%4.59M$318.8M
+7.54%(+322.00K)
2025-Q1: 3.31M shares2025-Q2: 2.93M shares2025-Q3: 4.52M shares2025-Q4: 4.27M shares2026-Q1: 4.59M shares
$94.34(-38.99%)
2026-03-31
VLTO
Veralto Corp
2.08%3.38M$298.5M
+7.34%(+230.73K)
2025-Q1: 3.92M shares2025-Q2: 3.70M shares2025-Q3: 3.84M shares2025-Q4: 3.15M shares2026-Q1: 3.38M shares
$84.94(+0.39%)
2026-03-31

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