IMPAX ASSET MANAGEMENT GROUP PLC

Filed: 8/8/2025ACC: 0001749768-25-000049

📋 What this filing means

IMPAX ASSET MANAGEMENT GROUP PLC filed this quarterly 13F‑HR report disclosing 280 equity positions with a total reported market value of $17.39B. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.

280

Positions

$17.39B

Total AUM (reported)

159.15M

Total Shares

Allocation by class

COMMON STOCK$16.97B97.6%

ADR$279.01M1.6%

REIT$141.90M0.8%

ETP$3.23M0.0%

Portfolio Concentration

Top 3$2.39B13.7%

4–10$2.89B16.6%

11–25$3.82B21.9%

Rest$8.31B47.8%

Top 3 weight

13.7%

Top 10 weight

30.3%

Voting Authority Distribution

Total shares with voting rights: 159.15M

Sole

Full voting authority

131.33M

% of voting shares82.5%

Shared

Joint voting authority

30.40K

% of voting shares0.0%

None

No voting authority

27.79M

% of voting shares17.5%

Investment Discretion (by position count)

Sole0

Shared0

Other280

Dominant voting typeSole · 82.5% of voting shares

Institutional Holdings280

Rows:

Linde PLC

DFND

Common Stock

Shares1.90M

TypeSH

Market value$890.08M

5.12%

Sole

1.45M

Shared

670.00

None

454.11K

Microsoft Corp

DFND

Common Stock

Shares1.58M

TypeSH

Market value$785.87M

4.52%

Sole

1.05M

Shared

893.00

None

532.66K

Xylem Inc/NY

DFND

Common Stock

Shares5.50M

TypeSH

Market value$709.18M

4.08%

Sole

4.15M

Shared

1.60K

None

1.35M

NVIDIA Corp

DFND

Common Stock

Shares3.81M

TypeSH

Market value$601.05M

3.46%

Sole

2.54M

Shared

2.30K

None

1.27M

Pentair PLC

DFND

Common Stock

Shares4.41M

TypeSH

Market value$451.76M

2.60%

Sole

3.61M

Shared

0.00

None

803.27K

Hubbell Inc

DFND

Common Stock

Shares1.01M

TypeSH

Market value$409.36M

2.35%

Sole

653.30K

Shared

530.00

None

352.95K

Veralto Corp

DFND

Common Stock

Shares3.70M

TypeSH

Market value$372.27M

2.14%

Sole

2.91M

Shared

0.00

None

790.47K

Agilent Technologies Inc

DFND

Common Stock

Shares3.02M

TypeSH

Market value$356.73M

2.05%

Sole

2.10M

Shared

0.00

None

920.57K

Advanced Drainage Systems Inc

DFND

Common Stock

Shares3.04M

TypeSH

Market value$348.71M

2.00%

Sole

2.67M

Shared

0.00

None

371.22K

IDEX Corp

DFND

Common Stock

Shares1.97M

TypeSH

Market value$345.25M

1.98%

Sole

1.72M

Shared

0.00

None

247.80K

Synopsys Inc

DFND

Common Stock

Shares618.41K

TypeSH

Market value$315.66M

1.81%

Sole

397.22K

Shared

0.00

None

221.19K

KLA Corp

DFND

Common Stock

Shares345.12K

TypeSH

Market value$308.26M

1.77%

Sole

302K

Shared

0.00

None

43.12K

A O Smith Corp

DFND

Common Stock

Shares4.69M

TypeSH

Market value$307.67M

1.77%

Sole

4.26M

Shared

0.00

None

435.16K

RenaissanceRe Holdings Ltd

DFND

Common Stock

Shares1.22M

TypeSH

Market value$295.49M

1.70%

Sole

788.17K

Shared

787.00

None

431.08K

eBay Inc

DFND

Common Stock

Shares3.81M

TypeSH

Market value$282.84M

1.63%

Sole

2.22M

Shared

2.68K

None

1.59M

TE Connectivity PLC

DFND

Common Stock

Shares1.66M

TypeSH

Market value$278.69M

1.60%

Sole

931.88K

Shared

1.21K

None

724.58K

Marvell Technology Inc

DFND

Common Stock

Shares3.41M

TypeSH

Market value$262.42M

1.51%

Sole

2.37M

Shared

1.35K

None

1.04M

Waste Management Inc

DFND

Common Stock

Shares1.11M

TypeSH

Market value$254.57M

1.46%

Sole

659.91K

Shared

0.00

None

452.61K

Applied Materials Inc

DFND

Common Stock

Shares1.34M

TypeSH

Market value$244.40M

1.41%

Sole

761.37K

Shared

973.00

None

577.01K

American Water Works Co Inc

DFND

Common Stock

Shares1.74M

TypeSH

Market value$241.38M

1.39%

Sole

1.62M

Shared

0.00

None

117.56K

Watts Water Technologies Inc

DFND

Common Stock

Shares877.80K

TypeSH

Market value$215.12M

1.24%

Sole

759.83K

Shared

0.00

None

117.97K

Oracle Corp

DFND

Common Stock

Shares957.58K

TypeSH

Market value$207.61M

1.19%

Sole

490.28K

Shared

1.77K

None

465.53K

Cintas Corp

DFND

Common Stock

Shares908.93K

TypeSH

Market value$201.71M

1.16%

Sole

605.01K

Shared

855.00

None

303.06K

Mettler-Toledo International I

DFND

Common Stock

Shares171.43K

TypeSH

Market value$201.38M

1.16%

Sole

108.16K

Shared

0.00

None

63.27K

Cia de Saneamento Basico do Es

DFND

ADR

Shares9.14M

TypeSH

Market value$200.08M

1.15%

Sole

8.63M

Shared

0.00

None

511.53K

Issuer	Class	Shares	Type	Value / Portfolio %	Voting — Sole	Shared	None
Linde PLCDFND	Common Stock	1.90M	SH	$890.08M 5.12%	1.45M	670.00	454.11K
Microsoft CorpDFND	Common Stock	1.58M	SH	$785.87M 4.52%	1.05M	893.00	532.66K
Xylem Inc/NYDFND	Common Stock	5.50M	SH	$709.18M 4.08%	4.15M	1.60K	1.35M
NVIDIA CorpDFND	Common Stock	3.81M	SH	$601.05M 3.46%	2.54M	2.30K	1.27M
Pentair PLCDFND	Common Stock	4.41M	SH	$451.76M 2.60%	3.61M	0.00	803.27K
Hubbell IncDFND	Common Stock	1.01M	SH	$409.36M 2.35%	653.30K	530.00	352.95K
Veralto CorpDFND	Common Stock	3.70M	SH	$372.27M 2.14%	2.91M	0.00	790.47K
Agilent Technologies IncDFND	Common Stock	3.02M	SH	$356.73M 2.05%	2.10M	0.00	920.57K
Advanced Drainage Systems IncDFND	Common Stock	3.04M	SH	$348.71M 2.00%	2.67M	0.00	371.22K
IDEX CorpDFND	Common Stock	1.97M	SH	$345.25M 1.98%	1.72M	0.00	247.80K
Synopsys IncDFND	Common Stock	618.41K	SH	$315.66M 1.81%	397.22K	0.00	221.19K
KLA CorpDFND	Common Stock	345.12K	SH	$308.26M 1.77%	302K	0.00	43.12K
A O Smith CorpDFND	Common Stock	4.69M	SH	$307.67M 1.77%	4.26M	0.00	435.16K
RenaissanceRe Holdings LtdDFND	Common Stock	1.22M	SH	$295.49M 1.70%	788.17K	787.00	431.08K
eBay IncDFND	Common Stock	3.81M	SH	$282.84M 1.63%	2.22M	2.68K	1.59M
TE Connectivity PLCDFND	Common Stock	1.66M	SH	$278.69M 1.60%	931.88K	1.21K	724.58K
Marvell Technology IncDFND	Common Stock	3.41M	SH	$262.42M 1.51%	2.37M	1.35K	1.04M
Waste Management IncDFND	Common Stock	1.11M	SH	$254.57M 1.46%	659.91K	0.00	452.61K
Applied Materials IncDFND	Common Stock	1.34M	SH	$244.40M 1.41%	761.37K	973.00	577.01K
American Water Works Co IncDFND	Common Stock	1.74M	SH	$241.38M 1.39%	1.62M	0.00	117.56K
Watts Water Technologies IncDFND	Common Stock	877.80K	SH	$215.12M 1.24%	759.83K	0.00	117.97K
Oracle CorpDFND	Common Stock	957.58K	SH	$207.61M 1.19%	490.28K	1.77K	465.53K
Cintas CorpDFND	Common Stock	908.93K	SH	$201.71M 1.16%	605.01K	855.00	303.06K
Mettler-Toledo International IDFND	Common Stock	171.43K	SH	$201.38M 1.16%	108.16K	0.00	63.27K
Cia de Saneamento Basico do EsDFND	ADR	9.14M	SH	$200.08M 1.15%	8.63M	0.00	511.53K

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