Impax Asset Management Group plc
Annual return '25
+11.1%
SPY '25
+17.7%
Alpha
-6.6ptsvs SPY
Invested
$14.3B
Holdings
286
Trades YTD
0
Performance · Fund vs SPY
Cumulative return · quarterly snapshotsCoverage 98%. 4 quarters of 2025 measured against SPY adj-close benchmark.
Top holdings · current snapshot
Source: 13F-HR01
$LIN
Linde PLC
Held since at least Q1 2024
5.9%
02
$NVDA
NVIDIA Corp
Q1 2026: Increased +5.4% (11.6k → 12.2k shares)
4.4%
03
$XYL
Xylem Inc/NY
Held since at least Q1 2024
3.8%
04
$KLAC
KLA Corp
Q4 2025: New position (911 shares)
3.7%
05
$MSFT
Microsoft Corp
Q1 2026: Increased +15.3% (5.1k → 5.9k shares)
3.1%
06
$AWK
American Water Works Co Inc
Held since at least Q1 2024
2.7%
07
$WCN
Waste Connections Inc
Held since at least Q1 2024
2.4%
08
$HUBB
Hubbell Inc
Held since at least Q1 2024
2.3%
09
$APTV
Aptiv PLC
Held since at least Q1 2024
2.2%
10
$VLTO
Veralto Corp
Held since at least Q1 2024
2.1%
Recent trades · Last 90 days
No Form 4 / 13D / 13G trade events on file in the recent window. 13F filers report position snapshots quarterly rather than per-trade events, so this section is most useful for managers who also file Form 4 or 13D/G.
Convergence · Pattern Engine ships in v1.1
30-day windowIn development
Convergence participation lands with the Pattern Engine.
Once the Pattern Engine ships, this section will list every active convergence event this fund is named in — with the other named funds, the Congress members on the same name, and combined position size.
Source data: SEC EDGAR · 13F-HR filings · Performance through 2025-12-31 · Last refreshed 08:08 UTC.