Impax Asset Management Group plc Q2 2025 Filing

Filed August 8, 2025

Portfolio Value

$17.4B

Holdings

280

Report Date

Q2 2025

Filing Type

13F-HR

All Holdings (280 positions)

StockValue
VCVisteon Corp
$5.4M
MLB1MercadoLibre Inc
$5.3M
METMetLife Inc
$5.2M
IBMInternational Business Machine
$5.1M
AMGNAmgen Inc
$5.1M
LIILennox International Inc
$5.0M
ADBEAdobe Inc
$4.9M
ETNEaton Corp PLC
$4.8M
FRPTFreshpet Inc
$4.8M
IDXXIDEXX Laboratories Inc
$4.7M
HIGHartford Insurance Group Inc/T
$4.7M
PYPLPayPal Holdings Inc
$4.4M
CRMSalesforce Inc
$4.3M
APDAir Products and Chemicals Inc
$4.2M
BIIBBiogen Inc
$4.2M
EGHT8x8 Inc
$3.9M
LPLALPL Financial Holdings Inc
$3.8M
NEENextEra Energy Inc
$3.4M
HYGiShares iBoxx $ High Yield Cor
$3.2M
DECKDeckers Outdoor Corp
$3.1M
FQIDigital Realty Trust Inc
$3.0M
WELLWelltower Inc
$2.8M
BFAMBright Horizons Family Solutio
$2.7M
ONONOn Holding AG
$2.7M
DUOLDuolingo Inc
$2.4M
SYKStryker Corp
$2.4M
ROKRockwell Automation Inc
$2.2M
WSMWilliams-Sonoma Inc
$2.1M
BAHBooz Allen Hamilton Holding Co
$2.1M
VRTXVertex Pharmaceuticals Inc
$2.1M
EWEdwards Lifesciences Corp
$1.8M
ITWIllinois Tool Works Inc
$1.8M
AMDAdvanced Micro Devices Inc
$1.7M
THGHanover Insurance Group Inc/Th
$1.7M
VRSKVerisk Analytics Inc
$1.6M
AYIAcuity Inc
$1.6M
FDO.FMacy's Inc
$1.5M
CMCSAComcast Corp
$1.5M
FDSFactSet Research Systems Inc
$1.5M
MBLYMobileye Global Inc
$1.5M
BACVerizon Communications Inc
$1.4M
LOWLowe's Cos Inc
$1.4M
JCIJohnson Controls International
$1.4M
CNCCentene Corp
$1.3M
ALSAllstate Corp/The
$1.3M
SBACSBA Communications Corp
$1.3M
CLXClorox Co/The
$1.3M
AXTAAxalta Coating Systems Ltd
$1.3M
LEALear Corp
$1.3M
BWABorgWarner Inc
$1.3M
IFFInternational Flavors & Fragra
$1.2M
LRCXLam Research Corp
$1.2M
WYWeyerhaeuser Co
$1.2M
ABGCencora Inc
$1.2M
MCOMoody's Corp
$1.2M
CBRECBRE Group Inc
$1.2M
TFCTruist Financial Corp
$1.1M
GEHCGE HealthCare Technologies Inc
$1.1M
LECOLincoln Electric Holdings Inc
$1.1M
HWMHowmet Aerospace Inc
$1.1M
PNCPNC Financial Services Group I
$1.1M
PG4Principal Financial Group Inc
$1.1M
RFRegions Financial Corp
$1.1M
CMAComerica Inc
$1.1M
NTAPNetApp Inc
$1.1M
CASYCasey's General Stores Inc
$1.1M
MSIMotorola Solutions Inc
$1.0M
GTMZoomInfo Technologies Inc
$1.0M
ITTITT Inc
$1.0M
TAT&T Inc
$1.0M
TKRTimken Co/The
$1.0M
BRBroadridge Financial Solutions
$1.0M
CZRCaesars Entertainment Inc
$1.0M
KSSKohl's Corp
$998K
ABBVAbbVie Inc
$990K
HSTHost Hotels & Resorts Inc
$963K
CPBThe Campbell's Company
$955K
EQIXEquinix Inc
$924K
CFCF Industries Holdings Inc
$910K
WABWestinghouse Air Brake Technol
$528K
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