Latest Ameritas Investment Partners, Inc. Stock Portfolio

Ameritas Investment Partners, Inc. Performance:

2025 Q1: -5.36%YTD: -5.36%2024: 12.18%

Performance for 2025 Q1 is -5.36%, and YTD is -5.36%, and 2024 is 12.18%.

About Ameritas Investment Partners, Inc. and 13F Hedge Fund Stock Holdings

Ameritas Investment Partners, Inc. is a hedge fund based in LINCOLN, NE. On 10-May-2023, the fund reported that it had an AUM (Regulated Assets under Management) of $23.1 Billions. In it's latest 13F Holdings report, Ameritas Investment Partners, Inc. reported an equity portfolio of $2.9 Billions as of 31 Mar, 2025.

The top stock holdings of Ameritas Investment Partners, Inc. are AAPL, MSFT, NVDA. The fund has invested 3.5% of it's portfolio in APPLE INC and 2.9% of portfolio in MICROSOFT CORP.

The fund managers got completely rid off ALTAIR ENGR INC (ALTR), ARCADIUM LITHIUM PLC and ASPEN TECHNOLOGY INC (AZPN) stocks. They significantly reduced their stock positions in FMC CORP (FMC), SPDR SER TR (BIL) and TKO GROUP HOLDINGS INC. Ameritas Investment Partners, Inc. opened new stock positions in ISHARES TR (ACWF), WISDOMTREE TR (AGZD) and GUIDEWIRE SOFTWARE INC (GWRE). The fund showed a lot of confidence in some stocks as they added substantially to ATI INC (ATI), DESKTOP METAL INC (DM) and VANGUARD INDEX FDS (VB).

Ameritas Investment Partners, Inc. Annual Return Estimates Vs S&P 500

Our best estimate is that Ameritas Investment Partners, Inc. made a return of -5.36% in the last quarter. In trailing 12 months, it's portfolio return was -0.68%.

New Buys

Ticker	$ Bought
ishares tr	9,366,670
wisdomtree tr	9,181,250
guidewire software inc	3,078,890
entegris inc	2,601,220
parsons corp del	2,341,780
tetra tech inc new	2,163,630
global pmts inc	2,119,500
albertsons cos inc	1,754,740

New stocks bought by Ameritas Investment Partners, Inc.

Additions

Ticker	% Inc.
ati inc	12,202
hims & hers health inc	186
verizon communications inc	121
jefferies finl group inc	57.27
umb finl corp	49.32
csx corp	47.98
e l f beauty inc	38.19
capital group intl focus eqt	36.14

Additions to existing portfolio by Ameritas Investment Partners, Inc.

Reductions

Ticker	% Reduced
spdr ser tr	-76.63
williams sonoma inc	-70.93
ventas rlty ltd partnership	-61.24
vanguard tax-managed fds	-25.08
essential utils inc	-24.11
ishares tr	-23.95
targa res corp	-19.78
mcdonalds corp	-19.38

Ameritas Investment Partners, Inc. reduced stake in above stock

Sold off

None of the stocks were completely sold off by Ameritas Investment Partners, Inc.

Sector Distribution

Ameritas Investment Partners, Inc. has about 23.1% of it's holdings in Others sector.

Sector	%
Others	23.1
Technology	20.6
Industrials	9.8
Financial Services	9.1
Consumer Cyclical	9
Healthcare	7.7
Communication Services	5.4
Consumer Defensive	4.5
Real Estate	3
Energy	2.9
Utilities	2.3
Basic Materials	2.3

Market Cap. Distribution

Ameritas Investment Partners, Inc. has about 54.3% of it's portfolio invested in the large-cap and mega-cap stocks.

Category	%
LARGE-CAP	30.1
MEGA-CAP	24.2
UNALLOCATED	23.2
MID-CAP	19.9
SMALL-CAP	2.4

Stocks belong to which Index?

About 58.1% of the stocks held by Ameritas Investment Partners, Inc. either belong to S&P 500 or RUSSELL 2000 index.

Index	%
S&P 500	46.1
Others	42
RUSSELL 2000	12

Top 5 Winners (%)		%
AGL	agilon health inc	127.9 %
CORT	corcept therapeutics inc	123.9 %
ACCD	accolade inc	104.1 %
MASS	908 devices inc	103.7 %
HEES	h & e equipment services inc	93.6 %

Top 5 Winners ($)		$
TMUS	t-mobile us inc	1.9 M
ABBV	abbvie inc	1.7 M
VRTX	vertex pharmaceuticals inc	1.3 M
V	visa inc	1.3 M
CVX	chevron corp new	1.2 M

Top 5 Losers (%)		%
PLRX	pliant therapeutics inc	-89.8 %
NOVA	sunnova energy intl inc.	-89.2 %
MODV	modivcare inc	-88.9 %
DTC	solo brands inc	-85.3 %
IGMS	igm biosciences inc	-81.2 %

Top 5 Losers ($)		$
NVDA	nvidia corporation	-19.1 M
AVGO	broadcom inc	-13.1 M
AAPL	apple inc	-13.0 M
TSLA	tesla inc	-11.5 M
MSFT	microsoft corp	-10.3 M

Ameritas Investment Partners, Inc. Holdings Map

This heatmap illustrates the top 50 positions within the fund's portfolio.

Current Stock Holdings of Ameritas Investment Partners, Inc.

Ameritas Investment Partners, Inc. has 3118 stocks in it's portfolio. About 19.6% of the portfolio is in top 10 stocks. NVDA proved to be the most loss making stock for the portfolio. TMUS was the most profitable stock for Ameritas Investment Partners, Inc. last quarter.

Last Reported on: 12 May, 2025

Ticker	Namesorted ascending	% Portfolio	Shares Held	$ Value	Type	% Change
AA	alcoa corp	0.07	70,533	2,151,260	reduced	-1.28

AAL	american airls group inc	0.05	129,380	1,364,960	reduced	-1.7

AAPL	apple inc	3.46	453,528	100,742,000	reduced	-1.44

AAXJ	ishares tr	0.14	38,432	4,052,250	reduced	-0.76

AAXJ	ishares tr	0.06	15,815	1,619,560	reduced	-1.99

ABBV	abbvie inc	0.38	53,275	11,162,200	reduced	-2.62

ABNB	airbnb inc	0.07	18,285	2,184,330	added	1.64

ABT	abbott labs	0.22	49,414	6,554,810	reduced	-5.17

ACI	albertsons cos inc	0.06	79,797	1,754,740	new

ACM	aecom	0.15	47,607	4,414,600	reduced	-1.54

ACN	accenture plc ireland	0.07	6,261	1,953,670	reduced	-2.00

ACWF	ishares tr	0.32	258,106	9,366,670	new

ADBE	adobe inc	0.33	24,824	9,520,750	added	0.91

ADC	agree rlty corp	0.06	21,059	1,625,540	added	2.24

ADI	analog devices inc	0.18	26,023	5,247,980	added	1.38

ADP	automatic data processing in	0.23	21,726	6,637,820	added	1.01

ADSK	autodesk inc	0.08	9,081	2,377,410	added	1.63

AEIS	advanced energy inds	0.05	1,540,000	1,574,180	new

AEP	american elec pwr co inc	0.09	22,502	2,458,790	added	1.67

AFG	american finl group inc ohio	0.06	14,210	1,866,340	reduced	-1.71