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Ameritas Investment Partners, Inc.
Ameritas Investment Partners, Inc. is a registered investment adviser headquartered in Lincoln, Nebraska, managing over $27 billion in assets as of March 2025. The firm, part of the Ameritas corporate group, is focused on delivering comprehensive investment management services to insurance companies, public and private pension funds, endowments, foundations, mutual funds, and high net worth individuals. With an employee count of approximately 51, Ameritas Investment Partners offers a wide array of investment solutions and client-focused portfolio management. Founded to serve institutional and individual clients, the firm emphasizes a disciplined approach and client-centric philosophy.
Investment Strategy
Ameritas Investment Partners employs a disciplined and diversified investment strategy, managing portfolios for insurance companies, pension funds, endowments, foundations, mutual funds, and high net worth clients. The firm emphasizes stability, flexibility, and long-term value through strategic asset allocation across multiple asset classes, including a focus on both traditional securities and commercial real estate debt and equity. They provide customized portfolio design tailored to client objectives, aiming for attractive risk-adjusted returns within a robust risk management framework, and continually refine strategies to optimize performance.
Latest 13F Filing Activity
Ameritas Investment Partners, Inc. filed their most recent 13F report on Jun 30, 2025 disclosing 3,129 equity positions with a total 13F market value of $3B. The fund increased holdings in Nvidia Corporation, Microsoft Corp., Broadcom Inc. among other positions. Ameritas Investment Partners, Inc. reduced exposure to Apple Inc., Unitedhealth Group Inc., Berry Global Group Inc. among others.
Top Holdings
Equity Positions (3,129)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
N NVDA | NVIDIA CORPORATION | 3.66% | $116.0M | 734,123 | $5.18 | $157.99 | +$36.1M |
M MSFT | MICROSOFT CORP | 3.52% | $111.6M | 224,473 | $72.40 | $497.41 | +$27.1M |
A AAPL | APPLE INC | 2.92% | $92.4M | 450,235 | $22.65 | $205.17 | -$8.4M |
I IVV | ISHARES TR | 2.22% | $70.4M | 113,435 | $325.36 | $620.90 | +$8.6M |
A AMZN | AMAZON COM INC | 2.18% | $69.1M | 314,975 | $35.26 | $219.39 | +$9.8M |
Industry Allocation
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