West Bancorporation Inc 13F annual report

West Bancorporation Inc is an investment fund managing more than $135 billion ran by Sueann Niehaus. There are currently 93 companies in Niehaus’s portfolio. The largest investments include Ishares Russell 1000 Growth Etf and Russell 1000 Value Ishare Etf, together worth $22.4 billion.

Limited to 30 biggest holdings

$135 billion Assets Under Management (AUM)

As of 19th July 2024, West Bancorporation Inc’s top holding is 34,455 shares of Ishares Russell 1000 Growth Etf currently worth over $12.6 billion and making up 9.3% of the portfolio value. In addition, the fund holds 56,372 shares of Russell 1000 Value Ishare Etf worth $9.84 billion. The third-largest holding is Ishares Russell Midcap Etf worth $8.85 billion and the next is West Bancorporation worth $7.91 billion, with 441,847 shares owned.

Currently, West Bancorporation Inc's portfolio is worth at least $135 billion. The total portfolio value may be much higher due to cash assets that are not publicly disclosed such as fixed income, real estate, or cash equivalents.

Careers at West Bancorporation Inc

The West Bancorporation Inc office and employees reside in West Des Moines, Iowa. According to the last 13-F report filed with the SEC, Sueann Niehaus serves as the Vice President/Trust Operations at West Bancorporation Inc.

Recent trades

In the most recent 13F filing, West Bancorporation Inc revealed that it had opened a new position in Brookfield Asset Management Ltd Mngmt A and bought 117,309 shares worth $4.46 billion.

The investment fund also strengthened its position in Ishares Core S&p 500 Etf by buying 1,297 additional shares. This makes their stake in Ishares Core S&p 500 Etf total 12,183 shares worth $6.67 billion.

On the other hand, there are companies that West Bancorporation Inc is getting rid of from its portfolio. West Bancorporation Inc closed its position in American Equity Investment Life Co on 26th July 2024. It sold the previously owned 355,341 shares for $20 billion. Sueann Niehaus also disclosed a decreased stake in Ishares Russell 1000 Growth Etf by approximately 0.1%. This leaves the value of the investment at $12.6 billion and 34,455 shares.

One of the smallest hedge funds

The two most similar investment funds to West Bancorporation Inc are Lfa - Lugano Advisors S.A. and Twin Lakes Capital Management. They manage $135 billion and $135 billion respectively.


Sueann Niehaus investment strategy

West Bancorporation Inc’s portfolio is diversified across 12 sectors. Currently, their heaviest sector is Finance — making up 8.6% of the total portfolio value. The fund focuses on investments in the United States as 53.8% of the portfolio companies are based in the United States.

The majority of the companies in the fund’s portfolio are large-cap stocks. Stocks with a size of more than $10 billion in market cap make up 51% of the total holdings value. On the other hand, small-cap stocks make up only 2.2% of the portfolio. The average market cap of the portfolio companies is close to $220 billion.

The complete list of West Bancorporation Inc trades based on 13F SEC filings

These positions were updated on July 26th based on the fund’s latest 13F filing. Quickly find out what the most recently closed or increased positions are.

Security Shares Owned Value Allocation
American Equity Investment Life Holding Co
Closed
355,341
$19,977,271,000
Ishares Russell 1000 Growth Etf
1.34%
34,455
$12,559,192,000 9.29%
Russell 1000 Value Ishare Etf
0.53%
56,372
$9,835,223,000 7.28%
Ishares Russell Midcap Etf
5.81%
109,109
$8,846,558,000 6.54%
West Bancorporation
0.23%
441,847
$7,909,061,000 5.85%
Ishares Core S&p 500 Etf
11.91%
12,183
$6,666,903,000 4.93%
Spdr S&p 500 Etf Trust
1.90%
11,922
$6,488,191,000 4.80%
Pacer Us Small Cap Cash Cows 100 Etf
103.97%
124,828
$5,437,508,000 4.02%
Vanguard Index Funds S&p 500 Etf
7.72%
10,224
$5,113,329,000 3.78%
Vanguard High Dividend Yield Etf
3.06%
41,840
$4,962,224,000 3.67%
Brookfield Asset Management Ltd Mngmt A
Opened
117,309
$4,463,607,000 3.30%
Microsoft Corporation
5.88%
9,173
$4,099,872,000 3.03%
Pacer Us Cash Cows 100 Etf
137.56%
75,032
$4,088,494,000 3.02%
Vanguard Ftse Developed Markets Etf
9.83%
67,552
$3,338,420,000 2.47%
Vanguard Index Funds Vanguard Growth Etf
5.69%
8,454
$3,161,881,000 2.34%
Apple Inc
2.94%
14,936
$3,145,820,000 2.33%
Ishares Russell 2000 Index Fd Etf
11.70%
15,373
$3,119,028,000 2.31%
Vanguard Small Cap Etf
12.71%
13,581
$2,961,201,000 2.19%
Wisdomtree Us Mid Cap Dividend Etf
Closed
50,394
$2,457,715,000
Vanguard Index Funds Vanguard Value Etf
0.82%
14,332
$2,298,996,000 1.70%
Vanguard Dividend Appreciation Etf
6.40%
10,099
$1,843,572,000 1.36%
Vanguard Mid Cap Etf
2.67%
6,914
$1,673,879,000 1.24%
Schwab Us Dividend Equity Etf
8.53%
20,928
$1,627,361,000 1.20%
Ishares Core Msci Eafe Etf
No change
19,509
$1,417,134,000 1.05%
Costco Wholesale Corp
0.90%
1,433
$1,218,036,000 0.90%
NVIDIA Corp
794.33%
9,623
$1,188,825,000 0.88%
Alphabet Inc
1.92%
6,067
$1,112,809,000 0.82%
JPMorgan Chase & Co.
1.14%
5,312
$1,074,405,000 0.79%
The Southern Co.
No change
13,820
$1,072,017,000 0.79%
Abbvie Inc
No change
5,471
$938,386,000 0.69%
Pepsico Inc
No change
5,377
$886,829,000 0.66%
Principal Financial Group Inc
No change
10,610
$832,355,000 0.62%
Amazon.com Inc.
13.75%
4,144
$800,828,000 0.59%
Mcdonald's Corp
No change
3,054
$778,281,000 0.58%
Spdr S&p Dividend Etf
2.86%
5,739
$729,886,000 0.54%
Ishares Msci Eafe Index Fd Etf
14.72%
8,433
$660,557,000 0.49%
Honeywell International Inc
56.48%
2,984
$637,203,000 0.47%
Pfizer Inc.
9.26%
22,463
$628,515,000 0.46%
Vanguard S&p 500 Value Index Fund Etf
No change
3,450
$606,441,000 0.45%
Abbott Laboratories
22.95%
5,773
$599,872,000 0.44%
Ishares Russell 2000 Value
Closed
3,776
$599,667,000
Wells Fargo & Co.
No change
9,450
$561,236,000 0.42%
Invesco S&p 500 Eql Wght Etf Invsc S P Equal Weight
47.19%
3,119
$512,389,000 0.38%
Ross Stores, Inc.
No change
3,439
$499,755,000 0.37%
Ishares S&p 1500 Index Fund
9.50%
4,180
$496,500,000 0.37%
Vanguard Intl Equity Index Funds Vanguard Ftse All World Ex Usetf
41.73%
8,233
$482,783,000 0.36%
Blackstone Inc
Closed
3,423
$449,680,000
Ishares Russell Mid-cap Value Etf
Closed
3,500
$438,655,000
Goldman Sachs Activebeta Us Large Cap Equity Etf Actvbeta Lrg
5.18%
4,060
$434,217,000 0.32%
Cisco Systems, Inc.
40.03%
9,017
$428,398,000 0.32%
Merck & Co Inc
6.07%
3,405
$421,539,000 0.31%
Archer Daniels Midland Co.
No change
6,859
$414,627,000 0.31%
International Business Machines Corp.
No change
2,365
$409,027,000 0.30%
Wisdomtree Us Smallcap Dividend Fund Etf
70.19%
12,447
$387,724,000 0.29%
Procter & Gamble Co.
No change
2,199
$362,659,000 0.27%
Chipotle Mexican Grill
3,983.69%
5,758
$360,739,000 0.27%
Chevron Corp.
No change
2,303
$360,235,000 0.27%
Intel Corp.
Closed
7,978
$352,388,000
DuPont de Nemours Inc
No change
4,250
$342,083,000 0.25%
Fastenal Co.
0.53%
5,398
$339,210,000 0.25%
Paychex Inc.
Closed
2,752
$337,946,000
Eli Lilly And Co
0.54%
369
$334,085,000 0.25%
HP Inc
No change
9,121
$319,417,000 0.24%
First Trust Enhanced Equity Income Fund
51.48%
15,596
$310,672,000 0.23%
Unitedhealth Group Inc Grp
1.30%
606
$308,612,000 0.23%
Amphenol Corp A
62.95%
4,346
$292,790,000 0.22%
EOG Resources, Inc.
0.52%
2,304
$290,004,000 0.21%
Altria Group Inc.
No change
6,279
$286,008,000 0.21%
Pure Storage Inc A
No change
4,299
$276,039,000 0.20%
Ishares S&p Mid-cap 400 Growth Index
No change
2,930
$258,162,000 0.19%
Ishares Core S & P Small Cap Etf
15.66%
2,381
$253,957,000 0.19%
Exxon Mobil Corp.
1.22%
2,194
$252,573,000 0.19%
Walt Disney Co (The)
16.27%
2,542
$252,395,000 0.19%
Spotify Technology Sa
26.67%
800
$251,032,000 0.19%
Intuit Inc
1.81%
379
$249,083,000 0.18%
Technology Select Sector Spdr
No change
1,091
$246,817,000 0.18%
Dow Inc
Closed
4,246
$245,971,000
Caseys General Stores Inc
Opened
640
$244,198,000 0.18%
Berkshire Hathaway Inc.
3.45%
600
$244,080,000 0.18%
Fiserv, Inc.
0.94%
1,587
$236,526,000 0.17%
Ishares Intl Select Dividend Etf
15.65%
8,511
$235,499,000 0.17%
Corteva Inc
No change
4,330
$233,560,000 0.17%
American Electric Power Company Inc.
0.90%
2,653
$232,774,000 0.17%
Tractor Supply Co.
0.70%
852
$230,040,000 0.17%
AT&T Inc.
No change
11,919
$227,772,000 0.17%
L3Harris Technologies Inc
Opened
1,012
$227,275,000 0.17%
Pacer Global Cash Cows Dividend Etf Dividn
Opened
6,705
$226,093,000 0.17%
Union Pacific Corp.
0.70%
996
$225,355,000 0.17%
Boston Scientific Corp.
0.75%
2,919
$224,792,000 0.17%
Public Service Enterprise Group Inc.
No change
3,039
$223,974,000 0.17%
Lam Research Corp.
0.48%
208
$221,489,000 0.16%
Anheuser-Busch InBev SA/NV
No change
3,780
$219,807,000 0.16%
Mondelez International Inc.
No change
3,355
$219,551,000 0.16%
Mastercard Incorporated
3.51%
495
$218,374,000 0.16%
United Parcel Service, Inc.
No change
1,581
$216,360,000 0.16%
S&P Global Inc
1.04%
477
$212,742,000 0.16%
Vanguard Consumer Discretionary Etf
No change
680
$212,384,000 0.16%
Align Technology, Inc.
Closed
639
$209,541,000
Sherwin-Williams Co.
Closed
598
$207,703,000
Copart, Inc.
0.93%
3,826
$207,216,000 0.15%
ServiceNow Inc
1.50%
263
$206,894,000 0.15%
Starbucks Corp.
Closed
2,237
$204,439,000
Blackrock Inc.
41.50%
258
$203,129,000 0.15%
Thermo Fisher Scientific Inc.
Closed
347
$201,680,000
Mettler-Toledo International, Inc.
Opened
144
$201,253,000 0.15%
Ge Healthcare Technologies Inc
Closed
2,213
$201,184,000
No transactions found
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