Bridgewater Associates Portfolio holdings
Bridgewater Associates, founded in 1975 by Ray Dalio in New York and now headquartered in Westport, Connecticut, is the world’s largest hedge fund, managing over $125 billion in assets as of late 2024, serving institutional clients like pension funds, endowments, and sovereign wealth funds. Known for its pioneering "Pure Alpha" and "All Weather" strategies, the firm uses a systematic, macroeconomic approach to deliver uncorrelated returns and risk parity across global markets, including equities, bonds, currencies, and commodities, guided by rigorous data analysis and radical transparency. Dalio, who stepped down as co-CIO in 2022, built a unique culture of "radical truth" and "thoughtful disagreement," documented in his book *Principles*, though the firm transitioned leadership to co-CEOs Nir Bar Dea and Mark Bertolini in 2023 amid succession planning. With around 1,300 employees and a history of navigating crises like 2008 with gains, Bridgewater remains a titan in alternative investments, blending intellectual rigor with a distinctive, often polarizing management philosophy.
Top Buys
| 1 |
Vanguard FTSE Emerging Markets ETF
VWO
|
$422M |
| 2 |
iShares Core MSCI Emerging Markets ETF
IEMG
|
$187M |
| 3 |
iShares MSCI South Korea ETF
EWY
|
$93.4M |
| 4 |
Molson Coors Class B
TAP
|
$27.4M |
| 5 |
UnitedHealth
UNH
|
$26.2M |
Top Sells
| 1 |
SPDR S&P 500 ETF Trust
SPY
|
$176M |
| 2 |
iShares MSCI Emerging Markets ETF
EEM
|
$46.5M |
| 3 |
Bristol-Myers Squibb
BMY
|
$21.1M |
| 4 |
Intel
INTC
|
$20.7M |
| 5 |
JNPR
Juniper Networks
JNPR
|
$20.3M |
Sector Composition
| 1 | Energy | 2.75% |
| 2 | Technology | 2.62% |
| 3 | Consumer Discretionary | 2.44% |
| 4 | Financials | 1.98% |
| 5 | Healthcare | 1.84% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
251
Huntington Bancshares
HBAN
$25.7B
| $393K | ﹤0.01% |
+29,700
| New | +$393K |
|
252
Regions Financial
RF
$24.1B
| $342K | ﹤0.01% |
+23,800
| New | +$342K |
|
253
Verizon
VZ
$187B
| $331K | ﹤0.01% |
6,200
-49,400
| -89% | -$2.64M |
|
|
ANSS
254
DELISTED
Ansys
ANSS
| $305K | ﹤0.01% |
+3,300
| New | +$305K |
|
255
Synopsys
SNPS
$111B
| $301K | ﹤0.01% |
+5,106
| New | +$301K |
|
256
Lamar Advertising Co
LAMR
$13B
| $296K | ﹤0.01% |
+4,400
| New | +$296K |
|
257
Hartford Financial Services
HIG
$37B
| $262K | ﹤0.01% |
+5,500
| New | +$262K |
|
258
AptarGroup
ATR
$9.13B
| $256K | ﹤0.01% |
+3,480
| New | +$256K |
|
259
Crown Holdings
CCK
$11B
| $252K | ﹤0.01% |
+4,800
| New | +$252K |
|
260
Marsh & McLennan
MMC
$100B
| $250K | ﹤0.01% |
3,700
-16,200
| -81% | -$1.09M |
|
261
Factset
FDS
$14B
| $229K | ﹤0.01% |
1,400
-13,000
| -90% | -$2.13M |
|
262
Progressive
PGR
$143B
| $224K | ﹤0.01% |
+6,300
| New | +$224K |
|
263
Deluxe
DLX
$876M
| $222K | ﹤0.01% |
+3,099
| New | +$222K |
|
264
Commault Systems
CVLT
$7.96B
| $221K | ﹤0.01% |
+4,300
| New | +$221K |
|
265
Jack Henry & Associates
JKHY
$11.8B
| $218K | ﹤0.01% |
+2,454
| New | +$218K |
|
266
O-I Glass
OI
$1.97B
| $192K | ﹤0.01% |
+11,000
| New | +$192K |
|
267
News Corp Class A
NWSA
$16.6B
| $159K | ﹤0.01% |
+13,900
| New | +$159K |
|
268
Pentair
PNR
$18.1B
| – | – |
-6,849
| Closed | -$296K |
|
269
Adobe
ADBE
$148B
| – | – |
-125,900
| Closed | -$13.7M |
|
270
Automatic Data Processing
ADP
$120B
| – | – |
-2,700
| Closed | -$238K |
|
271
AGCO
AGCO
$8.28B
| – | – |
-5,600
| Closed | -$276K |
|
272
AMC Networks
AMCX
$328M
| – | – |
-16,500
| Closed | -$856K |
|
273
AutoNation
AN
$8.55B
| – | – |
-9,618
| Closed | -$468K |
|
274
Abercrombie & Fitch
ANF
$4.49B
| – | – |
-30,500
| Closed | -$485K |
|
275
Air Products & Chemicals
APD
$64.5B
| – | – |
-3,892
| Closed | -$541K |
|