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 |
iShares Core MSCI Emerging Markets ETF
IEMG
|
+$84M |
| 2 |
Royal Bank of Canada
RY
|
+$32.3M |
| 3 |
Toronto Dominion Bank
TD
|
+$32M |
| 4 |
Cummins
CMI
|
+$31.3M |
| 5 |
Toll Brothers
TOL
|
+$29.5M |
Top Sells
| 1 |
iShares MSCI Emerging Markets ETF
EEM
|
+$176M |
| 2 |
SPDR S&P 500 ETF Trust
SPY
|
+$148M |
| 3 |
Vanguard FTSE Emerging Markets ETF
VWO
|
+$71M |
| 4 |
NFX
Newfield Exploration
NFX
|
+$34.3M |
| 5 |
Procter & Gamble
PG
|
+$30.9M |
Sector Composition
| 1 | Financials | 3.42% |
| 2 | Healthcare | 2.95% |
| 3 | Consumer Discretionary | 2.83% |
| 4 | Energy | 2.39% |
| 5 | Industrials | 2.01% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
276
Lennox International
LII
$19.6B
| $792K | 0.01% |
3,955
-313
| -7% | -$62.7K |
|
277
Jacobs Solutions
J
$17.2B
| $785K | 0.01% |
14,953
-39,862
| -73% | -$2.09M |
|
278
Tri Pointe Homes
TPH
$3.11B
| $783K | 0.01% |
47,848
-5,856
| -11% | -$95.8K |
|
279
Allegion
ALLE
$14.6B
| $776K | 0.01% |
10,033
-337
| -3% | -$26.1K |
|
280
ManpowerGroup
MAN
$1.78B
| $776K | 0.01% |
9,022
-8,567
| -49% | -$737K |
|
281
Owens Corning
OC
$12.5B
| $769K | 0.01% |
12,132
-1,301
| -10% | -$82.5K |
|
282
Fortune Brands Innovations
FBIN
$7.05B
| $768K | 0.01% |
16,733
-10,393
| -38% | -$477K |
|
|
HES
283
DELISTED
Hess
HES
| $767K | 0.01% |
11,467
-1,013
| -8% | -$67.8K |
|
284
KBR
KBR
$6.35B
| $766K | 0.01% |
42,755
-11,912
| -22% | -$213K |
|
285
Annaly Capital Management
NLY
$14.3B
| $759K | 0.01% |
+18,452
| New | +$759K |
|
286
Comerica
CMA
$8.88B
| $752K | 0.01% |
8,276
-2,850
| -26% | -$259K |
|
287
Ingredion
INGR
$8.16B
| $734K | 0.01% |
6,634
+1,091
| +20% | +$121K |
|
288
Globe Life
GL
$11.4B
| $711K | 0.01% |
8,737
-6,647
| -43% | -$541K |
|
289
S&P Global
SPGI
$167B
| $702K | 0.01% |
3,443
-13,622
| -80% | -$2.78M |
|
290
Boston Properties
BXP
$11.5B
| $679K | 0.01% |
+5,413
| New | +$679K |
|
|
TUP
291
DELISTED
Tupperware Brands Corporation
TUP
| $670K | 0.01% |
+16,256
| New | +$670K |
|
292
Deluxe
DLX
$864M
| $668K | 0.01% |
10,089
-4,930
| -33% | -$326K |
|
293
Leggett & Platt
LEG
$1.32B
| $659K | 0.01% |
+14,759
| New | +$659K |
|
294
Capital One
COF
$142B
| $649K | 0.01% |
7,063
-7,399
| -51% | -$680K |
|
295
Morningstar
MORN
$10.9B
| $649K | 0.01% |
5,059
-6,344
| -56% | -$814K |
|
|
MRO
296
DELISTED
Marathon Oil Corporation
MRO
| $649K | 0.01% |
31,089
-3,146
| -9% | -$65.7K |
|
297
News Corp Class A
NWSA
$16.6B
| $644K | 0.01% |
41,558
-28,287
| -40% | -$438K |
|
|
NBL
298
DELISTED
Noble Energy, Inc.
NBL
| $644K | 0.01% |
18,241
-78
| -0.4% | -$2.75K |
|
299
Snap-on
SNA
$16.8B
| $643K | 0.01% |
3,999
-1,632
| -29% | -$262K |
|
300
AngloGold Ashanti
AU
$31.3B
| $642K | 0.01% |
78,223
+7,327
| +10% | +$60.1K |
|