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 |
Gen Digital
GEN
|
$23.5M |
| 2 |
Eastman Chemical
EMN
|
$21.7M |
| 3 |
PepsiCo
PEP
|
$21.6M |
| 4 |
Kohl's
KSS
|
$20M |
| 5 |
Exelon
EXC
|
$19.5M |
Top Sells
| 1 |
Vanguard FTSE Emerging Markets ETF
VWO
|
$1.5B |
| 2 |
iShares MSCI Emerging Markets ETF
EEM
|
$841M |
| 3 |
SPDR S&P 500 ETF Trust
SPY
|
$44.1M |
| 4 |
Apple
AAPL
|
$28.3M |
| 5 |
Chipotle Mexican Grill
CMG
|
$17.4M |
Sector Composition
| 1 | Technology | 4.32% |
| 2 | Materials | 3.47% |
| 3 | Consumer Discretionary | 3.19% |
| 4 | Energy | 2.92% |
| 5 | Communication Services | 2.65% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
426
Huntington Bancshares
HBAN
$25.8B
| $195K | ﹤0.01% |
+18,431
| New | +$195K |
|
427
Genworth Financial
GNW
$3.52B
| $194K | ﹤0.01% |
+42,097
| New | +$194K |
|
428
Old Republic International
ORI
$9.93B
| $178K | ﹤0.01% |
+11,405
| New | +$178K |
|
429
Groupon
GRPN
$1.06B
| $119K | ﹤0.01% |
+36,427
| New | +$119K |
|
|
TWO
430
Two Harbors Investment
TWO
$1.04B
| $119K | ﹤0.01% |
+13,442
| New | +$119K |
|
431
Accenture
ACN
$160B
| – | – |
-9,400
| Closed | -$910K |
|
432
Ameren
AEE
$27B
| – | – |
-15,070
| Closed | -$568K |
|
433
Assured Guaranty
AGO
$3.91B
| – | – |
-36,981
| Closed | -$887K |
|
434
Ameriprise Financial
AMP
$48.5B
| – | – |
-5,466
| Closed | -$683K |
|
435
Aon
AON
$79.1B
| – | – |
-6,404
| Closed | -$638K |
|
436
Air Products & Chemicals
APD
$65.5B
| – | – |
-13,569
| Closed | -$1.86M |
|
437
AutoZone
AZO
$70.2B
| – | – |
-3,868
| Closed | -$2.58M |
|
438
Franklin Resources
BEN
$13.3B
| – | – |
-31,462
| Closed | -$1.54M |
|
439
Bunge Global
BG
$16.8B
| – | – |
-2,891
| Closed | -$254K |
|
440
Bank of New York Mellon
BK
$73.8B
| – | – |
-39,210
| Closed | -$1.65M |
|
441
Blackrock
BLK
$175B
| – | – |
-8,606
| Closed | -$2.98M |
|
442
Berkshire Hathaway Class B
BRK.B
$1.08T
| – | – |
-59,890
| Closed | -$8.15M |
|
443
Boston Properties
BXP
$11.5B
| – | – |
-2,931
| Closed | -$355K |
|
444
C.H. Robinson
CHRW
$15.2B
| – | – |
-57,174
| Closed | -$3.57M |
|
445
Core Laboratories
CLB
$551M
| – | – |
-17,448
| Closed | -$1.99M |
|
446
Clorox
CLX
$14.7B
| – | – |
-5,946
| Closed | -$619K |
|
447
Comcast
CMCSA
$126B
| – | – |
-154,486
| Closed | -$9.29M |
|
|
448
Chipotle Mexican Grill
CMG
$56B
| – | – |
-28,699
| Closed | -$17.4M |
|
449
CMS Energy
CMS
$21.4B
| – | – |
-15,239
| Closed | -$485K |
|
450
Campbell Soup
CPB
$9.38B
| – | – |
-83,841
| Closed | -$4M |
|