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 |
UnitedHealth
UNH
|
+$5.48M |
| 2 |
McDonald's
MCD
|
+$5.38M |
| 3 |
Lockheed Martin
LMT
|
+$5.2M |
| 4 |
Philip Morris
PM
|
+$4.92M |
| 5 |
PepsiCo
PEP
|
+$4.55M |
Top Sells
| 1 |
SPDR S&P 500 ETF Trust
SPY
|
+$883M |
| 2 |
Vanguard FTSE Emerging Markets ETF
VWO
|
+$365M |
| 3 |
iShares Core S&P 500 ETF
IVV
|
+$233M |
| 4 |
iShares Core MSCI Emerging Markets ETF
IEMG
|
+$186M |
| 5 |
iShares iBoxx $ High Yield Corporate Bond ETF
HYG
|
+$121M |
Sector Composition
| 1 | Consumer Discretionary | 4% |
| 2 | Financials | 2.7% |
| 3 | Industrials | 1.84% |
| 4 | Materials | 1.48% |
| 5 | Consumer Staples | 1.39% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
426
PNC Financial Services
PNC
$79.5B
| – | – |
-90,809
| Closed | -$14.5M |
|
427
Pentair
PNR
$17.9B
| – | – |
-39,076
| Closed | -$1.79M |
|
428
PTC
PTC
$24.5B
| – | – |
-6,147
| Closed | -$460K |
|
429
Quanta Services
PWR
$58.1B
| – | – |
-33,034
| Closed | -$1.35M |
|
430
Qualcomm
QCOM
$172B
| – | – |
-10,609
| Closed | -$936K |
|
431
Qorvo
QRVO
$8.26B
| – | – |
-4,986
| Closed | -$580K |
|
432
Royal Caribbean
RCL
$92.8B
| – | – |
-11,213
| Closed | -$1.5M |
|
433
Regions Financial
RF
$24.1B
| – | – |
-199,378
| Closed | -$3.42M |
|
434
Robert Half
RHI
$3.56B
| – | – |
-26,958
| Closed | -$1.7M |
|
435
Raymond James Financial
RJF
$33.2B
| – | – |
-42,738
| Closed | -$2.55M |
|
436
Rambus
RMBS
$8.3B
| – | – |
-25,868
| Closed | -$356K |
|
437
RingCentral
RNG
$2.77B
| – | – |
-11,201
| Closed | -$1.89M |
|
438
Rockwell Automation
ROK
$38.2B
| – | – |
-4,913
| Closed | -$996K |
|
439
Roper Technologies
ROP
$55.2B
| – | – |
-11,919
| Closed | -$4.22M |
|
440
Reliance Steel & Aluminium
RS
$15.4B
| – | – |
-15,466
| Closed | -$1.85M |
|
441
Charles Schwab
SCHW
$167B
| – | – |
-266,344
| Closed | -$12.7M |
|
442
Steelcase
SCS
$1.92B
| – | – |
-27,217
| Closed | -$557K |
|
443
Sealed Air
SEE
$4.83B
| – | – |
-8,268
| Closed | -$329K |
|
444
SEI Investments
SEIC
$10.7B
| – | – |
-31,026
| Closed | -$2.03M |
|
445
Skechers
SKX
$9.5B
| – | – |
-15,800
| Closed | -$682K |
|
446
Snap-on
SNA
$16.9B
| – | – |
-2,939
| Closed | -$498K |
|
447
Synovus
SNV
$7.13B
| – | – |
-30,503
| Closed | -$1.2M |
|
448
Sonoco
SON
$4.54B
| – | – |
-23,269
| Closed | -$1.44M |
|
449
Sensata Technologies
ST
$4.59B
| – | – |
-6,884
| Closed | -$371K |
|
450
Stratasys
SSYS
$834M
| – | – |
-12,628
| Closed | -$255K |
|