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 | |
|---|---|---|---|---|---|---|
451
Steel Dynamics
STLD
$19.5B
| – | – |
-50,055
| Closed | -$1.7M |
|
452
State Street
STT
$31.4B
| – | – |
-75,155
| Closed | -$5.95M |
|
453
Skyworks Solutions
SWKS
$10.9B
| – | – |
-7,348
| Closed | -$888K |
|
454
TE Connectivity
TEL
$62.2B
| – | – |
-12,059
| Closed | -$1.16M |
|
455
Teradyne
TER
$18.7B
| – | – |
-7,109
| Closed | -$485K |
|
456
Terex
TEX
$3.45B
| – | – |
-16,385
| Closed | -$488K |
|
457
Truist Financial
TFC
$58.2B
| – | – |
-158,273
| Closed | -$8.91M |
|
458
TFS Financial
TFSL
$3.76B
| – | – |
-57,875
| Closed | -$1.14M |
|
459
Teleflex
TFX
$5.76B
| – | – |
-2,480
| Closed | -$934K |
|
460
TEGNA Inc
TGNA
$3.37B
| – | – |
-50,350
| Closed | -$840K |
|
461
Timken Company
TKR
$5.32B
| – | – |
-13,099
| Closed | -$738K |
|
462
Travel + Leisure Co
TNL
$4B
| – | – |
-21,036
| Closed | -$1.09M |
|
463
Trimble
TRMB
$19.1B
| – | – |
-12,714
| Closed | -$530K |
|
464
Trinity Industries
TRN
$2.28B
| – | – |
-28,470
| Closed | -$631K |
|
465
T Rowe Price
TROW
$23.4B
| – | – |
-48,530
| Closed | -$5.91M |
|
466
Trane Technologies
TT
$92.9B
| – | – |
-10,165
| Closed | -$1.35M |
|
467
Toro Company
TTC
$7.68B
| – | – |
-24,714
| Closed | -$1.97M |
|
468
Texas Instruments
TXN
$167B
| – | – |
-11,776
| Closed | -$1.51M |
|
469
Textron
TXT
$14.4B
| – | – |
-12,215
| Closed | -$545K |
|
470
United Airlines
UAL
$34.8B
| – | – |
-11,339
| Closed | -$999K |
|
471
Ubiquiti
UI
$36.6B
| – | – |
-6,899
| Closed | -$1.3M |
|
472
Union Pacific
UNP
$128B
| – | – |
-24,638
| Closed | -$4.45M |
|
473
United Parcel Service
UPS
$71.1B
| – | – |
-75,872
| Closed | -$8.88M |
|
474
United Rentals
URI
$60.8B
| – | – |
-17,569
| Closed | -$2.93M |
|
475
US Bancorp
USB
$76.6B
| – | – |
-325,383
| Closed | -$19.3M |
|