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 |
Walmart
WMT
|
$195M |
| 2 |
Procter & Gamble
PG
|
$170M |
| 3 |
iShares MSCI Emerging Markets ETF
EEM
|
$134M |
| 4 |
Alibaba
BABA
|
$113M |
| 5 |
Coca-Cola
KO
|
$100M |
Top Sells
| 1 |
SPDR S&P 500 ETF Trust
SPY
|
$360M |
| 2 |
iShares Core S&P 500 ETF
IVV
|
$353M |
| 3 |
iShares China Large-Cap ETF
FXI
|
$45.8M |
| 4 |
iShares MSCI China ETF
MCHI
|
$44.4M |
| 5 |
iShares MSCI South Korea ETF
EWY
|
$14.6M |
Sector Composition
| 1 | Consumer Staples | 15.06% |
| 2 | Consumer Discretionary | 13.12% |
| 3 | Healthcare | 5.46% |
| 4 | Industrials | 3.08% |
| 5 | Communication Services | 2.91% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
476
Globe Life
GL
$11.3B
| – | – |
-3,874
| Closed | -$288K |
|
477
Humana
HUM
$37B
| – | – |
-4,812
| Closed | -$1.87M |
|
478
iShares MSCI India ETF
INDA
$9.34B
| – | – |
-208,622
| Closed | -$6.05M |
|
479
Iron Mountain
IRM
$27B
| – | – |
-10,480
| Closed | -$274K |
|
480
Loews
L
$20B
| – | – |
-10,248
| Closed | -$351K |
|
481
Leidos
LDOS
$22.8B
| – | – |
-4,633
| Closed | -$434K |
|
482
Lockheed Martin
LMT
$108B
| – | – |
-10,162
| Closed | -$3.71M |
|
483
Alliant Energy
LNT
$16.5B
| – | – |
-4,321
| Closed | -$207K |
|
484
Lumen
LUMN
$5.01B
| – | – |
-28,274
| Closed | -$284K |
|
485
O'Reilly Automotive
ORLY
$89.7B
| – | – |
-30,930
| Closed | -$869K |
|
486
Paychex
PAYX
$48.8B
| – | – |
-13,058
| Closed | -$989K |
|
487
Public Service Enterprise Group
PEG
$40.1B
| – | – |
-8,519
| Closed | -$419K |
|
488
Progressive
PGR
$143B
| – | – |
-21,304
| Closed | -$1.71M |
|
489
Philip Morris
PM
$249B
| – | – |
-45,752
| Closed | -$3.21M |
|
490
PPL Corp
PPL
$26.5B
| – | – |
-12,389
| Closed | -$320K |
|
491
Public Storage
PSA
$51.8B
| – | – |
-6,352
| Closed | -$1.22M |
|
492
Rollins
ROL
$27.6B
| – | – |
-17,898
| Closed | -$506K |
|
493
Republic Services
RSG
$71.2B
| – | – |
-11,581
| Closed | -$950K |
|
494
SBA Communications
SBAC
$20.2B
| – | – |
-2,849
| Closed | -$849K |
|
495
Service Corp International
SCI
$11B
| – | – |
-6,530
| Closed | -$254K |
|
496
ScottsMiracle-Gro
SMG
$3.61B
| – | – |
-2,022
| Closed | -$272K |
|
497
Southern Company
SO
$101B
| – | – |
-6,323
| Closed | -$328K |
|
498
Sempra
SRE
$52B
| – | – |
-8,278
| Closed | -$485K |
|
499
Stratasys
SSYS
$872M
| – | – |
-10,570
| Closed | -$168K |
|
500
TJX Companies
TJX
$156B
| – | – |
-33,486
| Closed | -$1.69M |
|