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 | |
|---|---|---|---|---|---|---|
501
Xcel Energy
XEL
$42.8B
| – | – | -8,865 | Closed | -$554K |
|
|
AGR
502
DELISTED
Avangrid, Inc.
AGR
| – | – | -5,223 | Closed | -$219K |
|
|
WUBA
503
DELISTED
58.COM INC
WUBA
| – | – | -126,344 | Closed | -$6.82M |
|
|
TMUSR
504
DELISTED
T-Mobile US, Inc. Subscription Rights Expiring 7/27/2020
TMUSR
| – | – | -19,348 | Closed | -$3K |
|
|
MXIM
505
DELISTED
Maxim Integrated Products
MXIM
| – | – | -3,821 | Closed | -$232K |
|
506
American Electric Power
AEP
$59.4B
| – | – | -8,176 | Closed | -$651K |
|
507
American Financial Group
AFG
$11.3B
| – | – | -3,270 | Closed | -$208K |
|
508
Assurant
AIZ
$10.9B
| – | – | -2,173 | Closed | -$224K |
|
509
Allstate
ALL
$53.6B
| – | – | -11,487 | Closed | -$1.11M |
|
510
American Tower
AMT
$95.5B
| – | – | -7,984 | Closed | -$2.06M |
|
511
Atmos Energy
ATO
$26.7B
| – | – | -2,098 | Closed | -$209K |
|
512
AvalonBay Communities
AVB
$27.9B
| – | – | -5,119 | Closed | -$792K |
|
513
Exelon
EXC
$44.1B
| – | – | -7,643 | Closed | -$277K |
|