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 |
Alibaba
BABA
|
+$116M |
| 2 |
Procter & Gamble
PG
|
+$82.1M |
| 3 |
PepsiCo
PEP
|
+$64.7M |
| 4 |
Johnson & Johnson
JNJ
|
+$58.8M |
| 5 |
McDonald's
MCD
|
+$58.7M |
Top Sells
| 1 |
iShares MSCI Emerging Markets ETF
EEM
|
+$548M |
| 2 |
Vanguard FTSE Emerging Markets ETF
VWO
|
+$328M |
| 3 |
iShares Core MSCI Emerging Markets ETF
IEMG
|
+$327M |
| 4 |
Walmart
WMT
|
+$317M |
| 5 |
Danaher
DHR
|
+$227M |
Sector Composition
| 1 | Consumer Staples | 28.01% |
| 2 | Consumer Discretionary | 17.74% |
| 3 | Healthcare | 17.12% |
| 4 | Industrials | 3.49% |
| 5 | Financials | 3.42% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
526
Campbell Soup
CPB
$9.84B
| $1.28M | 0.01% |
+29,450
| New | +$1.28M |
|
527
Privia Health
PRVA
$2.79B
| $1.28M | 0.01% |
49,422
-28,170
| -36% | -$729K |
|
528
Cerus
CERS
$232M
| $1.27M | 0.01% |
186,864
+11,584
| +7% | +$78.9K |
|
529
Stantec
STN
$12.4B
| $1.27M | 0.01% |
22,599
+10,681
| +90% | +$601K |
|
530
IQVIA
IQV
$31.5B
| $1.26M | 0.01% |
4,456
-3,432
| -44% | -$968K |
|
|
PXD
531
DELISTED
Pioneer Natural Resource Co.
PXD
| $1.26M | 0.01% |
6,909
+2,586
| +60% | +$470K |
|
532
Ameren
AEE
$26.8B
| $1.26M | 0.01% |
+14,106
| New | +$1.26M |
|
533
Constellium
CSTM
$2.01B
| $1.26M | 0.01% |
70,148
+38,387
| +121% | +$687K |
|
534
Voya Financial
VOYA
$7.26B
| $1.24M | 0.01% |
18,764
-26,297
| -58% | -$1.74M |
|
535
Synovus
SNV
$7.14B
| $1.24M | 0.01% |
25,960
-31,371
| -55% | -$1.5M |
|
536
BioMarin Pharmaceuticals
BMRN
$10.5B
| $1.24M | 0.01% |
13,983
-27
| -0.2% | -$2.39K |
|
537
DTE Energy
DTE
$28.1B
| $1.23M | 0.01% |
+10,310
| New | +$1.23M |
|
538
Entergy
ETR
$39.4B
| $1.23M | 0.01% |
+21,776
| New | +$1.23M |
|
539
iShares MSCI South Korea ETF
EWY
$5.38B
| $1.2M | 0.01% |
15,398
+4,419
| +40% | +$344K |
|
540
FirstEnergy
FE
$24.8B
| $1.19M | 0.01% |
+28,712
| New | +$1.19M |
|
541
Clearway Energy Class C
CWEN
$3.37B
| $1.19M | 0.01% |
+33,014
| New | +$1.19M |
|
542
Affiliated Managers Group
AMG
$6.58B
| $1.19M | 0.01% |
7,205
-9,216
| -56% | -$1.52M |
|
543
PPL Corp
PPL
$26.4B
| $1.18M | 0.01% |
+39,197
| New | +$1.18M |
|
544
Popular Inc
BPOP
$8.43B
| $1.16M | 0.01% |
14,185
-17,101
| -55% | -$1.4M |
|
545
AngioDynamics
ANGO
$443M
| $1.15M | 0.01% |
41,749
+1,793
| +4% | +$49.4K |
|
|
CTLT
546
DELISTED
CATALENT, INC.
CTLT
| $1.14M | 0.01% |
8,935
-1,472
| -14% | -$188K |
|
547
Boeing
BA
$172B
| $1.14M | 0.01% |
5,667
-6,712
| -54% | -$1.35M |
|
548
West Fraser Timber
WFG
$5.85B
| $1.14M | 0.01% |
11,899
-35,031
| -75% | -$3.35M |
|
549
Itron
ITRI
$5.38B
| $1.12M | 0.01% |
+16,391
| New | +$1.12M |
|
550
Liberty Global Class C
LBTYK
$3.99B
| $1.12M | 0.01% |
39,694
-12,411
| -24% | -$349K |
|