BA

Bridgewater Associates Portfolio holdings

AUM $24.8B
1-Year Return 26.44%
 

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.

This Quarter Return
+4.04%
1 Year Return
+26.44%
3 Year Return
+74.81%
5 Year Return
+118.29%
10 Year Return
+156.18%
AUM
$12.2B
AUM Growth
-$2.69B
Cap. Flow
-$3.37B
Cap. Flow %
-27.58%
Top 10 Hldgs %
81.22%
Holding
337
New
51
Increased
54
Reduced
136
Closed
91

Sector Composition

1 Healthcare 1.72%
2 Consumer Discretionary 1.46%
3 Financials 1.05%
4 Materials 0.96%
5 Energy 0.92%
Name Market Value Portfolio Weight Shares or Principal Shares
Change %
Capital Flow
TEL icon
126
TE Connectivity
TEL
$61.7B
$3.28M 0.03%
34,458
+15,691
+84% +$1.49M
TU icon
127
Telus
TU
$25.3B
$3.21M 0.03%
168,818
-87,600
-34% -$1.66M
GE icon
128
GE Aerospace
GE
$296B
$3.21M 0.03%
38,347
-132,204
-78% -$11.1M
WHR icon
129
Whirlpool
WHR
$5.28B
$3.19M 0.03%
+18,899
New +$3.19M
WPM icon
130
Wheaton Precious Metals
WPM
$47.3B
$3.18M 0.03%
143,565
-40,159
-22% -$890K
K icon
131
Kellanova
K
$27.8B
$3.09M 0.03%
48,469
-157,111
-76% -$10M
ACC
132
DELISTED
American Campus Communities, Inc.
ACC
$3.08M 0.03%
+75,024
New +$3.08M
MTD icon
133
Mettler-Toledo International
MTD
$26.9B
$2.94M 0.02%
+4,744
New +$2.94M
PBR icon
134
Petrobras
PBR
$78.7B
$2.93M 0.02%
285,175
-61,419
-18% -$632K
COP icon
135
ConocoPhillips
COP
$116B
$2.9M 0.02%
52,880
-11,015
-17% -$605K
MGA icon
136
Magna International
MGA
$12.9B
$2.87M 0.02%
50,531
-29,151
-37% -$1.66M
VALE icon
137
Vale
VALE
$44.4B
$2.81M 0.02%
229,438
-55,883
-20% -$683K
AMGN icon
138
Amgen
AMGN
$153B
$2.78M 0.02%
15,987
-43,286
-73% -$7.53M
AMT icon
139
American Tower
AMT
$92.9B
$2.76M 0.02%
19,326
-22,741
-54% -$3.24M
EOG icon
140
EOG Resources
EOG
$64.4B
$2.74M 0.02%
25,353
-5,257
-17% -$567K
TGT icon
141
Target
TGT
$42.3B
$2.71M 0.02%
41,559
-183,566
-82% -$12M
GXP
142
DELISTED
Great Plains Energy Incorporated
GXP
$2.65M 0.02%
82,047
+72,705
+778% +$2.34M
TECK icon
143
Teck Resources
TECK
$16.8B
$2.58M 0.02%
98,469
-53,554
-35% -$1.4M
NUE icon
144
Nucor
NUE
$33.8B
$2.55M 0.02%
40,092
-74,371
-65% -$4.73M
OXY icon
145
Occidental Petroleum
OXY
$45.2B
$2.54M 0.02%
34,493
-6,130
-15% -$452K
IMO icon
146
Imperial Oil
IMO
$44.4B
$2.53M 0.02%
80,684
-20,478
-20% -$641K
AON icon
147
Aon
AON
$79.9B
$2.49M 0.02%
+18,605
New +$2.49M
BALL icon
148
Ball Corp
BALL
$13.9B
$2.48M 0.02%
+65,558
New +$2.48M
CCEP icon
149
Coca-Cola Europacific Partners
CCEP
$40.4B
$2.48M 0.02%
62,121
-17,686
-22% -$705K
B
150
Barrick Mining Corporation
B
$48.5B
$2.34M 0.02%
160,951
-97,660
-38% -$1.42M