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 |
JPMorgan Chase
JPM
|
$90.5M |
| 2 |
Bank of America
BAC
|
$66.1M |
| 3 |
Wells Fargo
WFC
|
$47.5M |
| 4 |
Citigroup
C
|
$36.1M |
| 5 |
US Bancorp
USB
|
$19.3M |
Top Sells
| 1 |
Vanguard FTSE Emerging Markets ETF
VWO
|
$561M |
| 2 |
iShares Core MSCI Emerging Markets ETF
IEMG
|
$504M |
| 3 |
iShares MSCI Emerging Markets ETF
EEM
|
$404M |
| 4 |
iShares MSCI Brazil ETF
EWZ
|
$80.8M |
| 5 |
Macy's
M
|
$56.8M |
Sector Composition
| 1 | Financials | 6.62% |
| 2 | Consumer Discretionary | 3.62% |
| 3 | Industrials | 2.15% |
| 4 | Materials | 1.56% |
| 5 | Technology | 1.17% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
|
SIVB
176
DELISTED
SVB Financial Group
SIVB
| $2.68M | 0.03% | +10,658 | New | +$2.68M |
|
177
ConocoPhillips
COP
$124B
| $2.67M | 0.03% | 41,068 -330,984 | -89% | -$21.5M |
|
178
Vale
VALE
$43.9B
| $2.64M | 0.03% | 200,186 -4,635 | -2% | -$61.2K |
|
179
BHP
BHP
$142B
| $2.62M | 0.03% | 47,952 | – | – |
|
180
Axalta
AXTA
$6.77B
| $2.61M | 0.03% | +85,826 | New | +$2.61M |
|
181
Owens Corning
OC
$12.6B
| $2.59M | 0.03% | +39,798 | New | +$2.59M |
|
182
Petrobras
PBR
$79.9B
| $2.57M | 0.03% | 161,033 +165 | +0.1% | +$2.63K |
|
183
Raymond James Financial
RJF
$33.8B
| $2.55M | 0.03% | +28,492 | New | +$2.55M |
|
184
Equitable Holdings
EQH
$16B
| $2.51M | 0.03% | +101,155 | New | +$2.51M |
|
185
EOG Resources
EOG
$68.2B
| $2.47M | 0.03% | 29,522 -40,956 | -58% | -$3.43M |
|
186
Packaging Corp of America
PKG
$19.6B
| $2.46M | 0.03% | 21,964 +19,595 | +827% | +$2.19M |
|
187
Chevron
CVX
$324B
| $2.46M | 0.03% | 20,398 +653 | +3% | +$78.7K |
|
188
Illinois Tool Works
ITW
$77.1B
| $2.45M | 0.03% | +13,617 | New | +$2.45M |
|
189
Leggett & Platt
LEG
$1.3B
| $2.45M | 0.03% | 48,123 +37,673 | +361% | +$1.91M |
|
|
ATVI
190
DELISTED
Activision Blizzard Inc.
ATVI
| $2.44M | 0.02% | +41,092 | New | +$2.44M |
|
191
Exxon Mobil
XOM
$487B
| $2.43M | 0.02% | 34,826 +1,671 | +5% | +$117K |
|
192
Factset
FDS
$14.1B
| $2.37M | 0.02% | 8,842 -10,406 | -54% | -$2.79M |
|
193
Applied Materials
AMAT
$128B
| $2.34M | 0.02% | +38,340 | New | +$2.34M |
|
194
BP
BP
$90.8B
| $2.31M | 0.02% | 61,172 | – | – |
|
195
Brown & Brown
BRO
$32B
| $2.31M | 0.02% | +58,384 | New | +$2.31M |
|
196
Gildan
GIL
$8.14B
| $2.19M | 0.02% | 73,969 -1,400 | -2% | -$41.5K |
|
197
Autodesk
ADSK
$67.3B
| $2.16M | 0.02% | +11,783 | New | +$2.16M |
|
198
Deere & Co
DE
$129B
| $2.15M | 0.02% | +12,428 | New | +$2.15M |
|
199
Hyatt Hotels
H
$13.8B
| $2.15M | 0.02% | 23,961 +12,514 | +109% | +$1.12M |
|
200
Knight Transportation
KNX
$7.13B
| $2.14M | 0.02% | +59,696 | New | +$2.14M |
|