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 |
UnitedHealth
UNH
|
+$5.48M |
| 2 |
McDonald's
MCD
|
+$5.38M |
| 3 |
Lockheed Martin
LMT
|
+$5.2M |
| 4 |
Philip Morris
PM
|
+$4.92M |
| 5 |
PepsiCo
PEP
|
+$4.55M |
Top Sells
| 1 |
SPDR S&P 500 ETF Trust
SPY
|
+$883M |
| 2 |
Vanguard FTSE Emerging Markets ETF
VWO
|
+$365M |
| 3 |
iShares Core S&P 500 ETF
IVV
|
+$233M |
| 4 |
iShares Core MSCI Emerging Markets ETF
IEMG
|
+$186M |
| 5 |
iShares iBoxx $ High Yield Corporate Bond ETF
HYG
|
+$121M |
Sector Composition
| 1 | Consumer Discretionary | 4% |
| 2 | Financials | 2.7% |
| 3 | Industrials | 1.84% |
| 4 | Materials | 1.48% |
| 5 | Consumer Staples | 1.39% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
176
Paychex
PAYX
$48.7B
| $1.24M | 0.02% |
+19,703
| New | +$1.24M |
|
177
BorgWarner
BWA
$9.61B
| $1.24M | 0.02% |
57,749
-28,058
| -33% | -$602K |
|
178
Ralph Lauren
RL
$18.7B
| $1.21M | 0.02% |
18,151
-9,147
| -34% | -$611K |
|
179
Lear
LEA
$6B
| $1.21M | 0.02% |
14,835
-7,353
| -33% | -$597K |
|
180
Southern Copper
SCCO
$84B
| $1.2M | 0.02% |
44,803
-41,123
| -48% | -$1.1M |
|
181
Clorox
CLX
$15.4B
| $1.19M | 0.02% |
+6,861
| New | +$1.19M |
|
|
MOMO
182
Hello Group
MOMO
$1.3B
| $1.19M | 0.02% |
54,760
-6,029
| -10% | -$131K |
|
183
American Electric Power
AEP
$57.5B
| $1.16M | 0.02% |
+14,529
| New | +$1.16M |
|
184
Tyson Foods
TSN
$19.9B
| $1.16M | 0.02% |
+20,085
| New | +$1.16M |
|
185
Cameco
CCJ
$33.6B
| $1.14M | 0.02% |
151,675
-2,671
| -2% | -$20.1K |
|
186
AvalonBay Communities
AVB
$27.7B
| $1.14M | 0.02% |
+7,721
| New | +$1.14M |
|
187
Rio Tinto
RIO
$104B
| $1.11M | 0.02% |
24,406
-20,717
| -46% | -$944K |
|
188
Vale
VALE
$44.6B
| $1.1M | 0.02% |
133,093
-67,093
| -34% | -$556K |
|
189
Visa
V
$664B
| $1.1M | 0.02% |
+6,805
| New | +$1.1M |
|
190
Aflac
AFL
$56.9B
| $1.09M | 0.02% |
+31,686
| New | +$1.09M |
|
191
ConocoPhillips
COP
$114B
| $1.08M | 0.02% |
34,995
-6,073
| -15% | -$187K |
|
192
Petrobras
PBR
$78.9B
| $1.08M | 0.02% |
196,014
+34,981
| +22% | +$192K |
|
193
Johnson & Johnson
JNJ
$429B
| $1.08M | 0.02% |
+8,215
| New | +$1.08M |
|
194
Exxon Mobil
XOM
$468B
| $1.08M | 0.02% |
28,334
-6,492
| -19% | -$247K |
|
|
CERN
195
DELISTED
Cerner Corp
CERN
| $1.08M | 0.02% |
+17,078
| New | +$1.08M |
|
196
BHP
BHP
$138B
| $1.08M | 0.02% |
32,841
-20,913
| -39% | -$685K |
|
197
BP
BP
$87.3B
| $1.07M | 0.02% |
43,944
-17,228
| -28% | -$420K |
|
198
Chevron
CVX
$310B
| $1.07M | 0.02% |
14,777
-5,621
| -28% | -$407K |
|
199
Owens Corning
OC
$13B
| $1.04M | 0.02% |
26,911
-12,887
| -32% | -$500K |
|
|
INFO
200
DELISTED
IHS Markit Ltd. Common Shares
INFO
| $1.04M | 0.02% |
+17,401
| New | +$1.04M |
|