Bridgewater Associates

Ray Dalio

Ray Dalio is Founder, Co-Chairman and Co-Chief Investment Officer of Bridgewater Associates. The guru started Bridgewater out of his two-bedroom apartment in New York in 1975. Under his leadership, the firm has grown into the fifth most important private company in the US according to Fortune Magazine. For his and Bridgewater's industry-changing innovations as well as his work advising policymakers around the world, Ray has been called the “Steve Jobs of Investing” by aiCIO Magazine and Wired Magazine, and named one of the 100 Most Influential People by TIME Magazine. Dalio is also the author of The New York Times #1 Bestseller "Principles," which outlines his work and life principles, the foundation of Bridgewater's distinctive culture and the cornerstone of his and Bridgewater’s success. Ray and Bridgewater also recently published "Principles for Navigating Big Debt Crises," the first public dissemination of their research on these economic events, which enabled them to anticipate the 2008 Financial Crisis.

Holdings MV

7.40B

Last Updated

2026-03-16

Total Holdings

Tracker Performance

Bridgewater Associates

S&P 500

Total Return

+6.88%

Annualized Return

+9.13%

1 Day Change

+0.32%

Sharpe Ratio

0.37

Trade Updates

2026-03-16

Ticker

Name

03/16

Buy

4.87%

Fill Price --

6.03%

Ticker

Name

03/16

Buy

3.96%

Fill Price --

4.80%

Ticker

Name

03/16

Buy

5.03%

Fill Price --

6.09%

Ticker

Name

03/16

Buy

4.47%

Fill Price --

5.45%

Ticker

Name

03/16

Buy

4.66%

Fill Price --

5.81%

Ticker

Name

03/16

Buy

5.84%

Fill Price --

6.93%

Ticker

Name

03/16

Buy

4.97%

Fill Price --

5.86%

Ticker

Name

03/16

Buy

5.64%

Fill Price --

6.73%

Ticker

Name

03/16

Buy

3.09%

Fill Price --

3.66%

Ticker

Name

03/16

Buy

5.88%

Fill Price --

7.04%

Ticker

Name

03/16

Buy

2.56%

Fill Price --

3.16%

Ticker

Name

03/16

Buy

5.33%

Fill Price --

6.42%

Ticker

Name

03/16

Buy

3.03%

Fill Price --

3.43%

Ticker

Name

03/16

Buy

2.56%

Fill Price --

3.10%

Ticker

Name

03/16

Buy

2.17%

Fill Price --

2.76%

Ticker

Name

03/16

Buy

8.26%

Fill Price --

9.75%

Ticker

Name

03/16

Buy

4.37%

Fill Price --

4.91%

Ticker

Name

03/16

Buy

2.14%

Fill Price --

2.62%

Ticker

Name

03/16

Buy

2.12%

Fill Price --

2.65%

Ticker

Name

03/16

Buy

2.13%

Fill Price --

2.79%

Current Holdings

Bridgewater Associates maintains a prominent position in the Computer sector (28.49%), which serves as the cornerstone of the portfolio. The remaining capital is allocated across Electronics and other industries, balancing sector-specific growth potential with risk management.

Computer

28.49%

Electronics

25.53%

Commerce

11.62%

Defense

10.88%

Non-Bank Financials

7.04%

Internet & Media

5.63%

Leisure Services

4.86%

Medical Biology

3.16%

Non-Ferrous Metals

2.75%

Banks

0.00%

Other

0.00%

Communication Equipment

0.00%

Symbol

P&L %

Position Size

Ticker

Name

+68.18%

5.63%

Ticker

Name

+48.71%

3.16%

Ticker

Name

+31.27%

6.12%

Ticker

Name

+29.86%

5.44%

Ticker

Name

+24.39%

4.41%

Ticker

Name

+5.44%

2.21%

Ticker

Name

+2.95%

8.03%

Ticker

Name

+1.83%

4.52%

Ticker

Name

+0.03%

5.20%

Ticker

Name

-1.47%

2.31%

Ticker

Name

-2.99%

2.75%

Ticker

Name

-3.94%

2.15%

Ticker

Name

-4.21%

3.93%

Ticker

Name

-6.19%

2.62%

Ticker

Name

-8.72%

2.45%

Ticker

Name

-11.06%

4.86%

Ticker

Name

-14.12%

5.59%

Ticker

Name

-16.55%

5.09%

Ticker

Name

-16.96%

4.96%

Ticker

Name

-20.74%

2.14%

Investing Philosophy

Dalio built Bridgewater using a principled-based approach, applying standard ways to deal with situations that occur over and over. With the goal of creating an idea meritocracy, he wrote a set of principles that became the framework for the firm's management philosophy. Chief among them is employing radical truth and radical transparency — encouraging open and honest dialogue and allowing the best thinking to prevail. His principles were captured in a TED Talk and published in a bestselling book in 2017. As a global macro-investment manager, Bridgewater takes a diversified approach spanning more than 150 different markets. With deep expertise in portfolio construction and risk management, the firm develops insights and design strategies to deliver value to its clients through any economic environment.

Disclaimer

This simulated portfolio Tracker is based on holdings disclosed in institutional 13F filings. We select the top 20 holdings and construct a portfolio weighted by their relative proportions. Holdings beyond the top 20 are excluded, as their impact on the portfolio is minimal. Focusing on the top 20 enhances practicality and reflects the institution's stock-picking ability. The portfolio is periodically rebalanced to align with updated 13F filings. Note that 13F disclosures typically have a 45-day delay (e.g., Q2 2025 data is disclosed by mid-August). Users should consider this lag when tracking the portfolio, though institutional holdings are generally long-term, emphasizing strategic rationale behind changes. This portfolio is for illustrative purposes only and does not constitute investment advice. All investment decisions are the user's responsibility. Investing involves risks, including potential loss of principal. Past performance is not indicative of future results.

Frequently Asked Questions

How many stocks does Bridgewater Associates currently hold?

As of the latest update on 2026-03-16, the Bridgewater Associates portfolio consists of 20 individual holdings. The portfolio is actively managed to optimize strategy performance.

How has Bridgewater Associates's portfolio performed recently?

Over the recent period, Bridgewater Associates has demonstrated significant growth. The portfolio currently shows a Total Return of +6.88%, with an Annualized Return of +9.13%, outperforming standard market benchmarks.

What is the total portfolio value (AUM) of Bridgewater Associates?

The current market value of Bridgewater Associates's disclosed holdings is approximately $7.40B. This figure reflects the value of assets tracked based on their latest filing.