Bridgewater Associates, LP
Institutional investor · Portfolio as of Q3 2020
Top Holdings430 positions
SPDR S&P 500 ETF Trust | 4M | $1.3B | 16.0% | $243.08 | +27.06% | 8 qtrssince 2018-Q4 | Decreased 0 |
SPDR GOLD TRUST GOLD SHS | 5.5M | $967.5M | 11.6% | $132.87 | +34.11% | 8 qtrssince 2018-Q4 | Unchanged 0 |
VANGUARD EMERGING MARKETS ETF | 12.7M | $547.7M | 6.6% | $32.23 | +13.16% | 8 qtrssince 2018-Q4 | Increased 69 |
Alibaba Group Holding Ltd | 1.3M | $392.2M | 4.7% | $210.39 | +25.00% | 8 qtrssince 2018-Q4 | Increased 76 |
ISHARES GOLD TRUST ETF | 15.8M | $284.2M | 3.4% | — | — | — | Unchanged 0 |
iShares Core S&P 500 ETF | 615,285 | $206.8M | 2.5% | $236.93 | +30.42% | 8 qtrssince 2018-Q4 | Decreased 0 |
Wal-Mart Stores Inc | 1.4M | $195.1M | 2.3% | $43.14 | 0.00% | 1 qtr | New 79 |
iShares MSCI Emerging Markets ETF | 4.4M | $192M | 2.3% | $37.59 | +1.65% | 8 qtrssince 2018-Q4 | Increased 84 |
Procter & Gamble Co/The | 1.2M | $170.3M | 2.0% | $119.31 | 0.00% | 1 qtr | New 79 |
iShares Core MSCI Emerging Markets ETF | 3.2M | $166.9M | 2.0% | $42.58 | +4.44% | 8 qtrssince 2018-Q4 | Increased 79 |
iShares China Large-Cap ETF | 3.7M | $154.9M | 1.9% | $35.35 | +2.43% | 6 qtrssince 2019-Q2 | Decreased 0 |
VANGUARD FTSE DEV MKT ETF | 3.7M | $149.4M | 1.8% | $30.90 | +11.97% | 8 qtrssince 2018-Q4 | Decreased 0 |
iShares MSCI EAFE ETF | 2.3M | $146.5M | 1.8% | $49.16 | +10.31% | 8 qtrssince 2018-Q4 | Decreased 0 |
iShares iBoxx $ Investment Grade Corporate Bond ET | 1.1M | $146.4M | 1.8% | $87.13 | +23.62% | 8 qtrssince 2018-Q4 | Increased 51 |
ISHARES CORE MSCI EAFE ETF | 2.2M | $135M | 1.6% | $46.01 | +10.92% | 8 qtrssince 2018-Q4 | Decreased 0 |
JD.com Inc | 1.7M | $129.5M | 1.6% | $49.63 | +37.41% | 8 qtrssince 2018-Q4 | Increased 57 |
iShares MSCI China ETF | 1.7M | $126M | 1.5% | $57.29 | +12.48% | 6 qtrssince 2019-Q2 | Decreased 0 |
Coca-Cola Co/The | 2M | $100.3M | 1.2% | $41.34 | 0.00% | 1 qtr | New 68 |
Johnson & Johnson | 665,402 | $99.1M | 1.2% | $126.24 | 0.00% | 1 qtr | New 68 |
PepsiCo Inc | 693,736 | $96.2M | 1.2% | $114.47 | 0.00% | 1 qtr | New 68 |
Bridgewater Associates, LP manages $8.3B across 430 positions as of Q3 2020. Top holdings: SPY (16.0%), GLD (11.6%), VWO (6.6%). Fund DNA: Balanced Allocator. HoldingsIntel Score: 2/5.0.
Active quarter - 131 new positions, 84 exits, 276 increased. Top move: EEM (INCREASED, conviction 84). Portfolio: $8.3B across 430 positions.
Top holdings by portfolio weight
Portfolio allocation by GICS sector
Behavioral investing profile
Position Outcomes
Best and worst performing positions by estimated return
Top Winners
Top Losers
Cost basis estimates based on full filing history using quarter-end prices. Actual transaction prices are not disclosed in 13F filings.
Similar Funds
Funds with similar investing DNA
Explore More
Accumulation Streaks
Positions with 2+ consecutive quarters of increases - persistent directional conviction.
Continue exploring
Data sourced from SEC EDGAR 13F filings. Not financial advice. Full disclaimer
Verify source filings on SEC EDGAR