Bridgewater Associates, LP
Institutional investor · Portfolio as of Q4 2019
Top Holdings471 positions
Stock | Shares | Value | Weight | Avg Buy | Est. P&L | Held | Conviction |
|---|---|---|---|---|---|---|---|
STATE STREET SPDR S&P 500 ETF TRUST CL USD INC | 7M | $2.2B | 23.0% | $226.33 | +30.00% | 5 qtrssince 2018-Q4 | Decreased 0 |
VANGUARD FTSE EMERGING MARKETS | 24.8M | $1.1B | 11.2% | $31.82 | +16.08% | 5 qtrssince 2018-Q4 | Decreased 0 |
ISHARES CORE S&P 500 ETF | 2.2M | $707.3M | 7.2% | $222.91 | +32.14% | 5 qtrssince 2018-Q4 | Unchanged 0 |
SPDR GOLD TRUST | 4.1M | $579.7M | 5.9% | $121.17 | +17.71% | 5 qtrssince 2018-Q4 | Unchanged 0 |
ISHARES MSCI BRAZIL ETF | 11M | $521.3M | 5.3% | $26.50 | +17.62% | 5 qtrssince 2018-Q4 | Decreased 0 |
ISHARES CORE MSCI EMERGING | 7.9M | $425.6M | 4.3% | $41.13 | +10.46% | 5 qtrssince 2018-Q4 | Decreased 0 |
ISHARES IBOXX INVESTMENT GRA | 2.3M | $298.3M | 3.0% | $86.52 | +16.99% | 5 qtrssince 2018-Q4 | Decreased 0 |
ISHR IBX USD HIYLD CB ETF-UI | 3.1M | $269.2M | 2.7% | $55.33 | +11.58% | 5 qtrssince 2018-Q4 | Decreased 0 |
ISHARES 20 PLUS YEAR TREASURY BD | 1.9M | $262.7M | 2.7% | $100.11 | +14.71% | 5 qtrssince 2018-Q4 | Increased 54 |
ISHARES MSCI EAFE ETF CL USD INC | 2.7M | $188.5M | 1.9% | $48.09 | +20.14% | 5 qtrssince 2018-Q4 | Unchanged 0 |
VANGUARD FTSE DEVELOPED ETF | 4.3M | $188.5M | 1.9% | $30.19 | +20.68% | 5 qtrssince 2018-Q4 | Unchanged 0 |
ISHARES INC MSCI TAIWAN ETF | 4.4M | $181.3M | 1.9% | $23.82 | +14.77% | 2 qtrssince 2019-Q3 | Increased 53 |
ISHARES MSCI SOUTH KOREA ETF | 2.9M | $178.4M | 1.8% | $51.94 | +6.51% | 5 qtrssince 2018-Q4 | Decreased 0 |
ISHARES CORE MSCI EAFE ETF | 2.7M | $174.2M | 1.8% | $44.76 | +20.84% | 5 qtrssince 2018-Q4 | Unchanged 0 |
ISHARES | 11.7M | $169.4M | 1.7% | — | — | — | — |
ISHARES MSCI EMERGING MARKETS INDEX FUND | 3.6M | $160.2M | 1.6% | $36.14 | +8.46% | 5 qtrssince 2018-Q4 | Decreased 0 |
ISHARES TR | 1.3M | $150.3M | 1.5% | $74.46 | +15.47% | 5 qtrssince 2018-Q4 | Decreased 0 |
ISHARES MSCI INDIA ETF | 3.8M | $132.3M | 1.4% | $32.41 | +0.68% | 4 qtrssince 2019-Q1 | Increased 49 |
JPMORGAN CHASE & CO | 649,376 | $90.5M | 0.9% | $116.96 | 0.00% | 1 qtr | New 58 |
BANK OF AMERICA CORP | 1.9M | $66.1M | 0.7% | $30.34 | 0.00% | 1 qtr | New 58 |
Bridgewater Associates, LP manages $9.8B across 471 positions as of Q4 2019. Top holdings: SPY (23.0%), VWO (11.2%), IVV (7.2%). Fund DNA: Momentum Trader. HoldingsIntel Rating: 2/5.0.
Active quarter - 258 new positions, 120 exits, 101 increased. Top move: JPM (NEW, conviction 58). Portfolio: $9.8B across 471 positions.
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Behavioral investing profile
Position Outcomes
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Cost basis estimates based on full filing history using quarter-end prices. Actual transaction prices are not disclosed in 13F filings.
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Data sourced from SEC EDGAR 13F filings. Not financial advice. Full disclaimer