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Latest Bridgewater Advisors Inc. Stock Portfolio

$1.68Billion– No. of Holdings #456

Bridgewater Advisors Inc. Performance:
2026 Q1: 3.27%YTD: 3.27%2025: 16.34%
Performance for 2026 Q1 is 3.27%, and YTD is 3.27%, and 2025 is 16.34%.

About Bridgewater Advisors Inc. and 13F Hedge Fund Stock Holdings

On 2026-05-14, the fund reported it's updated stock portfolio. In the 13F Holdings report, Bridgewater Advisors Inc. reported an equity portfolio of $1.7 Billions as of 31 Mar, 2026.

The top stock holdings of Bridgewater Advisors Inc. are AEMB, BBAX, AEMB. The fund has invested 6.2% of it's portfolio in AMERICAN CENTY ETF TR and 5.8% of portfolio in J P MORGAN EXCHANGE TRADED F.

The fund managers got completely rid off DIMENSIONAL ETF TRUST (DFAC), ASTRAZENECA PLC (AZN) and VANGUARD WELLINGTON FD (VFLQ) stocks. They significantly reduced their stock positions in VANGUARD CALIF TAX FREE FDS, ISHARES TR (IJR) and HDFC BANK LTD (HDB). Bridgewater Advisors Inc. opened new stock positions in AMERICAN CENTY ETF TR, AON PLC (AON) and BONDBLOXX ETF TRUST (XHYC). The fund showed a lot of confidence in some stocks as they added substantially to VANGUARD WORLD FD (VAW), VANGUARD WORLD FD (EDV) and VANGUARD INDEX FDS (VB).
Bridgewater Advisors Inc. Equity Portfolio Value
Last Reported on: 14 May, 2026

Bridgewater Advisors Inc. Annual Return Estimates Vs S&P 500

Our best estimate is that Bridgewater Advisors Inc. made a return of 3.27% in the last quarter. In trailing 12 months, it's portfolio return was 22.01%.
  • Performance
  • S&P 500

New Buys

Ticker$ Bought
american centy etf tr10,218,700
aon plc6,785,110
astrazeneca plc866,256
blackrock muniyield n y qual681,996
bondbloxx etf trust497,351
ishares bitcoin trust etf455,712
mercadolibre inc429,081
ciena corp418,457
New stocks bought by Bridgewater Advisors Inc.

Additions

Ticker% Inc.
vanguard world fd697
vanguard world fd400
vanguard index fds322
ishares tr290
vanguard index fds248
booking holdings inc204
select sector spdr tr140
veeva sys inc129
Additions to existing portfolio by Bridgewater Advisors Inc.

Reductions

Ticker% Reduced
vanguard calif tax free fds-59.72
ishares tr-57.65
hdfc bank ltd-45.76
state str spdr dow jones ind-39.1
howmet aerospace inc-35.97
crh plc-33.6
vanguard index fds-32.74
dell technologies inc-31.23
Bridgewater Advisors Inc. reduced stake in above stock

Sold off

Ticker$ Sold
dimensional etf trust-4,197,080
blackrock munihldgs ny qlty-363,137
blackrock n y mun income tru-322,287
blackrock mun income quality-228,450
conagra brands inc-301,318
korea elec pwr corp-264,396
astrazeneca plc-993,206
schwab strategic tr-220,461
Bridgewater Advisors Inc. got rid off the above stocks

Sector Distribution

Bridgewater Advisors Inc. has about 70.5% of it's holdings in Others sector.

  • Others
  • Technology
  • Financial Services
  • Communication Services
  • Consumer Cyclical
  • Industrials
  • Healthcare
  • Energy
Sector%
Others70.5
Technology10.7
Financial Services4.1
Communication Services4.1
Consumer Cyclical3.2
Industrials2.3
Healthcare1.9
Energy1.1

Market Cap. Distribution

Bridgewater Advisors Inc. has about 29.1% of it's portfolio invested in the large-cap and mega-cap stocks.

  • UNALLOCATED
  • MEGA-CAP
  • LARGE-CAP
Category%
UNALLOCATED70.5
MEGA-CAP19.5
LARGE-CAP9.6

Stocks belong to which Index?

About 27.4% of the stocks held by Bridgewater Advisors Inc. either belong to S&P 500 or RUSSELL 2000 index.

  • Others
  • S&P 500
Index%
Others71.9
S&P 50027.4
Top 5 Winners (%)%
STX
seagate technology hldngs pl
159.4 %
GLW
corning inc
127.7 %
INTC
intel corp
110.6 %
MU
micron technology inc
106.4 %
MRVL
marvell technology inc
105.1 %
Top 5 Winners ($)$
AAPL
apple inc
10.4 M
AEMB
american centy etf tr
10.0 M
AEMB
american centy etf tr
7.6 M
VB
vanguard index fds
5.9 M
NVDA
nvidia corporation
5.5 M
Top 5 Losers (%)%
BKNG
booking holdings inc
-95.6 %
VAW
vanguard world fd
-75.9 %
VB
vanguard index fds
-73.3 %
EDV
vanguard world fd
-67.9 %
VB
vanguard index fds
-65.0 %
Top 5 Losers ($)$
VAW
vanguard world fd
-9.7 M
BKNG
booking holdings inc
-9.0 M
VB
vanguard index fds
-5.7 M
VB
vanguard index fds
-4.0 M
MSFT
microsoft corp
-2.7 M

Bridgewater Advisors Inc. Holdings Map

This heatmap illustrates the top 50 positions within the fund's portfolio.

Current Stock Holdings of Bridgewater Advisors Inc.

Bridgewater Advisors Inc. has 456 stocks in it's portfolio. About 45.6% of the portfolio is in top 10 stocks. VAW proved to be the most loss making stock for the portfolio. AAPL was the most profitable stock for Bridgewater Advisors Inc. last quarter.

Last Reported on: 14 May, 2026
TickerNamesorted ascending% PortfolioShares Held$ ValueType% ChangeOptions