Bridgewater Associates’ Likes These 7 Investments in the Financial Sector

Wall St. Watchdog reveals information about Bridgewater Associates’ top investments in the Financial sector (NYSE:XLF).

  • General Electric Co. (NYSE:GE): On 3/31/11 Bridgewater Associates reported holding 1,830,650 shares with a market value of $36,704,531. This comprised 0.62% of the total portfolio. On 6/30/11, Bridgewater Associates held 2,311,250 shares with a market value of $43,590,176. This comprised 0.62% of the total portfolio. The net change in shares for this position over the two quarters is 480,600. About the company: General Electric Company is a diversified technology, media and financial services company. The Company offers products and services ranging from aircraft engines, power generation, and water processing technology to medical imaging, business and consumer financing, media content and industrial products. General Electric conducts operations globally.
  • American Express Company (NYSE:AXP): On 3/31/11 Bridgewater Associates reported holding 267,027 shares with a market value of $12,069,621. This comprised 0.20% of the total portfolio. On 6/30/11, Bridgewater Associates held 734,557 shares with a market value of $37,976,597. This comprised 0.54% of the total portfolio. The net change in shares for this position over the two quarters is 467,530. About the company: American Express Company is a global payment and travel company. The Company’s principal products and services are charge and credit payment card products and travel-related services offered to consumers and businesses around the world.
  • Aflac Inc. (NYSE:AFL): On 3/31/11 Bridgewater Associates reported holding 222,264 shares with a market value of $11,731,094. This comprised 0.20% of the total portfolio. On 6/30/11, Bridgewater Associates held 369,964 shares with a market value of $17,269,920. This comprised 0.24% of the total portfolio. The net change in shares for this position over the two quarters is 147,700. About the company: Aflac, Inc. is a general business holding company. The Company, through its subsidiaries, provides supplemental insurance to individuals in the United States and Japan. Aflac’s products include accident/disability plans, cancer expense plans, short-term disability plans, sickness and hospital indemnity plans, hospital intensive care plans, and fixed-benefit dental plans.
  • Metlife, Inc. (NYSE:MET): On 3/31/11 Bridgewater Associates reported holding 273,907 shares with a market value of $12,251,860. This comprised 0.21% of the total portfolio. On 6/30/11, Bridgewater Associates held 360,407 shares with a market value of $15,811,055. This comprised 0.22% of the total portfolio. The net change in shares for this position over the two quarters is 86,500. About the company: MetLife, Inc. provides individual insurance, employee benefits and financial services with operations throughout the United States and the regions of Latin America, Europe, and Asia Pacific. The Company’s products include life insurance, annuities, automobile and homeowners insurance, retail banking and other financial services to individuals as well as group insurance.
  • Capital One Financial Corp. (NYSE:COF): On 3/31/11 Bridgewater Associates reported holding 71,863 shares with a market value of $3,734,001. This comprised 0.06% of the total portfolio. On 6/30/11, Bridgewater Associates held 270,363 shares with a market value of $13,969,656. This comprised 0.20% of the total portfolio. The net change in shares for this position over the two quarters is 198,500. About the company: Capital One Financial Corporation is a diversified bank. The Bank, through its subsidiaries, offers a broad spectrum of financial products and services to consumers, small businesses and commercial clients both domestically and internationally. Capital One has bank locations in Connecticut, Louisiana, New Jersey, New York, and Texas.
  • CME Group, Inc. (NASDAQ:CME): On 3/31/11 Bridgewater Associates reported holding 15,783 shares with a market value of $4,759,363. This comprised 0.08% of the total portfolio. On 6/30/11, Bridgewater Associates held 45,133 shares with a market value of $13,160,331. This comprised 0.19% of the total portfolio. The net change in shares for this position over the two quarters is 29,350. About the company: CME Group Inc. operates a derivatives exchange that trades futures contracts and options on futures, interest rates, stock indexes, foreign exchange and commodities. The Exchange brings together buyers and sellers of derivatives products on its trading floors, electronic trading platform, and through privately negotiated transactions that it clears.
  • URS Corporation (NYSE:URS): On 3/31/11 Bridgewater Associates reported holding 214,768 shares with a market value of $9,890,066. This comprised 0.17% of the total portfolio. On 6/30/11, Bridgewater Associates held 275,468 shares with a market value of $12,324,439. This comprised 0.17% of the total portfolio. The net change in shares for this position over the two quarters is 60,700. About the company: URS Corporation offers a broad range of planning, design, and program and construction management services. The Company provides services for infrastructure projects involving air and surface transportation systems, industrial and commercial facilities, and pollution control and hazardous waste management programs.

(Note: Data about Bridgewater Associates’ stock holdings are sourced from whalewisdom.com.  All data are assumed to be accurate.)

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