Principal Focused Blue Chip ETF BCHP

Medalist Rating as of | See Principal Investment Hub

Morningstar’s Analysis BCHP

Will BCHP outperform in the future?

Get our overall rating based on a fundamental assessment of the pillars below.

Likely to hold its own over time.

Associate Director Tony Thomas

Tony Thomas

Associate Director

Summary

Principal Focused Blue Chip—available as an exchange-traded fund or in separate accounts—is the highest-conviction offering of Principal’s Aligned investors team. Even acknowledging its risks and the challenges of competing in the large-growth Morningstar Category, the strategy deserves a close look.

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Portfolio Holdings BCHP

  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 72.9
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

NVIDIA Corp

11.49 27M
Technology

Amazon.com Inc

10.56 25M
Consumer Cyclical

Microsoft Corp

10.48 25M
Technology

Alphabet Inc Class C

10.01 24M
Communication Services

Brookfield Corp Registered Shs -A- Limited Vtg

7.19 17M
Financial Services

Broadcom Inc

4.80 11M
Technology

TransDigm Group Inc

4.75 11M
Industrials

Meta Platforms Inc Class A

4.69 11M
Communication Services

Mastercard Inc Class A

4.69 11M
Financial Services

Visa Inc Class A

4.21 10M
Financial Services

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