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 74.1
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

NVIDIA Corp

11.62 28M
Technology

Amazon.com Inc

10.99 26M
Consumer Cyclical

Microsoft Corp

10.96 26M
Technology

Alphabet Inc Class C

9.10 22M
Communication Services

Brookfield Corp Registered Shs -A- Limited Vtg

7.88 19M
Financial Services

TransDigm Group Inc

4.92 12M
Industrials

Meta Platforms Inc Class A

4.90 12M
Communication Services

Visa Inc Class A

4.68 11M
Financial Services

Mastercard Inc Class A

4.65 11M
Financial Services

Broadcom Inc

4.38 10M
Technology

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