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.

Principal Tony Thomas

Tony Thomas

Principal

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 72.6
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

NVIDIA Corp

11.20 25M
Technology

Microsoft Corp

10.80 24M
Technology

Amazon.com Inc

10.37 23M
Consumer Cyclical

Alphabet Inc Class C

9.36 21M
Communication Services

Brookfield Corp Registered Shs -A- Limited Vtg

7.61 17M
Financial Services

TransDigm Group Inc

5.03 11M
Industrials

Mastercard Inc Class A

4.98 11M
Financial Services

Broadcom Inc

4.53 10M
Technology

Visa Inc Class A

4.49 10M
Financial Services

Meta Platforms Inc Class A

4.26 10M
Communication Services

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