Univest Financial Corp.
Univest Financial Corporation, headquartered in Souderton, Pennsylvania, is a financial services holding company that provides full-service banking, trust, investment, insurance, and mortgage solutions for individuals and businesses. Founded in 1876, Univest operates through a variety of subsidiaries serving the Mid-Atlantic region. The firm specializes in delivering comprehensive financial solutions for retail, commercial, and institutional clients, and is publicly traded on NASDAQ under the ticker symbol UVSP.
Investment Strategy
Univest Financial Corporation pursues a diversified community banking strategy focused on providing customized solutions for retail, small business, and commercial customers. The firm emphasizes relationship-based lending, community-focused banking, and wealth management, with a commitment to prudent risk management and long-term financial strength. Investment services are tailored to client needs through personal attention, leveraging local market expertise and a robust suite of financial products.
Top Holdings
Equity Positions (265)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
V VXUS | VANGUARD STAR FDS | 7.97% | $132.9M | 1,922,926 | $57.31 | $69.09 | +$11.0M |
S SPLG | SPDR SERIES TRUST | 7.90% | $131.7M | 1,812,265 | $67.69 | $72.69 | +$14.4M |
M MSFT | MICROSOFT CORP | 4.99% | $83.2M | 167,243 | $384.63 | $497.41 | +$20.7M |
A AAPL | APPLE INC | 4.70% | $78.4M | 381,955 | $199.15 | $205.17 | -$10.0M |
S SPAB | SPDR SERIES TRUST | 4.55% | $75.9M | 2,963,765 | $25.88 | $25.60 | +$774.6K |