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.
Latest 13F Filing Activity
Univest Financial Corp. filed their most recent 13F report on Jun 30, 2025 disclosing 265 equity positions with a total 13F market value of $2B. The fund increased holdings in Nvidia Corporation, Microsoft Corp., Broadcom Inc. among other positions. Univest Financial Corp. reduced exposure to SPDR Ser TR, Apple Inc., Unitedhealth Group Inc. among others.
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 |