Swiss Life Asset Management’s Univest Financial UVSP Stock Holding History

Swiss Life Asset Management’s Portfolio UVSP Stock Details UVSP Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$224K	Buy	+5,112	New	+$200K	﹤0.01%	1458

Other funds holding UVSP

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

Pzena Investment Management New York $34.1B AUM 23.81% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Univest Financial Souderton, Pennsylvania $2.04B AUM 33.06% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

Leeward Investments Boston, Massachusetts $2.2B AUM 46.08% 1-Year Est. Return

Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return

Swiss Life Asset Management's UVSP Position: Q2 2026 in Review

Swiss Life Asset Management opened a new position in Univest Financial (UVSP) in Q2 2026: 5,112 shares worth $224K. The stake represents ﹤0.01% of the portfolio and ranks #1458 among its holdings.

133 funds tracked by Wall St. Rank hold UVSP as of Q2 2026.

Swiss Life Asset Management held 5,112 shares of Univest Financial worth $224K as of Q2 2026.
Univest Financial was a new Swiss Life Asset Management position in Q2 2026.
Univest Financial made up ﹤0.01% of Swiss Life Asset Management's portfolio in Q2 2026, its #1458 holding.
133 funds tracked by Wall St. Rank held Univest Financial as of Q2 2026.

Based on Swiss Life Asset Management's 13F filing for Q2 2026, filed 29 Jul 2026.