UBS Group’s Univest Financial UVSP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $1.98M | Buy |
57,739
+7,363
| +15% | +$249K | ﹤0.01% | 4988 |
|
|
2025
Q4 | $1.65M | Sell |
50,376
-28,189
| -36% | -$883K | ﹤0.01% | 5139 |
|
|
2025
Q3 | $2.36M | Sell |
78,565
-60,455
| -43% | -$1.86M | ﹤0.01% | 4799 |
|
|
2025
Q2 | $4.18M | Sell |
139,020
-61,679
| -31% | -$1.8M | ﹤0.01% | 4059 |
|
|
2025
Q1 | $5.69M | Buy |
200,699
+113,839
| +131% | +$3.37M | ﹤0.01% | 3658 |
|
|
2024
Q4 | $2.56M | Buy |
86,860
+58,683
| +208% | +$1.74M | ﹤0.01% | 4485 |
|
|
2024
Q3 | $793K | Buy |
28,177
+6,696
| +31% | +$178K | ﹤0.01% | 4858 |
|
|
2024
Q2 | $490K | Sell |
21,481
-17,495
| -45% | -$370K | ﹤0.01% | 5022 |
|
|
2024
Q1 | $811K | Sell |
38,976
-7,923
| -17% | -$161K | ﹤0.01% | 4766 |
|
|
2023
Q4 | $1.03M | Buy |
46,899
+21,112
| +82% | +$396K | ﹤0.01% | 4468 |
|
|
2023
Q3 | $448K | Buy |
25,787
+9,166
| +55% | +$169K | ﹤0.01% | 4740 |
|
|
2023
Q2 | $301K | Buy |
16,621
+537
| +3% | +$10.5K | ﹤0.01% | 5205 |
|
|
2023
Q1 | $382K | Buy |
16,084
+3,607
| +29% | +$95.5K | ﹤0.01% | 4903 |
|
|
2022
Q4 | $326K | Buy |
12,477
+6,481
| +108% | +$174K | ﹤0.01% | 5049 |
|
|
2022
Q3 | $141K | Buy |
5,996
+1,081
| +22% | +$27.3K | ﹤0.01% | 5414 |
|
|
2022
Q2 | $125K | Sell |
4,915
-5,849
| -54% | -$150K | ﹤0.01% | 5256 |
|
|
2022
Q1 | $288K | Sell |
10,764
-7,245
| -40% | -$213K | ﹤0.01% | 5093 |
|
|
2021
Q4 | $539K | Buy |
18,009
+12,650
| +236% | +$368K | ﹤0.01% | 4923 |
|
|
2021
Q3 | $147K | Sell |
5,359
-10,377
| -66% | -$278K | ﹤0.01% | 5551 |
|
|
2021
Q2 | $415K | Buy |
15,736
+1,389
| +10% | +$39K | ﹤0.01% | 4873 |
|
|
2021
Q1 | $410K | Sell |
14,347
-4,243
| -23% | -$108K | ﹤0.01% | 5022 |
|
|
2020
Q4 | $383K | Sell |
18,590
-3,278
| -15% | -$58.8K | ﹤0.01% | 4810 |
|
|
2020
Q3 | $314K | Buy |
21,868
+1,810
| +9% | +$28.1K | ﹤0.01% | 4518 |
|
|
2020
Q2 | $324K | Sell |
20,058
-1,726
| -8% | -$27.7K | ﹤0.01% | 4460 |
|
|
2020
Q1 | $355K | Sell |
21,784
-15,704
| -42% | -$359K | ﹤0.01% | 4273 |
|
|
2019
Q4 | $1M | Buy |
37,488
+11,710
| +45% | +$303K | ﹤0.01% | 4211 |
|
|
2019
Q3 | $658K | Buy |
25,778
+16,228
| +170% | +$420K | ﹤0.01% | 4324 |
|
|
2019
Q2 | $251K | Buy |
9,550
+4,886
| +105% | +$123K | ﹤0.01% | 4774 |
|
|
2019
Q1 | $115K | Sell |
4,664
-14,126
| -75% | -$345K | ﹤0.01% | 4968 |
|
|
2018
Q4 | $405K | Buy |
18,790
+1,828
| +11% | +$44.4K | ﹤0.01% | 4426 |
|
|
2018
Q3 | $448K | Buy |
16,962
+7,594
| +81% | +$211K | ﹤0.01% | 4488 |
|
|
2018
Q2 | $258K | Sell |
9,368
-622
| -6% | -$17.8K | ﹤0.01% | 4775 |
|
|
2018
Q1 | $277K | Buy |
9,990
+4,404
| +79% | +$123K | ﹤0.01% | 4569 |
|
|
2017
Q4 | $157K | Sell |
5,586
-1,692
| -23% | -$50K | ﹤0.01% | 5085 |
|
|
2017
Q3 | $233K | Buy |
7,278
+3,732
| +105% | +$111K | ﹤0.01% | 4747 |
|
|
2017
Q2 | $106K | Sell |
3,546
-617
| -15% | -$17.7K | ﹤0.01% | 5132 |
|
|
2017
Q1 | $107K | Sell |
4,163
-4,944
| -54% | -$139K | ﹤0.01% | 5030 |
|
|
2016
Q4 | $282K | Buy |
9,107
+3,425
| +60% | +$91.3K | ﹤0.01% | 4531 |
|
|
2016
Q3 | $132K | Sell |
5,682
-1,047
| -16% | -$23.4K | ﹤0.01% | 4825 |
|
|
2016
Q2 | $142K | Hold |
6,729
| – | – | ﹤0.01% | 4788 |
|
|
2016
Q1 | $132K | Sell |
6,729
-373
| -5% | -$7.23K | ﹤0.01% | 4777 |
|
|
2015
Q4 | $149K | Sell |
7,102
-2,182
| -24% | -$44.1K | ﹤0.01% | 4906 |
|
|
2015
Q3 | $179K | Sell |
9,284
-1,490
| -14% | -$29.3K | ﹤0.01% | 4725 |
|
|
2015
Q2 | $219K | Buy |
10,774
+179
| +2% | +$3.51K | ﹤0.01% | 4788 |
|
|
2015
Q1 | $210K | Buy |
10,595
+9,817
| +1,262% | +$189K | ﹤0.01% | 4843 |
|
|
2014
Q4 | $16K | Buy |
+778
| New | +$15.4K | ﹤0.01% | 7967 |
|
Other funds holding UVSP
VCM
UBS Group's UVSP Position: Q1 2026 in Review
UBS Group increased its Univest Financial (UVSP) stake by 15% in Q1 2026, buying an estimated $249K and bringing the position to 57,739 shares worth $1.98M. The position accounts for ﹤0.01% of the portfolio, ranked #4988.
UBS Group first reported a position in UVSP in Q4 2014 and has held it in 46 quarters since. The position peaked at $5.69M in Q1 2025. 208 funds tracked by Wall St. Rank hold UVSP as of Q1 2026.
- UBS Group held 57,739 shares of Univest Financial worth $1.98M as of Q1 2026.
- UBS Group bought 7,363 Univest Financial shares in Q1 2026, an estimated $249K.
- Univest Financial made up ﹤0.01% of UBS Group's portfolio in Q1 2026, its #4988 holding.
- UBS Group first reported a position in Univest Financial in Q4 2014 and has held it in 46 quarters since.
- UBS Group's Univest Financial position peaked at $5.69M in Q1 2025.
- 208 funds tracked by Wall St. Rank held Univest Financial as of Q1 2026.
Based on UBS Group's 13F filing for Q1 2026, filed 5 May 2026.