Univest Financial
UVSP
About: Univest Financial Corp is engaged in domestic banking services for individuals, businesses, municipalities and non-profit organizations. The bank has three operating segments; Banking segment provides financial services including a full range of banking services such as deposit taking, loan origination, and servicing, mortgage banking, other general banking services, and equipment lease financing, Wealth Management segment offers investment advisory, financial planning, trust and brokerage services, and The Insurance segment includes a full-service insurance brokerage agency offering commercial property and casualty insurance, employee benefits solutions, personal insurance lines and human resources consulting. It generates majority of its revenue from the banking segment.
Employees: 949
Fund manager confidence
Based on 2025 Q2 regulatory disclosures by fund managers ($100M+ AUM)
33% more first-time investments, than exits
New positions opened: 20 | Existing positions closed: 15
29% more repeat investments, than reductions
Existing positions increased: 67 | Existing positions reduced: 52
5% more capital invested
Capital invested by funds: $646M [Q1] → $678M (+$32.3M) [Q2]
2% more funds holding
Funds holding: 179 [Q1] → 182 (+3) [Q2]
0.35% less ownership
Funds ownership: 78.51% [Q1] → 78.16% (-0.35%) [Q2]
Financial journalist opinion
