Univest FinancialUVSP
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 Q1 regulatory disclosures by fund managers ($100M+ AUM)
82% more first-time investments, than exits
New positions opened: 20 | Existing positions closed: 11
3% more funds holding
Funds holding: 173 [Q4 2024] → 179 (+6) [Q1 2025]
0.59% more ownership
Funds ownership: 77.93% [Q4 2024] → 78.52% (+0.59%) [Q1 2025]
3% less capital invested
Capital invested by funds: $668M [Q4 2024] → $646M (-$22M) [Q1 2025]
5% less repeat investments, than reductions
Existing positions increased: 57 | Existing positions reduced: 60
Research analyst outlook
We haven’t received any recent analyst ratings for UVSP.
Financial journalist opinion
Based on 4 articles about UVSP published over the past 30 days
