Univest Financial Corp Portfolio Holdings

Univest Financial Corp

  • $1.62 Billion
  • Q2 2025

Univest Financial Corp has filed its 13F form on August 04, 2025 for Q2 2025 where it was disclosed a total value porftolio of $1.62 Billion distributed in 451 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Vanguard Star Fd Vanguard Tota with a value of $133M, Spdr Portfolio S&P 500 ETF (Ma with a value of $132M, Microsoft Corp with a value of $83.2M, Apple Inc. with a value of $78.4M, and Spdr Portfolio Aggregate Bond with a value of $75.9M.

Examining the 13F form we can see an increase of $138M in the current position value, from $1.48B to 1.62B.

Below you can find more details about Univest Financial Corp portfolio as well as his latest detailed transactions.

Portfolio value $1.62 Billion
ETFs: $556 Million
Technology: $362 Million
Financial Services: $139 Million
Healthcare: $114 Million
Communication Services: $113 Million
Consumer Cyclical: $99 Million
Industrials: $94.6 Million
Consumer Defensive: $69 Million
Other: $75.9 Million

Stock Holdings Table Companies Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$3.95T
$83.2 Million 5.13% of portfolio
167,243
Q2 2025 Added 0.45%
$3.69T
$78.4 Million 4.83% of portfolio
381,955
Q2 2025 Reduced 4.01%
$2.26T
$53.1 Million 3.27% of portfolio
241,808
Q2 2025 Added 17.66%
$1.21T
$51.5 Million 3.18% of portfolio
292,471
Q2 2025 Added 17.25%
$456B
$50.8 Million 3.13% of portfolio
321,444
Q2 2025 Added 17.56%
$1.78T
$47.2 Million 2.91% of portfolio
63,988
Q2 2025 Added 3.12%
$127B
$42.9 Million 2.65% of portfolio
155,699
Q2 2025 Added 3.2%
$141B
$24.3 Million 1.5% of portfolio
349,721
Q2 2025 Added 0.96%
$551B
$23.2 Million 1.43% of portfolio
65,311
Q2 2025 Reduced 12.01%
$608B
$21.5 Million 1.33% of portfolio
27,619
Q2 2025 Added 53.97%
$182B
$19.8 Million 1.22% of portfolio
37,551
Q2 2025 Added 10.46%
$439B
$17.8 Million 1.1% of portfolio
18,009
Q2 2025 Reduced 1.25%
$162B
$15.6 Million 0.96% of portfolio
85,472
Q2 2025 Reduced 2.08%
$878M
$15.1 Million 0.93% of portfolio
503,000
Q2 2025 Reduced 3.38%
$261B
$14.3 Million 0.88% of portfolio
78,737
Q2 2025 Added 13.77%
$51.7B
$14.1 Million 0.87% of portfolio
56,317
Q2 2025 Added 1.39%
$95.3B
$13.5 Million 0.83% of portfolio
60,971
Q2 2025 Reduced 5.45%
$227B
$13.5 Million 0.83% of portfolio
42,443
Q2 2025 Added 0.08%
$187B
$12.7 Million 0.79% of portfolio
31,444
Q2 2025 Added 0.34%
$84.1B
$12 Million 0.74% of portfolio
177,818
Q2 2025 Added 3.63%
$92.8B
$11.8 Million 0.73% of portfolio
34,415
Q2 2025 Reduced 0.34%
$63.6B
$11.6 Million 0.72% of portfolio
15,399
Q2 2025 Added 3.74%
$155B
$11.5 Million 0.71% of portfolio
93,498
Q2 2025 Reduced 0.9%
$22B
$11.5 Million 0.71% of portfolio
139,320
Q2 2025 Reduced 0.03%
$179B
$11.6 Million 0.71% of portfolio
127,026
Q2 2025 Reduced 0.85%
$859B
$11.1 Million 0.68% of portfolio
38,208
Q2 2025 Reduced 3.63%
$452B
$10.8 Million 0.67% of portfolio
70,680
Q2 2025 Reduced 0.21%
$139B
$10.8 Million 0.67% of portfolio
87,804
Q2 2025 New
$245B
$10.7 Million 0.66% of portfolio
34,211
Q2 2025 Added 4.08%
$59.7B
$10.8 Million 0.66% of portfolio
20,546
Q2 2025 Added 11.55%
$157B
$9.41 Million 0.58% of portfolio
24,327
Q2 2025 Added 21.02%
$26.4B
$9.11 Million 0.56% of portfolio
19,473
Q2 2025 Reduced 5.82%
$12.4B
$9 Million 0.55% of portfolio
30,877
Q2 2025 Added 2.55%
$70.1B
$8.84 Million 0.54% of portfolio
56,663
Q2 2025 Reduced 8.77%
$60B
$7.74 Million 0.48% of portfolio
34,039
Q2 2025 Added 1.79%
$381B
$7.56 Million 0.47% of portfolio
159,720
Q2 2025 Reduced 12.3%
$55.1B
$7.37 Million 0.45% of portfolio
13,007
Q2 2025 Reduced 16.34%
$102B
$6.78 Million 0.42% of portfolio
36,959
Q2 2025 Reduced 1.97%
$405B
$6.82 Million 0.42% of portfolio
18,606
Q2 2025 Reduced 5.81%
$150B
$6.78 Million 0.42% of portfolio
22,693
Q2 2025 Reduced 4.77%
$30.2B
$6.11 Million 0.38% of portfolio
11,420
Q2 2025 Added 97.82%
$54.3B
$6.19 Million 0.38% of portfolio
11,546
Q2 2025 Added 35.58%
$182B
$6.08 Million 0.37% of portfolio
65,131
Q2 2025 Added 43.76%
$76.5B
$5.82 Million 0.36% of portfolio
3,829
Q2 2025 Reduced 1.34%
$78.8B
$5.56 Million 0.34% of portfolio
20,631
Q2 2025 Reduced 0.14%
$548B
$5.24 Million 0.32% of portfolio
9,316
Q2 2025 Added 25.28%
$38.7B
$5.05 Million 0.31% of portfolio
17,549
Q2 2025 Reduced 13.82%
$61.9B
$4.99 Million 0.31% of portfolio
47,229
Q2 2025 Reduced 13.78%
$281B
$4.9 Million 0.3% of portfolio
50,074
Q2 2025 Added 3.22%

Summary

  • Portfolio
  • No. of Stocks 451
  • Current Value $1.62 Billion
  • Prior Value $1.48 Billion
  • Filing
  • Period Q2 2025
  • Filing Date August 04, 2025
  • Form Type 13F-HR
  • Activity in Q2 2025
  • New Purchases 14 stocks
  • Additional Purchases 108 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 106 stocks
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