Univest Financial Corp Portfolio Holdings
Univest Financial Corp
- $1.48 Billion
- Q1 2025
Univest Financial Corp has filed its 13F form on May 08, 2025 for Q1 2025 where it was disclosed a total value porftolio of $1.48 Billion distributed in 472 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 $122M, Spdr Portfolio S&P 500 ETF (Ma with a value of $117M, Apple Inc. with a value of $88.4M, Spdr Portfolio Aggregate Bond with a value of $75.1M, and Microsoft Corp with a value of $62.5M.
Examining the 13F form we can see an decrease of $47.6M in the current position value, from $1.53B to 1.48B.
Below you can find more details about Univest Financial Corp portfolio as well as his latest detailed transactions.
Portfolio value
$1.48 Billion
ETFs: $539 Million
Technology: $293 Million
Financial Services: $133 Million
Healthcare: $123 Million
Industrials: $88 Million
Communication Services: $85.7 Million
Consumer Cyclical: $79.7 Million
Consumer Defensive: $64.5 Million
Other: $78.5 Million
Stock Holdings Table Companies Only
Summary
- Portfolio
- No. of Stocks 472
- Current Value $1.48 Billion
- Prior Value $1.53 Billion
- Filing
- Period Q1 2025
- Filing Date May 08, 2025
- Form Type 13F-HR
- Activity in Q1 2025
- New Purchases 19 stocks
- Additional Purchases 99 stocks
- Sold out of 0 stocks
- Reduced holdings in 135 stocks