Univest Financial Corp Portfolio Holdings
Univest Financial Corp
- $1.74 Billion
- Q3 2025
Univest Financial Corp has filed its 13F form on October 30, 2025 for Q3 2025 where it was disclosed a total value porftolio of $1.74 Billion distributed in 450 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 $153M, Spdr Portfolio S&P 500 ETF (Ma with a value of $138M, Apple Inc. with a value of $95.3M, Microsoft Corp with a value of $80.6M, and Spdr Portfolio Aggregate Bond with a value of $79.6M.
Examining the 13F form we can see an increase of $116M in the current position value, from $1.62B to 1.74B.
Below you can find more details about Univest Financial Corp portfolio as well as his latest detailed transactions.
Portfolio value
$1.74 Billion
ETFs: $601 Million
Technology: $396 Million
Financial Services: $139 Million
Communication Services: $127 Million
Healthcare: $126 Million
Consumer Cyclical: $105 Million
Industrials: $99.8 Million
Consumer Defensive: $66 Million
Other: $78.6 Million
Stock Holdings Table Market Cap. of $10 Billions to $200 Billions
Summary
- Portfolio
- No. of Stocks 450
- Current Value $1.74 Billion
- Prior Value $1.62 Billion
- Filing
- Period Q3 2025
- Filing Date October 30, 2025
- Form Type 13F-HR
- Activity in Q3 2025
- New Purchases 6 stocks
- Additional Purchases 102 stocks
- Sold out of 0 stocks
- Reduced holdings in 111 stocks