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
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