UNIVEST FINANCIAL Corp
Univest Financial Corporation (NASDAQ: UVSP) operates as a bank holding company providing comprehensive financial services through its principal subsidiary, Univest Bank and Trust Co., headquartered in Souderton, Pennsylvania. The corporation maintains its website at www.univest.net. From the company’s description.
Margins and return on equity change in ; everything else in percent. Fewer shares and less debt are shown plainly, not as bad news — it depends what you make of buybacks. Dotted labels explain each measure. is shown separately from the annual figures.
What UNIVEST FINANCIAL Corp does
In the company’s own words
Univest Financial Corporation (NASDAQ: UVSP) operates as a bank holding company providing comprehensive financial services through its principal subsidiary, Univest Bank and Trust Co., headquartered in Souderton, Pennsylvania. The corporation maintains its website at www.univest.net.
The company operates as a full-service integrated financial institution serving individuals, businesses, municipalities, and nonprofit organizations across a 19-county footprint in Southeastern, Central, and Western Pennsylvania, along with operations in three New Jersey counties and five Maryland counties. As of December 31, 2025, Univest Financial maintained total assets of $8.4 billion, net loans and leases of $6.8 billion, total deposits of $7.1 billion, and shareholders' equity of $943.3 million.
Univest's business comprises three primary segments: banking, wealth management, and insurance. The banking segment, representing approximately 68 percent of employees, provides traditional commercial and consumer banking services through 38 financial centers concentrated in Montgomery, Bucks, Lancaster, and Philadelphia counties in Pennsylvania. The wealth management division, comprising 8 percent of employees, operates through subsidiaries including Girard Investment Services (a registered broker-dealer and insurance agency), Girard Advisory Services (a registered investment advisory firm), and Girard Pension Services, which provides investment consulting to municipal entities. The insurance segment, representing 10 percent of employees, operates through Univest Insurance, an independent insurance agency. Additional operations include Univest Capital, an equipment financing business.
The corporation employs 960 individuals, approximately 94 percent of whom work full-time, with approximately 56 percent women representation. The company maintains strong market positions, ranking fourth in Montgomery County deposit market share and holding significant positions in surrounding markets.
Univest's growth strategy combines organic expansion with strategic acquisitions, including the recent acquisitions of Fox Chase Bancorp and Valley Green Bank. The company emphasizes community involvement, with employees volunteering over 15,000 hours annually and the corporation contributing $2.2 million to nonprofit organizations in 2025. The organization prioritizes employee development through comprehensive training programs, tuition reimbursement, and career advancement opportunities, maintaining an annual turnover rate of 17.5 percent, below the industry average of 25.1 percent.
Company details
- Sector
- Financials
- Industry
- Banks & Brokers
- Headquarters
- SOUDERTON, PA
- Fiscal year end
- December
- CIK
- 102212
- SIC
- 6022
Financial performance, year by year
Fiscal 2013–2025 · USDThe full income statement, balance sheet and cash flow for each of these years — every figure traceable to its filing — is on the Financials tab with a free account.
Who owns UNIVEST FINANCIAL Corp — and what changed
Funds as of 2026Q2 · superinvestors as of 2026-06-30
Largest fund holders · UNIVEST FINANCIAL Corp’s weight in each
Fund ownership is a floor, not a census — pensions, insurers and people holding shares directly are not visible here.
UNIVEST FINANCIAL Corp’s bonds, as funds hold them
Funds report holding 2 issues of UNIVEST FINANCIAL Corp’s debt, $2.85M at market value — what funds hold, not the company’s total debt.
Fund ownership counts N-PORT filers only, so it is a floor rather than a census — pensions, insurers and direct holders are not visible here, and the remainder is not “held by individuals”.
Every fund and institutional holder, quarter by quarter, is on the Ownership tab with a free account.
Recent filings
All filings →Each filing opens into its own statements and disclosures here.
Put this business in context.
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