UNIVEST FINANCIAL Corp - Portfolio overview

UNIVEST FINANCIAL Corp has 270 reported holdings in this dataset, with the latest filing dated 2026-05-01.

Its largest classified asset exposures are stocks and funds.

Its largest classified sector exposures are Technology and Financial Services.

Largest reported holdings by portfolio allocation

  1. SPLG - SPDR SERIES TRUST, 12.19%
  2. VXUS - VANGUARD STAR FDS, 6.38%
  3. IUSB - ISHARES TR, 5.73%

These figures describe reported SEC 13F holdings, which may not represent the institution's entire portfolio or current positions.

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