Univest Financial Corporation (UVSP)
NASDAQ (NGS) NASDAQ (NGS) Primary 
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Univest (UVSP) Could Be a Great Choice
Dividends are one of the best benefits to being a shareholder, but finding a great dividend stock is no easy task. Does Univest (UVSP) have what it takes?
Univest (UVSP) Is Up 6.63% in One Week: What You Should Know
Does Univest (UVSP) have what it takes to be a top stock pick for momentum investors? Let's find out.
Univest (UVSP) Could Be a Great Choice
Dividends are one of the best benefits to being a shareholder, but finding a great dividend stock is no easy task. Does Univest (UVSP) have what it takes?
Univest Financial Corporation Investors
| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| CE Curtis Ellergodt Rothschild Investment LLC | 107 | $3,237.47 | $4,704.78 | $1,467.31 | 45.32% |
| JD Jim Dushek HARBOUR INVESTMENTS Inc. | 113 | $3,625.58 | $4,974.82 | $1,349.24 | 37.21% |
 Richard S. Pzena Pzena Investment Management | 842,425 | $14.3M | $37.04M | $22.74M | 159.01% |
| SN Stephanie Nee HARBOR CAPITAL ADVISORS Inc. | 823 | $27,136.38 | $36,187.31 | $9,050.93 | 33.35% |
| BG Bart Gancher Intech Investment Management LLC | 10,170 | $288,807.6 | $447,734.25 | $158,926.65 | 55.03% |
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Univest Financial Corporation Profile
| Banks Industry | Financials Sector | Jeffrey Schweitzer CEO | NASDAQ (NGS) Exchange | 915271100 CUSIP |
| US Country | 960 Employees | 6 May 2026 Last Dividend | 2 May 2005 Last Split | 3 Nov 1989 IPO Date |
Overview
Univest Financial Corporation is recognized as a bank holding company for Univest Bank and Trust Co., predominantly serving Pennsylvania with banking products and services. Originally known as Univest Corporation of Pennsylvania, the company underwent a name change in January 2019, signaling a refreshed corporate identity. Since its inception in 1876, Univest Financial Corporation has been dedicated to providing a comprehensive suite of banking, wealth management, and insurance services. Headquartered in Souderton, Pennsylvania, it has expanded its reach to serve customers in multiple counties across Pennsylvania and New Jersey through a network of 37 banking offices.
Products and Services
- Banking:
- Wealth Management:
- Insurance:
This segment caters to a wide range of customer needs, from deposit taking, loan origination and servicing, to mortgage banking and equipment lease financing. Designed to serve individuals, businesses, municipalities, and nonprofit organizations, Univest Bank and Trust Co. offers solutions that cover the essentials of banking, aiming to be a one-stop shop for financial services in its operating regions.
Univest’s Wealth Management segment is crafted to meet the needs of private families and individuals, municipal pension plans, retirement plans, plus trusts and guardianships. Services include investment advisory, financial planning, trust services, and brokerage services. These offerings are tailored to help clients manage, grow, and preserve their wealth through strategic planning and personalized advisory services.
The Insurance segment of Univest Financial Corporation provides a robust suite of services including commercial property and casualty insurance, employee benefits solutions, personal insurance lines, and human resources consulting. Aimed at both businesses and individuals, this division seeks to mitigate risks and offer comprehensive protection plans tailored to the unique needs of its clients.
