Univest Financial Corporation (UVSP)
Univest Financial Corporation operates as the bank holding company for Univest Bank and Trust Co. that provides banking products and services primarily in Pennsylvania. It operates through three segments: Banking, Wealth Management, and Insurance. The Banking segment provides a range of banking services, such as deposit taking, loan origination and servicing, mortgage banking, other general banking, and equipment lease financing services for individuals, businesses, municipalities, and nonprofit organizations. The Wealth Management segment offers investment advisory, financial planning, and trust and brokerage services for private families and individuals, municipal pension plans, retirement plans, and trusts and guardianships. The Insurance segment provides commercial property and casualty insurance, employee benefits solutions, personal insurance lines, and human resources consulting services. It serves customers primarily in Bucks, Berks, Chester, Cumberland, Dauphin, Delaware, Lancaster, Lehigh, Montgomery, Northampton, Philadelphia, and York counties in Pennsylvania; and Atlantic, Burlington, and Cape May counties in New Jersey through 37 banking offices. The company was formerly known as Univest Corporation of Pennsylvania and changed its name to Univest Financial Corporation in January 2019. Univest Financial Corporation was founded in 1876 and is headquartered in Souderton, Pennsylvania.
$830.50M
Mr. Jeffrey M. Schweitzer CPA
920.00
Souderton, PA
Oct 27, 1993
11.72
$2.43
19.78
65.79
4.50%
14.29%
25.56%
7.00
4.79
0.68
1.79
65.79
1.01%
9.87%
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Dimensional US Small Cap Value ETF
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iShares Russell 2000 Value ETF
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Invesco Russell 2000 Dynamic Multifactor ETF
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Dimensional U.S. Targeted Value ETF
DFAT
0.047981949999999995%
iShares Morningstar Small-Cap Value ETF
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iShares Russell 2000 ETF
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Vanguard Russell 2000 Index Fund
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Dimensional U.S. Small Cap ETF
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0.01%
Vanguard Extended Market Index Fund Institutional Shares
VIEIX
0.01%
Vanguard Extended Market Index Fund
VXF
0.01%
Dimensional U.S. Core Equity 2 ETF
DFAC
0.00874785%
FlexShares Morningstar US Market Factors Tilt Index Fund
TILT
0.0073%
Dimensional US Marketwide Value ETF
DFUV
0.0064043%
ProShares UltraPro Russell2000
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0.005895729631384555%
ProShares Hedge Replication ETF
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0.005008496132794728%
Dimensional US Sustainability Core 1 ETF
DFSU
0.0033068399999999997%
Dimensional US Core Equity Market ETF
DFAU
0.00170416%
iShares Core S&P Total U.S. Stock Market ETF
ITOT
0.00166%
Dimensional U.S. Equity ETF
DFUS
0.00146186%
iShares Russell 3000 ETF
IWV
0.00141%
Schwab U.S. Broad Market ETF
SCHB
0.0012036571%
WisdomTree U.S. SmallCap Earnings Fund
EES
0.0010141%
WisdomTree U.S. High Dividend Fund
DHS
4.533e-4%
WisdomTree U.S. Total Dividend Fund
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1.435e-4%
Goldman Sachs ActiveBeta U.S. Small Cap Equity ETF
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iShares US Small Cap Value Factor ETF
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Vanguard Balanced Index Fund Institutional Shares
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Vanguard Institutional Total Stock Market Index Fund Institutional Shares
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ETF Exposure (50)
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Vanguard Extended Market Index Fund Institutional Shares
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0.01%
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Dimensional U.S. Core Equity 2 ETF
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0.005008496132794728%
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Vanguard Institutional Total Stock Market Index Fund Institutional Shares
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