13F-HR: Univest Financial Corp's Q4 2024 13F Filing Reveals $1.58 Billion in Holdings

Univest Financial Corp's latest 13F filing discloses \$1.58 billion in managed assets as of December 31, 2024, showcasing a diverse portfolio across various sectors.

Summary

• Univest Financial Corp filed its Form 13F for the quarter ended December 31, 2024.
• The filing reveals total holdings valued at \$1,585,236,029.
• The report includes holdings from three investment managers: UNIVEST FINANCIAL Corp, Univest Bank & Trust Co., and GIRARD PARTNERS LTD.
• The filing lists 467 holdings.

Sentiment

Score: 5

Explanation: The document is a regulatory filing, presenting factual information about the company's holdings. The sentiment is neutral.

Industry Context

Form 13F filings are a standard requirement for institutional investment managers with over \$100 million in assets under management, providing transparency into their investment positions and strategies.

Comparison to Industry Standards

• The portfolio composition and asset allocation can be compared to those of other financial institutions of similar size and investment strategy.
• Benchmarking against industry peers involves analyzing the concentration of holdings, sector allocations, and the use of ETFs versus individual securities.
• Comparing the performance of Univest's holdings against relevant market indices (e.g., S&P 500, MSCI EAFE) provides insights into the effectiveness of their investment decisions.

Key Dates