UBS Group AG reports 14.62% increase in ownership of UVE / Univest Financial Corporation

Univest Financial Corporation

DE ˙ DB ˙ US9152711001

32,80 € ↓ -0,60 (-1,80%)

2026-06-04
AKTIENPREIS

Security	DE:UVE / Univest Financial Corporation
Institution	UBS Group AG
Latest Disclosed Ownership	57,739 shares
Latest Disclosed Value	$ 1,978,138

On May 5, 2026 - UBS Group AG filed a 13F-HR form disclosing ownership of 57,739 shares of Univest Financial Corporation (DE:UVE) valued at $1,651,335 USD as of March 31, 2026. The entity filed a previous 13F-HR on January 29, 2026 disclosing 50,376 shares of Univest Financial Corporation. This represents a change in shares of 14.62% during the quarter. The current value of the position is $1,893,839 USD.

Institutional Ownership: 13F and NPORT Filings

The Security and Class in the table below are shown exactly as filed by the investor. We do our best to track continuity of investments through acquisitions, and this will be reflected in the table as changes in names. In addition to descriptive data, performance of the investment is shown over time. To calculate quarterly performance, we first calculate cost basis of the shares purchased during the quarter, then use that to calculate gross profit. Quarterly return is Gross Profit / Starting Portfolio value.

Note that cost basis is calculated and stored in thousands, so small quarterly changes in shares frequently result in a cost basis of zero.

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Disclosed Equity Positions (from 13F/NPORT Filings)

File Date	Effective Date	Form	Security	Class	ID	Reported Shares	ΔShares	ΔShares (%)	Reported Value (x1000)	ΔValue (%)	Alloc (%)
2026-05-05	2026-03-31	13F	UNIVEST FINANCIAL CORPORATIO	COM	915271100	57,739	7,363	14.62	1,978	19.95	0.0003
2026-01-29	2025-12-31	13F	UNIVEST FINANCIAL CORPORATIO	COM	915271100	50,376	-28,189	-35.88	1,649	-30.07	0.0003
2025-11-13	2025-09-30	13F	UNIVEST FINANCIAL CORPORATIO	COM	915271100	78,565	-60,455	-43.49	2,359	-43.53	0.0004
2025-08-14	2025-06-30	13F	UNIVEST FINANCIAL CORPORATIO	COM	915271100	139,020	-61,679	-30.73	4,176	-26.62	0.0007
2025-05-13	2025-03-31	13F	UNIVEST FINANCIAL CORPORATIO	COM	915271100	200,699	113,839	131.06	5,692	122.04	0.0010
2025-02-14	2024-12-31	13F	UNIVEST FINANCIAL CORPORATIO	COM	915271100	86,860	58,683	208.27	2,563	223.61	0.0005
2024-11-14	2024-09-30	13F	UNIVEST FINANCIAL CORPORATIO	COM	915271100	28,177	6,696	31.17	793	61.63	0.0002
2024-08-14	2024-06-30	13F	UNIVEST FINANCIAL CORPORATIO	COM	915271100	21,481	-17,495	-44.89	490	-39.58	0.0001
2024-05-13	2024-03-31	13F	UNIVEST FINANCIAL CORPORATIO	COM	915271100	38,976	-7,923	-16.89	811	-21.49	0.0002
2024-02-09	2023-12-31	13F	UNIVEST FINANCIAL CORPORATIO	COM	915271100	46,899	21,112	81.87	1,033	130.58	0.0003
2023-11-09	2023-09-30	13F	UNIVEST FINANCIAL CORPORATIO	COM	915271100	25,787	9,166	55.15	448	49.33	0.0002
2023-08-11	2023-06-30	13F	UNIVEST FINANCIAL CORPORATIO	COM	915271100	16,621	537	3.34	301	-21.26	0.0001
2023-05-12	2023-03-31	13F	UNIVEST FINANCIAL CORPORATIO	COM	915271100	16,084	3,607	28.91	382	16.87	0.0001
2023-02-08	2022-12-31	13F	UNIVEST FINANCIAL CORPORATIO	COM	915271100	12,477	6,481	108.09	326	131.21	0.0001
2022-11-10	2022-09-30	13F	UNIVEST FINANCIAL CORPORATIO	COM	915271100	5,996	1,081	21.99	141	12.80	0.0001
2022-08-10	2022-06-30	13F	UNIVEST FINANCIAL CORPORATIO	COM	915271100	4,915	-5,849	-54.34	125	-56.60	0.0001
2022-05-16	2022-03-31	13F	UNIVEST FINANCIAL CORPORATIO	COM	915271100	10,764	-7,245	-40.23	288	-46.57	0.0001
2022-02-14	2021-12-31	13F	UNIVEST FINANCIAL CORPORATIO	COM	915271100	18,009	12,650	236.05	539	266.67	0.0002
2021-11-15	2021-09-30	13F	UNIVEST FINANCIAL CORPORATIO	COM	915271100	5,359	-10,377	-65.94	147	-64.58	0.0000
2021-08-13	2021-06-30	13F	UNIVEST FINANCIAL CORPORATIO	COM	915271100	15,736	1,389	9.68	415	1.22	0.0001
2021-05-12	2021-03-31	13F	UNIVEST FINANCIAL CORPORATIO	COM	915271100	14,347	-4,243	-22.82	410	7.05	0.0001
2021-02-11	2020-12-31	13F	UNIVEST FINANCIAL CORPORATIO	COM	915271100	18,590	-3,278	-14.99	383	21.97	0.0001
2020-11-12	2020-09-30	13F	UNIVEST FINANCIAL CORPORATIO	COM	915271100	21,868	1,810	9.02	314	-3.09	0.0001
2020-07-31	2020-06-30	13F	UNIVEST FINANCIAL CORPORATIO	COM	915271100	20,058	-1,726	-7.92	324	-8.73	0.0001
2020-05-01	2020-03-31	13F	UNIVEST FINANCIAL CORPORATIO	COM	915271100	21,784	-15,704	-41.89	355	-64.64	0.0002
2020-02-14	2019-12-31	13F	UNIVEST FINANCIAL CORPORATIO	COM	915271100	37,488	11,710	45.43	1,004	52.58	0.0003
2019-11-14	2019-09-30	13F	UNIVEST FINANCIAL CORPORATIO	COM	915271100	25,778	16,228	169.93	658	162.15	0.0003
2019-08-14	2019-06-30	13F	UNIVEST FINANCIAL CORPORATIO	COM	915271100	9,550	4,886	104.76	251	118.26	0.0001
2019-05-14	2019-03-31	13F	UNIVEST FINANCIAL CORPORATIO	COM	915271100	4,664	-14,126	-75.18	115	-71.60	0.0000
2019-02-14	2018-12-31	13F	UNIVEST CORP PA	COM	915271100	18,790	1,828	10.78	405	-9.60	0.0002
2018-11-14	2018-09-30	13F	UNIVEST CORP PA	COM	915271100	16,962	7,594	81.06	448	73.64	0.0002
2018-08-14	2018-06-30	13F	UNIVEST CORP PA	COM	915271100	9,368	-622	-6.23	258	-6.86	0.0001
2018-05-15	2018-03-31	13F	UNIVEST CORP PA	COM	915271100	9,990	4,404	78.84	277	76.43	0.0001
2018-02-14	2017-12-31	13F	UNIVEST CORP PA	COM	915271100	5,586	-1,692	-23.25	157	-32.62	0.0001
2017-11-14	2017-09-30	13F	UNIVEST CORP PA	COM	915271100	7,278	3,732	105.25	233	119.81	0.0001
2017-11-14	2017-06-30	13F/A-1	UNIVEST CORP PA	COM	915271100	3,546	-617	-14.82	106	-0.93	0.0001
2017-08-14	2017-06-30	13F	UNIVEST CORP PA	COM	915271100	3,546	-617		106
2017-11-14	2017-03-31	13F/A-1	UNIVEST CORP PA	COM	915271100	4,163	-4,944	-54.29	107	-62.06	0.0001
2017-05-12	2017-03-31	13F	UNIVEST CORP PA	COM	915271100	4,163	-4,944		107
2017-02-14	2016-12-31	13F	UNIVEST CORP PA	COM	915271100	9,107	3,425	60.28	282	113.64	0.0002
2016-11-14	2016-09-30	13F	UNIVEST CORP PA	COM	915271100	5,682	-1,047	-15.56	132	-7.04	0.0001
2016-08-12	2016-06-30	13F	UNIVEST CORP PA	COM	915271100	6,729	0	0.00	142	7.58	0.0001
2016-05-12	2016-03-31	13F	UNIVEST CORP PA	COM	915271100	6,729	-373	-5.25	132	-11.41	0.0001
2016-02-16	2015-12-31	13F	UNIVEST CORP PA	COM	915271100	7,102	-2,182	-23.50	149	-16.76	0.0001
2015-11-13	2015-09-30	13F	UNIVEST CORP PA	COM	915271100	9,284	-1,490	-13.83	179	-18.26	0.0001
2015-08-14	2015-06-30	13F	UNIVEST CORP PA	COM	915271100	10,774	179	1.69	219	4.29	0.0001
2015-05-14	2015-03-31	13F	UNIVEST CORP PA	COM	915271100	10,595	9,817	1,261.83	210	1,212.50	0.0001
2015-02-17	2014-12-31	13F	UNIVEST CORP PA	COM	915271100	778	778		16		0.0000

Legend

Shares: The total number of shares held by the institution at the end of the reporting period (the effective date). This is provided in the filing.
Value: The total value of the shares as of the effective date. This is provided in the filing.
Avg. Share Price: The weighted average share price of the shares held by the institution. We use FIFO accounting to determine this price
Class: This is the security class as indicated by the filer. There are a variety of values for this field. Common values include "EC" = equity common, "EP" - equity preferred

Allocation (%): The percent of the institution's portfolio that this position represents. This is provided in NPORT filings. For 13F filings, we calculate it.
Change in Allocation: The change in allocation from the prior reporting period. This is calculated as current allocation - prior allocation.
Change in Allocation (%): The percent change in allocation from the prior reporting period. This is calculated as (current allocation - prior allocation) / prior allocation.
Cost Basis: The total cost of the shares held. This is calculated as reported shares * avg. share price
Unrealized Gain/Loss: This is the market value of the position as of the effective date minus the cost basis.