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Beth Nauman

Univest Financial Corp

Assets Managed
$1.781B
Holdings
254
Last Quarter
2026 - Q1
Filed Date
2mo ago
Growth Rate
-5.59%(2Q avg: -0.02%)
Sustained Growth
0 quarters

Portfolio positions

This chart displays the top 10 holdings in Univest Financial Corp's 2026 - Q1 portfolio, based on their 13F SEC filing, out of a total of 254 positions.

Assets under management

The assets under management (AUM) of Univest Financial Corp over the past 10 years (40 quarters) show continuous growth in total asset value over the last 0 quarters. As of the latest 13F SEC filing for 2026 - Q1, they manage 1.781B in assets, with a quarterly growth rate of -5.59% and a 2-quarter average growth rate of -0.02%. The portfolio is managed by Beth Nauman, and others.

Portfolio holdings

InvestmentPortfolio %Reported Value
VXUS
Vanguard Total Intl Stock
Recent Activity
Increased 1.27%
9.23%
$164.185M
2.129M shares@ $77.11 avg price
SPLG
Spdr Portfolio S&p 500 Etf
Recent Activity
Increased 6%
7.78%
$138.383M
1.808M shares@ $76.55 avg price
AAPL
Apple Inc
Recent Activity
Decreased -4.21%
5.09%
$90.602M
356,996 shares@ $253.79 avg price
GOOGL
Alphabet Inc-cl A
Recent Activity
Decreased -10.56%
3.85%
$68.477M
238,130 shares@ $287.56 avg price
MSFT
Microsoft Corp
Recent Activity
Increased 13.3%
3.66%
$65.168M
176,049 shares@ $370.17 avg price
SPAB
Spdr Portfolio Aggregate Bon
Recent Activity
Decreased -21.42%
3.48%
$61.896M
2.416M shares@ $25.62 avg price
NVDA
Nvidia Corp
Recent Activity
Increased 8.4%
3.1%
$55.148M
316,215 shares@ $174.41 avg price
AMZN
Amazon.com Inc
Recent Activity
Increased 9.07%
3.09%
$54.878M
263,495 shares@ $208.28 avg price
IUSB
Ishares Core Total Bond Etf
Recent Activity
Increased 10.5%
2.86%
$50.873M
1.101M shares@ $46.19 avg price
AVGO
Broadcom Inc
Recent Activity
Increased 4.66%
2.43%
$43.172M
139,483 shares@ $309.52 avg price

1-10 of 254