Log in
E-mail
Password
Show password
Remember
Forgot password ?
Become a member for free
Sign up
Sign up
New member
Sign up for FREE
New customer
Discover our services
Settings
Settings
Dynamic quotes 
OFFON

UNIVEST FINANCIAL CORPORATION

(UVSP)
  Report
SummaryQuotesChartsNewsRatingsCalendarCompanyFinancialsConsensusRevisions 
Business Summary
Logo Univest Financial Corporation
Univest Financial Corporation is the bank holding company of Univest Bank and Trust Co. (the Bank). The Company's segments include Banking, Wealth Management and Insurance. The Banking segment provides financial services to individuals, businesses, municipalities and non-profit organizations. These services include a range of banking services, such as deposit taking, loan origination and servicing, mortgage banking, other general banking services and equipment lease financing. The Wealth Management segment offers investment advisory, financial planning, trust and brokerage services, which serves a client base of private families and individuals, municipal pension plans, retirement plans, trusts and guardianships. The Insurance segment includes an insurance brokerage agency offering commercial property and casualty insurance, employee benefit solutions, personal insurance lines and human resources consulting.

Number of employees : 896 people.
Sales per Business
20192020Delta
Banking197.9571.2%218.9979.7% +10.63%
Wealth Management23.998.6%23.828.7% -0.69%
Insurance17.326.2%16.686.1% -3.67%
USD in Million
Sales per region
20192020Delta
United States234.6584.4%252.6992% +7.69%
USD in Million
Managers
Name Title Age Since
Jeffrey M. Schweitzer President, Chief Executive Officer & Director 46 2014
Brian J. Richardson Executive VP, Chief Financial & Accounting Officer 37 2019
Michael L. Turner Independent Director 63 2015
Glenn E. Moyer Independent Director 68 2015
Thomas M. Petro Independent Director 61 2016
Roger Ballou Independent Director 69 2016
Todd S. Benning Independent Director 59 2016
Charles H. Zimmerman, Dr. Independent Director 61 2016
Megan Duryea Santana Secretary, Chief Risk Officer & Executive VP 44 -
Michael S. Keim Senior Executive Vice President 52 -
Members of the board
Name Title Age Since
William S. Aichele Chairman 69 2014
Jeffrey M. Schweitzer President, Chief Executive Officer & Director 46 2014
Michael L. Turner Independent Director 63 2015
Glenn E. Moyer Independent Director 68 2015
Thomas M. Petro Independent Director 61 2016
Roger Ballou Independent Director 69 2016
Todd S. Benning Independent Director 59 2016
Charles H. Zimmerman, Dr. Independent Director 61 2016
Natalye Paquin Director 59 2017
Robert C. Wonderling Director 58 2019
Equities
Vote QuantityFree-FloatCompany-owned sharesTotal Float
Stock A 1 31,557,799 28,814,036 91.3% 2,145,068 6.8% 91.3%
Shareholders
NameEquities%
Dimensional Fund Advisors LP 2,048,631 6.97%
Aberdeen Asset Managers Ltd. 2,035,854 6.92%
Pzena Investment Management LLC 1,715,607 5.83%
The Vanguard Group, Inc. 1,417,438 4.82%
FIAM LLC 1,220,875 4.15%
BlackRock Fund Advisors 1,213,400 4.13%
Renaissance Technologies LLC 894,069 3.04%
SSgA Funds Management, Inc. 861,269 2.93%
Manulife Investment Management (US) LLC 758,049 2.58%
Endeavour Capital Advisors, Inc. 662,939 2.25%
Company contact information
Univest Financial Corp.
Univest Plaza
14 North Main Street
Souderton, PA 18964

Phone : +1.877.723.5571
Web : http://www.univest.net
Brand Portfolio
In partnership withAllbrands.markets
More brands of Univest Financial Corporation