UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC
Position in UVSP — UNIVEST FINANCIAL Corp
CIK 861177
NEW YORK, NY
Position in UVSP
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$2,958,460
+$611,276 QoQ
Shares Held
67,622
-1.3% QoQ
Ownership
0.245%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#49
of 222 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 39%
Shared 0%
None 61%
Common Shares in UVSP Over Time
Shares Held
Position Value (USD)
Position in Banks - Regional
Financial Services · as of Jun 30, 2026UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC holds $5,464,968,568 across 255 Banks - Regional names. UVSP ranks #102 (0.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PNC |
Pnc Financial Services Group, Inc.
|
3,607,786 | $888,309,064 | |
| 2 | USB |
US Bancorp \De\
|
12,754,537 | $770,374,029 | |
| 3 | FITB |
Fifth Third Bancorp
|
7,384,087 | $416,240,979 | |
| 4 | TFC |
Truist Financial Corp
|
7,932,304 | $395,187,379 | |
| 5 | FHN |
First Horizon Corp
|
12,731,777 | $326,442,756 | |
| 6 | HBAN |
Huntington Bancshares Inc /Md/
|
15,403,947 | $273,111,976 | |
| 7 | MTB |
M&T Bank Corp
|
1,060,517 | $252,413,646 | |
| 8 | FCNCA |
First Citizens Bancshares Inc /De/
|
120,114 | $249,932,003 |
All Filings in UVSP
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,958,460 | 67,622 | Shares | Defined | 2026-08-13 | |
| 2026-03-31 | $2,347,184 | 68,511 | Shares | Defined | 2026-05-13 | |
| 2025-12-31 | $1,883,824 | 57,539 | Shares | Defined | 2026-02-13 | |
| 2025-09-30 | $1,500,039 | 49,968 | Shares | Defined | 2025-11-14 | |
| 2025-06-30 | $2,587,554 | 86,137 | Shares | Defined | 2025-08-14 | |
| 2025-03-31 | $1,328,607 | 46,848 | Shares | Defined | 2025-05-19 | |
| 2024-12-31 | $1,296,845 | 43,946 | Shares | Defined | 2025-02-14 | |
| 2024-09-30 | $1,342,276 | 47,700 | Shares | Defined | 2024-11-14 | |
| 2024-06-30 | $936,781 | 41,033 | Shares | Defined | 2024-08-14 | |
| 2024-03-31 | $606,858 | 29,148 | Shares | Defined | 2024-05-15 | |
| 2023-12-31 | $642,128 | 29,148 | Shares | Defined | 2024-02-14 | |
| 2023-09-30 | $506,591 | 29,148 | Shares | Defined | 2023-11-13 | |
| 2023-06-30 | $526,994 | 29,148 | Shares | Defined | 2023-08-11 | |
| 2023-03-31 | $691,971 | 29,148 | Shares | Defined | 2023-05-15 | |
| 2022-12-31 | $679,507 | 26,005 | Shares | Defined | 2023-02-14 | |
| 2022-09-30 | $756,336 | 32,212 | Shares | Defined | 2022-11-14 | |
| 2022-06-30 | $904,441 | 35,552 | Shares | Defined | 2022-08-12 | |
| 2022-03-31 | $951,370 | 35,552 | Shares | Defined | 2022-05-16 | |
| 2021-12-31 | $1,063,714 | 35,552 | Shares | Defined | 2022-02-14 | |
| 2021-09-30 | $973,768 | 35,552 | Shares | Defined | 2021-11-15 | |
| 2021-06-30 | $937,504 | 35,552 | Shares | Defined | 2021-08-16 | |
| 2021-03-31 | $882,686 | 30,874 | Shares | Defined | 2021-05-14 | |
| 2020-12-31 | $635,385 | 30,874 | Shares | Defined | 2021-03-01 | |
| 2020-09-30 | $443,657 | 30,874 | Shares | Defined | 2020-11-13 | |
| 2020-06-30 | $498,305 | 30,874 | Shares | Defined | 2020-08-14 | |
| 2020-03-31 | $562,973 | 34,496 | Shares | Defined | 2020-05-15 | |
| No filing history on record for this holder in this stock. | ||||||