What does wealth management — cash & equivalents mean?

The total value of highly liquid assets held by the wealth management segment that can be readily converted into cash. This reflects the segment's immediate liquidity position and its ability to fund short-term operational requirements.

Univest Financial Corporation UVSP Wealth Management — Cash & Equivalents

Other segment segments

Banking1

$127.4M+50.2%

Insurance

$37.93M+13.6%

Similar metrics at other companies

APOAsset Management — Cash & Equivalents

$3.57B+90.8%

RITMAsset management — Cash & Equivalents

$224.17M+72.0%

KKRAsset Management and Strategic Holdings — Cash & Equivalents

$9.27B-19.4%

JHGCash & Equivalents

$1.38B+27.4%

AMGCash & Equivalents

$376.1M-53.9%

CMECash & Equivalents

$2.39B+70.2%

Other financials

Income statement

See full

Revenue$87.5M+10.4%

Net income$27.1M+21.0%

EPS (diluted)$0.96+24.7%

Balance sheet

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Cash & equivalents$222.4M+31.5%

Total debt$78.9M-41.2%

Total equity$952.0M+5.4%

Total assets$8.1B+2.1%

Cash flow

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Operating cash flow$22.1M+41.9%

CapEx$578.0K-70.3%

Free cash flow$21.6M+57.9%

Valuation

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Market cap$1.21B+44.0%

Enterprise value$1.06B+32.4%

P/E12.7×+1.9×

P/S3.6×+0.8×

Profitability

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Net margin28.4%+2.5pp

FCF margin31.2%+4.8pp

Returns & leverage

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Return on equity10.3%+1.4pp

Debt / equity0.1×-0.1×

Where this comes from

Reported directly by Univest Financial Corporation in its filing.

Tagged under the XBRL concept us-gaap:CashCashEquivalentsRestrictedCashAndRestrictedCashEquivalents.

The official record: Univest Financial Corporation’s 10-Q, filed April 28, 2026, on SEC EDGAR. View the filing →

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Questions, answered.

What is Univest Financial Corporation's wealth management — cash & equivalents?: Univest Financial Corporation (UVSP) reported wealth management — cash & equivalents of $57.03M in Q1 2026.
How has Univest Financial Corporation's wealth management — cash & equivalents changed year-over-year?: Univest Financial Corporation's wealth management — cash & equivalents increased by 12.0% year-over-year, from $50.9M to $57.03M.
What does wealth management — cash & equivalents mean?: The total value of highly liquid assets held by the wealth management segment that can be readily converted into cash. This reflects the segment's immediate liquidity position and its ability to fund short-term operational requirements.