What does wealth management — other assets mean?

Represents miscellaneous assets held by the wealth management segment that do not fall into standard categories like cash or loans. Monitoring this helps identify non-core asset accumulation or potential hidden value within the segment's balance sheet.

Univest Financial Corporation UVSP Wealth Management — Other Assets

Other segment segments

Banking1

$839.34M-0.5%

Insurance

$2.69M+3.4%

Similar metrics at other companies

FNBWealth Management — Other

$3M-25.0%

APOAsset Management — Other assets

$3.59B+1,159%

WSFSWealth Management — Other segment items

$2.84M-2.9%

RITMAsset management — Other assets

$1.41B+44.5%

NTRSWealth Management Segment — Other Segment Items

$20M-11.1%

KKRAsset Management and Strategic Holdings — Other Assets

$6.48B+14.4%

Other financials

Income statement

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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:OtherAssets.

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 — other assets?: Univest Financial Corporation (UVSP) reported wealth management — other assets of $2.51M in Q1 2026.
How has Univest Financial Corporation's wealth management — other assets changed year-over-year?: Univest Financial Corporation's wealth management — other assets decreased by 2.2% year-over-year, from $2.57M to $2.51M.
What does wealth management — other assets mean?: Represents miscellaneous assets held by the wealth management segment that do not fall into standard categories like cash or loans. Monitoring this helps identify non-core asset accumulation or potential hidden value within the segment's balance sheet.