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Univest Financial Corporation UVSP Wealth Management — Total segment assets
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Where this comes from
Reported directly by Univest Financial Corporation in its filing.
Tagged under the XBRL concept us-gaap:Assets.
The source filing: Univest Financial Corporation’s 10-Q, filed July 28, 2026.
- Filed
- Jul 28, 2026, 2:15 PM EDT
- Fiscal quarter
- Q2 FY2026
- Calendar quarter
- Q2 2026
- Accession
- 0000102212-26-000037
| (Dollars in thousands) | Banking | Wealth Management | Insurance | Other | Consolidated |
|---|---|---|---|---|---|
| Other segment disclosures: | |||||
| Cash and cash equivalents | $97,282 | $58,318 | $39,725 | — | $195,325 |
| Loans and leases, including loans held for sale, net of allowance for credit losses | 6,965,227 | — | — | — | 6,965,227 |
| Goodwill | 138,476 | 15,434 | 21,600 | — | 175,510 |
| Other segment assets | 827,515 | 2,499 | 2,911 | 34,005 | 866,930 |
| Total segment assets | $8,028,500 | $76,251 | $64,236 | $34,005 | $8,202,992 |
Item 1. Financial Statements (Unaudited)
FAQ
- What is Univest Financial Corporation's wealth management — total segment assets?
- Univest Financial Corporation (UVSP) reported wealth management — total segment assets of $76.25M in Q2 2026.
- How has Univest Financial Corporation's wealth management — total segment assets changed year-over-year?
- Univest Financial Corporation's wealth management — total segment assets increased by 8.9% year-over-year, from $70.01M to $76.25M.
- What is the long-term trend for Univest Financial Corporation's wealth management — total segment assets?
- Over 4 years (2021 to 2025), Univest Financial Corporation's wealth management — total segment assets has grown at a 8.7% compound annual growth rate (CAGR), from $202.83M to $283.46M.
- What does wealth management — total segment assets mean?
- The aggregate value of all assets controlled by the wealth management segment, providing a measure of the segment's overall size and market footprint. It is a key indicator of the scale of operations and the resource base available to generate revenue.
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