Univest Financial (UVSP) Invested Capital (2009 - 2026)
Univest Financial (UVSP) posted Invested Capital of $1.2 billion for Q2 2026, down 5.9% from $1.27 billion a year earlier and down 4.4% from the prior quarter.
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Analysis
Univest Financial (UVSP) Invested Capital (2009 - 2026) Analysis & Trends
For FY2025, Univest Financial's Invested Capital came in at $1.47 billion, down 2.1% from FY2024.
- Annual Invested Capital shows a five-year compound annual growth rate of 5.7% (FY2020 to FY2025).
- In prior years, Univest Financial's Invested Capital was $1.5 billion in FY2024 (-7.2%), $1.61 billion in FY2023 (+23.0%), $1.31 billion in FY2022 (+21.2%) and $1.08 billion in FY2021 (-2.8%).
- The Q2 2026 figure stands as the lowest quarterly Invested Capital since Q3 2022.
- On a year-over-year basis, Invested Capital increased in three of the last eight quarters, with an average decline of 1.9%.
- The strongest year-over-year quarter for Invested Capital in the past five years was Q1 2023, with growth of 45.8%; the weakest was Q2 2024, with a decline of 16.7%.
- According to Business Quant data, Invested Capital for the three prior quarters was $1.25 billion (Q1 2026), $1.47 billion (Q4 2025) and $1.27 billion (Q3 2025).
Peer Set
Peer Comparison
| # | Company | Market Cap | Enterprise Value | Gross Profit (Qtr) | Invested Cap. (Qtr) |
|---|---|---|---|---|---|
| 1 | Jpmorgan Chase | 909.02 Bn | 886.77 Bn | - | 3,955.81 Bn |
| 2 | Banco Santander Chile | 406.67 Bn | -7,110.43 Bn | - | 53.87 Bn |
| 3 | Bank Of America | 350.91 Bn | -2,025.20 Bn | - | 677.67 Bn |
| 4 | Hsbc Holdings | 308.71 Bn | -2,966.46 Bn | - | - |
| 5 | Morgan Stanley | 293.66 Bn | -249.15 Bn | - | 506.91 Bn |
| 6 | Royal Bank Of Canada | 283.56 Bn | -546.44 Bn | - | 113.21 Bn |
| 7 | Goldman Sachs | 262.71 Bn | -3,480.74 Bn | - | 1,214.47 Bn |
| 8 | Wells Fargo & Company | 257.44 Bn | 92.87 Bn | - | 1,795.44 Bn |
| 9 | Mitsubishi Ufj Financial | 256.82 Bn | -75.42 Bn | 10.89 Bn | 220.98 Bn |
| 10 | Univest Financial | 1.11 Bn | -491.59 Mn | - | 1.17 Bn |
Historic Data
Download Data
Historic Data
| Date | Value |
|---|---|
| Sep 30, 2026 | 1.17 Bn |
| Jun 30, 2026 | 1.20 Bn |
| Mar 31, 2026 | 1.25 Bn |
| Dec 31, 2025 | 1.47 Bn |
| Sep 30, 2025 | 1.27 Bn |
| Jun 30, 2025 | 1.27 Bn |
| Mar 31, 2025 | 1.23 Bn |
| Dec 31, 2024 | 1.50 Bn |
| Sep 30, 2024 | 1.26 Bn |
| Jun 30, 2024 | 1.26 Bn |
| Mar 31, 2024 | 1.25 Bn |
| Dec 31, 2023 | 1.61 Bn |
| Sep 30, 2023 | 1.29 Bn |
| Jun 30, 2023 | 1.52 Bn |
| Mar 31, 2023 | 1.44 Bn |
| Dec 31, 2022 | 1.31 Bn |
| Sep 30, 2022 | 1.03 Bn |
| Jun 30, 2022 | 1.06 Bn |
| Mar 31, 2022 | 986.78 Mn |
| Dec 31, 2021 | 1.08 Bn |
API Access
Univest Financial Invested Capital API
Pull this series into your own models, spreadsheets and apps with the Business Quant
Historical Metrics API. The request below matches the chart above — change the
frequency, period or values and it follows. Swap YOUR_API_KEY for your own key.
https://data.businessquant.com/historic?slug=invested-capital&ticker=UVSP&period=max&api_key=YOUR_API_KEYimport requests
url = "https://data.businessquant.com/historic"
params = {"slug": "invested-capital", "ticker": "UVSP", "period": "max", "api_key": "YOUR_API_KEY"}
data = requests.get(url, params=params).json()const res = await fetch("https://data.businessquant.com/historic?slug=invested-capital&ticker=UVSP&period=max&api_key=YOUR_API_KEY");
const data = await res.json();