Univest Financial (UVSP) Securities - Held-to-maturity (2009 - 2026)
Univest Financial's Securities - Held-to-maturity came in at $114.67 million for Q3 2026, down 9.0% from $126.04 million a year earlier and down 1.3% from the prior quarter.
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Analysis
Univest Financial (UVSP) Securities - Held-to-maturity (2009 - 2026) Analysis & Trends
At the end of FY2025, Univest Financial's Securities - Held-to-maturity was $123.02 million, down 8.3% from FY2024.
- Securities - Held-to-maturity has declined in each of the last four years, with a five-year compound annual growth rate of -4.0% (FY2020 to FY2025).
- Going back by year, Securities - Held-to-maturity was $134.11 million in FY2024 (-8.0%), $145.78 million in FY2023 (-5.8%), $154.73 million in FY2022 (-12.6%) and $176.98 million in FY2021 (+17.0%).
- The Q3 2026 figure represents the lowest quarterly Securities - Held-to-maturity since Q3 2021.
- Year-over-year, Securities - Held-to-maturity has declined for 16 consecutive quarters, with an average decline of 8.6% over the last eight quarters.
- The fastest year-over-year change in Securities - Held-to-maturity over five years came in Q3 2022 (growth of 41.3%), and the weakest in Q4 2022 (a decline of 12.6%).
- Business Quant data shows UVSP's Securities - Held-to-maturity at $116.21 million (Q2 2026), $119.49 million (Q1 2026) and $123.02 million (Q4 2025) in the three quarters before Q3 2026.
Peer Set
Peer Comparison
| # | Company | Market Cap | Enterprise Value | Gross Profit (Qtr) |
|---|---|---|---|---|
| 1 | Jpmorgan Chase | 909.02 Bn | 886.77 Bn | - |
| 2 | Banco Santander Chile | 406.67 Bn | -7,110.43 Bn | - |
| 3 | Bank Of America | 350.91 Bn | -2,025.20 Bn | - |
| 4 | Hsbc Holdings | 308.71 Bn | -2,966.46 Bn | - |
| 5 | Morgan Stanley | 293.66 Bn | -249.15 Bn | - |
| 6 | Royal Bank Of Canada | 283.56 Bn | -546.44 Bn | - |
| 7 | Goldman Sachs | 262.71 Bn | -3,480.74 Bn | - |
| 8 | Wells Fargo & Company | 257.44 Bn | 92.87 Bn | - |
| 9 | Mitsubishi Ufj Financial | 256.82 Bn | -75.42 Bn | 10.89 Bn |
| 10 | Univest Financial | 1.11 Bn | -491.59 Mn | - |
Historic Data
Download Data
Historic Data
| Date | Value |
|---|---|
| Sep 30, 2026 | 114.67 Mn |
| Jun 30, 2026 | 116.21 Mn |
| Mar 31, 2026 | 119.49 Mn |
| Dec 31, 2025 | 123.02 Mn |
| Sep 30, 2025 | 126.04 Mn |
| Jun 30, 2025 | 128.46 Mn |
| Mar 31, 2025 | 130.89 Mn |
| Dec 31, 2024 | 134.11 Mn |
| Sep 30, 2024 | 137.68 Mn |
| Jun 30, 2024 | 140.11 Mn |
| Mar 31, 2024 | 143.47 Mn |
| Dec 31, 2023 | 145.78 Mn |
| Sep 30, 2023 | 149.45 Mn |
| Jun 30, 2023 | 153.51 Mn |
| Mar 31, 2023 | 151.35 Mn |
| Dec 31, 2022 | 154.73 Mn |
| Sep 30, 2022 | 159.17 Mn |
| Jun 30, 2022 | 159.81 Mn |
| Mar 31, 2022 | 166.34 Mn |
| Dec 31, 2021 | 176.98 Mn |
API Access
Univest Financial Securities - Held-to-maturity 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=securities-held-to-maturity&ticker=UVSP&period=max&api_key=YOUR_API_KEYimport requests
url = "https://data.businessquant.com/historic"
params = {"slug": "securities-held-to-maturity", "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=securities-held-to-maturity&ticker=UVSP&period=max&api_key=YOUR_API_KEY");
const data = await res.json();