Univest Corporation Pennsylvania (UVSP) — Strategic Asset Allocation Index

Latest as of September 2025: 53.2%

Univest Corporation Pennsylvania (UVSP) has a Strategic Asset Allocation Index of 53.2% as of September 2025. Strategic assets (PP&E of $- plus long-term investments of $496.85 Million) total $496.85 Million, measured against net assets of $933.22 Million. A higher index reflects capital-intensive or investment-heavy strategies where strategic assets dominate the equity base.

SAAI

53.2%
Strategic Assets / Net Assets

Strategic Assets

$496.85 Million
PP&E + LT Investments

PP&E

$-
USD

Net Assets

$933.22 Million
USD

Univest Corporation Pennsylvania Strategic Asset Allocation Index (2000–2024)

This chart shows how Univest Corporation Pennsylvania's Strategic Asset Allocation Index has evolved across 25 annual periods from 2000 to 2024. As of September 2025, the index stands at 53.2%, representing strategic assets of $496.85 Million against net assets of $933.22 Million USD. Explore Univest Corporation Pennsylvania (UVSP) cash flow conversion to assess how effectively this company generates cash.

Annual Strategic Asset Allocation Index for Univest Corporation Pennsylvania (2000–2024)

The table below presents the year-by-year Strategic Asset Allocation Index for Univest Corporation Pennsylvania from 2000 to 2024, covering 25 annual filings. Each row shows PP&E, long-term investments, strategic assets combined, net assets, the index percentage, and the change in percentage points compared to the prior year. For the full company profile including market capitalisation, see UVSP market cap overview.

Year SAAI Strategic Assets (USD) PP&E LT Investments Net Assets Change (pp)
2024 55.7% $493.98 Million $- $493.98 Million $887.30 Million ▼ -4.0 pp
2023 59.7% $500.62 Million $- $500.62 Million $839.21 Million ▼ -12.3 pp
2022 71.9% $558.50 Million $50.94 Million $507.56 Million $776.50 Million ▼ -679.0 pp
2021 750.9% $5.81 Billion $56.88 Million $5.75 Billion $773.79 Million ▼ -70.3 pp
2020 821.2% $5.69 Billion $55.64 Million $5.63 Billion $692.47 Million ▲ +99.7 pp
2019 721.4% $4.85 Billion $56.68 Million $4.80 Billion $672.65 Million ▼ -1.1 pp
2018 722.5% $4.51 Billion $59.56 Million $4.45 Billion $624.13 Million ▲ +106.4 pp
2017 616.1% $3.72 Billion $61.80 Million $3.66 Billion $603.37 Million ▼ -49.5 pp
2016 665.6% $3.36 Billion $63.64 Million $3.30 Billion $505.21 Million ▲ +43.6 pp
2015 622.1% $2.25 Billion $42.16 Million $2.21 Billion $361.57 Million ▲ +24.4 pp
2014 597.6% $1.70 Billion $37.01 Million $1.66 Billion $284.55 Million ▲ +585.5 pp
2013 12.2% $34.13 Million $34.13 Million $- $280.51 Million ▼ -538.3 pp
2012 550.4% $1.56 Billion $33.22 Million $1.53 Billion $284.28 Million ▲ +1.0 pp
2011 549.4% $1.50 Billion $34.30 Million $1.47 Billion $272.98 Million ▲ +536.4 pp
2010 13.0% $34.60 Million $34.60 Million $- $266.22 Million ▲ +0.2 pp
2009 12.8% $34.20 Million $34.20 Million $- $267.81 Million ▼ -3.3 pp
2008 16.0% $32.60 Million $32.60 Million $- $203.21 Million ▲ +2.0 pp
2007 14.1% $27.98 Million $27.98 Million $- $198.73 Million ▲ +2.3 pp
2006 11.8% $21.88 Million $21.88 Million $- $185.38 Million ▼ -0.7 pp
2005 12.5% $21.64 Million $21.64 Million $- $173.08 Million ▲ +0.1 pp
2004 12.4% $19.82 Million $19.82 Million $- $160.39 Million ▼ -1.0 pp
2003 13.4% $19.50 Million $19.50 Million $- $145.75 Million ▲ +1.4 pp
2002 12.0% $16.04 Million $16.04 Million $- $133.45 Million ▼ -1.2 pp
2001 13.2% $16.02 Million $16.02 Million $- $121.58 Million ▼ -0.3 pp
2000 13.5% $15.54 Million $15.54 Million $- $115.24 Million
pp = percentage points