2021 The National Brand Yushan Award “National First Prize”
2021 Best Emerging Digital Technologies Project - The Asset
2021 Best Digital Finance - Wealth Magazine
永續發展
永续发展
Sustainability

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02032023Yuanta FHC Named to Bloomberg GEI for 4th Consecutive Year for Creating Friendly Workplace and Building DEI EnvironmentWith the United Nations' sustainable development goals as the blueprint, Yuanta Financial Holding Company (FHC) recognizes the core spirit of supporting “Achieving Gender Equality and Empowering All Women and Girls” and incorporates gender equality norms into the business strategy, striving to create a diverse, equal, and inclusive (DEI) work environment. Since 2020, we have been named to the Bloomberg Gender-Equality Index (GEI) for four consecutive years, and have received perfect scores in the pillars of Anti-sexual harassment policies and Equal pay & gender pay parity, as well as an excellent score in the Inclusive culture pillar, demonstrating that Yuanta FHC’s gender-friendly workplace results have been highly affirmed internationally. The Bloomberg GEI annually identifies benchmark companies from around the world that are highly committed to gender equality and measures the extent to which companies around the world value gender equality on five GEI framework pillars, including Leadership & talent pipeline, Equal pay & gender pay parity, Inclusive culture, Anti-sexual harassment policies, and External brand. A total of 484 companies were selected this year, with members spanning 45 countries and regions and 54 industries in 11 categories, of which only 16 were selected from Taiwan. Implementing gender equality in the workplace is a symbol of corporate progress. Over fifty percent (50%) of Yuanta FHC’s employees are women. Yuanta FHC provides paid miscarriage leave, paternity pre-natal examination leave, and paternity leave that are better than the number of days required by law, and has set up warm breastfeeding rooms in office locations throughout Taiwan with more than 100 employees, and the room has been certified as an excellent breastfeeding room by Taipei City. The policies have allowed female employees to feel at ease at all stages from pregnancy, childbirth, to childcare. Yuanta FHC has responded to the values of equal rights in marriage, work-family balance, and diversity in various management systems and legal rights, and integrated gender equality into the Yuanta Group’s common training courses and carrying out of different activities. The Yuanta Group promotes Employee Assistance Programs (EAPs) internally, offering free psychological counseling services to enable employees to maintain work-family balance. Gender equality, diversity, and inclusion are global trends. Yuanta FHC incorporates gender equality in the workplace into the promotion of sustainable development, from the construction of hardware and equipment to the soft power of human resources, and continues to build a friendly and healthy workplace to maintain workplace safety and healthy and sustainable productivity.
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01302023Yuanta FHC Makes CDP Climate Change A List for 3rd Year Straight by Implementing Carbon Reduction Strategies from OperationsYuanta Financial Holding Company (FHC) continues to promote net-zero transformation and follow the climate related financial disclosure (TCFD) framework to carry out the assessment of corporate climate change risks and opportunities, and fully implement ISO system validation to put forward various internal carbon reduction strategies with a systematic and scientific management approach. We provide a wide range of green financial services and actively negotiate with customers and suppliers. With steady and solid performance, we have made the CDP Climate Change A List for three consecutive years, and have been ranked at the Leadership Level for five years in a row, the best result in Taiwan’s financial industry. The CDP (formerly the Carbon Disclosure Project), established in 2003, focuses on exposing the performance of corporate organizations in carbon management. With the accelerated global trend towards 2050 net-zero carbon emissions, CDP has paid more attention to the actual performance of enterprises on climate change issues, and extended to forests, water, biodiversity and other areas, and has been linked with many international organizations, for example: Science Based Targets initiative (SBTi), which is currently the most important corporate carbon management performance reference for international institutional investors. Carbon reduction is a scientific exercise in letting the numbers speak for themselves. Yuanta FHC uses the SBT methodology to control the Yuanta Group’s carbon emission targets, and performs phase reviews every five years, and refines the carbon reduction efforts. Yuanta FHC passed the SBT target review last July and is the second financial institution in Taiwan to pass the review. The pace of carbon reduction in internal operations is in line with the 2050 net-zero trend. Yuanta FHC actively responds to Taiwan’s renewable energy regulations to drive a new trend in the use of green power in Taiwan’s financial industry. Since last year (2022) in December in the second phase of renewable energy supply, including Yuanta Securities, Yuanta Bank, Yuanta Life, Yuanta Funds, and Yuanta Futures five major subsidiaries, a quarter (1/4) of Yuanta Group’s entire Taiwan business locations have gradually adopted renewable energy. The Yuanta Group’s overall green power usage will advance by ten percent (10%) this year, making us the most extensive financial player in Taiwan. Yuanta FHC has incorporated ESG (environmental, social, and corporate governance) concepts into the business strategy and has just been ranked number one (No. 1) in the S&P Global Corporate Sustainability Assessment for the world in the group of diversified financial services and capital markets, and has been listed on both the Dow Jones Sustainability World Index and the Dow Jones Sustainability Emerging Markets Index for four consecutive years. Net-zero carbon transition by 2050 is a must. We set short-, medium-, and long-term goals and strategies in advance, and plan our management actions on a rolling basis every five years, in line with international trends, and to leverage our financial influence. In addition to carbon reduction in our own operations, we have been reducing carbon in the supply chain through zero-carbon credit cards, internet banking services, and the carbon labeling inventory of the Mr. Investor APP, and has also transparently presented the carbon inventory of investment and financing, and actively negotiated with customers and suppliers on various actions to reduce carbon, calling on all walks of life to attach importance to sustainable development. We will work together with the economy, society, and the environment, to continue to innovate and progress, and to implement the Yuanta Group’s strategy roadmap for sustainable development.

Digital Finance


Yuanta Securities
Yuanta Sec. is an industry leader in securities brokerage, market making, and investment banking. In recent years, it has developed superior new financial products and a WM business, in addition to private banking services. Into the future, Yuanta Sec. will work to link its international locations, integrating group resources to offer even higher quality services, on its way to becoming a top tier investment bank in the region.
- Brokerage
- Wealth Management
- Derivative Products
- Investment Banking
- Overseas Business

Yuanta Bank
Yuanta Bank possesses an expansive distribution network, with 149 Taiwan branches staffed by a team of finance professionals, offering a comprehensive range of financial services. Main business areas include consumer finance, corporate finance, and wealth management, making it a one-stop provider for all its clients’ financial needs.
- Credit Cards
- Personal Loans
- Corporate Finance
- Wealth Management
- Digital Banking

Yuanta Life
Yuanta Life's core business is continuing to develop and promote "Protection-type and long-term paying products" and "Wealth Management products", and deliver these products and services via distribution channels including
Bancassurance channels, Brokerage channels, Agency channels,
Telemarketing channels and E-commerce channels.
- Protection-type and long-term paying products
- Wealth management products
- Policy Services
- Claim Services
- Customer services

Yuanta Funds
With a diverse selection of ETF products and industry-leading market share and liquidity, Yuanta Funds helps clients plan a comprehensive asset placement strategy capable of achieving profits in bull and bear markets with worldwide investment allocation, giving its clients a firm grasp on the latest market trends.
- Equity Funds
- Bond Funds
- Dividend Funds
- ETFs
- Index Funds
- Balanced Funds
- Money Market Funds

Yuanta Futures
Yuanta Futures is Taiwan's largest futures company, with top rankings in domestic futures and options, international futures, capital, net value, BVPS, customer margin, pre-tax profit and EPS, and number of business locations. Other major business areas include advisory services and leveraged transactions, as it pursues further development in the region.
- Domestic Futures
- Domestic Options
- International Futures
- Leveraged Transactions
- Advisory Services
- Hong Kong

Yuanta Securities Investment Consulting
Yuanta Securities Investment Consulting uses fundamental analysis as an investment basis, supported by the thorough study of market trends. By strictly controlling all forms of risk, and firmly upholding the principles of integrity and trust, Yuanta Securities Investment Consulting manages its clients’ assets and helps them achieve long-term, reasonable, and stable returns.
- Research Reports

Yuanta Securities Finance
Yuanta Sec. Finance has the longest history, the largest scale, profits, and market share in the Taiwanese industry. Current main business areas include Stock Secured Loans for retails, institutions, and large shareholders, which are notable for their convenient loan procedures and lack of initial outlay or collateral fees.
- Margin Finance
- Stock Secured Loans
- Refinancing
- SBL

Yuanta Venture Capital
Yuanta Venture Capital carries out investment
management services in domestic and
international technology, general manufacturing,
and the service industry. In addition to providing capital to the investment target, Yuanta Venture Capital provides corporate operation, management, and consulting services.
- Investment Management
- Management and Consulting Services

Yuanta AMC
Yuanta AMC upholds the concept of expedited debt recovery while also looking out for the interests of the company, conducting financial institution creditors’ rights appraisal, purchase, and auction services. Yuanta AMC will continue to cultivate its direct investments in pursuit of capital gains, setting the foundation for its transition into the investment banking business.
- Distressed Debt Purchase
- Accounts Receivable Purchase
- Overdue Receivable Management
最新股價
最新股价
Share Price
元大金控
元大金控
Yuanta FHC
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元大期貨
元大期货
Yuanta Futures
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營運概況
营运概况
Earnings Releases
December 2022 元大金控
December 2022 元大金控
December 2022 Yuanta FHC
稅後盈餘(佰萬元) 税后盈余(佰万元) Monthly Net Income | 累積稅後盈餘(佰萬元) 累积税后盈余(佰万元) YTD Net Income | 累積每股稅後盈餘(元) 累积每股税后盈余(元) YTD EPS |
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715 NTD mn | 21,456 NTD mn | 1.72 NTD |
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