2024 The National Brand Yushan Award-Best Product : Intelligent Condition Sheet
Global Banking & Finance Awards-Best Digital Banking Transformation Taiwan 2024
2024 Wealth Magazine- Best Digital Finance、Best Digital Intelligence System
永續發展
永续发展
Sustainability
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12052024Yuanta FHC Leads Suppliers toward Diversified and Inclusive Workplace, Implementing Supply Chain Management to Achieve Sustainable ImpactYuanta Financial Holding Company (FHC) strives to become an ESG (environmental, social, and governance) benchmark enterprise and actively exerts financial influence to lead suppliers to promote sustainable transformation, and held the third supplier conference of 2024 on November 27, with the response of nearly 100 suppliers. Under the theme of “Diversified Care and Caring, Creating a Happy and Friendly Workplace,” 30 suppliers were invited to attend the event, which aimed to mobilize the supply chain to continuously build up a healthy and safe working environment, and to move towards a friendly and happy workplace with diversity, equity, and inclusion (DEI). Yuanta FHC takes practical actions in workplace safety and health protection. The conference was organized by the Human Resources Department of Yuanta Securities, focusing on Yuanta Group’s five major health protection programs, including maternity protection, prevention of human-caused hazards, prevention of illnesses caused by abnormal workloads, prevention of unlawful assaults, and middle-aged and senior citizenship, to share specific actions to promote a happy workplace. Ericsson Taiwan was also invited to share its sustainable experience in labor health, safety, and workplace friendliness in the telecommunications industry, as well as assisting the supply chain in strengthening safety risk management and advancing a healthy workforce. In response to the United Nations Sustainable Development Goal 12 - Responsible Consumption and Production, Yuanta FHC implements a supplier self-assessment and evaluation mechanism every year. The mechanism evaluates suppliers in six aspects, including human rights, labor practices, consumers, integrity management, environment, and health and safety, to carry out sustainable supply chain management. This supplier conference recognized 20 A-graded suppliers, for a cumulative total of 45 A-graded suppliers for the year. As a member of the Coalition of Movers and Shakers on Sustainable Finance, Yuanta FHC has been honored as an Outstanding Green Procurement Enterprise by Taiwan’s Ministry of the Environment for thirteen consecutive years. In 2020, the ISO 20400 sustainable procurement guidelines were fully imported, and the amount of green procurement grew positively for three years in a row, with the amount of green purchasing reaching NT$273 million in 2023, an annual increase of nearly 30%. Yuanta FHC has also incorporated the spirit of circular procurement into the Yuanta Group Supplier Sustainable Procurement Guidance and the Sustainable Procurement Declaration, and through the service-oriented business model of renting instead of buying, vendors provide maintenance and consumable replacement services to reduce waste generation. Furthermore, in July of this year, Yuanta FHC summoned suppliers to join the initiative in response to the goal of “Resource Recycling and Zero Waste.”
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11272024Yuanta FHC Selected as Business Weekly’s Top 100 Carbon Competitive Groups, Leveraging Financial Influence and Partnering with Stakeholders in Carbon Reduction ImplementationYuanta Financial Holding Company (FHC), as a green pioneer in the face of climate change, actively responds to the international trend of carbon reduction and sets a net-zero emissions target for 2050, promotes internal carbon reduction strategy through systematic and scientific management, and provides multifaceted green financial commodity services. Yuanta FHC thus has been recognized for the green competitiveness by the judges of the Business Weekly Group’s “Carbon Competitiveness 100” 2024 survey, in which Yuanta FHC participated for the first time this year. The Carbon Competitiveness 100 is organized by the Business Weekly Group and the Climate Change Risk Assessment for Business Research Team of National Taiwan University’s Risk Society and Policy Research Center from 2022 onwards. Combined with public information and questionnaire evaluation, it is the only indicator survey in Taiwan that links “carbon” to the operational performance of enterprises, and provides insights into how enterprises can turn their carbon reduction actions into corporate competitiveness. Yuanta FHC has introduced ISO management system to control the environment with outstanding performance. In 2018, the domestic business locations obtained ISO14064-1 greenhouse gas inventory certification, and in 2022, Yuanta FHC became the first diversified financial services provider to pass the carbon reduction target of the Science Based Targets. Through carbon reduction actions such as intelligent energy monitoring and control, procurement of renewable energy, and replacement of energy-consuming equipment, Yuanta FHC’s carbon emissions in 2023 were reduced by 22% compared to 2020, significantly exceeding the original target of 12.6%. As a member of the Movers and Shakers on Sustainable Finance, Yuanta FHC has joined hands with stakeholders to invest in climate solutions through a wide range of products and services. Yuanta Securities, a subsidiary of Yuanta FHC, completed carbon footprint verification for its online investment and wealth management services. Yuanta Bank’s full range of credit cards carried out carbon neutrality test, promoting sustainability-linked loans and encouraging enterprises to utilize their capital for green purposes. Yuanta FHC has also extended the spirit of sustainability to the supply chain by prioritizing the procurement of environmentally friendly, energy-saving, and carbon-reducing products, and has been affirmed by Taiwan’s Ministry of the Environment for thirteen consecutive years for excellent performance in green procurement. Yuanta FHC also uses a service-oriented business model of renting instead of buying to rent business machines and implement a circular economy. Furthermore, Yuanta FHC has been honored with the Silver Award of the National Enterprise Environmental Protection Award for three times this year, and has also been selected as one of the Financial Times’ 2024 Asia-Pacific Climate Leaders. With the original intention of “promoting a better future for future generations,” Yuanta FHC has taken action to fulfill this cross-generational commitment by being selected as a constituent of the Dow Jones Sustainability World Index and Dow Jones Sustainability Emerging Markets Index for five years in a row, and by actively engaging with customers and suppliers to embark on a path of carbon reduction, demonstrating the financial industry’s impact on the community and the environment, and together creating a sustainable home.
Announcements
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12062024Announcement of Yuanta Financial Holding Company’s un-audited net income for November, 2024
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11292024Yuanta FHC will attend the First Securities Virtual Investor Conference on December 3, 2024
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11282024YFH announces on behalf of YSK for its receipt of the Supreme Court of Korea's ruling of Anbang's recogn -ition and enforcement application of the arbitral award
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 product development is centered on customer needs, and in line with the trend of an aging population, we develop products based on the dual axes of US dollar-denominated traditional products and investment-linked products. Through different sales channels such as financial services, insurance brokers and agents, and salespersons, we help customers and their families build a complete protection and financial plan. Yuanta Life’s product strategy is mainly divided into the following four aspects:
- Planning for retirement
- Strengthening medical and health protection
- Health promotion spillover policies
- Estate planning
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 the basis for investment, supplemented by market trends as a reference for research and judgment, and strictly controls and manages various risks. We adhere to the principle of honesty and integrity, and provide customers with professional research reports on the overall economy, industry trends, and individual stocks.
- 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
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Yuanta FHC
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Yuanta Futures
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Earnings Releases
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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3,730 NTD mn | 34,066 NTD mn | 2.63 NTD |
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