2025 The Asset-Triple A Digital Awards
Best Cybersecurity Project (Anti-Fraud AI Model)
2025 Wealth Management Award
Best Financial Consulting Team,Best Wealth Growth,Financial Service Innovation
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永续发展
Sustainability
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06302026The 10th Yuanta Dream Big Project Kicks Off: Selecting Partners to Make Dreams Come True and Jointly Creating a Sustainable Educational & Public Welfare EcosystemGuided by the belief that “public welfare is a continuous commitment to giving,” Yuanta Financial Holding Company (FHC) and the Yuanta Cultural and Educational Foundation (Foundation)—with a focus on public welfare education—have been supporting our public welfare partners in realizing their dreams ever since launching the “Dream Big” Yuanta Social Service Dream-Fulfilling Project (hereinafter referred to as the “Dream Big Project”) in 2016. This year (2026), the Dream Big Project marks its tenth anniversary. The call for proposals is now officially open, and we warmly invite schools of all levels, nonprofit organizations, and social welfare groups across Taiwan to actively submit proposals. Together, through the “Dream Big” public welfare platform, we aim to promote social inclusion and sustainable development. To mark its tenth-anniversary milestone, this year’s Dream Big Project not only provides Dream Fulfilling Grants, corporate volunteers, and professional resources but has also specially organized the “Walking Together to Fulfill Dreams: Co-Creation Workshop.” The workshop brings together Dream-Fulfilling Groups from across Taiwan that have been deeply rooted in their communities over the years to exchange ideas. Through the sharing of experiences and resources, and cross-disciplinary dialogue, the workshop aims to transcend geographical and service-sector boundaries, foster collaboration and connections, and jointly build a sustainable educational public welfare ecosystem based on mutual support and shared well-being. Over the past decade, the Dream Big Project has helped 60 educational public welfare organizations realize their dreams, mobilizing nearly 12,000 volunteer participations from the Yuanta Group and accumulating almost 250,000 beneficiaries. The Project’s scope encompasses diverse fields such as children’s and youth education, companionship for seniors, empowerment of people with disabilities, environmental sustainability, arts education, community revitalization, and financial literacy. What has been amassed is not merely a set of statistics, but a warm, unifying force born from a group of people who believe in change and have the courage to take action. Yuanta FHC and the Yuanta Foundation sincerely invite passionate and creative partners in educational public welfare to join us in making dreams come true and to walk together on the path of public welfare for the greater good. Applications for this year’s Project are now open and will remain so until 12:00 p.m. on August 31, 2026. The Project is open to all, regardless of ethnicity, gender, age, or location. We welcome applications from any educational public welfare projects that help promote learning and development, enhance social adaptation skills, and align with the United Nations Sustainable Development Goals. For information on the selection criteria and application documents for the Dreams Big Project, please visit the Yuanta Foundation’s official website.
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05042026Yuanta FHC Named to 2 Dow Jones Best-in-Class Indices for 7 Consecutive Years, Demonstrating Outstanding ESG Performance and Solidifying Position as Global Sustainability Leader in Financial IndustryYuanta Financial Holding Company’s (FHC) sustainability achievements have once again been recognized by international professional evaluations, with the company selected as a constituent stock for this year’s (2026) Dow Jones Best-in-Class Indices (DJBIC). Yuanta FHC has been ranked in both the “World Index” and the “Emerging Markets Index” for seven consecutive years, firmly solidifying the position as a global sustainability benchmark in the financial industry and continues to lead Taiwanese companies toward sustainable net-zero goals. The Dow Jones Sustainability Indices (DJSI) are the world’s first international sustainable investment indices centered on ESG (environmental, social, and governance) criteria. They are one of the key indicators for evaluating corporate sustainability performance. In 2025, they were renamed the DJBIC. The core philosophy of the selection process is now more closely aligned with the index methodology, and only the top ten percent (10%) of companies in each industry are included in the Standard & Poor’s Corporate Sustainability Assessment (CSA). Yuanta FHC has long been committed to the transition to net-zero, with five major subsidiaries achieving balanced growth in their respective industries. In this year's assessment, which covered issues such as risk & crisis management, policy influence, climate strategy, human rights, and financial inclusion, Yuanta FHC reached a score in the top one percent (1%) globally in the group of diversified financial services and capital markets, demonstrating outstanding performance. Yuanta FHC has made the highest Climate A List in the CDP environmental assessment for six years in a row and has maintained the Leadership level for eight straight years, becoming a leading example in the domestic financial industry. Continuing to exert influence in sustainable finance, Yuanta FHC’s three subsidiaries—Yuanta Securities, Yuanta Bank, and Yuanta Funds—collaborated to finalize engagements with high-carbon-emission industries, attaining a top 25% ranking in the Financial Supervisory Commission’s (FSC) third Sustainable Finance Evaluation, effectively promoting the low-carbon and net-zero transformation of industries. As a member of the Coalition of Movers and Shakers on Sustainable Finance, Yuanta FHC is dedicated to strengthening the financial industry’s sustainable talent development system and practical capabilities. Together with the Securities and Futures Institute, Yuanta FHC serves as convener of the Empowerment and Certification Working Group under the Net-Zero Promotion Working Platform of the FSC. As of the first quarter of 2026, over 4,100 employees across the entire Yuanta Group had obtained the sustainable finance basic competency certification, driving the total number of certified professionals in Taiwan’s financial sector to exceed 50,000. This displays exceptional accomplishments in cultivating sustainable finance talent and advancing practical implementation.
Announcements
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07132026Announcement of Yuanta Financial Holding Company’s un-audited net income for June, 2026
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07082026YFH announces on behalf of Yuanta Life the early termination of the lease contract with Yuanta Commercial Bank Co.,Ltd.
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07072026YFH supplementarily announces important resolutions of the shareholders' meeting of Yuanta Securities Investment Trust ("the Company")
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 domestic and international 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
Yuanta Savings Bank Korea Co., Ltd.
Yuanta Savings Bank Korea Co., Ltd. focuses on Korean-won deposit and lending services. On the deposit side, the Bank offers general demand deposit, time deposits, and retirement pension accounts. Its lending service include corporate loans, Biz Loan, stock loan, deposit-secured loans, as well as policy-based loan programs.
Its primary business focuses on offering household and SME financial services in Korea in accordance with local savings bank regulations, including deposit-taking, lending, and other financing services, to meet customers’ diverse financial needs.
- Personal Loans
- Corporate Loans
- Policy-based Loans
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Yuanta FHC
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Yuanta Futures
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Earnings Releases
June 2026 元大金控
June 2026 元大金控
June 2026 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 |
|---|---|---|
| 7,512 NTD mn | 36,572 NTD mn | 2.74 NTD |
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