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
03232023Yuanta FHC Scores “A” & Celebrated in Leaderboard by CDP Supplier Engagement Rating, Ranked in Top 8% of Global PerformersZero-carbon emissions in 2050 is a global consensus. Yuanta Financial Holding Company (FHC) exerts sustainable impact, strengthens climate management to achieve sustainable financial goals, implements sustainable supplier management, influences other enterprises to follow the low-carbon trend, and drives the green production chain. As a result, Yuanta FHC has been recognized as an “A” leader in the Leaderboard by CDP’s Supplier Engagement Rating (SER), an international carbon disclosure authority, ranking among the top eight percent (8%) of 15,000 rated companies worldwide. For three consecutive years, Yuanta FHC has been awarded leader recognition of A in the climate change questionnaire initiated by CDP. The SER is based on the climate change questionnaire and examines the extent to which companies are connected to climate change issues in their upstream and downstream, supply chain, products and services. Yuanta FHC advocates green procurement and gives priority to the purchase of products with energy-saving and carbon-reducing labels, and clearly sets up a supplier evaluation process that includes environmental sustainability goals, greenhouse gas inventories, and various water and waste-saving actions as evaluation indicators. Yuanta FHC conducts on-site inspections of high-risk suppliers through a supplier self-assessment mechanism. Furthermore, we evaluate major suppliers according to the seven core themes of ISO 20400 sustainable procurement guidelines, and at the same time, we have launched a number of collaborative actions to provide risk analysis and feedback on issues such as legal compliance and sustainable low-carbon transformation in response to the environment. We praise A-grade suppliers and strengthen counseling and tracking for C-grade suppliers. Take Yuanta Bank’s zero-carbon credit card as an example, through the negotiation of upstream, midstream, and downstream suppliers for systematic carbon reduction management, each credit card has a carbon footprint of approximately 850g according to ISO standards. We have also obtained the Carbon Label and Carbon Reduction Label from Taiwan’s Environmental Protection Administration, and we continue to lead the industry in providing major financial services, including Yuanta Securities’ “Mr. Investor” APP and Yuanta Bank’s “Mobile Banking” APP, with product carbon footprint and carbon neutrality verification. We have also purchased renewable energy credits for carbon neutrality, reinforcing the important role of financial services in the global low-carbon transition. We are a leader in helping industries transform, and also a key player in driving green and carbon reduction investments. In order to assist suppliers to follow the international trend of carbon reduction, Yuanta FHC has held supplier conferences for five consecutive years. We will hold our first supplier conference of the year on the 28th of March, with the theme of “Building a Green-Energy Enterprise.” We have invited Ernst & Young to share the latest carbon fee trends and will also give special recognition to our outstanding supplier partners who have worked together with Yuanta FHC in 2022 on green initiatives such as green power, energy saving, and advocating for the Earth’s lights to be switched off for one hour (Earth Hour). Under the trend of climate change, Yuanta FHC strives to be a green pioneer. Through the platform of the supplier conference, we actively exchange ideas and look forward to doing our part for environmental sustainability with our supplier partners.
02212023Yuanta Deepens Intellectual Property Management & Position with 5 Subsidiaries Passing TIPS Class A CertificationIntellectual property rights is a primary and the utmost issue in financial innovation. In order to protect the research and development efforts of the company and reduce the risk of infringement, Yuanta Financial Holdings has adopted an intellectual property management system since 2021 in the company group, with Yuanta Securities and Yuanta Futures receiving the Institute for Information Industry’s Taiwan Intellectual Property Management System (TIPS) Class A certification in the same year, and continues to deepen the system to attain the recognition of TIPS Class A certifications for Yuanta Securities, Yuanta Bank, Yuanta Life, Yuanta Funds and Yuanta Futures in 2022, making it the financial holding company with the most number of subsidiaries passing the validation in Taiwan. In order to encourage financial innovations, Yuanta established the five dimensions for the development of intellectual property in 2020 and promoted the intellectual property policies and targets to follow when conducting business. By using the TIPS intellectual property management system, we continue to improve our management through the Plan-Do-Check-Act (PDCA) cycle. As of the end of November 2022, Yuanta has obtained a total of 80 patents, including 11 invention patents, 45 utility model patents and 24 design patents. Yuanta has set up a reward and incentive system to encourage employees to come up with innovative ideas, seeking to expedite the momentum for financial technology innovations and provide financial services with greater convenience to the customers. Yuanta Securities is committed to the development of digital finance and innovation, developing the “Mr. Investor APP”, which is an AI stock picker, and the “Strategic Transaction Platform”, and has obtained 24 design and invention patents approved by the Intellectual Property Office of Taiwan’s Ministry of Economic Affairs (MOEA). After the introduction of TIPS, through the implementation of intellectual property management and the achievement of intellectual property management goals, Yuanta Securities has demonstrated the high importance that it has placed on financial service innovations and the efforts it has made to implement and promote intellectual property rights management. Yuanta Bank integrates digital innovation with intellectual property management to strengthen the resiliency of financial sustainability and utilizes new technologies proactively to provide a satisfying customer experience and enhance the new value of the “Diamond Gold Digital Service”. Yuanta Bank has obtained the intellectual property rights of 35 items (patent applications and trademarks included) with the approval by the Intellectual Property Office of MOEA, and has been recognized by international and local professional agencies, receiving a total of 32 awards in 2022. With the adoption of the intellectual property management system, Yuanta Bank has improved and made its management measures on intellectual property more complete to achieve the goal of corporate sustainability. Yuanta Life is the first life insurance company in Taiwan to implement intellectual property management system and pass the verification. During the COVID-19 pandemic, Yuanta Life took proactive actions to participate in the distance insurance contract business, which Taiwan’s competent authority has approved, and passed the pilot program for the business, breaking the constraints of location and time to help customers and their families get the appropriate insurance coverage plan. We have also launched the smart customer service and the AI policyholder and claim service, using technological innovations to provide customers a comprehensive digital financial service. As the leading fund company in Taiwan, Yuanta Funds has obtained 19 patents, including 6 invention patents, 12 utility model patents, and 1 design patent, and has a significant lead on our peer fund companies in intellectual property strength. Yuanta Funds is the first company to offer the online transaction service of using electronic payment to purchase mutual funds and has strengthened the functionalities of Yuanta Funds’ LINE (an instant communication APP) official account to improve the convenience of investing and financial management for customers as we continue to provide quality products and services with professionalism for investors. Following the invention patent for the “Network communication device for achieving high-frequency release of transaction data” obtained in 2021, Yuanta Futures was again granted an invention patent for the "Information processing device and method" in 2022, which shows the increasing strength in financial innovation cultivation of Yuanta Futures in recent years. We will continue to upgrade of trading platform and optimize the efficiency of the middle and back office processes in 2023 and proceed to implement the business strategies in parallel with the intellectual property management plans to construct the service innovation landscape of Yuanta Futures. Yuanta Financial Holdings has its main focus is set on “solidifying our cores and driving growth”. Through differentiated services and products, our five main business entities have grown together to receive the Institute for Information Industry’s TIPS Class A certification, which is a demonstration of Yuanta's ambition to develop financial innovation as we take solid steps towards the vision of becoming the “best financial service provider in the Asia Pacific region”.
03292023Yuanta Financial Holdings announces the changing of the internal audit officer of Yuanta Savings Bank (Korea)
03292023Yuanta Financial Holdings announces the appointment of the General Manager of Yuanta Savings Bank (Korea)
03292023YFH announces the election of members of the audit committee and risk management committee of Yuanta Savings Bank (Korea)
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.
- Wealth Management
- Derivative Products
- Investment Banking
- Overseas Business
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'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
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
- Index Funds
- Balanced Funds
- Money Market Funds
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
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 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
股價 股价 Price
元大期貨 元大期货 Yuanta Futures
股價 股价 Price
營運概況 营运概况 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|
|2,423 NTD mn||3,355 NTD mn||0.27 NTD|
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