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
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Sustainability

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05302022Yuanta FHC Mobilizes All Channels to Build Community Safety Net for Children & YouthYuanta Financial Holding Company (FHC) and Yuanta Cultural and Educational Foundation have been committed to caring for children and youth for a long time. Since 2012, we have responded to the “Surrounding with Love” plan of the Taiwan Fund for Children and Families (TFCF), and now it is entering its eleventh (11) year. As the only financial company among the TFCF’s partners, Yuanta FHC has integrated its resources to promote the Good Neighbor Child Protection Program through all channels and social platforms to educate the public about the importance of child protection. Yuanta FHC strengthens the notification system for child protection cases through its 309 sales offices throughout Taiwan. Yuanta colleagues serve as child protection volunteers. Once a child is found to be in need of help or suspected of being mistreated, a Yuanta volunteer will go to the child’s home and care for him or her, or further report to the 113 protection hotline, 110 to notify the police, or contact the social bureau of involved county or city government. The Good Neighbor Child Protection Program extends from each office to the community to form a safety net, echoing the United Nations Sustainable Development Goal (SDG) 11 - Sustainable Cities and Communities, which uses the power of the community to get help to children in need in a timely manner. Yuanta FHC leverages the advantages of its dense sales offices in securities, banking, life insurance, funds, and futures to boost the promotion of child protection concepts. The bank’s ATM operation interface, welcome system, electronic signage in the securities office, as well as the official websites of subsidiaries, Facebook fan groups, customer publications, and e-Statements, all have relevant publicity, bringing the benefits of virtual and physical integration into play and indeed making Yuanta FHC a “good neighbor for child protection.” The TFCF has been involved in child protection services for 35 years, assisting over 28,000 children with prevention outreach in their homes, communities, and neighborhoods. The TFCF’s 2022 plan is to support, empathize with parents, accompany learning, and build a friendly environment to prevent child maltreatment. Yuanta FHC has long provided resources and sponsorships to the TFCF. During the COVID-19 pandemic, Yuanta FHC has even called on 51 Yuanta Group suppliers to create more than 1,000 “Epidemic Prevention Love Kits,” including child masks, alcohol wipes and other epidemic prevention materials to help disadvantaged children and families fight the epidemic. Yuanta FHC and the Yuanta Foundation have been caring for underprivileged children for years. We hope that more caring companies will join us on the road of public welfare, and call on society to face up to the improper treatment of children to achieve the goal of child protection.
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05252022Yuanta Dream Big Project Commences on May 25 Recruiting Volunteers to Accompany Elders & ChildrenDespite the severe outbreak of the COVID-19 pandemic, charity work continues to go on uninterrupted. The “Dream Big Project”- Yuanta Social Service Dream-fulfilling Program, which is initiated by Yuanta Financial Holdings and Yuanta Cultural and Educational Foundation, joined hands with seven social groups and schools selected for its sixth project today (May 25) to commence the journey to dream fulfillment online. At the same time, the project sent out the “volunteer search order” and the “call to gather love” as an invitation to the general public to join in the launch of the Dream Big Project’s YouTube channel which has a collection of documentaries that chronicled 30 heartwarming programs from the previous 5 projects. Through the Internet activity, the project called upon a greater number of volunteers to accompany charity partners at different locations in starting their “dream-fulfilling” journey in a safe and secure way. In order to provide the general public a better understanding of the needs and the creative idea of the “dream-fulfilling” groups, starting from June, the “Dreams Big Podcast” will be sharing each dream project in depth through easy-to-understand language, and will also invite experts and judges from industry, government, and academia to give insightful observations for these groups and listeners who care about public welfare and education issues. Everyone can easily tune in to listen to an exciting exchange on the dream projects by using a smart phone. The chief executive officer of Yuanta Foundation, Robert Yang, said the “Dream Big Project”- Yuanta Social Service Dream-fulfilling Program is now in its sixth year and has invested financial and marketing know-how in addition to contributing money and efforts to assist social welfare groups and schools achieve their dreams and grow, such as organizing audio-video competency workshops and moving Yuanta’s financial management course to an online classroom. As the Dream Big Project deepens its roots, the number of groups participating in the selection process has repeated reached new record highs. This year Yuanta specially increased the number of selections. With the official online launch of the sixth Dream Big Project today, seven groups start their exciting plans to fulfil their dream projects. Lin Ching Yu Social Worker Office helps seniors realize their dream of having a marketplace for senior innovation through crafts and sewing and holding fairs to ease the issues of seniors taking care of other elderly people and depression after retirement, creating a unique social enterprise for seniors. Feng Chia University General Education Center is comprised of 21 graduates and university students from the departments of electrical engineering, environmental engineering, statistics, and foreign languages who shared a common dream to teach and serve in rural areas and has teamed up with Yuanta’s financial management volunteer team to develop useful digital model for online teaching and to look into the creation of other financial management courses enriched with greater content. The Association for Autism Rights of R.O.C. and the Sunshine Development Center of Double Bliss Foundation use food and farming education and mobile coffee vans to help the people they serve go out into the world, creating some breathing room for their families. The programs not only assist people with physical and mental impairment in realizing their dream of being self-reliant and confident but also hope to contribute efforts toward promoting the trend of antibiotic-free farming in Taiwan and the value of Taiwan coffee. With the mountains as the school, Taiwan Wilderness Education Association and Youmu Elementary School help children and teenagers learn about the land and challenge themselves, so that they discover the spirit of culture and humanism through building endurance. Taiwan Public Welfare League and Lin Ching Yu Social Worker Office put violins made of driftwood and crafts to “recycle” denim jean at the core of their dream projects and have developed a new and refreshing model of community revitalization and social enterprise for senior innovations. These seven diverse and enthusiastic program initiatives are highly anticipated! Since its inception in 2016, the “Dream Big Project”- Yuanta Social Service Dream-fulfilling Program has supported 30 groups in realizing their dreams with 3,480 volunteers participating in the program. Yuanta volunteer team continues to engage in various services and support, from providing companionship in walking tour, popular science, financial management, video recording, and music learning courses to engaging in street painting by over a hundred people, food education and farming, road run on historic trails and other activities. These heartwarming stories from past projects are all featured on the YouTube channel. Today (May 25), the program started the “dream-fulfilling” journey online and launched the “volunteer search order” campaign at the same, in hopes of attracting more volunteers to participate in the volunteer activities of the sixth project to further enhance the power of love and serve other social welfare groups and rural schools with such needs. Anyone who is interested is welcome to visit the “Yuanta Love Unlimited” fan page on Facebook or the “Yuanta Social Service Dream-fulfilling Program” channel on YouTube to join in on the actions. The “call to gather love” campaign will begin later on June 1 to call upon the public to donate their unwanted denim jeans and checkered shirts. Recycled clothes will be taken apart and re-arranged through the craftsmanship of the seniors from Lin Ching Yu Social Worker Office and given a “new life” as delicate and stylish fabric bags. The Dream Big team will also be assembling volunteer groups to go outdoors and to participate in volunteering activities to support the “subadults” (teenagers of Wilderness Education Association) in learning about the mountains and accompany ASD families in growing crops and building chicken coop, taking firm steps to fulfil the dream projects with these groups. The various activities will be shared through the YouTube channel exclusively dedicated to the “Dream Big Project”- Yuanta Social Service Dream-fulfilling Program. We welcome everyone to subscribe to the channel, click the like button and share it, breaking the limitation of time and geographical location together to send warmth to those aiming to fulfil their dreams. ※ The “Dream Big Project” program website: https://yuanta-dreambig.com/ ※ The “Dream Big Project” YouTube channel: https://youtu.be/-ZQ0Yn46tds ※ Yuanta’s Facebook fan page “Yuanta Love Unlimited”: https://www.facebook.com/yuantalove
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
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Yuanta FHC
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Yuanta Futures
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營運概況
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May 2022 元大金控
May 2022 元大金控
May 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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1,036 NTD mn | 9,013 NTD mn | 0.74 NTD |
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