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Key Performance of Public Welfare Projects
Total investment Total number of beneficiaries Volunteers
NT$10,205 million(Note) 806,242 persons 24,291 persons
We have been caring for important social issues and working with stakeholders to provide practical assistance. Yuanta business offices are used as community communication relay stations, combining the power of volunteers to build a tight-knit safety support net. We invest in resources to enable disadvantaged students to complete their studies, help young people become self-sufficient, and nurture professional talents.
Note: Total value of cash and in-kind donations.

Assisting Disaster Victims in Guangfu Township – Yuanta and Clients Jointly Donate 300 Motorcycles

Upholding the spirit of disaster relief and assistance, the Group allocated NT$30 million in 2025 to support local governments and public welfare organizations in helping victims of Typhoon Danas and Typhoon Ragasa restore their lives and ease financial burdens. In Guangfu Township, Hualien, communities were severely affected when the Matai’an Creek barrier lake overflowed, causing residents’ motorcycles to be flooded and scrapped and disrupting daily life. To help residents return to normal life, five subsidiaries of the Group —Yuanta Securities, Yuanta Bank, Yuanta Life, Yuanta Funds, and Yuanta Futures — jointly launched a donation initiative. The Group purchased 200 brand‑new motorcycles from Sanyang Motor and Kwang Yang Motor for donation, investing about NT$10 million. This effort also prompted Sanyang Motor to donate an additional 100 motorcycles. Ultimately,300 motorcycles were allocated and distributed by the Executive Yuan to affected residents.

Because the administrative procedures for donating motorcycles are quite complex, Yuanta Financial Holdings worked in advance with government agencies and motorcycle manufacturers to complete all required procedures, including license plate issuance for ownership transfer, compulsory motorcycle insurance, and transfer-related taxes and fees, in order to simplify the motorcycle registration process for disaster victims and reduce their burden. As a result, recipients did not have to bear any costs; they only needed to bring their ID card to complete the collection process and could immediately put the motorcycle to daily use, greatly easing the burden after the disaster.




“Yuanta Financial Management Day”Promotes Financial Habits in Rural Schools Across Taiwan Through Games

Since 2018, “Yuanta Financial Management Day” has aimed to promote financial education in rural schools across Taiwan and help children build financial literacy. With the core idea of learning through play, the Yuanta Cultural and Educational Foundation has leveraged the Group’s financial expertise to design three board games tailored for elementary students and trained Group employees to serve as instructors. Through games, they guide fourth‑ to sixth‑grade students in learning how to allocate money, considering spending choices, and experiencing investing.

Over the past eight years, 1,506 students have benefited. In 2025, the Yuanta Cultural and Educational Foundation held “Yuanta Financial Management Day”, benefiting a total of 212 students. That year also marked a milestone, as the program successfully crossed the Central Mountain Range to reach Fushan Experimental Elementary School in Beinan Township, Taitung County, completing its journey across all rural counties and cities in Taiwan. Looking ahead, “Yuanta Financial Management Day” will continue to deepen its commitment to rural areas, planting the seeds of financial knowledge in more rural children’s hearts.


Donations to Political Parties, Stakeholders & Public Welfare Organizations
Donor Date Recipient Amount(NTD)/Item
Yuanta Securities June,2026 Yuanta Cultural and Educational Foundation 40,600,000
Yuanta Bank June,2026 Yuanta Cultural and Educational Foundation 17,500,000
Yuanta Funds May,2026 Yuanta Cultural and Educational Foundation 7,700,000
Yuanta Futures May,2026 Yuanta Cultural and Educational Foundation 4,200,000
Yuanta Securities May,2026 Taiwan Financial Services Roundtable 875,000
Yuanta Bank May,2026 Taiwan Financial Services Roundtable 750,000
Yuanta Funds May,2026 Taiwan Financial Services Roundtable 500,000
Yuanta Futures June,2026 Taiwan Financial Services Roundtable 375,000
Yuanta Securities November, 2025 Eastern Taiwan Joint Services Center, Executive Yuan & Industrial Development Administration, Ministry of Economic Affairs 5,000,000
Yuanta Bank November, 2025 Eastern Taiwan Joint Services Center, Executive Yuan & Industrial Development Administration, Ministry of Economic Affairs 1,250,000
Yuanta Life November, 2025 Eastern Taiwan Joint Services Center, Executive Yuan & Industrial Development Administration, Ministry of Economic Affairs 1,250,000
Yuanta Funds November, 2025 Eastern Taiwan Joint Services Center, Executive Yuan & Industrial Development Administration, Ministry of Economic Affairs 1,250,000
Yuanta Futures November, 2025 Eastern Taiwan Joint Services Center, Executive Yuan & Industrial Development Administration, Ministry of Economic Affairs 1,250,000
Yuanta Securities October, 2025 Institute of Financial Law and Crime Prevention 2,000,000
Yuanta Bank October, 2025 Institute of Financial Law and Crime Prevention 1,000,000
Yuanta Funds November, 2025 Institute of Financial Law and Crime Prevention 1,500,000
Yuanta Futures October, 2025 Institute of Financial Law and Crime Prevention 500,000
Yuanta Securities August, 2025 Taiwan Foundation for Disaster Relief 12,000,000
Yuanta Bank August, 2025 Taiwan Foundation for Disaster Relief 2,500,000
Yuanta Life August, 2025 Taiwan Foundation for Disaster Relief 2,500,000
Yuanta Funds August, 2025 Taiwan Foundation for Disaster Relief 2,500,000
Yuanta Futures August, 2025 Taiwan Foundation for Disaster Relief 2,500,000
Yuanta Securities June, 2025 Taiwan Financial Services Roundtable 875,000
Yuanta Bank June, 2025 Taiwan Financial Services Roundtable 750,000
Yuanta Futures June, 2025 Taiwan Financial Services Roundtable 375,000
Yuanta Funds July, 2025 Taiwan Financial Services Roundtable 500,000
Yuanta Securities May,2025 Yuanta Cultural and Eduational Foundation 39,200,000
Yuanta Bank April,2025 Yuanta Cultural and Eduational Foundation 18,900,000
Yuanta Futures April,2025 Yuanta Cultural and Eduational Foundation 4,200,000
Yuanta Funds April,2025 Yuanta Cultural and Eduational Foundation 7,700,000
Yuanta Securities June, 2024 Taiwan Financial Services Roundtable 875,000
Yuanta Bank June, 2024 Taiwan Financial Services Roundtable 750,000
Yuanta Futures June, 2024 Taiwan Financial Services Roundtable 375,000
Yuanta Funds June, 2024 Taiwan Financial Services Roundtable 500,000
Yuanta Securities April, 2024 Taiwan Foundation for Disaster Relief 12,000,000
Yuanta Bank April, 2024 Taiwan Foundation for Disaster Relief 5,000,000
Yuanta Futures April, 2024 Taiwan Foundation for Disaster Relief 1,500,000
Yuanta Funds April, 2024 Taiwan Foundation for Disaster Relief 1,500,000
Yuanta Securities June, 2023 Taiwan Financial Services Roundtable 875,000
Yuanta Bank June, 2023 Taiwan Financial Services Roundtable 750,000
Yuanta Futures June, 2023 Taiwan Financial Services Roundtable 375,000
Yuanta Funds June, 2023 Taiwan Financial Services Roundtable 500,000
Yuanta Securities May, 2023 Yuanta Cultural and Eduational Foundation 43,200,000
Yuanta Securities May, 2023 Yuanta-Polaris Research Institutue 12,420,000
Yuanta Funds May, 2023 Yuanta Cultural and Eduational Foundation 6,400,000
Yuanta Funds May, 2023 Yuanta-Polaris Research Institutue 1,840,000
Yuanta Bank April, 2023 Yuanta Cultural and Eduational Foundation 26,400,000
Yuanta Bank April, 2023 Yuanta-Polaris Research Institutue 7,590,000
Yuanta Futures April, 2023 Yuanta Cultural and Eduational Foundation 4,000,000
Yuanta Futures April, 2023 Yuanta-Polaris Research Institutue 1,150,000
Yuanta Securities October, 2022 Taiwan Fund for Children and Families 6,800,000
Yuanta Bank September, 2022 Taiwan Fund for Children and Families 2,300,000
Yuanta Funds September, 2022 Taiwan Fund for Children and Families 600,000
Yuanta Futures September, 2022 Taiwan Fund for Children and Families 300,000
Yuanta Securities June, 2022 Taiwan Financial Services Roundtable 875,000
Yuanta Bank June, 2022 Taiwan Financial Services Roundtable 750,000
Yuanta Funds June, 2022 Yuanta Cultural and Eduational Foundation 4,800,000
Yuanta Funds June, 2022 Taiwan Financial Services Roundtable 500,000
Yuanta Futures June, 2022 Taiwan Financial Services Roundtable 375,000
Yuanta Securities May, 2022 Yuanta Cultural and Eduational Foundation 54,400,000
Yuanta Bank May, 2022 Yuanta Cultural and Eduational Foundation 18,400,000
Yuanta Futures May, 2022 Yuanta Cultural and Eduational Foundation 2,400,000
Yuanta Securities May, 2022 Yuanta-Polaris Research Institutue 21,480,000
Yuanta Bank May, 2022 Yuanta-Polaris Research Institutue 7,270,000
Yuanta Funds May, 2022 Yuanta-Polaris Research Institutue 1,900,000
Yuanta Futures April, 2022 Yuanta-Polaris Research Institutue 950,000
Yuanta Securities June, 2021 Taiwan Financial Services Roundtable 875,000
Yuanta Securities June, 2021 Taiwan Ministry of Health and Welfare 20 Assembled Negative Pressure Isolation Chambers
Yuanta Securities June, 2021 Taipei Veterans General Hospital 9,000,000
Yuanta Securities June, 2021 Yuanta Cultural and Eduational Foundation 47,200,000
Yuanta Securities June, 2021 Yuanta-Polaris Research Institutue 12,390,000
Yuanta Bank June, 2021 Taiwan Financial Services Roundtable 750,000
Yuanta Bank June, 2021 Taipei Veterans General Hospital 29,000,000
Yuanta Funds June, 2021 Taiwan Financial Services Roundtable 500,000
Yuanta Funds June, 2021 Taipei Veterans General Hospital 7,000,000
Yuanta Futures June, 2021 Taiwan Financial Services Roundtable 375,000
Yuanta Futures June, 2021 Taipei Veterans General Hospital 5,000,000
Yuanta Futures June, 2021 Yuanta Cultural and Eduational Foundation 4,000,000
Yuanta Bank May, 2021 Yuanta Cultural and Eduational Foundation 23,200,000
Yuanta Bank April, 2021 Yuanta-Polaris Research Institutue 6,090,000
Yuanta Funds April, 2021 Yuanta Cultural and Eduational Foundation 5,600,000
Yuanta Funds April, 2021 Yuanta-Polaris Research Institutue 1,470,000
Yuanta Futures April, 2021 Yuanta-Polaris Research Institutue 1,050,000
Yuanta Securities August, 2020 Taiwan Fund for Children and Families, Syin-Lu Social Welfare Foundation, Downs Syndrome Foundation R.O.C., Spinal Cord Injury Foundation, Boyo Social Welfare Foundation, Kids' Bookhouse, Mercy Home 42,999,000
Yuanta Bank August, 2020 As above 45,999,000
Yuanta Futures August, 2020 As above 5,502,000
Yuanta Funds August, 2020 As above 5,502,000
Yuanta Securities June, 2020 Taiwan Financial Services Roundtable 875,000
Yuanta Bank June, 2020 Taiwan Financial Services Roundtable 875,000
Yuanta Futures June, 2020 Taiwan Financial Services Roundtable 375,000
Yuanta Funds June, 2020 Taiwan Financial Services Roundtable 375,000
Yuanta Securities May, 2020 Yuanta Cultural and Educational Foundation 21,500,000
Yuanta Bank May, 2020 Yuanta Cultural and Educational Foundation 23,000,000
Yuanta Futures May, 2020 Yuanta Cultural and Educational Foundation 2,750,000
Yuanta Funds May, 2020 Yuanta Cultural and Educational Foundation 2,750,000
Yuanta Securities May, 2020 Yuanta-Polaris Research Institute 9,290,000
Yuanta Bank May, 2020 Yuanta-Polaris Research Institute 9,930,000
Yuanta Futures May, 2020 Yuanta-Polaris Research Institute 1,190,000
Yuanta Funds May, 2020 Yuanta-Polaris Research Institute 1,190,000