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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06302025Yuanta FHC Meets 1.5℃ Temperature Target for 3 Years Straight and Is Recognized for Excellence in Carbon Reduction & Sustainable FinanceWith the vision of net-zero emissions by 2050, Yuanta Financial Holding Company (FHC) has signed the net-zero pledge, and has integrated the philosophy of net-zero transformation into operation management and decision-making through four major areas of low-carbon operations, sustainable finance, low-carbon supply chain, and sustainability initiatives. This year (2025) is the third year in a row Yuanta FHC has met the Paris Agreement’s target of limiting the temperature increase to 1.5℃ with outstanding performance in carbon reduction. Yuanta FHC was honored with the certification from the 2025 Corporate 1.5℃ Forum for the accomplishment. The award was particularly meaningful as this year also marked the tenth anniversary of the Paris Agreement. The Corporate 1.5℃ Forum, organized by the CommonWealth Magazine, is an annual event echoing the Paris Agreement and invites Taiwan benchmark companies for sustainability to respond to the 1.5℃ temperature target. Established in 2022, the Temperature Rising Index for Pathways (TRIPs) platform is the only platform in Taiwan that utilizes the methodology by United Nations’ Intergovernmental Panel on Climate Change (IPCC) and aligns temperature determination with global warming pathways. TRIPs simulates temperature pathway of each enterprise based on the carbon reduction targets and carbon emission data that the company has publicly disclosed through platforms such as the sustainability report, the Science Based Targets initiative (SBTi), the Carbon Disclosure Project (CDP), and the RE100 initiative, and uses it to show whether the company’s carbon reduction efforts align with the target of keeping the rise in temperature within 1.5℃, demonstrating to the global community that Taiwanese enterprises are committed to protect the planet. The results of 1,200 enterprises were disclosed on the platform this year, with nearly thirty percent achieving the target. Yuanta FHC and the group implement and disclose climate and nature- related risk and opportunity management. Our Climate and Nature-Related Financial Disclosures Report has been certified by the British Standards Institution (BSI) at the highest level of “Level 5+: Excellence” for three consecutive years. This year Yuanta FHC is again named as one of the Asia-Pacific Climate Leaders on the 2025 list by the Financial Times and the international research company Statista, which assesses companies in 14 countries in the Asia-Pacific region on their climate performance. Yuanta FHC continues to strengthen carbon reduction targets and improve operation resilience and has made CDP’s A List, the highest honor, for five consecutive years, and has been ranked at the Leadership Level for seven years in a row, making us as a leader in the financial industry.
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06232025The 9th Yuanta Dream Big Project Calls for Entries: Leading the Way in Sustainable Education and Innovative Public Welfare, Opening a New Chapter for DreamersYuanta Financial Holding Company (FHC) and the Yuanta Cultural and Educational Foundation (Foundation) uphold the core philosophy that “public welfare is a continuous commitment to giving,” and are dedicated to building a sustainable support system that empowers individuals to realize their dreams. The ninth “Dream Big” Yuanta Social Service Dream-Fulfilling Project (hereinafter referred to as the “Dream Big Project”) officially launched its selection process today (6/23). The project offers four main areas of support: dream-fulfilling funds, corporate volunteer services, cross-sector exchanges among industry, government, and academia, and capacity-building workshops. These initiatives aim to fully support social welfare organizations and educational institutions in overcoming resource constraints. The project invites like-minded individuals to join the dream-fulfilling lineups and work together to create a sustainable future. In order to keep pace with the trends of digital transformation and sustainable education, this year’s Yuanta Dream Big Project has been updated to incorporate corporate management and innovation know-how, thereby establishing a more influential public welfare platform. We invite selected groups to join capacity-building workshops, where professional instructors will guide them in learning key skills such as marketing strategies, resource integration, and social media management, sparking new ideas and opening up new possibilities for collaboration. Through empowerment and collaboration among industry, government, and academia, we aim to transcend isolated initiatives in public welfare education, promote social inclusion and sustainable development, and create a lasting and profound impact. Since its launch in 2016, the Yuanta Dream Big Project has helped 52 organizations fulfill their dreams, benefiting more than 230,000 people. Over 9,000 volunteers from within and outside the Yuanta Group have joined the project. Eight years of dream realization has achieved more than just numbers; it is a microcosm of social change. Yuanta FHC and the Yuanta Foundation are committed to addressing educational and social issues. Our initiatives span a wide range of areas, including environmental sustainability, child and youth welfare, elderly care, empowerment of people with disabilities, art therapy, financial education, vocational training, and community revitalization. The scope of our services and the nature of our beneficiaries are diverse and inclusive. The ninth Yuanta Dream Big Project is now accepting applications until 4 p.m. on September 1, 2025. We welcome organizations with passion, dreams, and the courage to take action to apply. Services are available to all people regardless of ethnicity, gender, age, or location. Projects that promote learning development, social adaptation, and joint responses to the United Nations Sustainable Development Goals can all be proposed. The first stage is online registration (URL: https://forms.gle/PRwVv8t1Pc4zUH1f7). For detailed project application forms and submission guidelines, please refer to the project website (URL: www.yuanta-dreambig.com).
Announcements
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07142025YFH announces on behalf of Yuanta Venture Capital the early termination of the lease contract with Yuanta Securities.
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07142025YFH announces on behalf of Yuanta Venture Capital the early termination of the lease contract with Yuanta Securities.
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07102025YFH announced on behalf of Yuanta Life FSC had approved add-on provision for foreign exchange volatility reserve NTD 3.3BN.

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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元大金控
元大金控
Yuanta FHC
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元大期貨
元大期货
Yuanta Futures
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營運概況
营运概况
Earnings Releases
June 2025 元大金控
June 2025 元大金控
June 2025 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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6,545 NTD mn | 16,228 NTD mn | 1.25 NTD |
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