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
永續發展
永续发展
Sustainability
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08112026Yuanta FHC Deepens Climate Governance and Leverages Impact of Sustainable Finance; TCFD Report Receives BSI’s Highest-Level Certification for 4th Consecutive YearYuanta Financial Holding Company (FHC) is committed to achieving the 2050 net-zero emissions target and is strengthening management of climate and nature-related risks. Yuanta FHC’s 2025 Climate and Nature-Related Financial Disclosure Report (TCFD Report) has received the highest “Level 5+ (Excellence)” certification from the British Standards Institution’s (BSI) compliance audit for the fourth consecutive year, fully aligning with the indicators of the “International Financial Reporting Standards (IFRS) S2 Climate-Related Disclosures,” and demonstrating Yuanta FHC’s commitment to transparency and completeness in information disclosure. To advance low-carbon transition, Yuanta FHC has actively implemented a range of measures—including adopting ISO management systems, establishing smart energy monitoring mechanisms, and purchasing green electricity—to improve energy efficiency and reduce operational carbon emissions. By 2025, greenhouse gas emissions had been reduced by nearly 30 percent compared to the baseline year of 2020, reaching the Science Based Targets (SBT) interim target ahead of schedule. By coordinating five major subsidiaries to jointly promote sustainable financial products and services, the scale of related business has exceeded NT$1.97 trillion. Yuanta FHC continues to expand impact in sustainable finance, concretely fulfilling low-carbon commitments while supporting corporate operational growth. As a member of the Coalition of Movers and Shakers on Sustainable Finance of Taiwan’s Financial Supervisory Commission, Yuanta FHC is primarily responsible for the “Empowerment and Certification Working Group,” collaborating with industry, government, and research institutions to promote professional certification in sustainability. As of the first half of this year (2026), more than 60,000 people across Taiwan have obtained the certificate of basic competency for sustainable finance. Yuanta Group’s certification rate stands at 35%, meaning that on average, one out of every three employees has obtained the certification, highlighting Yuanta Group’s commitment to and achievements in cultivating professional capabilities in sustainable finance. Yuanta FHC has introduced a number of employee benefits that exceed regulatory requirements, emphasizing employee health and well-being by providing annual health checkups. We support our employees in starting families and having healthy children by offering 70 days of paid maternity leave, eight days of paid prenatal checkup leave, and ten days of paid paternity leave for accompanying partners to prenatal checkups and for childbirth. We have also established a flexible salary subsidy program for parental leave to help employees balance family responsibilities with career development at different stages of life, thereby improving their work-life balance. Yuanta Group’s “2026–2030 Sustainable Development Strategy Roadmap” continues to pursue the vision of “becoming an international benchmark enterprise for sustainability, fostering social inclusion, living in harmony with the Earth, and co-creating a better future.” It introduces a new strategy titled “Supporting Force for Sustainable Finance” to reinforce the core principles of channeling capital and supporting corporate transformation, thus expanding our positive impact.
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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.
Announcements
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08112026YFH announces the acquisition of the right-of-use asset from Yuanta Securities.
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08052026YFH announces on behalf of Yuanta Securities for the acquisition the BANK OF PANHSIN 1st Unsecured Subordinate Financial Debentures Issue in 2026
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07302026YFH announces on behalf of Yuanta Securities the adjustment of scope of the right-of-use asset acquired from Yuanta Securities Investment Trust
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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