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
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Sustainability
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11112025Yuanta FHC Wins CommonWealth CSR Sustainable Citizenship Award for 6 Consecutive Years, Cultivating Sustainable Financial Talents and Enhancing Industry Resilience Recognized<p>Yuanta Financial Holding Company (FHC) is deeply committed to sustainable governance, integrating international standards into daily operations, actively cultivating sustainable financial talents, and guiding engaged enterprises to demonstrate concrete climate response actions through the power of capital. In the “2025 <em>CommonWealth</em> CSR Sustainable Citizenship Award” competition, Yuanta FHC was selected as the third place winner in the category of Large Enterprises – Financial Industry among more than 200 benchmark enterprises, and has been recognized for six consecutive years. This manifests the Yuanta Group’s proactive efforts to enhance the sustainability resilience of the entire financial industry in Taiwan.</p><p>Since 2007, <em>CommonWealth</em> Magazine has been organizing the <em>CommonWealth</em> CSR Sustainable Citizenship Award, which is one of the most influential ESG (environmental, social, and governance) index awards in Taiwan based on rigorous quantitative indicators and a professional judging panel mechanism that evaluates the award in four major dimensions, including corporate governance, corporate commitment, social engagement, and environmental sustainability. Yuanta FHC has been actively fostering sustainable financial talents. As of September 2025, more than 39,000 people in Taiwan have received the basic certificate in sustainable finance, and the Yuanta Group has accumulated nearly 4,000 people who have obtained the certificate, accounting for approximately thirteen percent (13%) of the entire financial industry in Taiwan, which is highly recognized by the judges.</p><p>Yuanta FHC has implemented corporate governance with a diversified and independent board of directors, with independent directors constituting over 40% of all directors and women holding one-third of the board seats. Yuanta FHC has been ranked in the top five percent (5%) of the Taiwan Stock Exchange’s Corporate Governance Evaluation for nine years in a row, and has again been honored with the “Outstanding Certification” in the “CG6014 (2023) Corporate Governance System Assessment” by the Taiwan Corporate Governance Association. Moreover, we have been enthusiastically aligning with international standards and have been included in the Dow Jones Sustainability Indices (DJSI) for six straight years and have placed number one (No. 1) in the world in the group of Diversified Financial Services and Capital Markets for three times.</p><p>In response to the net-zero emissions policy, the Yuanta Group has been proactively deploying green power usage, with the Group’s green power usage reaching 13.64% in 2024. The Yuanta Group has also advocated green procurement to promote green consumption, with the amount of green procurement totaling NT299 million, and has been commended by Taiwan’s Ministry of Environment for thirteen consecutive years as an excellent private enterprise in green procurement. Additionally, the Yuanta Group has jointly engaged with sixteen key investment enterprises, with five of them carrying out specific improvement actions after the engagement. Furthermore, answering the global sustainability trend with practical actions, Yuanta FHC has made the Climate A List of the international environmental disclosure non-profit CDP for five years in a row, and has been confirmed as a leader in the CDP Supplier Engagement Assessment for six straight years.</p>
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11072025Yuanta FHC, Together with 5 Other FHCs, Support Net-Zero Transformation; 3rd Coalition of Mover and Shakers on Sustainable Finance Achieved Remarkable ResultsThe Third Coalition of Movers and Shakers on Sustainable Finance (hereinafter referred to as the Coalition) held a conference today (November 7) to present its achievements. Taiwan’s Financial Supervisory Commission (FSC) shared the status of its commitments, the six Taiwanese financial holding companies (FHCs) explained the results of the implementation of the Net-Zero Promotion Working Platform, and in the presence of Yen-Liang Chen, Vice Chairperson of the FSC, the rotating chair of the Coalition’s current term, Yuanta FHC, formally handed over the baton to the fourth chair of the fourth term, First Financial Holding. This symbolizes the continuation and deepening of the Coalition’s influence, and the injection of continuous forward momentum into Taiwan’s net-zero transformation. The Coalition consists of six FHCs, namely, CTBC Holding, E.Sun FHC, Yuanta FHC, First Financial Holding, Cathay Financial Holdings, and Mega Holdings. They have committed to deepen their actions on the five major issues of “green procurement,” “information disclosure,” “international outreach,” “assistance and promotion,” and “funding and engagement,” and to form the Net-Zero Promotion Working Platform into six major workgroups. With the joint efforts of the FSC and peripheral organizations, we have completed the formulation of a number of policies and tools related to sustainable finance, and enhanced the knowledge of financial practitioners on sustainable development through workshops, etc., so as to add momentum to the net-zero transformation of the industry. Bobby Hwang, Chief Executive Officer of Yuanta FHC, said that the financial industry is an important force in Taiwan’s net-zero transformation, and that cultivating sustainable financial talents is one of the key strategies to respond to this. As the convener of the Empowerment and Certification Working Group, Yuanta FHC joined hands with the Securities and Futures Institute last year to generate the first national sustainable finance certificate in Taiwan and provided NT$1,300 per person to the entire Yuanta Group for certificate application subsidies. As of September 30 this year, more than 30% of Yuanta Group’s employees have obtained the basic sustainable finance certificate, with the number of certificate holders increasing by more than ten times per year, and the number of advanced sustainable finance certifications has also risen by nearly seven times as much as that of last year. In order to increase the penetration rate of the sustainable finance certifications and echo the FSC’s “Action Plan for Green and Transformational Finance,” Yuanta FHC has established the “Guidelines for Promoting Sustainable Finance Certifications in the Financial Industry,” which is a reference for financial institutions to encourage their employees to improve their knowledge of sustainable finance and to obtain certifications by defining the target applicants and promoting the testing in phases, setting KPIs for the certification rate of employees at the organizational level, and providing education and training/learning resources as well as grants and incentives. Yuanta FHC has planned the Yuanta Group Sustainable Development Strategy Roadmap from 2026 to 2030, with the addition of “the supporting force of sustainable finance” and the reinforcement of the core concept of “the financial industry guides capital and helps enterprises transform” to create a better future together.
Announcements
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11122025YFH announces on behalf of YSF the submission to change Right Transfer Plan of the Urban Renewal of the self-owned real estate with related parties.
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11112025YFH on behalf of Yuanta Securities announces the acquisition of the right-of-use asset from Yuanta Bank
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11072025YFH on behalf of Yuanta Life announces the acquisition of the right-of-use asset from Yuanta Commercial Bank Co.,Ltd.
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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October 2025 元大金控
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October 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 |
|---|---|---|
| 3,433 NTD mn | 30,127 NTD mn | 2.26 NTD |
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