元大金控 元大金控 元大金控

Yuanta Financial Holding Company (FHC) maintains a rigorous risk management attitude, taking into account the three core concepts of “stable profitability,” “risk management,” and “sustainable development” to maximize the growth benefits of Yuanta Group’s cross-industry and cross-border integration. The Taiwan Institute of Directors (TID) and the Center for Corporate Development Research selected from 31 listed and over-the-counter financial companies in Taiwan as the “2024 Top 10 Taiwan Financial Companies Selected by Foreign Investors” (2024 Taiwan FINI 10 Companies) based on the investment methodologies used by the world’s most authoritative institutional investors in terms of fundamentals, market, sustainability, and the ranking of the increase in the market capitalization of foreign investors’ stock holdings, etc. Yuanta FHC was chosen for the first time and won the first place honor.

According to the TID, Yuanta FHC has consistently achieved profitability over the past three years, with a return on equity (ROE) of ten percent (10%), which is above the industry average in terms of “fundamentals.” The “market” aspect has attracted an increase in foreign shareholdings over the past year, with the current shareholding ratio of nearly 30%, and the market capitalization of the increased shareholdings is among the highest within the peers as of the end of April this year (2024), demonstrating international investors’ confidence in Yuanta FHC. “Sustainability” has been developed with excellence and Yuanta FHC has not only been ranked in the top five percent (5%) of Corporate Governance Evaluation for eight years, but has also been selected as a constituent of the Dow Jones Sustainability World Index and Dow Jones Sustainability Emerging Markets Index for five consecutive years, which is a leading position in the industry due to our commitment to transparency and ethical standards for our stakeholders.

With the goal of steady growth and rising shareholder value, Yuanta FHC has become a financial holding company with five major profit engines – Yuanta Securities, Yuanta Bank, Yuanta Life, Yuanta Funds, and Yuanta Futures - through the integration of differentiated services and commodities to drive the growth of Yuanta Group’s business units. Yuanta FHC seizes the opportunity to promote brokerage and proprietary business at a time when Taiwan stocks are booming. When the market fluctuates, we create multiple profit opportunities by expanding other financial products. With strong channels and competitive Taiwan stock products, we have become the best tool for the public to participate in the growth of Taiwan’s capital market. The scale of “National ETFs” 0050 and 0056 this year has reached record highs of NT$441.4 billion and NT$317.8 billion respectively, and the total number of beneficiaries has even exceeded 1.8 million, which means that one out of every five investors of Taiwan stock ETFs chooses our products to participate in the Taiwan stock market.

Yuanta FHC, with the sustainable vision of “becoming an international benchmark enterprise for sustainability and actively promoting a better future for future generations,” echoes the United Nations’ Sustainable Development Goals and actively responds to the net-zero transformation policy. In the process of promoting industry transformation, Yuanta FHC is not only a capital provider, but also enthusiastically realizes sustainable financial transformation through the four major directions of “developing sustainable financial products,” “digital financial services,” “financial inclusion,” and “cultivating sustainable financial talents.”