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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04022026Yuanta Group Commits to Sustainable Operations; 3 Subsidiaries Ranked among Top Performers in Sustainable Finance EvaluationTo strengthen the financial sector’s commitment to net-zero transition and sustainable development, Taiwan’s Financial Supervisory Commission (FSC) recognized financial institutions that ranked in the top 25% of the third “Sustainable Finance Evaluation” on April 2. Yuanta Group has demonstrated outstanding performance in comprehensive sustainability indicators, as well as in environmental, social, and governance (ESG) areas. Our securities, banking, and investment trust (funds) subsidiaries actively cultivate talent in sustainable finance, working together with customers, employees, and partners to create long-term value and drive the industry and society toward a path of sustainable development. Among the 23 securities firms, 34 banks, and 15 investment trust companies evaluated, Yuanta Group was recognized as ranking in the top 25% of the industries. In line with the Yuanta Group Sustainable Development Strategy Roadmap, Yuanta Securities, Yuanta Bank, and Yuanta Funds have integrated the principles of sustainable business into their corporate culture and operational strategies. Centered on the theme of “Carbon-Reduced Operations, Moving Toward a Net-Zero Future,” they have implemented an Internal Carbon Pricing (ICP) mechanism and adopted Science Based Targets (SBT) to comprehensively promote low-carbon operations. The companies continue to align with international standards, ensure robust sustainability disclosures, and are committed to developing products and services that embody the spirit of sustainability. In 2025, Yuanta Securities served as the lead underwriter for the first sustainability-linked convertible bonds issued by a Taiwanese OTC (over the counter)-listed company, setting a precedent for small and medium-sized enterprises (SMEs) to participate in the sustainability bond market. Yuanta Securities has been ranked among the top 25% of securities firms in the Sustainable Finance Evaluation for two consecutive years. Yuanta Bank has deepened its assessment of climate-related opportunities and risks. Through engagement with companies and the provision of a diverse range of green financial products, Yuanta Bank has provided tangible support for industries’ low-carbon transition, ranking among the top performers in the evaluation for three years in a row. Yuanta Funds has strengthened its due diligence governance and continued to expand its influence in the cooperation among industry, government, and academia through USR (university social responsibility). In 2023, Yuanta Funds was the only investment trust firm in the industry to voluntarily publish a sustainability report, and the only one to be ranked in the top 25% for two straight years. For the Sustainable Finance Evaluation, the FSC, the Taiwan Academy of Banking and Finance, the Securities and Futures Institute, and other relevant organizations, along with external experts and scholars, establish the “Sustainable Finance Evaluation Committee.” The committee evaluates publicly available information—such as annual reports, corporate websites, or sustainability reports—disclosed by evaluated institutions in 2024, along with supporting documentation. The evaluation publishes a list of the top 25% of institutions in each sector to encourage high-performing financial institutions to serve as benchmarks.
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03272026Yuanta Group Participates in Earth Hour by Switching off Lights for the 6th Year, Joining Forces with Overseas Offices and Suppliers to Conserve Energy, Reduce Carbon Emissions, and Protect the PlanetYuanta Group has demonstrated leadership in green finance by coordinating efforts across domestic and overseas offices in South Korea, Hong Kong, Indonesia, Vietnam, Thailand, and the Philippines, rallying nearly 90 supplier partners to join the “Earth Hour” lights-out initiative to protect the planet. On the evening of March 28, from 8:30 to 9:30 p.m., we will synchronize with the global effort by switching off the exterior lights of Yuanta Financial Plaza for one hour. Also through flash mob environmental events, we aim to promote and implement a low-carbon lifestyle. “Earth Hour” is a global, voluntary carbon reduction initiative launched by the World Wide Fund for Nature (WWF) in 2007. Currently, 192 countries and regions participate, with more than 18,000 landmarks around the world taking concrete actions to support and respond to the campaign. Last year (2025), people from all walks of life across Taiwan answered back “Earth Hour,” saving a total of 298,000 kilowatt-hours of electricity and reducing greenhouse gas emissions by approximately 147 metric tons—equivalent to the annual carbon absorption capacity of 13,410 large trees. For six consecutive years, Yuanta Group has taken part in “Earth Hour,” actively supporting the use of renewable energy and installing renewable energy generation systems to integrate green energy into our operations. In 2025, Yuanta Group consumed a total of approximately 6.52 million kilowatt-hours of green electricity, reducing carbon emissions by about 3,088.2 metric tons—comparable to the annual carbon absorption capacity of 8.22 Da’an Forest Parks—as we continue to advance toward the goal of net-zero emissions and sustainability. Yuanta Group is leveraging our influence to promote sustainability. This year (2026), we have partnered with nearly 90 suppliers to join in “Earth Hour,” building our commitment to sustainability through concrete actions. To further energy conservation, we organize flash mob environmental events to raise awareness about energy and water conservation as well as recycling labels. We encourage our colleagues to choose environmentally friendly products and fulfill our responsibilities as global citizens. We also incorporate the “Green Point” program launched by Taiwan’s Ministry of Environment as a reward for participation, helping to embed green consumption practices into everyday purchasing decisions. With a sustainability vision of “becoming an international benchmark enterprise for sustainability, integrating with society, coexisting with the Earth, and jointly creating a better future,” Yuanta Group continues to align operational strategies with international trends. For six consecutive years, Yuanta Financial Holding Company (FHC) has made the A List on the CDP’s climate disclosure, and has been ranked at the “Leadership Level” for eight years in a row. Furthermore, Yuanta FHC has been featured in The Sustainability Yearbook for seven straight years and has been honored as a Top 1% outstanding enterprise four times, establishing ourselves as a driving force for social and environmental change through steady and solid performance.
Announcements
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04132026Announcement of Yuanta Financial Holding Company’s un-audited net income for March, 2026
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04102026YFH announces on behalf of Yuanta Securities Investment Consulting the adjustment of scope of the right-of-use asset acquired from Yuanta Bank
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04092026YFH announces change of directors of Yuanta Securities(Thailand)
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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March 2026 元大金控
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March 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 |
|---|---|---|
| 4,616 NTD mn | 14,409 NTD mn | 1.08 NTD |
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