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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09242025Yuanta Securities 2025 Employee Family Day: 3 Locations across Taiwan Join Forces, Embracing Concept of “Plastic-Free Living, Low-Carbon Future”To fulfill corporate social responsibility and implement sustainable environmental practices, Yuanta Securities has successively held annual employee Family Day events at the Kaohsiung National Science and Technology Museum, the Taichung National Museum of Natural Science, and the Taipei Children’s Amusement Park. This year, under the theme “Plastic-Free Living, Low-Carbon Future,” Yuanta Securities aims to educate employees and their families through engaging activities, encouraging them to adopt environmentally friendly lifestyles. By fostering social responsibility, we collectively build a sustainable home. These Family Day events brought together over 7,500 employees and their families from three locations across Taiwan. The events feature a variety of interactive family booths, including fun learning activities such as “Walking Challenge: Passing on Sustainability Knowledge,” “Sustainability Flip-Flop: Ocean Secrets Revealed,” and “Little Eco-Heroes: Sustainability Experts.” These activities help children develop environmental awareness from an early age, inspiring them to bring these concepts home and carry out plastic reduction actions in their daily lives. In addition to parent-child activities, the event site also presents a dedicated anti-fraud awareness area. Special invitations were extended to law enforcement agencies, such as the Criminal Investigation Bureau, to enhance employees’ and their family members’ awareness and vigilance against fraud schemes through interactive Q&A sessions, scenario simulations, and case studies, thereby strengthening the community safety net. Furthermore, the events showcased a thoughtfully curated “Food Carnival.” Along with putting up charity booths offering handmade cookies from sheltered workshops, we have also invited food trucks to set up shop, serving a variety of creative dishes to promote healthy eating and an environmentally conscious lifestyle. Beyond Family Day activities, Yuanta Securities actively participates in various public welfare initiatives, maintaining a steadfast focus on the needs of underprivileged groups in society. This year, Yuanta Securities joined in the Nangang Church of Revival’s support for the 1919 Food Bank initiative, regularly delivering essential supplies to underprivileged families across multiple communities. We provided them with basic necessities and warm companionship. Yuanta Securities also collaborated with the Hongdao Senior Citizens’ Welfare Foundation to organize the “Senior Companion Day” event. Volunteers were arranged to visit senior day care centers, where they accompanied the elderly in plant identification lessons, nostalgic board games, and shared meals. We care for the physical and mental well-being of the seniors through concrete actions, ensuring they feel respected and cherished by society. Yuanta Securities stated: “Family Day is not only an event for employees to bond and share family time, but also a concrete practice in advancing our ESG initiatives.” Yuanta Securities has made plastic reduction and low-carbon living key themes this year. Through dual initiatives—employee Family Day and public welfare activities—we aim not only to strengthen employee cohesion but also to deepen commitment to local social care. These actions embody Yuanta Securities’ promise and founding purpose of giving back to society.
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09222025When Happiness Knocks: Yuanta Volunteers Head to Kaohsiung’s Cishan Sugar Factory, Partnering with Community Forces to Accompany Rural Students on Environmental Education Field TripsSupporting education in remote areas through action, Yuanta Financial Holding Company (FHC) and the Yuanta Cultural and Educational Foundation (Foundation) continue to deliver care. This year’s Yuanta Happiness Day event, themed around “Environmental Education,” welcomed 68 students from Shangping Elementary School in Kaohsiung City and Wutai Elementary School in Pingtung County today (9/20). The group visited the Kaohsiung Cishang Sugar Agricultural and Creative Park—a century-old sugar factory repurposed into an eco-friendly hub—embarking on a learning journey that blends ecology, culture, and eco-conscious craftsmanship. We also presented exclusive Happiness Gift Packs containing jackets, pants, and sneakers, creating warm and touching memories for the students. Yuanta Happiness Day partnered with the Cishan District Sugar Factory Community Development Association in Kaohsiung City to organize diverse experiential courses utilizing local resources. Accompanied by Yuanta volunteers, students experienced local banana fiber craftsmanship. They personally extracted natural fibers from the pseudostems of banana leaf sheaths, then used them to create sphagnum moss balls and paint with sap from the banana pseudostems. This sparked students’ interest in natural materials and ignited their imagination, transforming each child into a green thumb and an eco-friendly little champion. Through a full day of hands-on activities, the students gained an understanding of resource recycling and the implementation of environmental sustainability concepts. Both schools participating in this event embrace a philosophy of diverse teaching approaches. Shangping Elementary School in Kaohsiung City is dedicated to creative teaching that integrates art with the environment. Wutai Elementary School in Pingtung County is renowned for its preservation of Rukai (indigenous Taiwanese) culture and ecological education. The schools extended their sincere gratitude for the invitation. Yuanta Happiness Day aligns perfectly with their exploratory learning philosophy, offering field trips and experiential learning that allow students to experience the charm of Taiwan’s traditional sugar industry culture and eco-friendly craftsmanship. The Yuanta Foundation stated that a principal once shared, “Receiving an invitation from Yuanta is like the joy of happiness knocking at your door; it feels as exhilarating as winning the lottery.” The original purpose of Yuanta Happiness Day is to ensure every child receives their own special gift. The Happiness Gift Pack is more than just material aid—it transforms care into companionship and inspiration, encouraging students to pursue their dreams with courage. Since its inception in 2012, the initiative has held 68 sessions, mobilizing over 2,000 volunteers and distributing more than 9,000 customized Happiness Gift Packs. The Yuanta Foundation partners with local communities and educational institutions to transform “happiness” from a single gift into a beacon of light illuminating the path ahead for children in remote areas.

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
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Earnings Releases
August 2025 元大金控
August 2025 元大金控
August 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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3,832 NTD mn | 23,277 NTD mn | 1.75 NTD |
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