元大金控 元大金控 元大金控

Yuanta Financial Holding Company (FHC) continues to advance toward becoming an international benchmark enterprise for sustainability. On February 18, S&P Global released the results of its 2026 Sustainability Yearbook evaluation. Through proactive engagement and implementation of sustainability initiatives, Yuanta FHC has been selected for the seventh consecutive year, retaining our position among the top one percent (1%) of outstanding enterprises. This achievement demonstrates Yuanta FHC’s strong competitiveness and influence within the global ESG (environmental, social, and governance) landscape. S&P Global, the world’s most influential provider of financial information and credit ratings, annually publishes its Sustainability Yearbook. This publication bases its selection on the Corporate Sustainability Assessment (CSA) scores used by the Dow Jones Sustainability Indices (DJSI). This year, it selected the top ten percent (10%) of companies with the most outstanding overall sustainability performance from over 9,200 enterprises across more than 59 industries worldwide. Yuanta FHC has long been committed to sustainability. Our five major subsidiaries have attained balanced development within their respective sectors, with over 60% of their scoring indicators ranking in the top one percent (1%) globally within the group of diversified financial services and capital markets. They showed excellent performance among various topics including risk & crisis management, policy influence, climate strategy, human rights, and financial inclusion. As a member of the Coalition of Movers and Shakers on Sustainable Finance, Yuanta FHC is dedicated to strengthening the financial industry’s sustainable talent development system and practical capabilities. Together with the Securities and Futures Institute, Yuanta FHC serves as convener of the Empowerment and Certification Working Group under the Net-Zero Promotion Working Platform of Taiwan’s Financial Supervisory Commission (FSC). By the end of 2025, over 4,000 employees across the entire Yuanta Group had obtained the sustainable finance basic competency certification, driving the total number of certified professionals in Taiwan’s financial sector to exceed 45,000. This displays leading accomplishments in cultivating sustainable finance talent and advancing practical implementation. Yuanta FHC has achieved remarkable performance in deepening the commitment to sustainability, making the highest Climate A List in the CDP assessment for six years in a row and maintaining the Leadership Level for eight straight years—setting the benchmark for Taiwan’s financial sector. Continuing to amplify our sustainable finance influence, Yuanta FHC’s three subsidiaries—Yuanta Securities, Yuanta Bank, and Yuanta Funds—collaborated to reach engagement targets with high-carbon-emission industries. All three ranked within the top 25% in FSC’s 2025 Second Sustainable Finance Evaluation, tangibly promoting industrial climate transition.

The Lunar New Year is Taiwan’s most emotionally unifying holiday. To help underprivileged children experience the warmth of the festival and societal care, Yuanta Financial Holding Company (FHC) and Yuanta Cultural and Educational Foundation (Foundation) hosted two “Yuanta Happiness Day” events on February 4th and 5th. We invited 117 children from two remote elementary schools and an orphanage in northern Taiwan to visit a renowned sporting goods store. Accompanied by Yuanta volunteers, the children personally selected sportswear and shoes as New Year gifts. A total of 32 Yuanta volunteers participated in the event, allowing the children to experience the warmth and meaning of the New Year in advance. Yuanta Happiness Day originated in the year 2012, just before the Lunar New Year. Mrs. Li-Chuang Tu, then chairwoman of the Yuanta Foundation—affectionately known as “Grandma Tu” by the children—noticed that for the youngsters, the happiest part of celebrating the New Year was putting on new clothes and shoes. She specially invited children from orphanages to visit department stores before the start of the new school term after the holiday. Accompanied by Yuanta volunteers, the children selected their own happiness gift packs, experiencing a New Year blessing tailored just for them. This meaningful event has continued to this day, distributing nearly ten thousand gift packs. Seeing the children’s satisfied smiles after each event is the greatest motivation for the Yuanta Group to keep organizing Yuanta Happiness Day. These past two days, children have entered the store with beaming smiles, enthusiastically discussing their chosen treasures with classmates. Yuanta volunteers warmly accompanied them, generously offering styling advice, sharing life experiences and growth stories, and building genuine connections with the children. Yuanta Happiness Day is more than just a charitable event—it is a journey of growth alongside underprivileged students. Beyond providing material support, we hope that through small changes each year, the children will feel the power of being respected and valued. Yuanta FHC has consistently fulfilled the commitment to corporate social responsibility, dedicating long-term efforts to caring for children and youth. Over the past fifteen years, we have organized 55 Yuanta Happiness Day events. With the warm companionship of 2,449 volunteers, we have distributed a total of 9,666 happiness gift packs. Through concrete actions, we safeguard children’s needs, join hands with the public to spread happiness, and let love and companionship illuminate every corner of society.