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Key Performance of Public Welfare Projects
Total investment
NT$10,205 million (Note)
We have been caring for important social issues and working with stakeholders to provide practical assistance.
Total number of beneficiaries
806,242 persons
Yuanta business offices are used as community communication relay stations, combining the power of volunteers to build a tight-knit safety support net.
Volunteers
24,291 persons
We invest in resources to enable disadvantaged students to complete their studies, help young people become self-sufficient, and nurture professional talents.
Note: Total value of cash and in-kind donations.

Assisting Disaster Victims in Guangfu Township – Yuanta and Clients Jointly Donate 300 Motorcycles

Upholding the spirit of disaster relief and assistance, the Group allocated NT$30 million in 2025 to support local governments and public welfare organizations in helping victims of Typhoon Danas and Typhoon Ragasa restore their lives and ease financial burdens. In Guangfu Township, Hualien, communities were severely affected when the Matai’an Creek barrier lake overflowed, causing residents’ motorcycles to be flooded and scrapped and disrupting daily life. To help residents return to normal life, five subsidiaries of the Group —Yuanta Securities, Yuanta Bank, Yuanta Life, Yuanta Funds, and Yuanta Futures — jointly launched a donation initiative. The Group purchased 200 brand‑new motorcycles from Sanyang Motor and Kwang Yang Motor for donation, investing about NT$10 million. This effort also prompted Sanyang Motor to donate an additional 100 motorcycles. Ultimately,300 motorcycles were allocated and distributed by the Executive Yuan to affected residents.

Because the administrative procedures for donating motorcycles are quite complex, Yuanta Financial Holdings worked in advance with government agencies and motorcycle manufacturers to complete all required procedures, including license plate issuance for ownership transfer, compulsory motorcycle insurance, and transfer-related taxes and fees, in order to simplify the motorcycle registration process for disaster victims and reduce their burden. As a result, recipients did not have to bear any costs; they only needed to bring their ID card to complete the collection process and could immediately put the motorcycle to daily use, greatly easing the burden after the disaster.



 

“Yuanta Financial Management Day”Promotes Financial Habits in Rural Schools Across Taiwan Through Games

Since 2018, “Yuanta Financial Management Day” has aimed to promote financial education in rural schools across Taiwan and help children build financial literacy. With the core idea of learning through play, the Yuanta Cultural and Educational Foundation has leveraged the Group’s financial expertise to design three board games tailored for elementary students and trained Group employees to serve as instructors. Through games, they guide fourth‑ to sixth‑grade students in learning how to allocate money, considering spending choices, and experiencing investing.

Over the past eight years, 1,506 students have benefited. In 2025, the Yuanta Cultural and Educational Foundation held “Yuanta Financial Management Day”, benefiting a total of 212 students. That year also marked a milestone, as the program successfully crossed the Central Mountain Range to reach Fushan Experimental Elementary School in Beinan Township, Taitung County, completing its journey across all rural counties and cities in Taiwan. Looking ahead, “Yuanta Financial Management Day” will continue to deepen its commitment to rural areas, planting the seeds of financial knowledge in more rural children’s hearts.

 
Donations to Political Parties, Stakeholders & Public Welfare Organizations
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Donor Date
Yuanta Securities June, 2026
Recipient
Yuanta Cultural and Educational Foundation
Amount
40,600,000
Donor Date
Yuanta Bank June, 2026
Recipient
Yuanta Cultural and Educational Foundation
Amount
17,500,000
Donor Date
Yuanta Funds May, 2026
Recipient
Yuanta Cultural and Educational Foundation
Amount
7,700,000
Donor Date
Yuanta Futures May, 2026
Recipient
Yuanta Cultural and Educational Foundation
Amount
4,200,000
Donor Date
Yuanta Securities May, 2026
Recipient
Taiwan Financial Services Roundtable
Amount
875,000
Donor Date
Yuanta Bank May, 2026
Recipient
Taiwan Financial Services Roundtable
Amount
750,000
Donor Date
Yuanta Funds May, 2026
Recipient
Taiwan Financial Services Roundtable
Amount
500,000
Donor Date
Yuanta Futures June, 2026
Recipient
Taiwan Financial Services Roundtable
Amount
375,000
Donor Date
Yuanta Securities November, 2025
Recipient
Eastern Taiwan Joint Services Center, Executive Yuan & Industrial Development Administration, Ministry of Economic Affairs
Amount
5,000,000
Donor Date
Yuanta Bank November, 2025
Recipient
Eastern Taiwan Joint Services Center, Executive Yuan & Industrial Development Administration, Ministry of Economic Affairs
Amount
1,250,000
Donor Date
Yuanta Life November, 2025
Recipient
Eastern Taiwan Joint Services Center, Executive Yuan & Industrial Development Administration, Ministry of Economic Affairs
Amount
1,250,000
Donor Date
Yuanta Funds November, 2025
Recipient
Eastern Taiwan Joint Services Center, Executive Yuan & Industrial Development Administration, Ministry of Economic Affairs
Amount
1,250,000
Donor Date
Yuanta Futures November, 2025
Recipient
Eastern Taiwan Joint Services Center, Executive Yuan & Industrial Development Administration, Ministry of Economic Affairs
Amount
1,250,000
Donor Date
Yuanta Securities October, 2025
Recipient
Institute of Financial Law and Crime Prevention
Amount
2,000,000
Donor Date
Yuanta Bank October, 2025
Recipient
Institute of Financial Law and Crime Prevention
Amount
1,000,000
Donor Date
Yuanta Funds November, 2025
Recipient
Institute of Financial Law and Crime Prevention
Amount
1,500,000
Donor Date
Yuanta Futures October, 2025
Recipient
Institute of Financial Law and Crime Prevention
Amount
500,000
Donor Date
Yuanta Securities August, 2025
Recipient
Taiwan Foundation for Disaster Relief
Amount
10,000,000
Donor Date
Yuanta Bank August, 2025
Recipient
Taiwan Foundation for Disaster Relief
Amount
2,500,000
Donor Date
Yuanta Life August, 2025
Recipient
Taiwan Foundation for Disaster Relief
Amount
2,500,000
Donor Date
Yuanta Funds August, 2025
Recipient
Taiwan Foundation for Disaster Relief
Amount
2,500,000
Donor Date
Yuanta Futures August, 2025
Recipient
Taiwan Foundation for Disaster Relief
Amount
2,500,000
Donor Date
Yuanta Securities June, 2025
Recipient
Taiwan Financial Services Roundtable
Amount
875,000
Donor Date
Yuanta Bank June, 2025
Recipient
Taiwan Financial Services Roundtable
Amount
750,000
Donor Date
Yuanta Futures June, 2025
Recipient
Taiwan Financial Services Roundtable
Amount
375,000
Donor Date
Yuanta Funds July, 2025
Recipient
Taiwan Financial Services Roundtable
Amount
500,000
Donor Date
Yuanta Securities May, 2025
Recipient
Yuanta Cultural and Eduational Foundation
Amount
39,200,000
Donor Date
Yuanta Bank April,
Recipient
Yuanta Cultural and Eduational Foundation
Amount
18,900,000
Donor Date
Yuanta Futures April, 2025
Recipient
Futures
Amount
4,200,000
Donor Date
Yuanta Funds April, 2025
Recipient
Yuanta Cultural and Eduational Foundation
Amount
7,700,000
Donor Date
Yuanta Securities June, 2024
Recipient
Taiwan Financial Services Roundtable
Amount
875,000
Donor Date
Yuanta Bank June, 2024
Recipient
Taiwan Financial Services Roundtable
Amount
750,000
Donor Date
Yuanta Futures June, 2024
Recipient
Taiwan Financial Services Roundtable
Amount
375,000
Donor Date
Yuanta Funds June, 2024
Recipient
Taiwan Financial Services Roundtable
Amount
500,000
Donor Date
Yuanta Securities April, 2024
Recipient
Taiwan Foundation for Disaster Relief
Amount
12,000,000
Donor Date
Yuanta Bank April, 2024
Recipient
Taiwan Foundation for Disaster Relief
Amount
5,000,000
Donor Date
Yuanta Futures April, 2024
Recipient
Taiwan Foundation for Disaster Relief
Amount
1,500,000
Donor Date
Yuanta Funds April, 2024
Recipient
Taiwan Foundation for Disaster Relief
Amount
1,500,000
Donor Date
Yuanta Securities June, 2023
Recipient
Taiwan Financial Services Roundtable
Amount
875,000
Donor Date
Yuanta Bank June, 2023
Recipient
Taiwan Financial Services Roundtable
Amount
750,000
Donor Date
Yuanta Futures June, 2023
Recipient
Taiwan Financial Services Roundtable
Amount
375,000
Donor Date
Yuanta Funds June, 2023
Recipient
Taiwan Financial Services Roundtable
Amount
500,000
Donor Date
Yuanta Securities May, 2023
Recipient
Yuanta Cultural and Eduational Foundation
Amount
43,200,000
Donor Date
Yuanta Securities May, 2023
Recipient
Yuanta-Polaris Research Institutue
Amount
12,420,000
Donor Date
Yuanta Funds May, 2023
Recipient
Yuanta Cultural and Eduational Foundation
Amount
6,400,000
Donor Date
Yuanta Funds May, 2023
Recipient
Yuanta-Polaris Research Institutue
Amount
1,840,000
Donor Date
Yuanta Bank April, 2023
Recipient
Yuanta Cultural and Eduational Foundation
Amount
26,400,000
Donor Date
Yuanta Bank April, 2023
Recipient
Yuanta-Polaris Research Institutue
Amount
7,590,000
Donor Date
Yuanta Futures April, 2023
Recipient
Yuanta Cultural and Eduational Foundation
Amount
4,000,000
Donor Date
Yuanta Futures April, 2023
Recipient
Yuanta-Polaris Research Institutue
Amount
1,150,000
Donor Date
Yuanta Securities October, 2022
Recipient
Taiwan Fund for Children and Families
Amount
6,800,000
Donor Date
Yuanta Securities October, 2022
Recipient
Taiwan Fund for Children and Families
Amount
6,800,000
Donor Date
Yuanta Bank September, 2022
Recipient
Taiwan Fund for Children and Families
Amount
2,300,000
Donor Date
Yuanta Funds September, 2022
Recipient
Taiwan Fund for Children and Families
Amount
600,000
Donor Date
Yuanta Futures September, 2022
Recipient
Taiwan Fund for Children and Families
Amount
300,000
Donor Date
Yuanta Securities June, 2022
Recipient
Taiwan Financial Services Roundtable
Amount
875,000
Donor Date
Yuanta Bank June, 2022
Recipient
Taiwan Financial Services Roundtable
Amount
750,000
Donor Date
Yuanta Funds June, 2022
Recipient
Yuanta Cultural and Eduational Foundation
Amount
4,800,000
Donor Date
Yuanta Funds June, 2022
Recipient
Taiwan Financial Services Roundtable
Amount
500,000
Donor Date
Yuanta Futures June, 2022
Recipient
Taiwan Financial Services Roundtable
Amount
375,000
Donor Date
Yuanta Securities May, 2022
Recipient
Yuanta Cultural and Eduational Foundation
Amount
54,400,000
Donor Date
Yuanta Bank May, 2022
Recipient
Yuanta Cultural and Eduational Foundation
Amount
18,400,000
Donor Date
Yuanta Futures May, 2022
Recipient
Yuanta Cultural and Eduational Foundation
Amount
2,400,000
Donor Date
Yuanta Securities May, 2022
Recipient
Yuanta-Polaris Research Institutue
Amount
21,480,000
Donor Date
Yuanta Bank May, 2022
Recipient
Yuanta-Polaris Research Institutue
Amount
7,270,000
Donor Date
Yuanta Funds May, 2022
Recipient
Yuanta-Polaris Research Institutue
Amount
1,900,000
Donor Date
Yuanta Futures April, 2022
Recipient
Yuanta-Polaris Research Institutue
Amount
950,000
Donor Date
Yuanta Securities June, 2021
Recipient
Taiwan Financial Services Roundtable
Amount
875,000
Donor Date
Yuanta Securities June, 2021
Recipient
Taiwan Ministry of Health and Welfare
Item
20 Assembled Negative Pressure Isolation Chambers
Donor Date
Yuanta Securities June, 2021
Recipient
Taipei Veterans General Hospital
Amount
9,000,000
Donor Date
Yuanta Securities June, 2021
Recipient
Yuanta Cultural and Eduational Foundation
Amount
47,200,000
Donor Date
Yuanta Securities June, 2021
Recipient
Yuanta-Polaris Research Institutue
Amount
12,390,000
Donor Date
Yuanta Bank June, 2021
Recipient
Taiwan Financial Services Roundtable
Amount
750,000
Donor Date
Yuanta Bank June, 2021
Recipient
Taipei Veterans General Hospital
Amount
29,000,000
Donor Date
Yuanta Funds June, 2021
Recipient
Taiwan Financial Services Roundtable
Amount
500,000
Donor Date
Yuanta Funds June, 2021
Recipient
Taipei Veterans General Hospital
Amount
7,000,000
Donor Date
Yuanta Futures June, 2021
Recipient
Taiwan Financial Services Roundtable
Amount
375,000
Donor Date
Yuanta Futures June, 2021
Recipient
Taipei Veterans General Hospital
Amount
5,000,000
Donor Date
Yuanta Futures June, 2021
Recipient
Yuanta Cultural and Eduational Foundation
Amount
4,000,000
Donor Date
Yuanta Bank May, 2021
Recipient
Yuanta Cultural and Eduational Foundation
Amount
23,200,000
Donor Date
Yuanta Bank April, 2021
Recipient
Yuanta-Polaris Research Institutue
Amount
6,090,000
Donor Date
Yuanta Funds April, 2021
Recipient
Yuanta Cultural and Eduational Foundation
Amount
5,600,000
Donor Date
Yuanta Funds April, 2021
Recipient
Yuanta-Polaris Research Institutue
Amount
1,470,000
Donor Date
Yuanta Futures April, 2021
Recipient
Yuanta-Polaris Research Institutue
Amount
1,050,000
Donor Date
Yuanta Securities August, 2020
Recipient
Taiwan Fund for Children and Families, Syin-Lu Social Welfare Foundation, Downs Syndrome Foundation R.O.C., Spinal Cord Injury Foundation, Boyo Social Welfare Foundation, Kids' Bookhouse, Mercy Home
Amount
42,999,000
Donor Date
Yuanta Bank August, 2020
Recipient
As above
Amount
45,999,000
Donor Date
Yuanta Futures August, 2020
Recipient
As above
Amount
5,502,000
Donor Date
Yuanta Funds August, 2020
Recipient
As above
Amount
5,502,000
Donor Date
Yuanta Securities June, 2020
Recipient
Taiwan Financial Services Roundtable
Amount
875,000
Donor Date
Yuanta Bank June, 2020
Recipient
Taiwan Financial Services Roundtable
Amount
875,000
Donor Date
Yuanta Futures June, 2020
Recipient
Taiwan Financial Services Roundtable
Amount
375,000
Donor Date
Yuanta Funds June, 2020
Recipient
Taiwan Financial Services Roundtable
Amount
375,000
Donor Date
Yuanta Securities May, 2020
Recipient
Yuanta Cultural and Educational Foundation
Amount
21,500,000
Donor Date
Yuanta Bank May, 2020
Recipient
Yuanta Cultural and Educational Foundation
Amount
23,000,000
Donor Date
Yuanta Futures May, 2020
Recipient
Yuanta Cultural and Educational Foundation
Amount
2,750,000
Donor Date
Yuanta Funds May, 2020
Recipient
Yuanta Cultural and Educational Foundation
Amount
2,750,000
Donor Date
Yuanta Securities May, 2020
Recipient
Yuanta-Polaris Research Institute
Amount
9,290,000
Donor Date
Yuanta Bank May, 2020
Recipient
Yuanta-Polaris Research Institute
Amount
9,930,000
Donor Date
Yuanta Futures May, 2020
Recipient
Yuanta-Polaris Research Institute
Amount
1,190,000
Donor Date
Yuanta Funds May, 2020
Recipient
Yuanta-Polaris Research Institute
Amount
1,190,000