2024 The National Brand Yushan Award-Best Product : Intelligent Condition Sheet
Global Banking & Finance Awards-Best Digital Banking Transformation Taiwan 2024
2024 Wealth Magazine- Best Digital Finance、Best Digital Intelligence System
永續發展
永续发展
Sustainability
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02122025Yuanta FHC Made CDP A List for 5 Consecutive Years for Outstanding Corporate Sustainability Performance and Continued Financial ImpactYuanta Financial Holding Company (FHC) responds to the international trend of carbon reduction by incorporating ESG (environmental, social, and governance) risk factors into daily operations and decision-making, and has received international recognition for sustainable management strength. We have made the A List for carbon disclosure, the highest honor, for five consecutive years, and have been ranked at the Leadership Level for seven years in a row, in the 2024 scores published by the CDP, a global non-profit environmental disclosure organization. Moreover, S&P Global, an international sustainability rating organization, announced its 2025 Sustainability Yearbook, in which Yuanta FHC has been selected for six years straight and placed in the top one percent (1%) of the world’s best companies, making Yuanta FHC a benchmark company in Taiwan’s financial industry. Yuanta FHC is the first financial institution in Taiwan to clearly price the “internalizing of the external costs” of greenhouse gas emissions, and has introduced various sustainability standards and ISO management systems to regularly track Yuanta Group’s carbon reduction performance. In terms of renewable energy utilization, by 2024, all subsidiaries of Yuanta Group have started to use green power, and new Yuanta-owned buildings have been equipped with solar panels, and energy management has been effectively implemented through intelligent energy monitoring and control. With a 30% coverage rate of green power usage in branch offices, Yuanta is currently the financial institution with the widest coverage in Taiwan. As a member of the Coalition of Movers and Shakers on Sustainable Finance, Yuanta FHC is committed to taking more proactive and concrete actions in the five major areas of green procurement, funding and engagement, information disclosure, assistance and promotion, and international outreach. Yuanta FHC signed the Net-Zero pledge of the Science Based Targets initiative (SBTi), following the SBT methodology, to fully inventory and disclose the carbon emissions of investment and financing portfolios in the Climate and Nature-Related Financial Disclosures Report, in order to prudently respond to the risks of climate change for the entity and its restructuring. Following the review by the SBTi, Yuanta FHC, with the goal of net-zero carbon emissions by 2050, continues to reduce carbon emissions from our own operations, comply with the Sustainable Finance Guidelines, and exert key impact in the financial industry, which has once again been acclaimed by the S&P Global Sustainability Yearbook, an international sustainability rating organization with a high benchmark. The Yearbook takes into account the Dow Jones Sustainability Index (DJSI) scores for the governance & economic, environmental, and social dimensions, and recognizes Yuanta FHC for our outstanding performance in each of these dimensions.
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01232025Celebrating Lunar New Year, Yuanta Happiness Day Warms Up Orphanage Students with Exclusive Happiness Gift Packs, Creating Beautiful Memories with LoveThe Lunar New Year is the most important festival in Taiwan. In order to make the orphanage students feel the festive joy and social care during the Lunar New Year, Yuanta Financial Holding Company (FHC) and Yuanta Cultural and Educational Foundation (Foundation) organized two “Yuanta Happiness Days” on January 21 and 22, inviting 107 orphanage students from the northern part of Taiwan to visit famous sports stores to select sportswear and shoes as New Year’s gifts. 30 Yuanta volunteers participated in the two events, accompanying the children to celebrate the warm and meaningful New Year’s holiday in advance. Yuanta Happiness Day started before the 2012 Lunar New Year. The then chairwoman of Yuanta Foundation, Mrs. Li-Chuang Tu, also known as Grandma Tu to the children, once said, “The most exciting thing for the children during the Lunar New Year is to wear new clothes and shoes.” On the eve of the start of the school year after the Lunar New Year, Yuanta Foundation arranged for the orphanage students, accompanied by Yuanta volunteers, to choose their own new clothes and shoes at a department store. We hoped that this exclusive, heartwarming gift would bring support to the children, and we have since established the Yuanta Happiness Day, a meaningful event that has been passed down to the present day. A shuttle bus was arranged to transport the orphanage students to the sports store. Students’ faces were filled with joy as they carefully selected their favorite sportswear. Yuanta volunteers were eager to assist the students in choosing their clothing, providing advice on how to dress up, and sharing their own life experiences and anecdotes, making the event full of warmth and laughter. Volunteers said, “When the children grow up, they may remember that one Lunar New Year, some big brothers and big sisters accompanied them to pick out clothes, so that they could have a pleasant New Year’s memory, and that’s the role we play.” A volunteer also shared, “Yuanta Happiness Day warms children’s hearts with love, and it’s very touching to see the children’s happy smiles.” Yuanta FHC has been investing in child and adolescent care for a long time, realizing the commitment and original intention of the enterprise to give back to the society through practical actions. Over the past fourteen years, a total of 49 Yuanta Happiness Days have been organized, and 8,756 Happiness Gift Packs have been delivered under the warm companionship of 2,238 volunteers to give the schoolchildren exclusive gifts, encouraging them to be brave enough to pursue their dreams and embrace their future.
Announcements
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02172025YFH announces Yuanta International Investment (HK)'s acquisition of Japan Activation Capital III L.P.
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02172025YFH announces the convening of the 2025 AGM by Yuanta Securities (Thailand)
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02132025YFH announces board resolution of Yuanta Savings Bank (Korea) approving no distribution of 2024 dividend to shareholders
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Digital Finance
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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
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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
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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
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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
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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
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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
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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
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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
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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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Yuanta FHC
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Yuanta Futures
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營運概況
营运概况
Earnings Releases
January 2025 元大金控
January 2025 元大金控
January 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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2,606 NTD mn | 2,606 NTD mn | 0.20 NTD |
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