Company Yuanta Financial Holding Co., Ltd.

Equities

2885

TW0002885001

Investment Banking & Brokerage Services

Analysts' Consensus

Business Summary

Sales per Business

Sales per region

Managers

Members of the board

Share class

Shareholders

Holdings

Company contact information

Group companies

Sector

Sales per Business

Sales per region

Ratings for Yuanta Financial Holding Co., Ltd.

EPS Revisions

Quarterly earnings - Rate of surprise

Sector Other Investment Banking & Brokerage Services

End-of-day quote Taiwan S.E. Other stock markets 06:00:00 2024-04-25 pm EDT			5-day change	1st Jan Change
30 ^TWD	+0.67%		+0.33%	+8.70%

Mar. 25	Yuanta Financial Holding Co., Ltd. Announces Directorate Changes of Yuanta Futures(HK)	CI
Mar. 14	Yuanta Financial Holding Co., Ltd. Reports Earnings Results for the Full Year Ended December 31, 2023	CI

Yuanta Financial Holding Co., Ltd. is a Taiwan-based financial holding company mainly engaged in the financing businesses. The Company mainly conducts investment business and business management business. The Company mainly invests in financial holding company, banking, voucher finance, credit, trust, security, and other financial related businesses. The company's main businesses include voucher, banking, life insurance, investment trust and others.

Number of employees: 14,913

TWD in Million	2022	Weight	2023	Weight	Delta
Securities 46.9 %	40,188	43.9 %	46,049	46.9 %	+14.58%
Banking 23.9 %	20,225	22.1 %	23,413	23.9 %	+15.76%
Insurance 19.8 %	24,435	26.7 %	19,373	19.8 %	-20.72%
Others 5.8 %	3,810	4.2 %	5,662	5.8 %	+48.63%
Futures 3.7 %	2,844	3.1 %	3,593	3.7 %	+26.35%

TWD in Million	2022	Weight	2023	Weight	Delta
Taiwan 83.0 %	77,386	84.6 %	81,435	83.0 %	+5.23%
South Korea 12.6 %	10,267	11.2 %	12,354	12.6 %	+20.33%
Others 4.4 %	3,849	4.2 %	4,300	4.4 %	+11.72%

Managers	Title	Age	Since
Chien Weng CEO	Chief Executive Officer	-	-
Hsu Shu Mai DFI	Director of Finance/CFO	-	-
Ting Chien Shen CHM	Chairman	74	09-04-15
Fang Ming Lo CTO	Chief Tech/Sci/R&D Officer	-	-
Wen Ching Chiu CMP	Compliance Officer	-	-
Ching Sun Yang ADM	Chief Administrative Officer	-	-
Jin Tang Wu COO	Chief Operating Officer	-	07-06-30
Zi Miao Chen IRC	Investor Relations Contact	-	-
Ya Bin Li SEC	Corporate Secretary	-	-
Chieh Wu PRN	Corporate Officer/Principal	-	-

Members of the board	Title	Age	Since
Ting Chien Shen CHM	Chairman	74	09-04-15
Wei-Chen Ma BRD	Director/Board Member	53	13-05-31
Kuang Si Shiu BRD	Director/Board Member	72	19-06-13
Chien Weng CEO	Chief Executive Officer	-	-
Hsing Yi Chow BRD	Director/Board Member	64	19-06-13
Chung Yuan Chen BRD	Director/Board Member	-	16-06-15
Ming-Ling Hsueh BRD	Director/Board Member	68	16-06-15
Zhong-Yuan Chen BRD	Director/Board Member	-	16-06-15
Xiao Wen Yang BRD	Director/Board Member	-	-

	Vote	Quantity	Free-Float	Company-owned shares	Total Float
Stock A	1	12,689,082,000	10,220,366,377 ( 80.54 %)	0	80.54 %

Name	Equities	%	Valuation
Tsun Chueh Investment Co. Ltd. 5.701 %	723,442,809	5.701 %	687 M NT$
Modern Investment Co. Ltd. 1.050 %	133,237,446	1.050 %	127 M NT$
State Street Global Advisors Ltd. 0.2518 %	31,950,099	0.2518 %	30 M NT$
Fubon Asset Management Co., Ltd. 0.2200 %	27,914,680	0.2200 %	27 M NT$
Sjunde AP-fonden 0.1680 %	21,313,580	0.1680 %	20 M NT$
Pension Reserves Investment Management Board 0.1189 %	15,090,261	0.1189 %	14 M NT$
Storebrand Asset Management AS 0.0888 %	11,264,293	0.0888 %	11 M NT$
Dimensional Fund Advisors Ltd. 0.0635 %	8,054,601	0.0635 %	8 M NT$
Northern Trust Fund Managers (Ireland) Ltd. 0.0603 %	7,652,274	0.0603 %	7 M NT$
Mercer Global Investments Europe Ltd. 0.0577 %	7,325,994	0.0577 %	7 M NT$

Name	Equities	%	Valuation
YUANTA SECURITIES KOREA CO., LTD. 58.56%	116,876,331	58.56%	233,535,272 $

Yuanta Financial Holding Co. Ltd.

1F, 6F, 9F, 10 F, 12-13F No. 66, Section 1

105, Taipei

+886 2 2586 5859

http://www.yuanta.com

address Yuanta Financial Holding Co., Ltd.(2885)

Name	Category and Sector
YUANTA SECURITIES KOREA CO., LTD.	Investment Banks/Brokers
Yuanta Securities (Hong Kong) Co., Ltd. Yuanta Securities (Hong Kong) Co., Ltd. Investment Banks/BrokersFinance Yuanta Securities (Hong Kong) Co., Ltd. (YSHK) is a brokerage firm headquartered in Hong Kong. The firm is a wholly-owned subsidiary of Yuanta Securities Asia Financial Services Ltd., ultimately owned by Yuanta Financial Holding Co. Ltd. (TPE: 2885) in Taiwan. YSHK provides brokerage services to global and local institutional clients, corporate clients as well as individual investors.	Investment Banks/Brokers
Yuanta Commercial Bank Co. Ltd. Yuanta Commercial Bank Co. Ltd. Investment Banks/BrokersFinance Yuanta Commercial Bank Co. Ltd. provides investment services. It offers foreign exchange trading, brokerage, underwriting of new issues, share placements, insurance, wealth management, product expertise and advanced technology services to its clients. The company is headquartered in Taipei, Taiwan.	Investment Banks/Brokers
YUANTA FUTURES	Investment Banks/Brokers
Yuanta International Investment (Hong Kong) Ltd. Yuanta International Investment (Hong Kong) Ltd. Financial ConglomeratesFinance Yuanta International Investment (Hong Kong) Ltd. is based in Hong Kong, Hong Kong. Part of Yuanta Securities Co., Ltd., Yuanta International Investment (Hong Kong) Ltd. is a Chinese company that provides investment services. Founded in 2015.	Financial Conglomerates
Yuanta Diamond Funds Spc
Yuanta Securities Asia Financial Services Ltd. Yuanta Securities Asia Financial Services Ltd. Investment ManagersFinance Part of Yuanta Securities Co., Ltd., Yuanta Securities Asia Financial Services Ltd. is a Taiwanese company that provides financial advisory services. The private company is based in Taipei, Taiwan.	Investment Managers

Trading Rating

Investor Rating

ESG Refinitiv

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Sell

Buy

Mean consensus

HOLD

Number of Analysts

Last Close Price

30 TWD

Average target price

28.08 TWD

Spread / Average Target

-6.40%

Consensus

Estimates Revisions

Company calendar

Financials

Banking & Investment Services

Investment Banking & Investment Services

Investment Banking & Brokerage Services

Other Investment Banking & Brokerage Services

	1st Jan change	Capi.
YUANTA FINANCIAL HOLDING CO., LTD.	+8.70%	11.67B
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CHARLES SCHWAB	+9.00%	137B
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CITIC SECURITIES COMPANY LIMITED	-5.94%	36.38B
RAYMOND JAMES FINANCIAL, INC.	+9.29%	25.26B
CSC FINANCIAL CO., LTD.	-9.42%	21.24B
LPL FINANCIAL HOLDINGS INC.	+17.00%	19.89B
NOMURA HOLDINGS, INC.	+43.36%	17.44B
CHINA MERCHANTS SECURITIES CO., LTD.	+11.73%	16.69B

Other Investment Banking & Brokerage Services