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Yuanta Group — Investor Relations & Filings

Ticker · 2885 ISIN · TW0002885001 LEI · 21380045JG57LJEFFE13 TW Financial and insurance activities
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Filings indexed 5,820 across all filing types
Latest filing 2025-06-30 Annual Report
Country TW Taiwan
Listing TW 2885

About Yuanta Group

http://www.yuanta.com

Yuanta Financial Holdings is a comprehensive financial services group providing a broad spectrum of integrated financial solutions. The company operates through several key subsidiaries, including its flagship securities division, which maintains a leading market position in brokerage and margin lending. Its core business activities encompass retail and corporate banking, asset management, investment trust services, and futures trading. Additionally, the group offers a diverse range of insurance products, including life insurance and personal financial risk planning. By leveraging its strong foundation in the securities sector, Yuanta Financial Holdings delivers wealth management, stock trading, and specialized lending services to a diverse client base. The group focuses on providing holistic financial planning and investment services, supported by a robust infrastructure in investment banking and capital markets.

Recent filings

Filing Released Lang Actions
114年年報及股東會資料 — 2025_2885_20250613F05.pdf
Annual Report Classification · 100% confidence The document is a detailed report of a company's Annual General Meeting (AGM) held on June 13, 2025 (Republic of China year 114). It includes attendance details, voting results on the approval of the 113th fiscal year (2024) business report and financial statements, and extensive management discussion on financial performance, business environment, company strategy, and ESG achievements. It also contains the audit committee's review report and the independent auditor's report with unqualified opinion on the consolidated financial statements for the fiscal year 113 (2024). The document includes comprehensive financial data, management analysis, audit opinions, and corporate governance and sustainability strategies. This is consistent with the content and format of an Annual Report (10-K equivalent) rather than just an announcement or a summary. The length (15,000 characters) and depth of content confirm it is the full report, not a publication announcement or a certification. Therefore, the document should be classified as an Annual Report (10-K). FY 2024
2025-06-30 Chinese
114年年報及股東會資料 — 2025_2885_20250613F17.pdf
Major Shareholding Notification Classification · 100% confidence The document lists the top ten shareholders of a company as of a specific date (April 15, 114th year in the ROC calendar, which corresponds to 2025), including their shareholdings and relationships among them. This is a typical major shareholding notification, detailing significant ownership stakes and related party information. There is no indication of a full financial report, management discussion, or other types of filings. The document is short (1260 characters) and focused solely on shareholding data, fitting the definition of a Major Shareholding Notification.
2025-06-30 Chinese
114年年報及股東會資料 — 2024_2885_20250613FE4.pdf
Annual Report Classification · 100% confidence The document is titled as an "Annual report" and includes detailed sections such as Letter to Shareholders, Corporate Governance Report, Financing Status, Overview of Operations, Discussion and Analysis of Financial Status and Financial Performance, and Special Items. It contains comprehensive financial and operational information for the fiscal year 2024, with publication date January 31, 2025. The length is substantial (15,000 characters), indicating it is the full report rather than a brief announcement. The content matches the description of an official yearly report covering company activity and full financial performance, which corresponds to an Annual Report (10-K). FY 2024
2025-06-30 Chinese
114年年報及股東會資料 — 2024_2885_20250613F04.pdf
Annual Report Classification · 95% confidence The document contains extensive financial data, performance metrics, ESG (Environmental, Social, and Governance) information, and references to fiscal periods (e.g., 113, 114) which appear to be annual or full-year periods. The length of the document (15,000 characters) and the detailed content including financial ratios, ratings, and sustainability indices indicate this is a comprehensive report rather than a brief announcement or certification. There is no indication that this is a transcript, a voting result, or a short announcement. The presence of detailed financial and ESG data aligns with the characteristics of an Annual Report (10-K). Therefore, the document is best classified as an Annual Report (10-K). FY 2024
2025-06-30 Chinese
114年年報及股東會資料 — 2025_2885_20250613F13.pdf
AGM Information Classification · 95% confidence The document is titled as reference materials for the 114th Annual General Meeting (AGM) of 元大金融控股股份有限公司. It includes approval items such as the 113th fiscal year business report and financial statements, earnings distribution proposals, amendments to company articles, and election of directors including independent directors. The content is typical of materials prepared for an AGM, including detailed financial data, dividend proposals, and board member election information. There is no indication that this is the full annual report itself, but rather supporting materials for the AGM. The document length is 7321 characters, which is consistent with detailed AGM materials rather than a full 10-K or Annual Report. Therefore, the document fits the category of AGM Information (AGM-R).
2025-06-30 Chinese
114年年報及股東會資料 — 2025_2885_20250613FE2.pdf
AGM Information Classification · 95% confidence The document is titled 'Handbook for the 2025 Annual Shareholders Meeting' and includes detailed agenda items such as the 2024 Business Report, Audit Committee's Review of the 2024 Business Report and Financial Statements, proposals for adoption of the 2024 Business Report and Financial Statements, election of the Board of Directors, and other shareholder meeting procedures. The content is consistent with materials typically prepared and distributed for an Annual General Meeting (AGM), including business reports, financial statements, proposals, and election information. The document is lengthy (15,000 characters) and contains substantive content rather than just an announcement or a brief summary. Therefore, it fits the category of AGM Information (AGM-R), which covers presentations and materials shared during the AGM.
2025-06-30 Chinese

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