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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 5,824 across all filing types
Latest filing 2025-04-30 Interim / Quarterly Rep…
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05月法人說明會簡報 — 288520250516M001.pdf
Interim / Quarterly Report Classification · 95% confidence The document contains detailed financial performance data for the first quarter of 2025 (1Q25), including consolidated financial summaries for various subsidiaries, un-audited quarterly numbers, and business segment performance. It includes substantive financial data and analysis for a period shorter than a full fiscal year. The document length is 7,841 characters, which is sufficient to be a full report rather than a brief announcement. There is no indication that this is an annual report or a regulatory filing announcement. The presence of quarterly financial data and business summaries aligns with the definition of an Interim / Quarterly Report (IR). Q1 2025
2025-04-30 Chinese
114年05月法人說明會簡報 — 288520250430E001.pdf
Interim / Quarterly Report Classification · 95% confidence The document contains detailed financial and business performance information for the fourth quarter of 2024 (4Q2024), including business reviews, financial summaries, and un-audited financial data for Yuanta Financial Holding Company and its subsidiaries. The presence of comprehensive financial data, business segment analysis, and performance metrics indicates this is a periodic financial report covering a quarter. The document length is 8262 characters, which is sufficient to contain substantive financial data and analysis, not just an announcement or summary. There is no indication that this is an annual report (10-K) or a full audit report (AR), nor is it a brief earnings release (ER) since it contains detailed business reviews and financial summaries. Therefore, the document best fits the category of an Interim / Quarterly Report (IR). FY 2024
2025-04-30 Chinese
114年05月法人說明會簡報 — 288520250430M001.pdf
Interim / Quarterly Report Classification · 95% confidence The document contains detailed financial performance data for the fourth quarter of 2024 (4Q2024), including consolidated financial summaries for various subsidiaries, asset and liability tables, profit and loss summaries, and other financial metrics. The presence of substantive financial data and analysis for a quarterly period, along with notes indicating the data is unaudited but specific to 4Q24, indicates this is a comprehensive interim or quarterly financial report. There is no indication that this is merely an announcement or a presentation; the document length (7208 characters) and content depth support classification as an Interim / Quarterly Report (IR). FY 2024
2025-04-30 Chinese
114年05月法人說明會簡報
Investor Presentation Classification · 95% confidence The document is a listing of scheduled investor meetings and presentations by a company (元大金) with dates, locations, and links to presentation materials. It includes references to investor conferences and presentations but does not contain financial statements, audit information, voting results, or regulatory filings. The content is consistent with investor presentations or materials shared during such meetings. Given the nature of the content as presentations for investors, the appropriate classification is Investor Presentation (IP). The document length is short and does not indicate it is an announcement of a report publication, so it is not RPA or RNS.
2025-04-30 Chinese
114年04月法人說明會簡報 — 288520250430E001.pdf
Interim / Quarterly Report Classification · 95% confidence The document contains detailed financial and business performance information for the fourth quarter of 2024, including business reviews, financial summaries, and un-audited financial data for Yuanta Financial Holding Company and its subsidiaries. The presence of comprehensive financial data, business analysis, and performance metrics for a specific fiscal period shorter than a full year (4Q2024) indicates this is an Interim / Quarterly Report. The document length (8262 characters) and the detailed content confirm it is the report itself, not just an announcement or summary. Therefore, the appropriate classification is Interim / Quarterly Report (IR). FY 2024
2025-04-30 Chinese
114年04月法人說明會簡報 — 288520250430M001.pdf
Interim / Quarterly Report Classification · 95% confidence The document contains detailed financial performance data for the fourth quarter of 2024 (4Q2024), including consolidated financial summaries for various subsidiaries, asset and liability tables, profit and loss summaries, and other financial metrics. The presence of substantive financial data and analysis for a quarterly period, along with notes indicating that the numbers are unaudited but specific to 4Q24, strongly indicates this is a comprehensive interim or quarterly financial report. There is no indication that this is merely an announcement or a presentation, nor is it a full annual report. The document length (7208 characters) and the detailed financial content support classification as an Interim / Quarterly Report (IR). FY 2024
2025-04-30 Chinese

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