Skip to main content
Yuanta Group logo

Yuanta Group — Investor Relations & Filings

Ticker · 2885 ISIN · TW0002885001 LEI · 21380045JG57LJEFFE13 TW Financial and insurance activities
Open in API
Filings indexed 5,827 across all filing types
Latest filing 2023-12-05 Capital/Financing Update
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
元大金控代子公司元大證券(韓國)公告董事會決議通過 電子短期公司債發行限額
Capital/Financing Update Classification · 100% confidence The document is a formal announcement from a listed company (元大金控) regarding a board resolution approving the issuance limit of electronic short-term corporate bonds by its subsidiary (元大證券(韓國)). The content includes details such as the board meeting date, bond issuance amount, issuance period, interest rate, underwriting method, and other bond issuance specifics. This is a clear update on the company's financing activity, specifically about bond issuance. The document is short (927 characters) and is not a report or financial statement but an announcement of a financing decision. Therefore, it fits best under the category 'Capital/Financing Update (CAP)'.
2023-12-05 Chinese
元大金控代元大證券公告董事會決議終止設立創業投資管理顧問子公司
Board/Management Information Classification · 95% confidence The document is a formal announcement from a listed company (元大金控) regarding a board resolution to terminate the establishment of a venture capital management advisory subsidiary. It includes details about the board meeting date, decision, and related disclosures. The content focuses on a board decision and corporate action rather than financial results, audit, or regulatory filings. The document length is short (1703 characters) and it is not a report itself but an announcement of a board decision. This fits the category of Board/Management Information (MANG), which covers announcements of changes or decisions by the board of directors or senior management.
2023-11-30 Chinese
本公司擬於民國112年12月04日受邀參加第一金證券舉行之線上投資人會議
Investor Presentation Classification · 95% confidence The document is a short announcement (653 characters) about the company Yuanta Financial Holdings (2885) planning to participate in an online investor meeting hosted by First Securities on December 4, 2023. It provides details such as date, time, location, and a note that full financial information can be found on the public information observatory website. There is no actual financial data, report content, or detailed presentation included. The document is essentially a notice of an upcoming investor presentation event, not the presentation itself or a financial report. According to the rules, such announcements about investor meetings are best classified as Investor Presentation (IP) if they contain the presentation, or Report Publication Announcement (RPA) if announcing a report release. However, this document is announcing participation in an investor meeting, which aligns with Investor Presentation (IP) category as it relates to investor-focused events and presentations. Confidence is high due to clear event details and absence of financial data or report attachments.
2023-11-30 Chinese
112年12月法人說明會簡報 — 288520231130E003.pdf
Investor Presentation Classification · 95% confidence The document is a detailed presentation from Yuanta Financial Holding Company for the third quarter of 2023 (3Q2023). It includes a comprehensive business review, financial summaries, and operational highlights with un-audited financial data for the quarter ending September 30, 2023. The content is structured as a presentation with multiple sections covering business segments, financial performance, and sustainability goals. The presence of forward-looking statements and disclaimers typical of investor communications, along with detailed financial and business information, indicates this is an investor presentation rather than a formal quarterly report or earnings release. The document length (over 10,000 characters) and detailed content support this classification. It is not an earnings release (which would be shorter and focused on key financial highlights), nor is it a full annual or interim report with audited financial statements. Therefore, the most appropriate classification is Investor Presentation (IP).
2023-11-30 Chinese
112年12月法人說明會簡報 — 288520231130M003.pdf
Interim / Quarterly Report Classification · 95% confidence The document is a detailed presentation from Yuanta Financial Holdings covering the third quarter of 2023 (3Q2023). It includes financial performance summaries, business segment overviews, risk management, ESG commitments, and various financial data points such as asset and liability summaries, profit and loss statements, and segment financial summaries. The document explicitly states that the 3Q23 numbers are unaudited and contains substantive financial data and analysis for the quarter. It is not a brief announcement or a certification letter, nor is it a full annual report. The content and structure align with a comprehensive quarterly or interim financial report rather than a simple earnings release or investor presentation. Therefore, the most appropriate classification is Interim / Quarterly Report (IR). 9M 2023
2023-11-30 Chinese
112年12月法人說明會簡報
Investor Presentation Classification · 90% confidence The document is a brief listing from a public information observation station showing details about an upcoming or recent investor presentation event by a company (元大金). It includes the date, time, location, and links to presentation materials. The content is focused on the announcement and scheduling of an investor meeting and related presentation files, not the full report or detailed financial data. The document length is short (781 characters), and it primarily serves as an announcement or summary of an investor presentation event rather than the presentation itself or a detailed report. Therefore, the most appropriate classification is Investor Presentation (IP).
2023-11-30 Chinese

Browse filings by year

14 years

Report missing filing

Can't find a specific document? Let us know and we'll add it within 24 hours.

We will notify you once the filing is added.
Report sent
Thank you. We will check the data and update it shortly.