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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 5,829 across all filing types
Latest filing 2023-06-15 Report Publication Anno…
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
元大金控公告111年度股東會中英文年報勘誤
Report Publication Announcement Classification · 95% confidence The document is a short announcement (704 characters) from a company (元大金融控股股份有限公司) regarding corrections to the 111年度股東會 (Annual General Meeting) Chinese and English annual reports. It states that the corrected reports have been uploaded to the public information observation station. The document does not contain the full annual report itself but announces corrections and the availability of the updated report. According to the 'Menu vs Meal' rule, such a short document announcing the availability or correction of a report should be classified as a Report Publication Announcement (RPA), not as the Annual Report (10-K).
2023-06-15 Chinese
元大金控代子公司元大亞金公告股東常會重要決議事項
Declaration of Voting Results & Voting Rights Announcements Classification · 95% confidence The document is a brief announcement from a listed company (元大金控) regarding the important resolutions passed at a shareholders' meeting (股東常會). It includes details such as the meeting date, approval of the 2022 financial report, appointment of an auditor, and other meeting outcomes. The document is short (629 characters) and serves as a notification of the meeting results rather than the full report itself. This fits the category of Declaration of Voting Results & Voting Rights Announcements (DVA), which covers official results from shareholder votes at general meetings. Therefore, the appropriate classification is DVA with high confidence.
2023-06-15 Chinese
元大金控代子公司元大亞金公告股東常會召開事宜
Regulatory Filings Classification · 95% confidence The document is a brief announcement from a company (元大金控) regarding the convening of a shareholders' meeting (股東常會召開事宜). It includes details such as the board resolution date, meeting date, location, and agenda items like approval of the 2022 financial report and appointment of auditors. The document is short (721 characters) and serves as a notification of the meeting rather than the meeting materials or the full annual report itself. There is no detailed financial data or comprehensive report content. Therefore, it fits best as a Regulatory Filing (RNS) since it is a general regulatory announcement about the shareholders' meeting and related matters, not the actual Annual Report (10-K) or AGM Information (AGM-R).
2023-06-15 Chinese
111年企業ESG資訊揭露
Environmental & Social Information Classification · 95% confidence The document contains detailed data and descriptions related to environmental, social, and governance (ESG) factors such as greenhouse gas emissions, energy management, water resource management, waste management, employee welfare, and board composition. It includes metrics, policies, and targets related to sustainability and corporate social responsibility. There is no indication that this is a financial report, earnings release, or regulatory filing. The content aligns with Environmental & Social Information (ESG) reporting. The document length is 2594 characters, which is consistent with a focused ESG report rather than a brief announcement or a full annual report. Therefore, the most appropriate classification is Environmental & Social Information (SR).
2023-06-15 Chinese
本公司擬於民國112年06月16日受邀參加第一金證券舉行之線上投資人會議
Regulatory Filings Classification · 95% confidence The document is a short announcement (653 characters) stating that the company (2885 元大金) plans to participate in an online investor meeting organized by a securities firm on a specific date. It provides details about the date, time, and location of the investor meeting but does not contain any financial data, analysis, or report content. It is essentially a notice about an upcoming investor presentation event rather than the presentation itself or a financial report. According to the definitions, this fits best as an Investor Presentation (IP) announcement. However, since the document is very brief and only announces the event without providing the presentation materials, it aligns more with a Regulatory Filing (RNS) as a general announcement. The document does not meet the criteria for a full Investor Presentation (IP) or any other detailed report. Therefore, the most appropriate classification is Regulatory Filings (RNS).
2023-06-14 Chinese
112年06月法人說明會簡報 — 288520230614E003.pdf
Investor Presentation Classification · 95% confidence The document is a detailed presentation from Yuanta Financial Holding Company for the first quarter of 2023 (1Q2023). It includes financial summaries, business reviews, ESG sustainability goals, and un-audited financial data for various subsidiaries. The content is structured as a presentation with multiple slides covering financial performance, business segments, and strategic outlook. It explicitly states that the numbers are un-audited and the presentation has not been reviewed by an accountant or independent expert. The document is not a formal audited report or regulatory filing but rather a comprehensive investor-focused presentation of quarterly results and business overview. Therefore, it fits best as an Investor Presentation (IP).
2023-06-14 Chinese

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