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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 2023-06-07 Director's Dealing
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
112年05月董事會成員及持股
Director's Dealing Classification · 95% confidence The document contains detailed tables listing shareholdings and pledged shares of company insiders, including directors, supervisors, managers, and related persons. It provides specific data on share counts, pledged shares, and related party holdings. The content is focused on insider shareholdings and pledges rather than financial results, management changes, or meeting materials. There is no indication of a report publication or announcement, nor is there any financial statement or earnings data. The document is a disclosure of insider share transactions or holdings, which aligns with the definition of Director's Dealing (DIRS). The document length is substantial and contains detailed insider shareholding data, confirming it is not a brief announcement or certification. Therefore, the appropriate classification is Director's Dealing (DIRS).
2023-06-07 Chinese
元大金控公告112年5月份自結合併損益
Earnings Release Classification · 95% confidence The document is a short announcement from Yuanta Financial Holdings (元大金控) reporting self-calculated consolidated profit and loss for May 2023 (112/06/07 in ROC calendar). It provides monthly and cumulative financial figures but explicitly states that the data has not been audited or certified by accountants. The document length is only 1420 characters, which is quite short and resembles a brief financial update rather than a full financial report. There is no detailed financial statement or comprehensive analysis, only summarized profit figures. This fits the profile of an Earnings Release (ER), which is an initial announcement of periodic financial results with key highlights only. It is not an Annual Report (10-K), Interim Report (IR), or Management Discussion and Analysis (MDA) because it lacks detailed financial statements or management commentary. It is not a Regulatory Filing (RNS) because it contains substantive financial data, not just a certification or compliance statement. Therefore, the best classification is Earnings Release (ER). Q2 2023
2023-06-07 Chinese
元大金控代子公司元大銀行公告向元大證券取得使用權資產
Regulatory Filings Classification · 95% confidence The document is a disclosure from a listed company (元大金控) about a related party transaction involving the lease of a right-of-use asset from a subsidiary (元大銀行) to another related party (元大證券). It details the transaction terms, pricing, valuation, and compliance with relevant financial holding company regulations. The document is short (2035 characters) and focuses on a specific transaction announcement rather than a financial report or earnings release. There is no financial statement or comprehensive financial data presented. This fits the category of a Regulatory Filing (RNS), which covers general regulatory announcements and disclosures that do not fit other specific categories.
2023-05-31 Chinese
元大金控代子公司元大人壽公告 董事會決議通過松江大樓新建工程室內裝修預算案
Regulatory Filings Classification · 95% confidence The document is a short announcement from a listed company (元大金控) regarding a board resolution passed by its subsidiary (元大人壽) about an interior renovation budget for a new building. It includes details such as the date, the person speaking, and the nature of the announcement. There is no financial data, no detailed report, no voting results, no regulatory certification, or other complex filings. The document is brief (664 characters) and serves as a regulatory announcement of a corporate event related to board decisions but not a management change or financial report. This fits best under Regulatory Filings (RNS), which is the fallback category for miscellaneous regulatory announcements that do not fit other specific categories.
2023-05-30 Chinese
元大金控代子公司元大人壽公告董事會代行股東常會 重要決議事項
Declaration of Voting Results & Voting Rights Announcements Classification · 95% confidence The document is a brief announcement from 元大金控 (Yuanta Financial Holdings) regarding important resolutions made by the board acting on behalf of the shareholders' meeting (股東常會) held on 112/05/30. It lists key decisions such as approval of the 111年度 (year 111) earnings distribution, approval of the business report and financial statements, and notes that the board is exercising the shareholders' meeting powers. The document is short (634 characters) and primarily reports the results of a shareholders' meeting or board acting as shareholders. It does not contain the full annual report or detailed financial statements, but rather a summary of resolutions. This fits the category of Declaration of Voting Results & Voting Rights Announcements (DVA), which covers official results from shareholder votes at any general meeting. The document is not a full Annual Report (10-K) or Management Report (MDA), nor is it a Regulatory Filing (RNS) or Report Publication Announcement (RPA) since it contains substantive resolution details rather than just a notice of report availability. Therefore, the best classification is DVA with high confidence.
2023-05-30 Chinese
112年第1季海外子公司投資
Interim / Quarterly Report Classification · 90% confidence The document contains detailed financial data about investments in overseas subsidiaries, including shareholding percentages, original investment amounts, investment balances, and recognized investment gains or losses for the current period. The data is presented in a tabular format with monetary values and notes explaining the accounting treatment. The document is 2383 characters long, which is relatively short but contains substantive financial data rather than just an announcement or certification. There is no indication that this is a full annual report or an interim report for a shorter period, but the data corresponds to a quarterly reporting period (112年1季, which translates to Q1 of year 112 in the Taiwanese calendar). Given the presence of detailed financial figures and investment analysis for a specific quarter, this aligns best with an Interim / Quarterly Report (IR). It is not a simple announcement or certification, so it is not RPA or RNS. Therefore, the classification is IR with high confidence. Q1 2023
2023-05-30 Chinese

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