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Last Updated: 2026
Yuanta Financial Holding image

Yuanta Financial Holding

Rank#802
Market Cap31.16B
CountryTaiwan
Summary
History
Mission
Vision
References
Summaryarrow
Yuanta Financial Holding Co., Ltd. operates as a financial services company primarily in Taiwan. The company operates through five segments: Banking, Securities, Futures, Insurance, and Others. It offers personal and corporate banking services; and securities brokerage, lending, trading, dealing, underwriting, financing and refinancing, trading assistance, and investment consulting services, as well as engages in the securities investment trust business. The company also provides futures management, consultant, contract trading, and contract and agency financing services; and issues financial and derivative instruments. In addition, it offers asset management services; investment and management, financial, enterprise management, business information, and economic and trade consultancy services; marketing strategy and plan, technique promotion, and technique services; insurance agency services; and investment intermediary, trust, financial advisory, investment consultancy, and discretionary account services. Further, the company manages mutual, private, and venture capital funds; and provides derivative instruments brokerage and dealing services. Additionally, it is involved in the real estate investment, investment trusts, and leasing business; and provision of monetary debt management services for financial institutions, as well as information services. In addition, the company offers life, medical, accident injury, and investment-oriented insurance products. Yuanta Financial Holding Co., Ltd. was founded in 1961 and is based in Taipei, Taiwan.
Historyarrow

Yuanta Financial Holding Co., Ltd. was founded in 1972 as the Yuanta Securities Investment Trust Co., Ltd.. The company was listed on the Taiwan Stock Exchange in 2001. In 2010, Yuanta began to expand its operations. It has since acquired a wide range of financial services companies throughout Asia, becoming a comprehensive financial services provider. In 2017, Yuanta made a significant acquisition of ChinaLife Insurance Co. Ltd., China's largest life insurer.

Missionarrow
Yuanta’s mission is to create value for our customers, shareholders and partners through providing integrated financial services and the highest standard of customer service.
Visionarrow
Yuanta’s vision is to be Asia’s leading integrated financial services provider.
Referencesarrow

https://en.wikipedia.org/wiki/Yuanta_Securities

https://in.investing.com/equities/yuanta-fhc

https://finance.yahoo.com/quote/2885.TW/profile?p=2885.TW

https://www.crunchbase.com/organization/yuanta-financial-holdings-group

https://companiesmarketcap.com/

https://www.yuanta.com

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Leadership team
M
Mr. Chien Weng (Pres , Mang. & Director)
M
Mr. Hsu-Shu Mai (CFO & Sr. VP of Financial Management Department)
M
Mr. Jin-Tang Wu (Chief International Operations Officer & Sr. VP of Institutional IR Dept.-International Division)
Products / Services
Diversified Financial Services
Number of Employees
1,000 - 20,000
Address
Taipei, T'ai-pei, Taiwan
Established
1961-01-01
Net Income
$1B – $20B
Revenue
$1B+
Traded as
2885.TW
Website
https://www.yuanta.com
Social Media
linkedin
Last Updated: 2026
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