Yuanta Financial Holding Co. Ltd. · TWSE:2885
Yuanta Financial — 2Q26 Earnings Presentation
39 slides from Yuanta Financial's earnings presentation, 2026
Slide 1: Thinking Regionally, Acting Locally 2Q26
Thinking Regionally, Acting Locally 2Q26
Slide 2: RA FA
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Slide 3: B ak KH
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Slide 4: 元大金控簡介
TUK fH IT au. > va’ 7U x = j2 FUNGSEET Holdings 3
Slide 5: ROE目標及股利政策 (2026-2030)
元大金控簡介 ROE目標及股利政策 (2026-2030) 4
Slide 6: 多元金融服務營業模式
元大金控簡介 多元金融服務營業模式 Note: 1) * Application for new business will be constrained if CAR is below 250%. 2) ** TIS is preliminary estimate and the final result will be subject to the regulatory approval. 3) Data as of June 30, 2026. 5
Slide 7: 海外曝險佔金控淨值比重 (國家別)
元大金控簡介 海外曝險佔金控淨值比重 (國家別) Source: Yuanta FHC ; Banking Bureau 6
Slide 8: 財務績效表現
元大金控簡介 財務績效表現 Note: 1) 2Q26 numbers are audited. 7
Slide 9: ESG永續發展歷程
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Slide 10: Be tA? fir
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Slide 11: ESG永續發展為營運之重心
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Slide 12: WA BH AZ
WA BH AZ LEGER a. = va’ 7U x = j2 FUNGSEET Holdings it
Slide 13: 泛證券自然避險效果造就亮麗獲利表現
財務業務摘要 – 泛證券業務 泛證券自然避險效果造就亮麗獲利表現 Note:1H26 numbers are audited Source: Yuanta Sec., Yuanta Funds, Yuanta Futures, and Taiwan Futures Exchange 12
Slide 14: 獨特獲利模式難以複製
財務業務摘要 – 泛證券業務 獨特獲利模式難以複製 Note: Data as of June 30, 2026 Source: Yuanta Securities, Yuanta Funds, Yuanta Futures 13
Slide 15: 元大證券 善用自身優勢擴展多元收入來源
財務業務摘要 - 元大證券 善用自身優勢擴展多元收入來源 14
Slide 16: BM US FBR - AKBH
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Slide 17: 經紀市佔率持續成長
財務業務摘要 - 元大證券 經紀市佔率持續成長 Source: Taiwan Stock Exchange; Taipei Exchange; Yuanta Securities 16
Slide 18: 散戶交易模式轉變
財務業務摘要 - 元大證券 散戶交易模式轉變 Note: Calculated using TAIEX plus OTC trading volume Source: Securities and Futures Bureau (Taiwan) ; Yuanta Securities 17
Slide 19: 信用交易業務大幅領先同業
財務業務摘要 - 元大證券 信用交易業務大幅領先同業 Note: Pihsiang Machinery (Ticker: 1729) ceased trading on 5/18/2017 and was officially delisted on 1/2/2018 Source: Taiwan Stock Exchange; Taipei Exchange; Yuanta Securities 18
Slide 20: 台股表現與日均量走勢圖
財務業務摘要 - 元大證券 台股表現與日均量走勢圖 Source: Taiwan Stock Exchange; Taipei Exchange 19
Slide 21: 證券營收來源多元化
財務業務摘要 - 元大證券 (單家) 證券營收來源多元化 20
Slide 22: 基金品牌巨擘 強大競爭優勢
財務業務摘要 - 元大投信 基金品牌巨擘 強大競爭優勢 21
Slide 23: 完整產品線 滿足投資人全方位需求
財務業務摘要 - 元大投信 完整產品線 滿足投資人全方位需求 Source: Yuanta Funds Note: Data as of June 30, 2026 22
Slide 24: 期貨業務表現穩居產業領先地位
財務業務摘要 - 元大期貨 財業務表現穩居產業領先地位 Source：Taiwan Futures Exchange, Yuanta Futures Note：Data as of June 30, 2026 23
Slide 25: 通路布局完整,提供全球期貨交易/避險服務
財務業務摘要 - 元大期貨 通路布局完整，提供全球期貨交易/避險零時差服務 Source：Yuanta Futures；Yuanta Securities 24
Slide 26: WA BS AB
WA BS AB ALKSRAT a. = va’ 7U x = j2 FUNGSEET Holdings 25
Slide 27: 元大銀行整體績效表現
財務業務摘要 – 元大銀行 (單家) 整體績效表現 Note: 1) 2Q26 numbers are audited. 26
Slide 28: 存放款結構分析
財務業務摘要 – 元大銀行 (單家) 存放款結構分析 Note: 1) 2Q26 numbers are audited 27
Slide 29: 淨利息收益率 (NIM) 及存放利差表現
財務業務摘要 – 元大銀行 (單家) 淨利息收益率 (NIM) 及存放利差表現 Note: 1) 2Q26 numbers are audited 28
Slide 30: 手續費淨收益結構
財務業務摘要 – 元大銀行 (單家) 手續費淨收益結構 Note: 1) 2Q26 numbers are audited 29
Slide 31: 資產品質良好
財務業務摘要 – 元大銀行 (單家) 資產品質良好 Note: 1) 2Q26 numbers are audited 30
Slide 32: 附件資料
Bet Ae a att ‘ar 7 xK = 2 pnts Holdings 31
Slide 33: 元大金控財務摘要
附件資料 元大金控財務摘要 (Consolidated Base) Note: 2Q26 numbers are audited 32
Slide 34: 元大證券財務摘要
附件資料 元大證券財務摘要 (Consolidated Base) Note: 1) 2Q26 numbers are audited 2) EPS and ROE calculations are standalone 33
Slide 35: 元大銀行財務摘要
附件資料 元大銀行財務摘要 (Consolidated Base) Note: 1) 2Q26 numbers are audited. 34
Slide 36: 元大人壽財務摘要
附件資料 元大人壽財務摘要 Note: 1) 2Q26 numbers are audited 2) * FYP & Total premium include investment-linked policies. 35
Slide 37: 淨值變動表
附件資料 淨值變動表 Note: * Others include insurance and reinsurance finance income (expenses) and other items. ** TIS is preliminary estimate and the final result will be subject to the regulatory approval. 36
Slide 38: CSM 餘額變動及保費收入結構
附件資料 CSM 餘額變動及保費收入結構 Note: 1. 1H26 numbers are audited 2. CSM balance excludes reinsurances 37
Slide 39: 元大人壽投資組合
附件資料 元大人壽投資組合 Note: 1H26 numbers are audited 38
Yuanta Financial Holding — 2Q26 Earnings Presentation on 6ix