Yuanta Financial Holding Co. Ltd. · TWSE:2885
Yuanta Financial — Q2 2026 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: Disclaimer
Disclaimer This presentation is provided by Yuanta Financial Holding Company, Ltd. (the “Company”) and has not been reviewed by an accountant or independent expert. While every effort is made to ensure the accuracy and completeness of the presentation, the Company does not guarantee that all informa
Slide 3: Table of Contents
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Slide 4: Yuanta Profile
Yuanta Profile a. = va’ 7U x = j2 FUNGSEET Holdings 3
Slide 5: ROE Target & Dividend Policy (2026-2030)
Yuanta Profile ROE Target & Dividend Policy (2026-2030) 4
Slide 6: Diversified Financial Services Model
Yuanta Profile Diversified Financial Services Model 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: Overseas Exposures to Shareholders' Equity
Yuanta Profile Overseas Exposures to Shareholders' Equity (By Country) Source: Yuanta FHC ; Banking Bureau 6
Slide 8: Results Overview
Yuanta Profile Results Overview Note: 1) 2Q26 numbers are audited. 7
Slide 9: ESG Sustainability Roadmap
Yuanta Profile ESG Sustainability Roadmap 8
Slide 10: Yuanta Commitment to Sustainability
Yuanta Profile Yuanta Commitment to Sustainability 9
Slide 11: Operation Based on ESG Sustainability
Yuanta Profile Operation Based on ESG Sustainability 10
Slide 12: Business Review: Pan-Securities Businesses
Business Review Pan-Securities Businesses 11
Slide 13: Robust Performance Driven by Natural Hedge Model
Business Review – Pan-Securities Businesses Robust Performance Driven by Natural Hedge Model Note:1H26 numbers are audited Source: Yuanta Sec., Yuanta Funds, Yuanta Futures, and Taiwan Futures Exchange 12
Slide 14: A Dominant Player in Taiwan's Capital Market
Business Review – Pan-Securities Businesses A Dominant Player in Taiwan’s Capital Market Note: Data as of June 30, 2026 Source: Yuanta Securities, Yuanta Funds, Yuanta Futures 13
Slide 15: Domestic Brokerage Business Diversified
Business Review – Yuanta Securities Domestic Brokerage Business Diversified 14
Slide 16: Becoming an Asia-Pacific Regional Broker
Business Review – Yuanta Securities Becoming an Asia-Pacific Regional Broker Note: Data as of June 30, 2026 15
Slide 17: The Leading Securities Company in Taiwan
Business Review – Yuanta Securities The Leading Securities Company in Taiwan Source: Taiwan Stock Exchange; Taipei Exchange; Yuanta Securities 16
Slide 18: Shifting Investor Composition in Taiwan's Markets
Business Review – Yuanta Securities Shifting Investor Composition in Taiwan’s Markets Note: Calculated using TAIEX plus OTC trading volume Source: Securities and Futures Bureau (Taiwan) ; Yuanta Securities 17
Slide 19: The Industry Leader in Margin Financing
Business Review – Yuanta Securities The Industry Leader in Margin Financing 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: Taiwan Historical Index and Trading Volume
Business Review – Yuanta Securities Taiwan Historical Index and Trading Volume Securities Average Daily Turnover Volume (NT$ bn) Source: Taiwan Stock Exchange; Taipei Exchange 19
Slide 21: Securities Revenue Sources Diversified
Business Review – Yuanta Securities (Standalone) Securities Revenue Sources Diversified 20
Slide 22: Taiwan's Premier Investment Management Company
Business Review – Yuanta Funds Taiwan’s Premier Investment Management Company 21
Slide 23: Wide-Ranging, Industry-Leading Investment Products
Business Review – Yuanta Funds Wide-Ranging, Industry-Leading Investment Products Source: Yuanta Funds Note: Data as of June 30, 2026 22
Slide 24: Bellwether for Taiwan's Futures Industry
Business Review – Yuanta Futures Bellwether for Taiwan’s Futures Industry Source：Taiwan Futures Exchange, Yuanta Futures Note：Data as of June 30, 2026 23
Slide 25: Comprehensive Global Coverage for Futures Trading
Business Review – Yuanta Futures Comprehensive Global Coverage for Futures Trading Source：Yuanta Futures; Yuanta Securities 24
Slide 26: Business Review: Yuanta Bank
Business Review Yuanta Bank 25
Slide 27: Financial Overview
Business Review – Yuanta Bank (Standalone) Financial Overview Note: 1) 2Q26 numbers are audited. 26
Slide 28: Loan and Deposit Breakdown
Business Review – Yuanta Bank (Standalone) Loan and Deposit Breakdown Note: 1) 2Q26 numbers are audited 27
Slide 29: NIM and Spread
Business Review – Yuanta Bank (Standalone) NIM and Spread Note: 1) 2Q26 numbers are audited 28
Slide 30: Fee Income Breakdown
Business Review – Yuanta Bank (Standalone) Fee Income Breakdown Note: 1) 2Q26 numbers are audited 29
Slide 31: Asset Quality
Business Review – Yuanta Bank (Standalone) Asset Quality Note: 1) 2Q26 numbers are audited 30
Slide 32: Appendix
Appendix a. = va’ 7U x = 32 FUNGSEET Holdings 31
Slide 33: Yuanta FHC Financial Summary
Appendix Yuanta FHC Financial Summary (Consolidated Base) Note: 2Q26 numbers are audited 32
Slide 34: Yuanta Securities Financial Summary
Appendix Yuanta Securities Financial Summary (Consolidated Base) Note: 1) 2Q26 numbers are audited 2) EPS and ROE calculations are standalone 33
Slide 35: Yuanta Bank Financial Summary
Appendix Yuanta Bank Financial Summary (Consolidated Base) Note: 1) 2Q26 numbers are audited. 34
Slide 36: Yuanta Life Financial Summary
Appendix Yuanta Life Financial Summary Note: 1) 2Q26 numbers are audited 2) * FYP & Total premium include investment-linked policies. 35
Slide 37: Changes in Net Worth
Appendix Changes in Net Worth 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: Key Financial Performance
Appendix Key Financial Performance Note: 1. 1H26 numbers are audited 2. CSM balance excludes reinsurances 37
Slide 39: Yuanta Life Investment Portfolio
Appendix Yuanta Life Investment Portfolio Note: 1H26 numbers are audited 38
Yuanta Financial Holding Company — Q2 2026 Earnings Presentation on 6ix