Slides
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Thinking Regionally, Acting Locally 2Q26
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1
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2 Table of Contents
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3 Yuanta Profile
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4 Yuanta Profile ROE Target & Dividend Policy (2026-2030)
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5 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.
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Source: Yuanta FHC ; Banking Bureau 6 Yuanta Profile Overseas Exposures to Shareholders' Equity (By Country)
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7 Results Overview Note: 1) 2Q26 numbers are audited. Yuanta Profile
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8 Yuanta Profile ESG Sustainability Roadmap
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9 Yuanta Commitment to Sustainability Yuanta Profile
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10 Operation Based on ESG Sustainability Yuanta Profile
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11 Business Review Pan-Securities Businesses
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12 Robust Performance Driven by Natural Hedge Model Business Review – Pan-Securities Businesses Note:1H26 numbers are audited Source: Yuanta Sec., Yuanta Funds, Yuanta Futures, and Taiwan Futures Exchange
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13 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
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14 Business Review – Yuanta Securities Domestic Brokerage Business Diversified
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15 Becoming an Asia-Pacific Regional Broker Business Review – Yuanta Securities Note: Data as of June 30, 2026
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16Source: Taiwan Stock Exchange; Taipei Exchange; Yuanta Securities Business Review – Yuanta Securities The Leading Securities Company in Taiwan
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17 Source: Securities and Futures Bureau (Taiwan) ; Yuanta Securities Business Review – Yuanta Securities Note: Calculated using TAIEX plus OTC trading volume Shifting Investor Composition in Taiwan’s Markets
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18Source: Taiwan Stock Exchange; Taipei Exchange; Yuanta Securities The Industry Leader in Margin Financing Business Review – Yuanta Securities Note: Pihsiang Machinery (Ticker: 1729) ceased trading on 5/18/2017 and was officially delisted on 1/2/2018
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Taiwan Historical Index and Trading Volume Source: Taiwan Stock Exchange; Taipei Exchange Securities Average Daily Turnover Volume (NT$ bn) Business Review – Yuanta Securities 19
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20 Business Review – Yuanta Securities (Standalone) Securities Revenue Sources Diversified
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21 Taiwan’s Premier Investment Management Company Business Review – Yuanta Funds
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22 Source: Yuanta Funds Business Review – Yuanta Funds Wide-Ranging, Industry-Leading Investment Products Note: Data as of June 30, 2026
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23Source：Taiwan Futures Exchange, Yuanta Futures Note：Data as of June 30, 2026 Business Review – Yuanta Futures Bellwether for Taiwan’s Futures Industry
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24Source：Yuanta Futures; Yuanta Securities Comprehensive Global Coverage for Futures Trading Business Review – Yuanta Futures
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25 Business Review Yuanta Bank
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26 Business Review – Yuanta Bank (Standalone) Note: 1) 2Q26 numbers are audited. Financial Overview
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27 Business Review – Yuanta Bank (Standalone) Loan and Deposit Breakdown Note: 1) 2Q26 numbers are audited
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28 Business Review – Yuanta Bank (Standalone) NIM and Spread Note: 1) 2Q26 numbers are audited
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29 Business Review – Yuanta Bank (Standalone) Fee Income Breakdown Note: 1) 2Q26 numbers are audited
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30 Business Review – Yuanta Bank (Standalone) Asset Quality Note: 1) 2Q26 numbers are audited
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31 Appendix
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32 Note: 2Q26 numbers are audited Appendix Yuanta FHC Financial Summary (Consolidated Base)
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33 Appendix Yuanta Securities Financial Summary (Consolidated Base) Note: 1) 2Q26 numbers are audited 2) EPS and ROE calculations are standalone
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34 Appendix Yuanta Bank Financial Summary (Consolidated Base) Note: 1) 2Q26 numbers are audited.
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35 Appendix Yuanta Life Financial Summary Note: 1) 2Q26 numbers are audited 2) * FYP & Total premium include investment-linked policies.
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36 Changes in Net Worth Appendix 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.
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37 Appendix Key Financial Performance Note: 1. 1H26 numbers are audited 2. CSM balance excludes reinsurances
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38 Appendix Yuanta Life Investment Portfolio Note: 1H26 numbers are audited