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Yuanta Securities Investment Trust Co., Ltd.
Tsung-Sheng Liu · Asset Manager · Index/Passive
Yuanta Securities Investment Trust Co., Ltd. (Yuanta SITC), a subsidiary of Yuanta Financial Holdings, is the leading asset management company in Taiwan and a pioneer in the exchange-traded fund (ETF) market. Established in 1992 and significantly expanded through the acquisition of Polaris Securities’ investment trust business in 2012, the firm has consistently maintained the largest market share in Taiwan's ETF and mutual fund sectors. Yuanta SITC is renowned for launching Taiwan's first ETF and offers a diverse range of products, including equity, fixed income, commodity, and leveraged/inverse funds. The institution focuses on providing comprehensive investment solutions and advisory services, transitioning from a product provider to a strategic partner for retail and institutional clients. Its operations extend across the Asia-Pacific region, emphasizing product innovation, investor education, and the integration of quantitative modeling and AI-driven investment platforms to meet evolving market demands.
Simulated Performance
| Metric | Value |
|---|---|
| Total return | +34.5% |
| YTD return | +25.3% |
| Sharpe ratio | 4.24 |
| Win rate | 64% |
| AUM | $50.4B |
| Inception | Oct 1, 2025 |
| Updated | Sep 21, 2026 |
Institution Status
| Field | Value |
|---|---|
| AUM | $50.4B |
| Turnover | Low (<15%) |
| Avg holding | 18 Months |
| Inception | Oct 1, 2025 |
| Website | https://www.yuantafunds.com/ |
Current Holdings
Updated on Sep 21, 2026.
| Ticker | Name | Portfolio % | Return |
|---|---|---|---|
| TSM | Taiwan Semiconductor Manufacturing | 83.7% | +5.9% |
| ASX | ASE Industrial Holding Co Ltd ADR | 3.9% | +13.6% |
| HNHPF | Hon Hai Precision Industry Co Ltd ADR | 3.7% | -0.0% |
| UMC | United Microelectronics | 3.7% | +8.6% |
| ASUUY | ASUUY | 2.2% | 0.0% |
| YAGOY | Yageo Corporation | 0.6% | 0.0% |
| NVDA | NVIDIA Corporation | 0.4% | +23.6% |
| AAPL | Apple Inc | 0.2% | +29.5% |
| GOOGL | Alphabet Inc Class A | 0.2% | +17.1% |
| SNDK | Sandisk Corp | 0.2% | +3.7% |
| MU | Micron Technology Inc | 0.2% | +5.8% |
| LITE | Lumentum Holdings Inc | 0.2% | +12.5% |
| MSFT | Microsoft Corporation | 0.2% | +26.5% |
| AVGO | Broadcom Inc | 0.1% | +7.1% |
| WDC | Western Digital Corporation | 0.1% | -13.4% |
| AMZN | Amazon.com Inc | 0.1% | +16.3% |
| CHT | Chunghwa Telecom Co Ltd | 0.1% | +5.0% |
| GEV | GE Vernova LLC | 0.1% | -3.9% |
| META | Meta Platforms Inc. | 0.1% | +14.4% |
| AMD | Advanced Micro Devices Inc | 0.1% | +30.1% |
Recent activity
| Date | Action | Ticker | Weight |
|---|---|---|---|
| Sep 14, 2026 | SELL | GEV | 0.1% → 0.1% |
| Sep 14, 2026 | SELL | AMD | 0.1% → 0.1% |
| Sep 14, 2026 | SELL | HNHPF | 3.8% → 3.7% |
| Sep 14, 2026 | SELL | ASML | 0.1% → 0.0% |
| Sep 14, 2026 | SELL | NVDA | 0.4% → 0.4% |
Investment Style Analysis
Yuanta Securities Investment Trust Co., Ltd. is widely recognized for employing a Index/Passive strategy. As of Sep 21, 2026, the firm oversees approximately $50.4B in assets under management (AUM). The portfolio demonstrates a clear preference for the Semiconductors and Electronic Components sectors, reflecting a high-conviction approach to capital allocation.
Recent Market Moves
During the latest rebalancing period ending Sep 14, Yuanta Securities Investment Trust Co., Ltd. made a significant move by reducing the position in GEV. This adjustment aligns with the fund's dynamic approach to risk management and capital deployment in current market conditions.
Investment Philosophy
Yuanta SITC’s investment philosophy centers on transforming from a simple product provider into a comprehensive portfolio and solution provider. The firm prioritizes innovation and investor education, aiming to offer value-added advisory services alongside its extensive suite of ETFs and mutual funds. Its strategy leverages quantitative modeling, AI, and machine learning to construct diversified investment platforms suitable for retirement planning and wealth management. Yuanta SITC emphasizes a philosophy of 'local living, global financial management,' utilizing its leadership in the Taiwanese market to expand its regional footprint while adhering to disciplined risk management and ESG-integrated investment processes.
Disclaimer
The content provided on this page, including the simulated portfolio performance, holdings analysis, and AI-generated insights, is for informational and educational purposes only. It does not constitute financial advice, investment recommendations, or an offer to buy or sell any securities. All data is derived from historical SEC 13F filings and other public disclosures, which have a reporting lag. The "Simulated Performance" is a hypothetical reconstruction based on past disclosures and does not represent the actual returns of the institution. Past performance is not indicative of future results. Tritonix.ai is not affiliated with Yuanta Securities Investment Trust Co., Ltd..
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Based on Index/Passive.
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Frequently asked questions
How is the simulated portfolio for Yuanta Securities Investment Trust Co., Ltd. constructed?
This simulation is powered by Tritonix AI using official SEC filings. We focus on the "Best Ideas" by filtering for only the Top 20 largest holdings and rebalancing them to 100%. The simulation tracks performance starting from Oct 1, 2025. Our AI monitors for updates every Monday to capture major shifts. This concentrated approach highlights the manager's true stock-picking skill and mirrors their actual investment returns.
What is Yuanta Securities Investment Trust Co., Ltd.'s largest holding?
As of the latest filing, Yuanta Securities Investment Trust Co., Ltd.'s top position is Taiwan Semiconductor Manufacturing (TSM), representing 83.7% of the portfolio. This reflects a high-conviction bet by the institution.
What is Yuanta Securities Investment Trust Co., Ltd.'s historical performance and risk profile?
Our simulation indicates a total return of +34.5% with a win rate of 64%. Notably, the portfolio maintains a Sharpe Ratio of 4.24, suggesting an exceptional level of risk-adjusted returns compared to the broader market.
What sectors does Yuanta Securities Investment Trust Co., Ltd. primarily invest in?
Yuanta Securities Investment Trust Co., Ltd. has a strong preference for the Semiconductors sector, which makes up 92.1% of their disclosed assets. The portfolio also has exposure to Electronic Components, indicating a specific thematic focus.
Is Yuanta Securities Investment Trust Co., Ltd.'s portfolio concentrated or diversified?
Yuanta Securities Investment Trust Co., Ltd. runs a moderately concentrated portfolio with 20 disclosed positions. The top 3 holdings alone account for 91.3% of the total portfolio weight, suggesting a strategy that favors broader market exposure.
How has Yuanta Securities Investment Trust Co., Ltd. performed in 2026?
Our AI-simulated model portfolio for Yuanta Securities Investment Trust Co., Ltd. tracks a Year-to-Date (YTD) return of +25.3%. This metric helps investors gauge the institution's effectiveness in the current market environment.
Does Tsung-Sheng Liu manage Yuanta Securities Investment Trust Co., Ltd. directly?
Yes, Tsung-Sheng Liu serves as the key portfolio manager for Yuanta Securities Investment Trust Co., Ltd., overseeing the investment strategy and final capital allocation decisions.