{
  "timeline": [
    {
      "date": "1924/3",
      "category": "会社設立",
      "region": "",
      "importance": 3,
      "event": "三井信託を設立",
      "detail": "わが国最初の信託会社。三井銀行常務・米山梅吉が信託業法公布を受けて設立を主導",
      "significance": "日本の信託業の原点となる会社の誕生",
      "source": ""
    },
    {
      "date": "1925/7",
      "category": "会社設立",
      "region": "",
      "importance": 3,
      "event": "住友信託を設立",
      "detail": "住友吉左衛門ら住友関係者の資本を中心に創立、9月開業",
      "significance": "住友系信託会社の出発点",
      "source": ""
    },
    {
      "date": "1927/9",
      "category": "組織再編",
      "region": "",
      "importance": 1,
      "event": "三井信託、大阪支店を開設",
      "detail": "",
      "significance": "",
      "source": ""
    },
    {
      "date": "1928/11",
      "category": "",
      "region": "",
      "importance": 2,
      "event": "三井信託、全国信託会社の受託財産30%シェアに到達",
      "detail": "全国37社のうち30%近くを占有",
      "significance": "設立4年で業界首位級に躍進",
      "source": "",
      "amount": "受託財産の約30%"
    },
    {
      "date": "1929/6",
      "category": "組織再編",
      "region": "",
      "importance": 1,
      "event": "三井信託、新築三井本館に本店移転",
      "detail": "",
      "significance": "",
      "source": ""
    },
    {
      "date": "1932/1",
      "category": "経営計画",
      "region": "",
      "importance": 2,
      "event": "住友信託、国債引受シンジケート団に加入",
      "detail": "地方債・社債引受、担保付社債信託の受託で起債市場に参入",
      "significance": "戦前起債市場での位置づけ確立",
      "source": ""
    },
    {
      "date": "1943/1",
      "category": "組織再編",
      "region": "",
      "importance": 2,
      "event": "兼営法施行、地方信託の親銀行吸収進む",
      "detail": "財閥系大信託7社は独立維持",
      "significance": "戦後信託銀行業界の骨格形成",
      "source": "",
      "amount": "存続7社"
    },
    {
      "date": "1948/7",
      "category": "組織再編",
      "region": "",
      "importance": 3,
      "event": "三井信託、東京信託銀行に改称",
      "detail": "財閥色払拭と銀行業務兼営開始に合わせた改称",
      "significance": "GHQの財閥解体と銀行兼営解禁への対応",
      "source": ""
    },
    {
      "date": "1948/8",
      "category": "組織再編",
      "region": "",
      "importance": 3,
      "event": "住友信託、富士信託銀行に改称し普通銀行業務開始",
      "detail": "旧資本金2000万円を減資、新資本金5000万円に再編",
      "significance": "信託会社から信託兼営銀行への業態転換",
      "source": "",
      "amount": "資本金5000万円"
    },
    {
      "date": "1949/5",
      "category": "株式上場",
      "region": "",
      "importance": 2,
      "event": "三井系・住友系ともに東京・大阪両証券取引所に上場",
      "detail": "",
      "significance": "戦後の株式公開",
      "source": ""
    },
    {
      "date": "1950/2",
      "category": "組織再編",
      "region": "",
      "importance": 1,
      "event": "東京信託銀行、日本投資信託と合併",
      "detail": "",
      "significance": "",
      "source": ""
    },
    {
      "date": "1952/6",
      "category": "組織再編",
      "region": "",
      "importance": 3,
      "event": "三井信託銀行・住友信託銀行に商号復帰",
      "detail": "財閥商号使用禁止解除を受けて旧名を復活。同月貸付信託法施行で第1号募集開始",
      "significance": "戦後信託銀行の本格的再出発と貸付信託制度創設",
      "source": ""
    },
    {
      "date": "1957/1",
      "category": "",
      "region": "",
      "importance": 2,
      "event": "住友信託、わが国最初の車両信託を開始",
      "detail": "",
      "significance": "信託業務の新領域開拓",
      "source": ""
    },
    {
      "date": "1958/11",
      "category": "",
      "region": "",
      "importance": 2,
      "event": "証券代行業務を開始",
      "detail": "三井・住友の両行とも同時期に開始",
      "significance": "信託銀行の収益源多角化",
      "source": ""
    },
    {
      "date": "1962/6",
      "category": "",
      "region": "",
      "importance": 2,
      "event": "年金信託業務を開始",
      "detail": "三井は適格年金、住友は適格退職年金信託第1号受託",
      "significance": "企業年金市場での足場確立",
      "source": ""
    },
    {
      "date": "1963/1",
      "category": "",
      "region": "",
      "importance": 1,
      "event": "住友信託、船舶信託を開始",
      "detail": "",
      "significance": "",
      "source": ""
    },
    {
      "date": "1965/1",
      "category": "",
      "region": "",
      "importance": 1,
      "event": "住友信託、調整年金信託を開始",
      "detail": "厚生年金と企業年金の調整実現",
      "significance": "",
      "source": ""
    },
    {
      "date": "1969/10",
      "category": "",
      "region": "",
      "importance": 1,
      "event": "従業員持株信託業務を開始",
      "detail": "",
      "significance": "",
      "source": ""
    },
    {
      "date": "1971/3",
      "category": "組織再編",
      "region": "",
      "importance": 1,
      "event": "三井信託、第1次オンラインシステム稼働",
      "detail": "",
      "significance": "",
      "source": ""
    },
    {
      "date": "1972/1",
      "category": "",
      "region": "",
      "importance": 1,
      "event": "財産形成信託の取り扱いを開始",
      "detail": "勤労者の財産形成に資する",
      "significance": "",
      "source": ""
    },
    {
      "date": "1972/3",
      "category": "経営計画",
      "region": "",
      "importance": 2,
      "event": "三井信託、総貸出残高の業種別トップが不動産業に",
      "detail": "電力・鉄鋼・化学を抜いて不動産業が首位",
      "significance": "高度成長後期の不動産金融シフト",
      "source": ""
    },
    {
      "date": "1974/4",
      "category": "組織再編",
      "region": "",
      "importance": 2,
      "event": "三井信託、ニューヨーク支店を開設",
      "detail": "海外拠点網整備の起点",
      "significance": "信託銀行の国際化開始",
      "source": ""
    },
    {
      "date": "1974/8",
      "category": "組織再編",
      "region": "",
      "importance": 2,
      "event": "住友信託、ロンドン支店を開設",
      "detail": "海外支店第1号",
      "significance": "",
      "source": ""
    },
    {
      "date": "1977/5",
      "category": "",
      "region": "",
      "importance": 1,
      "event": "住友信託、公益信託第1号を受託",
      "detail": "",
      "significance": "",
      "source": ""
    },
    {
      "date": "1981/6",
      "category": "",
      "region": "",
      "importance": 2,
      "event": "新型貸付信託「ビッグ」発売",
      "detail": "郵貯定額貯金への対抗商品、収益満期受取型",
      "significance": "貸付信託制度30年ぶりの新商品",
      "source": ""
    },
    {
      "date": "1984/6",
      "category": "",
      "region": "",
      "importance": 3,
      "event": "住友信託、本邦第1号の土地信託を受託",
      "detail": "日本パイプ製造より受託",
      "significance": "土地信託制度の先駆的実行",
      "source": ""
    },
    {
      "date": "1985/6",
      "category": "組織再編",
      "region": "",
      "importance": 2,
      "event": "住友信託、3事業本柱体制へ組織改革",
      "detail": "信託事業・開発不動産事業・総合金融サービス事業の3本柱に再編",
      "significance": "金融自由化対応の組織再編",
      "source": ""
    },
    {
      "date": "1985/12",
      "category": "",
      "region": "",
      "importance": 2,
      "event": "新型金銭信託「ヒット」発売",
      "detail": "貯蓄性と流動性を併せ持つ",
      "significance": "金融自由化期の商品革新",
      "source": ""
    },
    {
      "date": "1986/1",
      "category": "",
      "region": "",
      "importance": 1,
      "event": "住友信託、公有地土地信託第1号を熊本県から受託",
      "detail": "国有財産法・地方自治法改正を受けて",
      "significance": "",
      "source": ""
    },
    {
      "date": "1987/7",
      "category": "組織再編",
      "region": "",
      "importance": 1,
      "event": "住友信託、財団法人トラスト60設立",
      "detail": "創業60周年記念、基本財産60億円全額出捐",
      "significance": "",
      "source": "",
      "amount": "基本財産60億円"
    },
    {
      "date": "1988/7",
      "category": "組織再編",
      "region": "",
      "importance": 1,
      "event": "住友信託、住信基礎研究所設立",
      "detail": "",
      "significance": "",
      "source": ""
    },
    {
      "date": "1989/6",
      "category": "",
      "region": "",
      "importance": 1,
      "event": "三井信託、金融先物取引の取次業務開始",
      "detail": "",
      "significance": "",
      "source": ""
    },
    {
      "date": "1989/7",
      "category": "株式上場",
      "region": "",
      "importance": 2,
      "event": "住友信託、ロンドン証券取引所に株式上場",
      "detail": "",
      "significance": "",
      "source": ""
    },
    {
      "date": "1989/10",
      "category": "株式上場",
      "region": "",
      "importance": 2,
      "event": "三井信託、ロンドン証券取引所に株式上場",
      "detail": "",
      "significance": "国際資本市場へのアクセス拡大",
      "source": ""
    },
    {
      "date": "1989/11",
      "category": "株式上場",
      "region": "",
      "importance": 1,
      "event": "三井信託、パリ証券取引所に株式上場",
      "detail": "",
      "significance": "",
      "source": ""
    },
    {
      "date": "1992/9",
      "category": "",
      "region": "",
      "importance": 1,
      "event": "住友信託、公益信託第100号受託",
      "detail": "1977年開始から15年で到達",
      "significance": "",
      "source": "",
      "amount": "第100号"
    },
    {
      "date": "1993/9",
      "category": "組織再編",
      "region": "",
      "importance": 1,
      "event": "住友信託、住信証券を設立",
      "detail": "金融制度改革法施行を受けた証券子会社設立",
      "significance": "",
      "source": ""
    },
    {
      "date": "1994/3",
      "category": "",
      "region": "",
      "importance": 3,
      "event": "三井信託、1994年度に不良債権償却2000億円",
      "detail": "麻布建物・第一コーポレーション等への不動産関連融資が大口不良債権化",
      "significance": "バブル崩壊後の不動産金融の後始末",
      "source": "",
      "amount": "償却2000億円"
    },
    {
      "date": "2001/10",
      "category": "組織再編",
      "region": "",
      "importance": 2,
      "event": "中央三井信託銀行株式会社は株主の承認と関係当局の認可を前提に、銀行持株会社を設立し、中央三井信託銀行株式会社及び三井アセット信託銀行株式会社を傘下にもつ新しい金融グループを結成することを決定。",
      "detail": "",
      "significance": "",
      "source": "有価証券報告書"
    },
    {
      "date": "2001/11",
      "category": "",
      "region": "",
      "importance": 2,
      "event": "中央三井信託銀行株式会社は、持株会社の設立、株式会社の経営陣・経営執行体制を、新たな銀行持株会社グループ名を「三井トラストフィナンシャルグループ」とすることと併せて公表。",
      "detail": "",
      "significance": "",
      "source": "有価証券報告書"
    },
    {
      "date": "2001/12",
      "category": "組織再編",
      "region": "",
      "importance": 2,
      "event": "中央三井信託銀行株式会社の臨時株主総会及び種類株主総会において、中央三井信託銀行株式会社が株式移転により銀行持株会社を設立し、中央三井信託銀行株式会社がその完全子会社となることについて承認決議。",
      "detail": "",
      "significance": "",
      "source": "有価証券報告書"
    },
    {
      "date": "2002/1",
      "category": "株式上場",
      "region": "",
      "importance": 4,
      "event": "中央三井信託銀行株式会社は、内閣総理大臣から信託銀行を子会社とする銀行持株会社設立にかかる認可を取得。 当社の普通株式を東京証券取引所、大阪証券取引所及び名古屋証券取引所に上場。",
      "detail": "",
      "significance": "",
      "source": "有価証券報告書"
    },
    {
      "date": "2002/2",
      "category": "組織再編",
      "region": "",
      "importance": 3,
      "event": "中央三井信託銀行株式会社の株式移転により三井トラスト・ホールディングス株式会社を設立。 中央三井信託銀行株式会社から三井アセット信託銀行株式会社株式の譲渡を受け子会社化。",
      "detail": "",
      "significance": "",
      "source": "有価証券報告書"
    },
    {
      "date": "2002/3",
      "category": "",
      "region": "",
      "importance": 3,
      "event": "経常利益▲3300億円の巨額損失（FY01）",
      "detail": "不良債権処理",
      "significance": "バブル処理の最終局面",
      "source": "有価証券報告書",
      "amount": "経常損失▲3300億円、純損失▲2779億円"
    },
    {
      "date": "2006/11",
      "category": "企業買収",
      "region": "",
      "importance": 1,
      "event": "三井アセット信託銀行株式会社を株式交換により完全子会社化。",
      "detail": "",
      "significance": "",
      "source": "有価証券報告書"
    },
    {
      "date": "2007/10",
      "category": "",
      "region": "",
      "importance": 1,
      "event": "三井トラスト・ホールディングス株式会社を中央三井トラスト・ホールディングス株式会社に、三井アセット信託銀行株式会社を中央三井アセット信託銀行株式会社に商号変更。",
      "detail": "",
      "significance": "",
      "source": "有価証券報告書"
    },
    {
      "date": "2007/10",
      "category": "組織再編",
      "region": "",
      "importance": 1,
      "event": "中央三井アセットマネジメント株式会社と中央三井キャピタル株式会社を当社の直接出資子会社に変更。",
      "detail": "",
      "significance": "",
      "source": "有価証券報告書"
    },
    {
      "date": "2009/3",
      "category": "",
      "region": "",
      "importance": 3,
      "event": "リーマンショック影響で経常赤字▲1169億円（FY08）",
      "detail": "",
      "significance": "世界金融危機の直撃",
      "source": "有価証券報告書",
      "amount": "経常損失▲1169億円、純損失▲920億円"
    },
    {
      "date": "2010/8",
      "category": "企業買収",
      "region": "",
      "importance": 4,
      "event": "住友信託銀行株式会社との間で、経営統合に関する株式交換契約及び経営統合契約を締結。",
      "detail": "",
      "significance": "",
      "source": "有価証券報告書"
    },
    {
      "date": "2010/12",
      "category": "企業買収",
      "region": "",
      "importance": 2,
      "event": "臨時株主総会において、住友信託銀行株式会社との株式交換契約を承認決議。",
      "detail": "",
      "significance": "",
      "source": "有価証券報告書"
    },
    {
      "date": "2011/4",
      "category": "企業買収",
      "region": "",
      "importance": 4,
      "event": "中央三井トラスト・ホールディングスと住友信託銀行が経営統合、三井住友トラスト・ホールディングス発足",
      "detail": "国内最大級の信託銀行グループ誕生",
      "significance": "国内信託銀行再編の完成形",
      "source": ""
    },
    {
      "date": "2011/6",
      "category": "社長交代",
      "region": "",
      "importance": 2,
      "event": "田辺和夫から北村邦太郎へ社長交代",
      "detail": "",
      "significance": "統合後体制の新段階",
      "source": "有価証券報告書"
    },
    {
      "date": "2011/12",
      "category": "組織再編",
      "region": "",
      "importance": 3,
      "event": "完全子会社である中央三井信託銀行株式会社、中央三井アセット信託銀行株式会社及び住友信託銀行株式会社が合併契約を締結。",
      "detail": "",
      "significance": "",
      "source": "有価証券報告書"
    },
    {
      "date": "2012/4",
      "category": "組織再編",
      "region": "",
      "importance": 3,
      "event": "中央三井信託銀行、中央三井アセット信託銀行、住友信託銀行を統合し三井住友信託銀行発足",
      "detail": "",
      "significance": "基幹銀行子会社の統合完了",
      "source": ""
    },
    {
      "date": "2016/6",
      "category": "社長交代",
      "region": "",
      "importance": 2,
      "event": "北村邦太郎から大久保哲夫へ社長交代",
      "detail": "",
      "significance": "",
      "source": "有価証券報告書"
    },
    {
      "date": "2017/6",
      "category": "組織再編",
      "region": "",
      "importance": 2,
      "event": "指名委員会等設置会社へ移行。",
      "detail": "",
      "significance": "",
      "source": "有価証券報告書"
    },
    {
      "date": "2018/10",
      "category": "組織再編",
      "region": "",
      "importance": 1,
      "event": "三井住友信託銀行株式会社の資産運用機能を会社分割により、三井住友トラスト・アセットマネジメント株式会社と統合。",
      "detail": "",
      "significance": "",
      "source": "有価証券報告書"
    },
    {
      "date": "2019/7",
      "category": "組織再編",
      "region": "",
      "importance": 1,
      "event": "三井住友信託銀行株式会社から同社が保有する日興アセットマネジメント株式会社の全株式の現物配当を受け、直接出資子会社化。",
      "detail": "",
      "significance": "",
      "source": "有価証券報告書"
    },
    {
      "date": "2020/6",
      "category": "社長交代",
      "region": "",
      "importance": 2,
      "event": "大久保哲夫から高倉透へ社長交代",
      "detail": "",
      "significance": "PBR向上・ROE改革の起点",
      "source": "有価証券報告書"
    },
    {
      "date": "2021/5",
      "category": "経営計画",
      "region": "",
      "importance": 3,
      "event": "政策保有株式ゼロ保有方針を公表",
      "detail": "ゼロ化を明示した信託グループとして先行",
      "significance": "資本効率改革の中核施策",
      "source": "IR"
    },
    {
      "date": "2022/1",
      "category": "企業買収",
      "region": "",
      "importance": 2,
      "event": "米Apolloグループ運営のオルタナティブアセットポートフォリオに投資",
      "detail": "CET1比率が一時的に9%前半に低下",
      "significance": "代替資産運用の知見獲得",
      "source": "IR",
      "amount": "CET1一時9%前半"
    },
    {
      "date": "2023/4",
      "category": "経営計画",
      "region": "",
      "importance": 2,
      "event": "国内総合型インフラファンド第1号を組成",
      "detail": "2023年度に立ち上げクローズ",
      "significance": "プライベートアセット運用の足場",
      "source": "IR"
    },
    {
      "date": "2024/3",
      "category": "経営計画",
      "region": "",
      "importance": 3,
      "event": "政策保有株式1500億円削減目標を1年前倒しで達成見通し",
      "detail": "23-25年度3年計画→2年で達成",
      "significance": "資本効率改革の前倒し実行",
      "source": "IR",
      "amount": "削減1500億円"
    },
    {
      "date": "2024/10",
      "category": "",
      "region": "",
      "importance": 2,
      "event": "個人投資家向け新型金銭信託「フューチャートラスト」を提供開始",
      "detail": "プライベートアセットの民主化",
      "significance": "個人向けオルタナティブ運用の本格開拓",
      "source": "IR"
    },
    {
      "date": "2024/11",
      "category": "事業売却",
      "region": "",
      "importance": 3,
      "event": "三井住友トラストL&Fの持分85%をコンコルディアFGに売却し共同事業化",
      "detail": "事業ポートフォリオ入替の実行事例",
      "significance": "ROE改革に向けた事業再編",
      "source": "IR",
      "amount": "持分85%"
    },
    {
      "date": "2025/3",
      "category": "",
      "region": "",
      "importance": 3,
      "event": "FY24通期経常利益3676億円、純利益2576億円に回復",
      "detail": "金利上昇・政策保有株式売却益・プロダクト与信シフト効果",
      "significance": "金利ある世界への適応成功",
      "source": "有価証券報告書",
      "amount": "経常利益3676億円、純利益2576億円"
    },
    {
      "date": "2025/4",
      "category": "事業売却",
      "region": "米州",
      "importance": 2,
      "event": "北米貨車リース事業の株式譲渡契約を締結",
      "detail": "事業ポートフォリオ強化観点からの撤退",
      "significance": "ROE改善に向けた非コア事業整理",
      "source": "IR"
    },
    {
      "date": "2025/6",
      "category": "社長交代",
      "region": "",
      "importance": 2,
      "event": "高倉透から大山一也へ社長交代",
      "detail": "",
      "significance": "インフレ時代の資産形成訴求",
      "source": ""
    }
  ]
}