Sumitomo Mitsui Trust Group
TRU icon

Sumitomo Mitsui Trust Group’s TransUnion TRU Stock Holding History

Sumitomo Mitsui Trust Group’s Portfolio TRU Stock Details TRU Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$27.2M Sell
393,818
-27,641
-7% -$2.12M 0.02% 581
2025
Q4 		$36.1M Sell
421,459
-12,062
-3% -$991K 0.02% 553
2025
Q3 		$36.3M Buy
433,521
+2,892
+0.7% +$263K 0.02% 554
2025
Q2 		$37.9M Sell
430,629
-8,340
-2% -$696K 0.02% 535
2025
Q1 		$36.4M Sell
438,969
-785,372
-64% -$71.7M 0.03% 526
2024
Q4 		$114M Sell
1,224,341
-83,687
-6% -$8.48M 0.08% 246
2024
Q3 		$137M Buy
1,308,028
+140,952
+12% +$12.7M 0.09% 208
2024
Q2 		$86.6M Sell
1,167,076
-45,743
-4% -$3.41M 0.06% 297
2024
Q1 		$96.8M Sell
1,212,819
-13,057
-1% -$957K 0.07% 309
2023
Q4 		$84.2M Sell
1,225,876
-123,008
-9% -$7.49M 0.06% 335
2023
Q3 		$96.8M Sell
1,348,884
-35,508
-3% -$2.78M 0.08% 267
2023
Q2 		$108M Buy
1,384,392
+184,564
+15% +$12.8M 0.08% 251
2023
Q1 		$74.6M Buy
1,199,828
+57,272
+5% +$3.75M 0.06% 375
2022
Q4 		$64.8M Buy
1,142,556
+8,860
+0.8% +$519K 0.05% 422
2022
Q3 		$67.4M Buy
1,133,696
+25,249
+2% +$1.94M 0.06% 391
2022
Q2 		$88.7M Sell
1,108,447
-206,798
-16% -$17.8M 0.07% 324
2022
Q1 		$136M Sell
1,315,245
-234,910
-15% -$23.8M 0.09% 241
2021
Q4 		$184M Sell
1,550,155
-69,874
-4% -$8.01M 0.11% 197
2021
Q3 		$182M Sell
1,620,029
-71,424
-4% -$8.4M 0.11% 197
2021
Q2 		$186M Sell
1,691,453
-33,816
-2% -$3.53M 0.11% 209
2021
Q1 		$155M Buy
1,725,269
+92,187
+6% +$8.32M 0.1% 233
2020
Q4 		$162M Sell
1,633,082
-376,702
-19% -$34.5M 0.1% 215
2020
Q3 		$169M Buy
2,009,784
+294,959
+17% +$25.5M 0.11% 190
2020
Q2 		$149M Sell
1,714,825
-194,064
-10% -$15.5M 0.11% 212
2020
Q1 		$126M Buy
1,908,889
+195,677
+11% +$16.9M 0.11% 199
2019
Q4 		$147M Buy
1,713,212
+11,521
+0.7% +$960K 0.12% 198
2019
Q3 		$138M Buy
1,701,691
+1,435
+0.1% +$115K 0.12% 202
2019
Q2 		$125M Sell
1,700,256
-3,265
-0.2% -$223K 0.11% 207
2019
Q1 		$114M Buy
1,703,521
+517,667
+44% +$32.1M 0.11% 215
2018
Q4 		$66.3M Buy
1,185,854
+11,949
+1% +$764K 0.07% 284
2018
Q3 		$86.4M Sell
1,173,905
-122,722
-9% -$9.12M 0.09% 239
2018
Q2 		$92.9M Buy
1,296,627
+120,602
+10% +$8.04M 0.11% 209
2018
Q1 		$66.8M Buy
1,176,025
+183,979
+19% +$10.6M 0.09% 256
2017
Q4 		$54.5M Buy
992,046
+646,246
+187% +$34.4M 0.07% 301
2017
Q3 		$16.3M Buy
345,800
+180,900
+110% +$8.27M 0.02% 604
2017
Q2 		$7.14M Buy
164,900
+153,100
+1,297% +$6.34M 0.01% 672
2017
Q1 		$453K Buy
11,800
+4,800
+69% +$169K ﹤0.01% 821
2016
Q4 		$217K Buy
+7,000
New +$220K ﹤0.01% 872

Other funds holding TRU

Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
IFP
Independent Franchise Partners London, United Kingdom $14.3B AUM 3.49% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Sumitomo Mitsui Trust Group's TRU Position: Q1 2026 in Review

Sumitomo Mitsui Trust Group reduced its TransUnion (TRU) stake by 6.6% in Q1 2026, selling an estimated $2.12M and leaving 393,818 shares worth $27.2M. The position accounts for 0.02% of the portfolio, ranked #581.

Sumitomo Mitsui Trust Group first reported a position in TRU in Q4 2016 and has held it in 38 quarters since. The position peaked at $186M in Q2 2021. 559 funds tracked by Wall St. Rank hold TRU as of Q1 2026.

  • Sumitomo Mitsui Trust Group held 393,818 shares of TransUnion worth $27.2M as of Q1 2026.
  • Sumitomo Mitsui Trust Group sold 27,641 TransUnion shares in Q1 2026, an estimated $2.12M.
  • TransUnion made up 0.02% of Sumitomo Mitsui Trust Group's portfolio in Q1 2026, its #581 holding.
  • Sumitomo Mitsui Trust Group first reported a position in TransUnion in Q4 2016 and has held it in 38 quarters since.
  • Sumitomo Mitsui Trust Group's TransUnion position peaked at $186M in Q2 2021.
  • 559 funds tracked by Wall St. Rank held TransUnion as of Q1 2026.

Based on Sumitomo Mitsui Trust Group's 13F filing for Q1 2026, filed 30 Apr 2026.