Put our experience to work for your insurance or financial services organization.

Evolving regulations, innovative technologies, and the need to explore new asset classes are shifting your priorities.

Through the insights of our experienced Principal® Custody Solutions team, our expertise from servicing clients and collaborations with consultants across the industry, we bring a diverse network of perspectives that help you to navigate the regulatory landscape and address growth challenges with the use of intuitive technology.

We offer an integrated web experience that combines accounting, compliance, performance, and risk reporting that insurance and financial institutions rely on for a comprehensive view of investments. This includes:

  • Statutory reporting
    • Reporting available for life insurers, health insurers, property and casualty insurers, title insurers, fraternal insurers, reinsurers, captive insurers, and risk retention groups
  • Tax reporting
  • Regulatory reporting
  • Cash management
  • Performance reporting
  • Trust analytics
    • Includes Schedule D, Schedule DA, Schedule E reports
    • Compatibility with NAIC-approved annual report filing software
    • Daily monitoring of aggregate and individual investment portfolios
    • Investment compliance monitoring
    • Daily investment portfolio performance reporting in accordance with GIPS
    • Portfolio risk reporting including: fixed income and equity risk reporting, risk summary reporting, and value at risk calculations.

We know what it takes to help you simplify your operations and tap into your data’s potential. With more effective analytics and a wide range of reporting tools, you gain control of your investment process to help you adapt to changing markets, make smarter investment decisions, and scale for faster growth.

Reach Out

Have questions? Let’s talk.

Are you a retirement plan participant with a question? Get immediate answers from the Engagement Center at 877-877-1207.


Principal Global Advisors is a specialized investment management group within Principal Global Investors®.  Principal Global Investors leads global asset management at Principal®.  

Custody and trust services are provided by Principal Bank®, Member FDIC, and/or Principal Trust Company®.  These services are provided under the trade name Principal® Custody Solutions, a division of Principal Bank. Principal Trust Company is a trade name of Delaware Charter Guarantee & Trust Company. 

When Principal Custody Solutions is providing investment management services, Principal Custody Solutions serves as the investment manager or discretionary trustee, but leverages the investment expertise of Principal Global Advisors.  Customers may also contract directly with Principal Global Advisors for investment management services.  In those instances, Principal Custody Solutions serves solely in a custodial or trustee capacity.  Please refer to your underlying service agreements for details.

Principal Financial Group closed the acquisition of certain assets of the Wells Fargo Institutional Retirement and Trust business (IRT) on July 1, 2019. The transition, transfer, and integration of IRT business operations, employees, and clients is scheduled to occur by March 2022. During the transition period, Wells Fargo Bank, N.A., a bank affiliate of Wells Fargo & Company, will continue to operate and service the IRT business for the benefit of Principal®, including providing recordkeeping, trustee, and/or custody services.  Wells Fargo has not reviewed the content of the attached material and makes no judgment of its accuracy.

Principal Global Investors, Principal Bank, and Principal Trust Company are members of the Principal Financial Group®, Des Moines, Iowa 50392.  Principal, Principal and symbol design and Principal Financial Group are trademarks and service marks of Principal Financial Services, Inc., a member of the Principal Financial Group. © 2021 Principal Financial Services, Inc.

Investment and insurance products are:

  • Not insured by the FDIC or any Federal Government Agency
  • Not a Deposit or Other Obligation of, or Guaranteed by, Principal Bank or Any Bank Affiliate
  • Subject to Investment Risks, Including Possible Loss of the Principal Amount Invested