Carlos Ubiñas
Chairman at Tax-Free Fund for Puerto Rico Residents, Inc.
Net worth: 1 $ as of Today
Profile
Carlos V.
Ubiñas is currently the Chairman & President of the Tax-Free Fixed Income Fund III for Puerto Rico Residents, Inc., the Chairman & President of the Tax-Free Fixed Income Fund IV for Puerto Rico Residents, Inc., the Chairman of the Tax-Free High Grade Portfolio Bond Fund For PR Residents, Inc., the Chairman & President of the GNMA & US Gov Target Mat Fund For Puerto Rico Residents, Inc., the Chairman & President of the Tax-Free High Grade Port Target Maturity Fund For PR Residents, the Chairman & President of the Tax-Free Fund for Puerto Rico Residents, Inc., the Chairman & President of the Tax-Free Target Maturity Fund for Puerto Rico Residents, Inc., the Chairman & President of the Tax-Free Fixed Income Fund for Puerto Rico Residents, Inc., the Director of the Tax-Free Fixed Income Fund V for Puerto Rico Residents, Inc., the Director of the Tax-Free Fixed Income Fund II for Puerto Rico Residents, Inc., the Director of the Tax Free Fund II For Puerto Rico Residents, Inc., the Director of the US Mortgage-Backed & Income Fund For PR Residents, Inc., the Director of the Multi-Select Securities Fund for Puerto Rico Residents, the Director of the Tax-Free High Grade Portfolio Bond Fund II For PR Residents, and the President of UBS Trust Company of Puerto Rico.
Previously, he served as the Chief Executive Officer of UBS Financial Services, Inc. of Puerto Rico from 2009 to 2021 and as the Chief Operating Officer & Executive Vice President of UBS Financial Services, Inc. of Puerto Rico from 1989 to 2005.
Known holdings in public companies
| Company | Date | Number of shares | Valuation | Valuation date |
|---|---|---|---|---|
Tax-Free High Grade Portfolio Bond Fund For PR Residents, Inc.
0.25% | 2023-12-05 | 91,043 ( 0.25% ) | 1 $ | 2023-12-30 |
Tax-Free Fixed Income Fund IV for Puerto Rico Residents, Inc.
inf% | 2023-06-07 | 15,875 ( inf% ) | - $ | Today |
Tax-Free High Grade Port Target Maturity Fund For PR Residents
inf% | 2023-08-27 | 12,600 ( inf% ) | - $ | Today |
Carlos Ubiñas active positions
| Companies | Position | Start |
|---|---|---|
Tax-Free Fund for Puerto Rico Residents, Inc.
 Tax-Free Fund for Puerto Rico Residents, Inc. Investment Trusts/Mutual FundsMiscellaneous Tax-Free Fund for Puerto Rico Residents, Inc. operates as closed-end investment fund/investment trust. The fund invests all of its assets in securities having up to 30 year maturities. The company was founded on March 24, 2000 and is headquartered in Puerto Rico. | Chairman | - |
| Tax-Free High Grade Portfolio Bond Fund For PR Residents, Inc. | Chairman | - |
GNMA & US Gov Target Mat Fund For Puerto Rico Residents, Inc.
 GNMA & US Gov Target Mat Fund For Puerto Rico Residents, Inc. Investment Trusts/Mutual FundsMiscellaneous GNMA & US Government Target Maturity Fund For Puerto Rico Residents, Inc. is a Closed-End Investment Fund. Its objective is to provide investor in its common stock with current income as is consistent with preservation of capital. The company is headquartered in San Juan, Puerto Rico. | Chairman | 2011-12-31 |
| Tax-Free Fixed Income Fund IV for Puerto Rico Residents, Inc. | Chairman | 2011-12-31 |
| Tax-Free High Grade Port Target Maturity Fund For PR Residents | Chairman | - |
Tax-Free Fixed Income Fund III for Puerto Rico Residents, Inc.
 Tax-Free Fixed Income Fund III for Puerto Rico Residents, Inc. Investment Trusts/Mutual FundsMiscellaneous Tax-Free Fixed Income Fund III for Puerto Rico Residents, Inc. operates as a closed end investment trust/fund. The fund intends to provide current income, consistent with the preservation of capital. The company was founded on August 13, 2004 and is headquartered in San Juan, Puerto Rico. | Chairman | 2011-12-31 |
Tax-Free Target Maturity Fund for Puerto Rico Residents, Inc.
 Tax-Free Target Maturity Fund for Puerto Rico Residents, Inc. Investment Trusts/Mutual FundsMiscellaneous Tax-Free Target Maturity Fund for Puerto Rico Residents, Inc. operates as a non-diversified, closed-end management investment company. Its objective is to provide current income that is exempt from U.S. Federal and Puerto Rico income taxes for residents of the Commonwealth of Puerto Rico. The company was founded on July 11, 2001 and is headquartered in San Juan, Puerto Rico. | Chairman | 2011-12-31 |
UBS Trust Company of Puerto Rico
 UBS Trust Company of Puerto Rico Investment ManagersFinance Part of UBS Group AG, UBS Trust Company of Puerto Rico is a Puerto Rican company that provides investment advice. The company is based in Hato Rey, Puerto Rico. | President | - |
Tax-Free Fixed Income Fund for Puerto Rico Residents, Inc.
 Tax-Free Fixed Income Fund for Puerto Rico Residents, Inc. Investment Trusts/Mutual FundsMiscellaneous Tax-Free Fixed Income Fund for Puerto Rico Residents, Inc. is a closed-end investment fund. The company is headquartered in San Juan, Puerto Rico. | Chairman | 2011-12-31 |
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Former positions of Carlos Ubiñas
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Experiences
Positions held
Connections
1st degree connections
1st degree companies
Male
Female
Members of the board
Executives
Linked companies
| Private companies | 15 |
|---|---|
Tax-Free Fixed Income Fund III for Puerto Rico Residents, Inc.
Tax-Free Fixed Income Fund III for Puerto Rico Residents, Inc. Investment Trusts/Mutual FundsMiscellaneous Tax-Free Fixed Income Fund III for Puerto Rico Residents, Inc. operates as a closed end investment trust/fund. The fund intends to provide current income, consistent with the preservation of capital. The company was founded on August 13, 2004 and is headquartered in San Juan, Puerto Rico. | Miscellaneous |
| Tax-Free Fixed Income Fund V for Puerto Rico Residents, Inc. | Miscellaneous |
| Tax-Free Fixed Income Fund IV for Puerto Rico Residents, Inc. | |
| Tax-Free High Grade Portfolio Bond Fund For PR Residents, Inc. | |
| Tax-Free Fixed Income Fund II for Puerto Rico Residents, Inc. | Miscellaneous |
GNMA & US Gov Target Mat Fund For Puerto Rico Residents, Inc.
GNMA & US Gov Target Mat Fund For Puerto Rico Residents, Inc. Investment Trusts/Mutual FundsMiscellaneous GNMA & US Government Target Maturity Fund For Puerto Rico Residents, Inc. is a Closed-End Investment Fund. Its objective is to provide investor in its common stock with current income as is consistent with preservation of capital. The company is headquartered in San Juan, Puerto Rico. | Miscellaneous |
| Tax-Free High Grade Port Target Maturity Fund For PR Residents | |
| Tax Free Fund II For Puerto Rico Residents, Inc. | Miscellaneous |
Tax-Free Fund for Puerto Rico Residents, Inc.
Tax-Free Fund for Puerto Rico Residents, Inc. Investment Trusts/Mutual FundsMiscellaneous Tax-Free Fund for Puerto Rico Residents, Inc. operates as closed-end investment fund/investment trust. The fund invests all of its assets in securities having up to 30 year maturities. The company was founded on March 24, 2000 and is headquartered in Puerto Rico. | Miscellaneous |
UBS Trust Company of Puerto Rico
UBS Trust Company of Puerto Rico Investment ManagersFinance Part of UBS Group AG, UBS Trust Company of Puerto Rico is a Puerto Rican company that provides investment advice. The company is based in Hato Rey, Puerto Rico. | Finance |
| US Mortgage-Backed & Income Fund For PR Residents, Inc. | Miscellaneous |
Tax-Free Target Maturity Fund for Puerto Rico Residents, Inc.
Tax-Free Target Maturity Fund for Puerto Rico Residents, Inc. Investment Trusts/Mutual FundsMiscellaneous Tax-Free Target Maturity Fund for Puerto Rico Residents, Inc. operates as a non-diversified, closed-end management investment company. Its objective is to provide current income that is exempt from U.S. Federal and Puerto Rico income taxes for residents of the Commonwealth of Puerto Rico. The company was founded on July 11, 2001 and is headquartered in San Juan, Puerto Rico. | Miscellaneous |
| UBS Financial Services, Inc. of Puerto Rico | |
Tax-Free Fixed Income Fund for Puerto Rico Residents, Inc.
Tax-Free Fixed Income Fund for Puerto Rico Residents, Inc. Investment Trusts/Mutual FundsMiscellaneous Tax-Free Fixed Income Fund for Puerto Rico Residents, Inc. is a closed-end investment fund. The company is headquartered in San Juan, Puerto Rico. | Miscellaneous |
| Multi-Select Securities Fund for Puerto Rico Residents | Miscellaneous |
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