Asset Management One 13F: Adds $11M to Alphabet (GOOG) Stake

Asset Management One boosted its position in Alphabet Inc. (GOOG) by adding 33,725 shares in a filing on October 27, 2026. This increase brings the fund's total holdings in Alphabet to 2,245,152 shares, valued at approximately $765 million. The filing indicates a 1.5% increase in the fund's stake in the tech giant.

GOOG Alphabet Inc.

$316.83 ▲ +0.68% year to date

1M 3M YTD

Daily close · Oct 27, 2026

Where Alphabet Fits in Asset Management One's Portfolio

Alphabet now accounts for about 5.47% of Asset Management One's total reported value of $13.98 billion. This position ranks fourth among the fund's 940 holdings, showing its significance in their portfolio.

Alphabet Inc. Stock Down 0.1%

As of October 27, 2026, Alphabet's shares closed at $316.83, and they have recently traded around $316.89. The stock is currently below its 50-day and 200-day moving averages by about 6.5% and 6.6%, respectively. It is also about 21.7% below its 52-week high of $404.47, yet still above its 52-week low of $264.94.

Recent Earnings

Alphabet reported trailing twelve-month revenue of approximately $445.9 billion, with a net margin of 54.8%. The next earnings report is scheduled for October 28, 2026.

Dividend

Alphabet pays an annual dividend of $0.88 per share, which gives it a yield of about 0.28%. The dividend payout ratio is 4.3%, reflecting a commitment to returning value to shareholders.

Insider Buying and Selling at Alphabet Inc.

On July 29, 2026, Officer Marsida Saraci sold 449 shares at an average price of $333.20, totaling about $149,607. Director Frances H. Ph.D. Arnold also sold shares on July 30 and August 28, 2026, for values of approximately $27,338 and $27,692, respectively, at prices of $333.39 and $337.71.

Analysts Set New Price Targets

Analysts have been active in adjusting their ratings for Alphabet. On October 15, 2026, JP Morgan maintained an Overweight rating with a price target of $425.00, up from $420.00. TD Cowen also maintained a Buy rating, with targets of $475.00 and $485.00 set on July 23 and October 8, 2026, respectively. The consensus recommendation for Alphabet is a strong buy, with a mean price target of $422.36 based on 14 analyst opinions.

About Alphabet Inc.

Alphabet Inc. is the parent company of Google and several other businesses. It operates primarily in the communication services sector, providing a wide range of products and platforms, including search, advertising, cloud services, and hardware. This filing reflects Asset Management One's continued confidence in Alphabet's growth potential.

Bottom Line

Investors should keep an eye on Alphabet's upcoming earnings report on October 28, 2026, as well as any further filings from Asset Management One. The changes in the fund's holdings indicate a strategic move to strengthen its position in a key tech player.