Yes, iShares Russell 1000 Growth ETF (IWF) holds GOOG with 4.78% (as of 2026-09-23).

Yes, ARK Autonomous Technology & Robotics ETF (ARKQ) holds GOOG with 4.54% (as of 2026-09-23).

Yes, Vanguard Growth ETF (VUG) holds GOOG with 4.21% (as of 2026-09-23).

Yes, ARK Space Exploration & Innovation ETF (ARKX) holds GOOG with 3.87% (as of 2026-09-23).

Yes, Vanguard S&P 500 ETF (VOO) holds GOOG with 2.40% (as of 2026-09-23).

Alphabet Inc. (GOOG) is held by IWF (4.78%), ARKQ (4.54%), VUG (4.21%), ARKX (3.87%), VOO (2.40%), and 5 more.

What sector is GOOG in?

Alphabet Inc. is classified under GICS Communication Services (Interactive Media & Services).

What is GOOG's last close price?

GOOG last closed at $339.01 on 2026-09-24.

GOOG

Alphabet Inc.

Communication Services · Interactive Media & Services

$339.01last close

+36.8%~252d

Price

+36.79% over 1Y

3 auto-fib

Thesis

as of 2026-09-23

Bull case

Structural: vertically integrated AI stack - own model (Gemini), own silicon (TPU v5/v6, the only viable $NVDA alternative at scale), own cloud (GCP), own distribution (Search, YouTube, Android, Workspace, ~3B users). Gemini is the only frontier model not paying NVDA the GPU tax.

GCP is fastest-growing top-3 hyperscaler, taking share from $AWS/$AZURE on AI workloads.

(1) TPU moat - Anthropic, Apple, Meta inference all run on TPU; capex efficiency vs GPU peers is the underappreciated leg. (2) YouTube is the largest video platform globally and structurally underpriced vs Netflix on hours-watched. (3) Waymo is the only scaled robotaxi in the US (LA/SF/Phoenix/Austin) - option value not in numbers.

(4) Search ad revenue still growing despite AI Overviews; monetization risk overestimated. (5) Cash machine: ~$100B annual FCF funds AI capex without dilution.

Bear case

(1) DOJ remedy on Search distribution (Apple TAC, Chrome divestiture risk) is the only true existential overhang. (2) AI Overviews / ChatGPT browser / Perplexity erode the long-tail query funnel that monetizes best. (3) Capex acceleration ($75B+ '26) compresses near-term margins; ROI on AI infra still unproven.

(4) GCP margin gap to AWS/Azure persists. (5) Regulatory pressure compounds - EU DMA, UK CMA, US ad-tech case all open.

•Anthropic (2024) - multi-year TPU commitment, reportedly hundreds of thousands of TPU v5e chips; Alphabet also a major equity investor (~$3B+)

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Analyze GOOG· interactive tools

Top correlated· 252d co-movement

1.00
0.56
0.51
0.42
0.39
0.37

Frequently asked questions

Is GOOG in IWF?: Yes, iShares Russell 1000 Growth ETF (IWF) holds GOOG with 4.78% (as of 2026-09-23).
Is GOOG in ARKQ?: Yes, ARK Autonomous Technology & Robotics ETF (ARKQ) holds GOOG with 4.54% (as of 2026-09-23).
Is GOOG in VUG?: Yes, Vanguard Growth ETF (VUG) holds GOOG with 4.21% (as of 2026-09-23).
Is GOOG in ARKX?: Yes, ARK Space Exploration & Innovation ETF (ARKX) holds GOOG with 3.87% (as of 2026-09-23).
Is GOOG in VOO?: Yes, Vanguard S&P 500 ETF (VOO) holds GOOG with 2.40% (as of 2026-09-23).
What ETFs hold GOOG?: Alphabet Inc. (GOOG) is held by IWF (4.78%), ARKQ (4.54%), VUG (4.21%), ARKX (3.87%), VOO (2.40%), and 5 more.
What sector is GOOG in?: Alphabet Inc. is classified under GICS Communication Services (Interactive Media & Services).
What is GOOG's last close price?: GOOG last closed at $339.01 on 2026-09-24.

•Apple (Gemini integration, 2025) - Apple Intelligence to route complex queries to Gemini on-device + cloud (timing/economics still TBD as of mid-2026)

•Meta (TPU, 2025) - reported multi-billion TPU deal for inference workloads; first crack in NVDA-only Meta stack

•Waymo One - commercial robotaxi service live in Phoenix, SF, LA, Austin; >250K paid rides/week as of Q1 '26

•YouTube TV / Sunday Ticket - exclusive NFL Sunday Ticket through 2030 ($2B/yr); anchors YouTube TV subscriber base

•Search distribution - Apple Safari default ($20B+/yr TAC), Mozilla Firefox; DOJ remedy phase ongoing through 2026

customersAnthropic · Apple · Meta · Spotify · PayPal · Snap · Procter & Gamble · Unilever

Held by ETFs

IWFiShares Russell 1000 Growth ETF
4.78%
ARKQARK Autonomous Technology & Robotics ETF
4.54%
VUGVanguard Growth ETF
4.21%
ARKXARK Space Exploration & Innovation ETF
3.87%
VOOVanguard S&P 500 ETF
2.40%
SPYSPDR S&P 500 ETF Trust
2.40%
IVViShares Core S&P 500 ETF
2.39%
IWBiShares Russell 1000 ETF
2.25%
ITOTiShares Core S&P Total US Stock Market ETF
2.13%
VTIVanguard Total Stock Market ETF
2.12%

Key levels

$340.38
0.382 retr of 236.69->404.47 (52w) · 2026-09-24
Auto-computed retracement of the trailing 52w low-high leg. Recomputed on each refresh; not a curated level.
-0.4%
$320.58
0.5 retr of 236.69->404.47 (52w) · 2026-09-24
Auto-computed retracement of the trailing 52w low-high leg. Recomputed on each refresh; not a curated level.
+5.7%
$300.78
0.618 retr of 236.69->404.47 (52w) · 2026-09-24
Auto-computed retracement of the trailing 52w low-high leg. Recomputed on each refresh; not a curated level.
+12.7%
$272.59
0.786 retr of 236.69->404.47 (52w) · 2026-09-24
Out of reach · reference only
+24.4%

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Facts

Exchange: US
Currency: USD
Market cap: $4.10T
Last update: 2026-09-24

Revenue (TTM)$445.9B

P/E16.8×

P/S9.2×

Net margin54.8%